Largest Portfolios by Value

Filing on Nov 12, 2025 Q3 2025

E Cio, Inc.

  • AGG
  • SCHD
  • SCHF
  • BSV
  • IJR
  • SUSA
  • EAGG
E Cio, Inc.'s Q3 2025 Portfolio
Portfolio Value 268 Billion
Stocks 70
Filing on Nov 14, 2025 Q3 2025

Ruggaard & Associates LLC

  • QGRO
  • JPST
  • CGDV
  • CGCP
  • IBHF
  • IBDQ
  • VO
Ruggaard & Associates LLC's Q3 2025 Portfolio
Portfolio Value 267 Billion
Stocks 138
Filing on Nov 12, 2025 Q3 2025

Family Wealth Partners, LLC

  • ITOT
  • LPLA
  • VGIT
  • AVDV
  • VBR
  • DFEM
  • DUHP
Family Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 267 Billion
Stocks 81
Filing on Nov 12, 2025 Q3 2025

Ameriflex Group, Inc.

  • AAPL
  • NVDA
  • VOO
  • MSFT
  • AVGO
  • COST
  • UNP
Ameriflex Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 267 Billion
Stocks 1090
Filing on Nov 04, 2025 Q3 2025

Howard Bailey Securities, LLC

  • IWY
  • IWX
  • DGRW
  • NTSX
  • SCHG
  • SPLG
  • EFV
Howard Bailey Securities, LLC's Q3 2025 Portfolio
Portfolio Value 266 Billion
Stocks 134
Filing on Oct 14, 2025 Q3 2025

Able Wealth Management LLC

  • SHV
  • SPMO
  • JQUA
  • EQWL
  • DYNF
  • PVAL
  • EFV
Able Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 266 Billion
Stocks 106
Filing on Oct 29, 2025 Q3 2025

New Insight Wealth Advisors

  • IVV
  • FBND
  • VO
  • VGT
  • SCHD
  • VIOO
  • RSP
New Insight Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 266 Billion
Stocks 106
Filing on Nov 13, 2025 Q3 2025

Codex Capital Asset Management L.L.C.

  • NVDA
  • META
  • MSFT
  • GE
  • LLY
  • SPY
  • JPM
Codex Capital Asset Management L.L.C.'s Q3 2025 Portfolio
Portfolio Value 266 Billion
Stocks 31
Filing on Oct 14, 2025 Q3 2025

Dlk Investment Management, LLC

  • MSFT
  • AAPL
  • GOOG
  • V
  • JPM
  • COST
  • RTX
Dlk Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 265 Billion
Stocks 90
Filing on Oct 31, 2025 Q3 2025

National Wealth Management Group, LLC

  • TCHP
  • IVV
  • NVDA
  • QQQ
  • QQQM
  • META
  • MSFT
National Wealth Management Group, LLC's Q3 2025 Portfolio
Portfolio Value 265 Billion
Stocks 228
Filing on Nov 07, 2025 Q3 2025

Smart Wealth LLC

  • NVDA
  • RDVY
  • VOO
  • FJUL
  • FJAN
  • JEPI
  • BRK-B
Smart Wealth LLC's Q3 2025 Portfolio
Portfolio Value 265 Billion
Stocks 141
Filing on Nov 14, 2025 Q3 2025

Revere Asset Management, Inc

  • SPLG
  • SSO
  • UPRO
  • PPH
  • TSLA
  • NVDA
  • HOOD
Revere Asset Management, Inc's Q3 2025 Portfolio
Portfolio Value 265 Billion
Stocks 35
Filing on Oct 15, 2025 Q3 2025

Lind Value Ii Ap S

  • CHTR
  • AVT
  • ARW
  • SNX
  • NVO
  • PYPL
  • INMD
Lind Value Ii Ap S's Q3 2025 Portfolio
Portfolio Value 265 Billion
Stocks 11
Filing on Nov 06, 2025 Q3 2025

Acorn Creek Capital LLC

  • VTV
  • DFAS
  • DFIC
  • BIV
  • VUG
  • GLD
  • IEFA
Acorn Creek Capital LLC's Q3 2025 Portfolio
Portfolio Value 265 Billion
Stocks 80
Filing on Oct 23, 2025 Q3 2025

Texas Bank & Trust CO

  • MSFT
  • AAPL
  • JPM
  • GOOGL
  • XOM
  • NVDA
  • ORCL
Texas Bank & Trust CO's Q3 2025 Portfolio
Portfolio Value 264 Billion
Stocks 405
Filing on Nov 12, 2025 Q3 2025

Wealthedge Investment Advisors, LLC

  • SPY
  • LTPZ
  • MSFT
  • BTAL
  • IVV
  • NVDA
  • VO
Wealthedge Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 264 Billion
Stocks 127
Filing on Oct 28, 2025 Q3 2025

Dupree Financial Group, LLC

  • AGNC
  • ENB
  • BTI
  • VZ
  • M
  • BP
  • RE
Dupree Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 263 Billion
Stocks 70
Filing on Nov 12, 2025 Q3 2025

Rja Asset Management LLC

  • AAPL
  • TWLO
  • AFRM
Rja Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 263 Billion
Stocks 3