Largest Portfolios by Value

Filing on Nov 13, 2025 Q3 2025

Quartz Partners, LLC

  • NVDA
  • AVGO
  • SPHY
  • AAPL
  • IVV
  • META
  • IDCC
Quartz Partners, LLC's Q3 2025 Portfolio
Portfolio Value 276 Billion
Stocks 178
Filing on Nov 14, 2025 Q3 2025

Orion Resource Partners LP

  • SKE
  • SLSSF
  • DC
  • IAUX
  • NGD
  • HBM
  • EGO
Orion Resource Partners LP's Q3 2025 Portfolio
Portfolio Value 275 Billion
Stocks 27
Filing on Oct 08, 2025 Q3 2025

Osprey Private Wealth LLC

  • NVDA
  • GOOG
  • JPM
  • META
  • V
  • ABBV
  • MSFT
Osprey Private Wealth LLC's Q3 2025 Portfolio
Portfolio Value 275 Billion
Stocks 65
Filing on Oct 20, 2025 Q3 2025

Heritage Oak Wealth Advisors LLC

  • WMT
  • JPST
  • BIL
  • QQQ
  • BKHY
  • ITOT
  • AAPL
Heritage Oak Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 275 Billion
Stocks 85
Filing on Oct 24, 2025 Q3 2025

Sonoma Allocations LLC

  • IVV
  • IWF
  • UJAN
  • AAAU
  • FBND
  • QQQ
  • DBEZ
Sonoma Allocations LLC's Q3 2025 Portfolio
Portfolio Value 275 Billion
Stocks 137
Filing on Nov 13, 2025 Q3 2025

Invenio Wealth Partners LLC

  • SCHG
  • JMUB
  • DHS
  • VOO
  • SPDW
  • IVLU
  • PTMC
Invenio Wealth Partners LLC's Q3 2025 Portfolio
Portfolio Value 275 Billion
Stocks 95
Filing on Nov 12, 2025 Q3 2025

Power Wealth Management LLC

  • FBND
  • VMBS
  • VCIT
  • SPYV
  • SCHF
  • SPYG
  • VGIT
Power Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 275 Billion
Stocks 89
Filing on Nov 12, 2025 Q3 2025

Fortress Private Ledger, LLC

  • PLTR
  • NVDA
  • CGDV
  • AAPL
  • MSFT
  • RGTI
  • GLD
Fortress Private Ledger, LLC's Q3 2025 Portfolio
Portfolio Value 274 Billion
Stocks 202
Filing on Nov 13, 2025 Q3 2025

Multicoin Capital Management, LLC

  • GBTC
Multicoin Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 274 Billion
Stocks 3
Filing on Nov 13, 2025 Q3 2025

Empower Annuity Insurance CO

  • LQD
Empower Annuity Insurance CO's Q3 2025 Portfolio
Portfolio Value 274 Billion
Stocks 1
Filing on Nov 14, 2025 Q3 2025

Prosperity Financial Group, Inc.

  • AAPL
  • NVDA
  • MSFT
  • PVAL
  • QMAR
  • PGRO
  • MISL
Prosperity Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 273 Billion
Stocks 185
Filing on Nov 14, 2025 Q3 2025

Square Wave Capital, LLC

  • VEEV
  • TW
  • FICO
  • MAR
  • EFX
  • MCO
  • IT
Square Wave Capital, LLC's Q3 2025 Portfolio
Portfolio Value 273 Billion
Stocks 8
Filing on Oct 02, 2025 Q3 2025

Inves Trust

  • VOO
  • VEA
  • MSFT
  • IBDS
  • IBDR
  • IJJ
  • IBDT
Inves Trust's Q3 2025 Portfolio
Portfolio Value 273 Billion
Stocks 95
Filing on Oct 29, 2025 Q3 2025

Keeler & Nadler Financial Planning & Wealth Management

  • SCHG
  • QUAL
  • FNDF
  • SPLG
  • SCHV
  • VUG
  • VIGI
Keeler & Nadler Financial Planning & Wealth Management's Q3 2025 Portfolio
Portfolio Value 273 Billion
Stocks 79
Filing on Nov 18, 2025 Q3 2025

Stance Capital LLC

  • TJX
  • AZO
  • ORLY
  • ADSK
  • CSCO
  • VZ
  • AAPL
Stance Capital LLC's Q3 2025 Portfolio
Portfolio Value 273 Billion
Stocks 342
Filing on Nov 05, 2025 Q3 2025

Slagle Financial, LLC

  • NVDA
  • AAPL
  • SPLG
  • MSFT
  • JPM
  • KO
  • AVGO
Slagle Financial, LLC's Q3 2025 Portfolio
Portfolio Value 273 Billion
Stocks 116
Filing on Oct 06, 2025 Q3 2025

Hf Advisory Group, LLC

  • DGRO
  • MSFT
  • FALN
  • GOOG
  • LGLV
  • BRK-B
  • JPM
Hf Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 272 Billion
Stocks 166
Filing on Nov 14, 2025 Q3 2025

Bill Miller

Miller Value Partners, LLC
  • NBR
  • LNC
  • GTN
  • QUAD
  • BFH
  • GCI
  • CNDT
Bill Miller's Q3 2025 Portfolio
Portfolio Value 272 Billion
Stocks 36