Largest Portfolios by Value

Filing on Nov 13, 2025 Q3 2025

Crux Wealth Advisors

  • BKAG
  • SPYG
  • NVDA
  • BKLC
  • MSFT
  • META
  • AMZN
Crux Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 252 Billion
Stocks 167
Filing on Nov 12, 2025 Q3 2025

Arcadia Wealth Management, LLC

  • VUG
  • VEA
  • VTV
  • IWF
  • VWO
  • IWD
  • ACWX
Arcadia Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 252 Billion
Stocks 61
Filing on Nov 04, 2025 Q3 2025

Fedenia Advisers LLC

  • VOO
  • QQQ
  • SPY
  • VEA
  • IUSB
  • MUB
  • AAPL
Fedenia Advisers LLC's Q3 2025 Portfolio
Portfolio Value 252 Billion
Stocks 164
Filing on Oct 27, 2025 Q3 2025

Vivid Wealth Management, LLC

  • IVV
  • QQQ
  • SGOV
  • BIL
  • VTV
  • JEPI
  • TSLA
Vivid Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 252 Billion
Stocks 67
Filing on Oct 27, 2025 Q3 2025

Kennedy Investment Group

  • AVGO
  • AAPL
  • FTHY
  • AMZN
  • NVDA
  • USMV
  • JEPQ
Kennedy Investment Group's Q3 2025 Portfolio
Portfolio Value 252 Billion
Stocks 138
Filing on Nov 12, 2025 Q3 2025

Loup Funds, LLC

  • META
  • NU
  • VRT
  • MU
  • APP
  • UBER
  • MELI
Loup Funds, LLC's Q3 2025 Portfolio
Portfolio Value 251 Billion
Stocks 31
Filing on Oct 30, 2025 Q3 2025

Sellwood Investment Partners LLC

  • VOO
  • ESGV
  • RAFE
  • VSGX
  • VTIP
  • FNDX
  • VXUS
Sellwood Investment Partners LLC's Q3 2025 Portfolio
Portfolio Value 251 Billion
Stocks 107
Filing on Nov 07, 2025 Q3 2025

Summit Investment Advisory Services, LLC

  • CGDV
  • CGGR
  • CGUS
  • DGRO
  • SPTM
  • IVW
  • VTI
Summit Investment Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 251 Billion
Stocks 76
Filing on Nov 10, 2025 Q3 2025

Dover Advisors, LLC

  • MSFT
  • AAPL
  • BRK-A
  • GOOGL
  • JPM
  • AMZN
  • RTX
Dover Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 251 Billion
Stocks 165
Filing on Oct 27, 2025 Q3 2025

Argentarii, LLC

  • NVDA
  • TSLA
  • MSFT
  • AAPL
  • GOOGL
  • JPM
  • AVGO
Argentarii, LLC's Q3 2025 Portfolio
Portfolio Value 251 Billion
Stocks 167
Filing on Nov 12, 2025 Q3 2025

Arrowroot Family Office, LLC

  • VONG
  • AGG
  • VONV
  • VTI
  • IJH
  • SCHD
  • VEA
Arrowroot Family Office, LLC's Q3 2025 Portfolio
Portfolio Value 251 Billion
Stocks 142
Filing on Oct 30, 2025 Q3 2025

Elevation Capital Advisory, LLC

  • MFUL
  • IWY
  • VONG
  • MGK
  • OEF
  • IUSG
  • IVW
Elevation Capital Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 250 Billion
Stocks 59
Filing on Nov 04, 2025 Q3 2025

Abound Financial, LLC

  • SPYG
  • SPSM
  • SPTM
  • SPDW
  • SPYV
  • SPLG
  • SPEM
Abound Financial, LLC's Q3 2025 Portfolio
Portfolio Value 250 Billion
Stocks 70
Filing on Nov 10, 2025 Q3 2025

Tableaux LLC

  • SPLG
  • IYW
  • COWZ
  • DUHP
  • DFAU
  • JCPB
  • FRDM
Tableaux LLC's Q3 2025 Portfolio
Portfolio Value 250 Billion
Stocks 114
Filing on Nov 14, 2025 Q3 2025

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • MA
  • NOW
  • AMZN
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's Q3 2025 Portfolio
Portfolio Value 250 Billion
Stocks 190
Filing on Oct 15, 2025 Q3 2025

Iams Wealth Management, LLC

  • QQQ
  • SPY
  • BIL
  • MSFT
  • AAPL
  • NVDA
  • BUFR
Iams Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 249 Billion
Stocks 184
Filing on Nov 20, 2025 Q3 2025

Pcg Asset Management, LLC

  • SPY
  • BSV
  • BIV
  • AAPL
  • SHY
  • VGT
  • QQQ
Pcg Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 249 Billion
Stocks 78
Filing on Oct 09, 2025 Q3 2025

Two Point Capital Management, Inc.

  • MSFT
  • DHI
  • GOOGL
  • ORCL
  • CMI
  • AAPL
  • ETN
Two Point Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 249 Billion
Stocks 25