Largest Portfolios by Value

Filing on Nov 13, 2025 Q3 2025

1 North Wealth Services LLC

  • VCIT
  • GLD
  • JEPI
  • JAAA
  • TOTL
  • EMB
  • PULS
1 North Wealth Services LLC's Q3 2025 Portfolio
Portfolio Value 244 Billion
Stocks 257
Filing on Nov 13, 2025 Q3 2025

Brightline Capital Management, LLC

  • VSAT
  • SOI
  • CSTM
  • FLR
  • DAN
  • EOSE
  • HSC
Brightline Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 244 Billion
Stocks 10
Filing on Oct 06, 2025 Q3 2025

Strathmore Capital Advisors, Inc.

  • DFAC
  • DFAX
  • DFCF
  • DFNM
  • DFUV
  • IVV
  • IAU
Strathmore Capital Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 244 Billion
Stocks 108
Filing on Nov 14, 2025 Q3 2025

Wills Financial Group LLC

  • BRK-B
  • MSFT
  • AAPL
  • LMT
  • GOOGL
  • IAU
  • PANW
Wills Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 244 Billion
Stocks 67
Filing on Nov 03, 2025 Q3 2025

Parker Financial LLC

  • VEA
  • DFAC
  • VUG
  • VTV
  • VWO
  • BNDX
  • BSV
Parker Financial LLC's Q3 2025 Portfolio
Portfolio Value 244 Billion
Stocks 36
Filing on Nov 12, 2025 Q3 2025

Curio Wealth, LLC

  • DFAU
  • DFSD
  • AVDE
  • DFAI
  • DFAS
  • AVUS
  • AVEM
Curio Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 244 Billion
Stocks 279
Filing on Nov 14, 2025 Q3 2025

Prairie Wealth Advisors, Inc.

  • LNN
  • NVDA
  • GLD
  • IAU
  • AMZN
  • BALT
  • SHOP
Prairie Wealth Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 244 Billion
Stocks 156
Filing on Oct 20, 2025 Q3 2025

Lewis Asset Management, LLC

  • NVDA
  • AAPL
  • SPY
  • AMZN
  • MSFT
  • META
  • ORCL
Lewis Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 243 Billion
Stocks 186
Filing on Nov 13, 2025 Q3 2025

Wealth Watch Advisors, Inc

  • QQH
  • CWB
  • LGH
  • QQQ
  • VOO
  • SPAB
  • SPYG
Wealth Watch Advisors, Inc's Q3 2025 Portfolio
Portfolio Value 243 Billion
Stocks 927
Filing on Nov 18, 2025 Q3 2025

Tcfg Wealth Management, LLC

  • AAPL
  • NVDA
  • GDXJ
  • AMZN
  • UYLD
  • FNV
  • MSFT
Tcfg Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 242 Billion
Stocks 303
Filing on Oct 27, 2025 Q3 2025

Prosperitas Financial LLC

  • SCHG
  • VTV
  • AAPL
  • VOO
  • NVDA
  • GOOGL
  • QQQ
Prosperitas Financial LLC's Q3 2025 Portfolio
Portfolio Value 241 Billion
Stocks 69
Filing on Oct 06, 2025 Q3 2025

Peirce Capital Management, LLC

  • DFAC
  • ITOT
  • AVDV
  • DFEM
  • DFIV
  • VGIT
  • IDEV
Peirce Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 241 Billion
Stocks 40
Filing on Nov 04, 2025 Q3 2025

Sgl Investment Advisors, Inc.

  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • IBM
  • IVW
  • JPM
Sgl Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 240 Billion
Stocks 126
Filing on Oct 20, 2025 Q3 2025

Blue Path Capital Management, LLC

  • AFL
  • TSLA
  • HD
  • NVDA
  • SPY
  • PLTR
  • MSFT
Blue Path Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 240 Billion
Stocks 121
Filing on Oct 14, 2025 Q3 2025

Bernard Wealth Management Corp.

  • NVDA
  • SCHX
  • AAPL
  • MSFT
  • SCHM
  • DGRO
  • LLY
Bernard Wealth Management Corp.'s Q3 2025 Portfolio
Portfolio Value 239 Billion
Stocks 342
Filing on Nov 10, 2025 Q3 2025

Cary Street Partners Investment Advisory LLC

  • MSFT
  • AAPL
  • NVDA
  • SPYG
  • AMZN
  • AVGO
  • GOOG
Cary Street Partners Investment Advisory LLC's Q3 2025 Portfolio
Portfolio Value 239 Billion
Stocks 2923
Filing on Nov 14, 2025 Q3 2025

Alpine Fox Capital LLC

  • CIFR
  • IREN
  • STZ
  • NVO
  • CIFR
  • DEO
  • CLSK
Alpine Fox Capital LLC's Q3 2025 Portfolio
Portfolio Value 239 Billion
Stocks 15
Filing on Nov 13, 2025 Q3 2025

Helix Partners Management LP

  • SPY
  • GNL
  • SATS
  • IWM
  • CYH
  • PDM
  • SLM
Helix Partners Management LP's Q3 2025 Portfolio
Portfolio Value 239 Billion
Stocks 9