Largest Portfolios by Value

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 Oct 24, 2025 Q3 2025

Rebel Financial LLC

  • SPYV
  • SCHV
  • AGG
  • VUG
  • BIV
  • CGGR
  • IDEV
Rebel Financial LLC's Q3 2025 Portfolio
Portfolio Value 229 Billion
Stocks 62
Filing on Oct 17, 2025 Q3 2025

5 T Wealth, LLC

  • IUSB
  • BBUS
  • QUAL
  • JCPB
  • IVV
  • DYNF
  • CGGR
5 T Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 229 Billion
Stocks 114
Filing on Nov 12, 2025 Q3 2025

Compass Capital Corp /Ma/ /Adv

  • SPY
  • VOOG
  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • PLTR
Compass Capital Corp /Ma/ /Adv's Q3 2025 Portfolio
Portfolio Value 229 Billion
Stocks 155
Filing on Oct 14, 2025 Q3 2025

Physician Wealth Solutions Inc.

  • DFAU
  • DFCF
  • DFIP
  • DFSV
  • AVRE
  • DFEM
  • DFUS
Physician Wealth Solutions Inc.'s Q3 2025 Portfolio
Portfolio Value 229 Billion
Stocks 46
Filing on Nov 14, 2025 Q3 2025

Taconic Capital Advisors LP

  • VTOL
  • VRNA
  • COOP
  • CBL
  • SATS
  • GNL
  • VSAT
Taconic Capital Advisors LP's Q3 2025 Portfolio
Portfolio Value 229 Billion
Stocks 25
Filing on Nov 04, 2025 Q3 2025

Family Office Research LLC

  • MAR
  • VOO
  • TBIL
  • SMLF
  • MOAT
  • DFAC
  • QQQ
Family Office Research LLC's Q3 2025 Portfolio
Portfolio Value 229 Billion
Stocks 72
Filing on Nov 12, 2025 Q3 2025

Melia Wealth LLC

  • JEPI
  • TRIN
  • GAIN
  • ARCC
  • BCSF
  • PFFA
  • HTGC
Melia Wealth LLC's Q3 2025 Portfolio
Portfolio Value 228 Billion
Stocks 23
Filing on Oct 22, 2025 Q3 2025

Foronjy Financial LLC

  • VGT
  • IEI
  • BSCU
  • BSCW
  • SHYG
  • GSY
  • XLK
Foronjy Financial LLC's Q3 2025 Portfolio
Portfolio Value 228 Billion
Stocks 103
Filing on Oct 23, 2025 Q3 2025

Stone Crest Wealth Management, Inc.

  • QQQM
  • NVDA
  • IDMO
  • SPMO
  • SPLG
  • PVAL
  • RDVY
Stone Crest Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 228 Billion
Stocks 71
Filing on Oct 28, 2025 Q3 2025

Mainsail Asset Management, LLC

  • VUG
  • VTV
  • CTAS
  • MINT
  • ICSH
  • VBR
  • AAPL
Mainsail Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 228 Billion
Stocks 91
Filing on Oct 27, 2025 Q3 2025

Balanced Wealth Group LLC

  • SPYV
  • QQQ
  • SPYG
  • AAPL
  • MDYV
  • MDYG
  • SLYV
Balanced Wealth Group LLC's Q3 2025 Portfolio
Portfolio Value 228 Billion
Stocks 69
Filing on Oct 27, 2025 Q3 2025

Summa Corp.

  • NVDA
  • AMD
  • MSFT
  • BABA
  • QCOM
  • IWF
  • AMZN
Summa Corp.'s Q3 2025 Portfolio
Portfolio Value 227 Billion
Stocks 82
Filing on Nov 14, 2025 Q3 2025

Cascades Capital Asset Management, LLC

  • VOO
  • VIG
  • MSFT
  • VOOV
  • AAPL
  • NVDA
  • VUG
Cascades Capital Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 227 Billion
Stocks 155
Filing on Oct 24, 2025 Q3 2025

Creekside Partners

  • SCHF
  • AAPL
  • SCHA
  • VO
  • SCHB
  • VB
  • VIG
Creekside Partners's Q3 2025 Portfolio
Portfolio Value 227 Billion
Stocks 172
Filing on Nov 13, 2025 Q3 2025

Monolith Management LTD

  • SNPS
  • BABA
  • PDD
  • EDU
  • TSM
  • GDS
  • ONTO
Monolith Management LTD's Q3 2025 Portfolio
Portfolio Value 227 Billion
Stocks 17
Filing on Oct 31, 2025 Q3 2025

Heritage Wealth Management, Inc./Texas

  • DFUS
  • DFUV
  • DFAS
  • DFAI
  • MUB
  • DFCF
  • DUHP
Heritage Wealth Management, Inc./Texas's Q3 2025 Portfolio
Portfolio Value 227 Billion
Stocks 39
Filing on Nov 06, 2025 Q3 2025

Haven Private, LLC

  • MUST
  • USFR
  • BIZD
  • AAPL
  • IFRA
  • AVEM
  • GBTC
Haven Private, LLC's Q3 2025 Portfolio
Portfolio Value 226 Billion
Stocks 153