Largest Portfolios by Value

Filing on Oct 28, 2025 Q3 2025

Wheelhouse Advisory Group LLC

  • VOOG
  • VOO
  • VHT
  • VV
  • MGK
  • VIG
  • VGT
Wheelhouse Advisory Group LLC's Q3 2025 Portfolio
Portfolio Value 232 Billion
Stocks 45
Filing on Aug 13, 2025 Q2 2025

Brightline Capital Management, LLC

  • TPC
  • SOI
  • VSAT
  • FLR
  • TOL
  • CSTM
  • NEXT
Brightline Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 232 Billion
Stocks 15
Filing on Aug 14, 2025 Q2 2025

Beacon Investment Advisors LLC

  • MSFT
  • BRK-B
  • AAPL
  • AMAT
  • INTU
  • MAR
  • COST
Beacon Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 232 Billion
Stocks 161
Filing on Oct 16, 2025 Q3 2025

Emprise Bank

  • VGIT
  • AVDV
  • VTIP
  • DFEM
  • VTI
  • SGOV
  • VEA
Emprise Bank's Q3 2025 Portfolio
Portfolio Value 232 Billion
Stocks 111
Filing on Oct 16, 2025 Q3 2025

Richards, Merrill & Peterson, Inc.

  • MSFT
  • AAPL
  • COST
  • QQQ
  • AMZN
  • NVDA
  • SPY
Richards, Merrill & Peterson, Inc.'s Q3 2025 Portfolio
Portfolio Value 232 Billion
Stocks 215
Filing on Jul 25, 2025 Q2 2025

Parker Financial LLC

  • VEA
  • DFAC
  • VUG
  • VTV
  • BNDX
  • VWO
  • BSV
Parker Financial LLC's Q2 2025 Portfolio
Portfolio Value 231 Billion
Stocks 35
Filing on Oct 22, 2025 Q3 2025

Blue Sky Capital Consultants Group, Inc.

  • TSLA
  • QQQ
  • PLTR
  • XLK
  • NVDA
  • SCHO
  • HOOD
Blue Sky Capital Consultants Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 231 Billion
Stocks 63
Filing on Oct 14, 2025 Q3 2025

Mb, Levis & Associates, LLC

  • VV
  • VEU
  • DHS
  • DGRW
  • IBDW
  • IBDX
  • QGRO
Mb, Levis & Associates, LLC's Q3 2025 Portfolio
Portfolio Value 231 Billion
Stocks 244
Filing on Oct 17, 2025 Q3 2025

New Wave Wealth Advisors LLC

  • WMT
  • SPY
  • QQQM
  • FYC
  • JEPQ
  • INDA
  • XLK
New Wave Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 231 Billion
Stocks 139
Filing on Nov 03, 2025 Q3 2025

Master'S Wealth Management Inc.

  • DFAC
  • DFAX
  • DUHP
  • DFAT
  • DFCF
  • BWZ
  • DIHP
Master'S Wealth Management Inc.'s Q3 2025 Portfolio
Portfolio Value 230 Billion
Stocks 48
Filing on Aug 13, 2025 Q2 2025

Wills Financial Group LLC

  • BRK-B
  • MSFT
  • AAPL
  • LMT
  • PANW
  • AMZN
  • PG
Wills Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 230 Billion
Stocks 69
Filing on Aug 14, 2025 Q2 2025

Sherbrooke Park Advisers LLC

  • ADP
  • CTSH
  • USFD
  • FOXA
  • MAS
  • IT
  • G
Sherbrooke Park Advisers LLC's Q2 2025 Portfolio
Portfolio Value 230 Billion
Stocks 503
Filing on Aug 14, 2025 Q2 2025

Swan Capital LLC

  • VYMI
  • VCLT
  • VGT
  • VNQ
  • BRK-B
  • VONG
  • VOT
Swan Capital LLC's Q2 2025 Portfolio
Portfolio Value 230 Billion
Stocks 480
Filing on Nov 03, 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 230 Billion
Stocks 71
Filing on Oct 21, 2025 Q3 2025

Western Financial Corp/Ca

  • EFSC
  • ARWR
  • WFC
  • PLTR
  • NFLX
  • GE
  • AMD
Western Financial Corp/Ca's Q3 2025 Portfolio
Portfolio Value 230 Billion
Stocks 120
Filing on Oct 15, 2025 Q3 2025

Centerline Wealth Advisors, LLC

  • FBCG
  • FBND
  • VO
  • VEA
  • AAPL
  • IEMG
  • DYNF
Centerline Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 230 Billion
Stocks 46
Filing on May 09, 2025 Q1 2025

Forge First Asset Management Inc.

  • CNI
  • BKLN
  • GFL
  • GIL
  • TSM
  • META
  • NVDA
Forge First Asset Management Inc.'s Q1 2025 Portfolio
Portfolio Value 230 Billion
Stocks 31
Filing on Aug 14, 2025 Q2 2025

Stenham Asset Management LTD

  • GLD
  • MSFT
  • TSM
  • MA
  • CNM
  • AER
  • HLT
Stenham Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 229 Billion
Stocks 24