Largest Portfolios by Value

Filing on Nov 10, 2025 Q3 2025

Atomi Financial Group, Inc.

  • AAPL
  • COIN
  • IVV
  • VEA
  • INTF
  • SCHG
  • SCHV
Atomi Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 3.09 Trillion
Stocks 1165
Filing on Nov 14, 2025 Q3 2025

Hancock Prospecting Pty LTD

  • MP
  • QQQ
  • TECK
  • HBM
  • SPMD
  • NXE
  • AIQ
Hancock Prospecting Pty LTD's Q3 2025 Portfolio
Portfolio Value 3.07 Trillion
Stocks 30
Filing on Nov 13, 2025 Q3 2025

Catalytic Wealth Ria, LLC

  • META
  • NVDA
  • GOOGL
  • MSFT
  • AAPL
  • GOOG
  • AMZN
Catalytic Wealth Ria, LLC's Q3 2025 Portfolio
Portfolio Value 3.04 Trillion
Stocks 1116
Filing on Nov 14, 2025 Q3 2025

Vest Gen Advisors, LLC

  • VTI
  • SPY
  • QQQ
  • NVDA
  • AAPL
  • GLPI
  • MSFT
Vest Gen Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 3 Trillion
Stocks 694
Filing on Nov 12, 2025 Q3 2025

Diversify Advisory Services, LLC

  • NVDA
  • SPY
  • QQQ
  • BKLN
  • AAPL
  • GLD
  • AMZN
Diversify Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 2.98 Trillion
Stocks 872
Filing on Nov 10, 2025 Q3 2025

Bit Capital Gmb H

  • IREN
  • MSFT
  • META
  • HIMS
  • AMZN
  • TSM
  • HOOD
Bit Capital Gmb H's Q3 2025 Portfolio
Portfolio Value 2.92 Trillion
Stocks 111
Filing on Nov 13, 2025 Q3 2025

Sage View Advisory Group, LLC

  • AGG
  • VONG
  • VONV
  • SCHF
  • VXF
  • SCHE
  • IAGG
Sage View Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 2.9 Trillion
Stocks 643
Filing on Jul 27, 2023 Q2 2023

Ea Series Trust

  • XOM
  • CVX
  • SGOV
  • MSFT
  • COP
  • AAPL
  • BIL
Ea Series Trust's Q2 2023 Portfolio
Portfolio Value 2.84 Trillion
Stocks 1740
Filing on Nov 13, 2025 Q3 2025

Dixon Mitchell Investment Counsel Inc.

  • IEFA
  • MSFT
  • GOOGL
  • TD
  • RY
  • V
  • ICE
Dixon Mitchell Investment Counsel Inc.'s Q3 2025 Portfolio
Portfolio Value 2.81 Trillion
Stocks 75
Filing on Oct 09, 2025 Q3 2025

Focus Financial Network, Inc.

  • NVDA
  • SCHG
  • QQQ
  • AAPL
  • SCHD
  • IVV
  • AMZN
Focus Financial Network, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.8 Trillion
Stocks 738
Filing on Nov 14, 2025 Q3 2025

State Street Corp

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
State Street Corp's Q3 2025 Portfolio
Portfolio Value 2.8 Trillion
Stocks 4282
Filing on Oct 14, 2025 Q3 2025

Globalt Investments LLC / Ga

  • IWF
  • IWD
  • SPTI
  • SPTL
  • SPTS
  • GLD
  • GDX
Globalt Investments LLC / Ga's Q3 2025 Portfolio
Portfolio Value 2.74 Trillion
Stocks 207
Filing on Oct 21, 2025 Q3 2025

Fifth Third Wealth Advisors LLC

  • IVV
  • SPY
  • NVDA
  • IEFA
  • MSFT
  • AAPL
  • FAST
Fifth Third Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 2.71 Trillion
Stocks 772
Filing on Feb 12, 2024 Q4 2023

Focus Financial Network Inc /Adv

  • AAPL
  • SCHG
  • IVV
  • SCHD
  • QQQ
  • NVDA
  • AMZN
Focus Financial Network Inc /Adv's Q4 2023 Portfolio
Portfolio Value 2.66 Trillion
Stocks 710
Filing on Nov 14, 2025 Q3 2025

Oddo Bhf Asset Management Sas

  • NVDA
  • AVGO
  • AAPL
  • V
  • ORCL
  • VRNA
  • NFLX
Oddo Bhf Asset Management Sas's Q3 2025 Portfolio
Portfolio Value 2.63 Trillion
Stocks 363
Filing on Nov 14, 2025 Q3 2025

Gts Securities LLC

  • QQQ
  • IVV
  • NVDA
  • SGOV
  • AMZN
  • BRK-A
  • MSFT
Gts Securities LLC's Q3 2025 Portfolio
Portfolio Value 2.6 Trillion
Stocks 1409
Filing on Nov 14, 2025 Q3 2025

First Beijing Investment LTD

  • YMM
  • PDD
  • EDU
  • ATAT
  • RLX
  • AXTI
  • NOAH
First Beijing Investment LTD's Q3 2025 Portfolio
Portfolio Value 2.59 Trillion
Stocks 8
Filing on Nov 13, 2025 Q3 2025

Siren, L.L.C.

  • SRRK
  • KYMR
  • BGNE
  • ARWR
  • CNTA
  • CRNX
  • EWTX
Siren, L.L.C.'s Q3 2025 Portfolio
Portfolio Value 2.56 Trillion
Stocks 117