Largest Portfolios by Value

Filing on Oct 29, 2025 Q3 2025

Tred Avon Family Wealth, LLC

  • BAC
  • MSFT
  • IVV
  • AAPL
  • BRK-B
  • AMZN
  • NVDA
Tred Avon Family Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 291 Billion
Stocks 237
Filing on Nov 10, 2025 Q3 2025

Alteri Wealth LLC

  • NVDA
  • AAPL
  • AVGO
  • MSFT
  • WMT
  • XOM
  • GOOGL
Alteri Wealth LLC's Q3 2025 Portfolio
Portfolio Value 291 Billion
Stocks 282
Filing on Oct 28, 2025 Q3 2025

Essential Planning, Llc.

  • BND
  • DFAU
  • DFAI
  • VTI
  • DFCF
  • DFAE
  • LLY
Essential Planning, Llc.'s Q3 2025 Portfolio
Portfolio Value 290 Billion
Stocks 85
Filing on Nov 12, 2025 Q3 2025

Veridan Wealth LLC

  • COOP
  • WFC
  • IUSB
  • IWY
  • BIV
  • OEF
  • IWL
Veridan Wealth LLC's Q3 2025 Portfolio
Portfolio Value 290 Billion
Stocks 79
Filing on Nov 05, 2025 Q3 2025

Harmony Asset Management LLC

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • AMZN
  • LLY
  • V
Harmony Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 290 Billion
Stocks 170
Filing on Nov 12, 2025 Q3 2025

Skyline Advisors, Inc.

  • VTI
  • IXUS
  • MSFT
  • IUSB
  • QUAL
  • SCHG
  • SCHD
Skyline Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 290 Billion
Stocks 96
Filing on Oct 15, 2025 Q3 2025

Yeomans Consulting Group, Inc.

  • VV
  • IAU
  • BIV
  • QQQ
  • EEM
  • MTUM
  • EFA
Yeomans Consulting Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 290 Billion
Stocks 99
Filing on Oct 14, 2025 Q3 2025

Revisor Wealth Management LLC

  • SCHZ
  • AAPL
  • VIGI
  • VCIT
  • MSFT
  • VCLT
  • SPEM
Revisor Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 290 Billion
Stocks 278
Filing on Nov 14, 2025 Q3 2025

Waterford Advisors, LLC

  • IVV
  • VUG
  • VTV
  • VEA
  • SCHA
  • BNDX
  • BSV
Waterford Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 289 Billion
Stocks 54
Filing on Oct 29, 2025 Q3 2025

Demars Financial Group, LLC

  • SPHQ
  • XLG
  • FLOT
  • OEF
  • BRK-B
  • FLTR
  • NVDA
Demars Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 289 Billion
Stocks 94
Filing on Nov 14, 2025 Q3 2025

Evelyn Partners Investment Management (Europe) LTD

  • CRH.L
  • FIW
  • GLD
  • URTH
  • MSFT
  • SPY
  • BRK-B
Evelyn Partners Investment Management (Europe) LTD's Q3 2025 Portfolio
Portfolio Value 289 Billion
Stocks 179
Filing on Nov 05, 2025 Q3 2025

Hassell Wealth Management, LLC

  • VTI
  • VEA
  • VCIT
  • BNDX
  • DFSV
  • VCSH
  • VGIT
Hassell Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 288 Billion
Stocks 26
Filing on Oct 23, 2025 Q3 2025

Lecap Asset Management LTD

  • NVDA
  • TJX
  • CCI
  • MMC
  • SCHW
  • SFM
  • TW
Lecap Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 288 Billion
Stocks 266
Filing on Nov 13, 2025 Q3 2025

One William Street Capital Management, L.P.

  • HYG
  • VCIT
  • TRTX
  • HOUS
  • NFE
One William Street Capital Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 288 Billion
Stocks 7
Filing on Nov 13, 2025 Q3 2025

Eaton Cambridge Inc.

  • DFAC
  • VCSH
  • DFIC
  • BND
  • DFEM
  • BSV
  • AVUS
Eaton Cambridge Inc.'s Q3 2025 Portfolio
Portfolio Value 287 Billion
Stocks 42
Filing on Nov 14, 2025 Q3 2025

Scientech Research LLC

  • MSFT
  • NVDA
  • APP
  • LLY
  • REGN
  • ALNY
  • TLRY
Scientech Research LLC's Q3 2025 Portfolio
Portfolio Value 287 Billion
Stocks 550
Filing on Nov 13, 2025 Q3 2025

Deutsche Bank Ag\

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • META
  • AVGO
Deutsche Bank Ag\'s Q3 2025 Portfolio
Portfolio Value 287 Billion
Stocks 13843
Filing on Nov 05, 2025 Q3 2025

Elyxium Wealth, LLC

  • AAPL
  • IVV
  • MSFT
  • NVDA
  • AFRM
  • IJH
  • SPY
Elyxium Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 287 Billion
Stocks 566