Largest Portfolios by Value

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 Oct 14, 2025 Q3 2025

Stash Investments, LLC

  • VTI
  • IEFA
  • IUSB
  • TFLO
  • VWO
Stash Investments, LLC's Q3 2025 Portfolio
Portfolio Value 232 Billion
Stocks 5
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
Filing on Nov 10, 2025 Q3 2025

Mka Charitable Fund

  • ABNB
Mka Charitable Fund's Q3 2025 Portfolio
Portfolio Value 231 Billion
Stocks 1
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 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