Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Checkpoint Capital L.P.

  • ARGX
  • RYTM
  • CORT
  • RVMD
  • CRNX
  • STOK
  • KYMR
Checkpoint Capital L.P.'s Q3 2025 Portfolio
Portfolio Value 298 Billion
Stocks 10
Filing on Nov 14, 2025 Q3 2025

Doma Perpetual Capital Management LLC

  • PCRX
  • NSSC
  • DVA
  • INMD
  • HIFS
  • AFYA
  • BBD
Doma Perpetual Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 298 Billion
Stocks 12
Filing on Jul 17, 2025 Q2 2025

Olympus Wealth Management, LLC

  • IEFA
  • VOO
  • SPY
  • SPLG
  • IEMG
  • IJH
  • SCHD
Olympus Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 298 Billion
Stocks 21
Filing on Oct 28, 2025 Q3 2025

Gold Investment Management Ltd.

  • TSM
  • TSLA
  • MSFT
  • BNS
  • TD
  • RY
  • SU
Gold Investment Management Ltd.'s Q3 2025 Portfolio
Portfolio Value 298 Billion
Stocks 203
Filing on Nov 13, 2025 Q3 2025

Sweeney & Michel, LLC

  • ITOT
  • DGRO
  • AAPL
  • HDV
  • GOOG
  • SHYG
  • BRK-B
Sweeney & Michel, LLC's Q3 2025 Portfolio
Portfolio Value 298 Billion
Stocks 137
Filing on Nov 07, 2025 Q3 2025

Htg Investment Advisors, Inc.

  • DFAC
  • AVUS
  • DFIC
  • AVDE
  • CBRE
  • DFAX
  • BSV
Htg Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 297 Billion
Stocks 75
Filing on Nov 13, 2025 Q3 2025

Idaho Trust Bank

  • EFA
  • GBCI
  • EMB
  • JNK
  • VV
  • IWM
  • VWO
Idaho Trust Bank's Q3 2025 Portfolio
Portfolio Value 297 Billion
Stocks 149
Filing on Nov 03, 2025 Q3 2025

Pines Wealth Management, LLC

  • IVV
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • MUB
  • GLTR
Pines Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 297 Billion
Stocks 226
Filing on Oct 24, 2025 Q3 2025

Fairfield Financial Advisors, LTD

  • QQQ
  • XLK
  • GOOGL
  • AAPL
  • AMZN
  • BRK-B
  • LLY
Fairfield Financial Advisors, LTD's Q3 2025 Portfolio
Portfolio Value 297 Billion
Stocks 72
Filing on Oct 27, 2025 Q3 2025

Lazari Capital Management, Inc.

  • AAPL
  • META
  • NVDA
  • UBER
  • AMZN
  • GOOGL
  • TSLA
Lazari Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 296 Billion
Stocks 166
Filing on Nov 12, 2025 Q3 2025

Team Hewins, LLC

  • DFIV
  • DFAT
  • DFUV
  • AVUV
  • AVEM
  • IWO
  • DFSV
Team Hewins, LLC's Q3 2025 Portfolio
Portfolio Value 296 Billion
Stocks 39
Filing on Nov 14, 2025 Q3 2025

Gen Wealth Partners Inc

  • SPLG
  • DYNF
  • IVW
  • QUAL
  • EFV
  • IVV
  • IEMG
Gen Wealth Partners Inc's Q3 2025 Portfolio
Portfolio Value 296 Billion
Stocks 681
Filing on Oct 21, 2025 Q3 2025

Invesco, LLC

  • ORCL
  • GOOG
  • AMZN
  • AAPL
  • MSFT
  • COST
  • APH
Invesco, LLC's Q3 2025 Portfolio
Portfolio Value 296 Billion
Stocks 133
Filing on Nov 14, 2025 Q3 2025

Amundi

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • TSLA
  • AVGO
  • GOOGL
Amundi's Q3 2025 Portfolio
Portfolio Value 295 Billion
Stocks 4786
Filing on Nov 14, 2025 Q3 2025

Prosperity Wealth Management, Inc.

  • SCHX
  • SCHG
  • VOO
  • QQQ
  • MSFT
  • NVDA
  • IUS
Prosperity Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 295 Billion
Stocks 240
Filing on Nov 13, 2025 Q3 2025

Sensible Money, LLC

  • DFAC
  • DFAT
  • DFAX
  • DFEM
  • DFEV
  • DFIC
  • DISV
Sensible Money, LLC's Q3 2025 Portfolio
Portfolio Value 294 Billion
Stocks 88
Filing on Oct 31, 2025 Q3 2025

Ping Capital Management, Inc.

  • YPF
  • PAM
  • GGAL
  • KWEB
  • BBAR
  • EWZ
  • QQQ
Ping Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 294 Billion
Stocks 72
Filing on Nov 04, 2025 Q3 2025

Commonwealth Retirement Investments LLC

  • AVGO
  • MSFT
  • ABBV
  • JPM
  • HD
  • XOM
  • CVX
Commonwealth Retirement Investments LLC's Q3 2025 Portfolio
Portfolio Value 294 Billion
Stocks 120