Largest Portfolios by Value

Filing on Sep 03, 2024 Q2 2024

Clear Rock Advisors, LLC

  • JMBS
  • VB
  • GOVT
  • USFR
  • CORP
  • SCHX
  • MUNI
Clear Rock Advisors, LLC's Q2 2024 Portfolio
Portfolio Value 234 Billion
Stocks 70
Filing on Oct 21, 2025 Q3 2025

Rector, Church Wardens & Vestrymen Of Trinity Church In The City Of New York

  • ACWI
Rector, Church Wardens & Vestrymen Of Trinity Church In The City Of New York's Q3 2025 Portfolio
Portfolio Value 234 Billion
Stocks 2
Filing on Oct 23, 2025 Q3 2025

Burford Brothers, Inc.

  • AAPL
  • CGUS
  • BRK-B
  • MSFT
  • TSLA
  • VNLA
  • CGGR
Burford Brothers, Inc.'s Q3 2025 Portfolio
Portfolio Value 234 Billion
Stocks 167
Filing on Nov 10, 2025 Q3 2025

Wrenne Financial Planning LLC

  • VTI
  • VEU
  • VNQ
  • SLYV
  • BND
  • VWO
  • VXUS
Wrenne Financial Planning LLC's Q3 2025 Portfolio
Portfolio Value 234 Billion
Stocks 50
Filing on Nov 06, 2025 Q3 2025

Cherokee Insurance CO

  • AAPL
  • MSFT
  • IP
  • CVX
  • LLY
  • MPC
  • JPM
Cherokee Insurance CO's Q3 2025 Portfolio
Portfolio Value 233 Billion
Stocks 118
Filing on Nov 14, 2025 Q3 2025

Cable Car Capital LLC

  • CLM
  • CRF
  • PANL
  • ABEO
  • HONE
  • UTF
  • HTZWW
Cable Car Capital LLC's Q3 2025 Portfolio
Portfolio Value 233 Billion
Stocks 77
Filing on Oct 22, 2025 Q3 2025

Porter White Investment Advisors, Inc.

  • DFAC
  • DFUV
  • AVUV
  • DFAX
  • AVDV
  • DFNM
  • DFCF
Porter White Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 233 Billion
Stocks 35
Filing on Nov 04, 2025 Q3 2025

Raelipskie Partnership

  • SPY
  • VEA
  • RSP
  • QQQ
  • VWO
  • IWM
  • MSFT
Raelipskie Partnership's Q3 2025 Portfolio
Portfolio Value 233 Billion
Stocks 116
Filing on Oct 21, 2025 Q3 2025

Christensen, King & Associates Investment Services, Inc.

  • SCHX
  • SCHB
  • SCHG
  • SCHD
  • SCHZ
  • SCHA
  • SCHF
Christensen, King & Associates Investment Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 233 Billion
Stocks 106
Filing on Nov 13, 2025 Q3 2025

Bank Of Montreal

  • NVDA
  • RY
  • AAPL
  • MSFT
  • TD
  • SPY
  • GOOGL
Bank Of Montreal 's Q3 2025 Portfolio
Portfolio Value 233 Billion
Stocks 13045
Filing on Oct 23, 2025 Q3 2025

Mainsail Financial Group, LLC

  • SPY
  • JVAL
  • FTSM
  • SCHG
  • RDVY
  • FTGC
  • COWZ
Mainsail Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 233 Billion
Stocks 61
Filing on Jan 08, 2026 Q4 2025

Aurelius Family Office LLC

  • VOO
  • DFAC
  • BNDW
  • DFCF
  • VGLT
  • VEA
  • VTIP
Aurelius Family Office LLC's Q4 2025 Portfolio
Portfolio Value 233 Billion
Stocks 48
Filing on Nov 12, 2025 Q3 2025

R Squared LTD

  • FYBR
  • BSX
  • SCHW
  • HON
  • K
  • KO
  • MU
R Squared LTD's Q3 2025 Portfolio
Portfolio Value 232 Billion
Stocks 537
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 Nov 14, 2025 Q3 2025

Vernal Point Advisors, LLC

  • VT
  • VGSH
  • VTI
  • VGIT
  • AGG
  • EMLP
  • VXUS
Vernal Point Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 232 Billion
Stocks 22
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 Nov 12, 2025 Q3 2025

M1 Capital Management LLC

  • AAPL
  • IVW
  • IVE
  • SPLG
  • QUAL
  • EFV
  • DYNF
M1 Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 232 Billion
Stocks 105
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