Largest Portfolios by Value

Filing on Nov 12, 2025 Q3 2025

Crestmont Private Wealth LLC

  • IVV
  • VOO
  • BOND
  • VWO
  • VEA
  • JPST
  • DFAT
Crestmont Private Wealth LLC's Q3 2025 Portfolio
Portfolio Value 303 Billion
Stocks 95
Filing on Oct 29, 2025 Q3 2025

Massachusetts Financial Services CO

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • META
  • JPM
Massachusetts Financial Services CO 's Q3 2025 Portfolio
Portfolio Value 303 Billion
Stocks 3802
Filing on Nov 13, 2025 Q3 2025

Lhm, Inc.

  • VTI
  • XBI
  • TTWO
  • OLED
  • WAL
  • KWEB
  • IPGP
Lhm, Inc.'s Q3 2025 Portfolio
Portfolio Value 302 Billion
Stocks 22
Filing on Oct 20, 2025 Q3 2025

Baron Wealth Management LLC

  • QUAL
  • FLQH
  • IJR
  • AAPL
  • SNA
  • RIVN
  • SPY
Baron Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 302 Billion
Stocks 248
Filing on Oct 29, 2025 Q3 2025

Dorval Corp

  • SPTM
  • LGLV
  • ACWV
  • TIP
  • VT
  • VO
  • XMLV
Dorval Corp's Q3 2025 Portfolio
Portfolio Value 302 Billion
Stocks 42
Filing on May 15, 2024 Q1 2024

Mango Five Family, Inc.

  • NVDA
  • AMZN
  • GOOG
  • LBRDA
  • LBRDK
  • QCOM
  • AMD
Mango Five Family, Inc.'s Q1 2024 Portfolio
Portfolio Value 301 Billion
Stocks 65
Filing on Oct 08, 2024 Q3 2024

Syntrinsic LLC

  • SCHD
  • DSI
  • DMXF
  • VV
  • SCZ
  • SPY
  • VSS
Syntrinsic LLC's Q3 2024 Portfolio
Portfolio Value 301 Billion
Stocks 79
Filing on Nov 12, 2025 Q3 2025

Ameliora Wealth Management Ltd.

  • IGEB
  • IVV
  • FLRN
  • SGOL
  • IGIB
  • TMUS
  • AGG
Ameliora Wealth Management Ltd.'s Q3 2025 Portfolio
Portfolio Value 300 Billion
Stocks 221
Filing on Nov 14, 2025 Q3 2025

Alliancebernstein L.P.

  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOG
  • AVGO
  • AAPL
Alliancebernstein L.P.'s Q3 2025 Portfolio
Portfolio Value 300 Billion
Stocks 3264
Filing on Nov 14, 2025 Q3 2025

Sykon Capital LLC

  • SPLG
  • VXUS
  • XLK
  • EQAL
  • TFJL
  • SCHX
  • QQQ
Sykon Capital LLC's Q3 2025 Portfolio
Portfolio Value 300 Billion
Stocks 101
Filing on Nov 14, 2025 Q3 2025

Summit Wealth Group LLC / CO

  • TIP
  • HYMB
  • JPST
  • MSFT
  • PULS
  • AMZN
  • AAPL
Summit Wealth Group LLC / CO's Q3 2025 Portfolio
Portfolio Value 300 Billion
Stocks 245
Filing on Oct 29, 2025 Q3 2025

Canopy Partners, LLC

  • AAPL
  • VTI
  • MSFT
  • SPY
  • NVDA
  • IEFA
  • DFAU
Canopy Partners, LLC's Q3 2025 Portfolio
Portfolio Value 299 Billion
Stocks 235
Filing on Nov 14, 2025 Q3 2025

Kanen Wealth Management LLC

  • ALLT
  • REAL
  • COMP
  • INSE
  • EGAN
  • POWW
  • STKS
Kanen Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 299 Billion
Stocks 30
Filing on Oct 22, 2025 Q3 2025

Grey Rock Energy Management, LLC

  • GRNT
Grey Rock Energy Management, LLC's Q3 2025 Portfolio
Portfolio Value 299 Billion
Stocks 1
Filing on Nov 14, 2025 Q3 2025

Raymond James Financial Inc

  • VOO
  • MSFT
  • AGG
  • AAPL
  • NVDA
  • AVGO
  • AMZN
Raymond James Financial Inc's Q3 2025 Portfolio
Portfolio Value 299 Billion
Stocks 12998
Filing on Oct 14, 2025 Q3 2025

Private Client Services, LLC

  • IVV
  • IEFA
  • SPY
  • VWO
  • OEF
  • HTRB
  • AGG
Private Client Services, LLC's Q3 2025 Portfolio
Portfolio Value 299 Billion
Stocks 196
Filing on Nov 12, 2025 Q3 2025

Tounjian Advisory Partners, LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • META
  • IEFA
Tounjian Advisory Partners, LLC's Q3 2025 Portfolio
Portfolio Value 299 Billion
Stocks 149
Filing on Nov 14, 2025 Q3 2025

Visualize Group LP

  • WCN
  • CSGP
  • HEIA
  • RSG
  • AJG
  • ICE
  • BX
Visualize Group LP's Q3 2025 Portfolio
Portfolio Value 299 Billion
Stocks 10