Largest Portfolios by Value

Filing on Aug 14, 2025 Q2 2025

Family Office Research LLC

  • MAR
  • VOO
  • SMLF
  • MOAT
  • TBIL
  • DFAC
  • QQQ
Family Office Research LLC's Q2 2025 Portfolio
Portfolio Value 211 Billion
Stocks 67
Filing on Oct 22, 2025 Q3 2025

Yoder Wealth Management, Inc.

  • FTEC
  • AAPL
  • VUG
  • QUAL
  • VIG
  • RYT
  • LTPZ
Yoder Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 211 Billion
Stocks 115
Filing on Feb 14, 2025 Q4 2024

Lunate Holding Rsc LTD

  • RVMD
Lunate Holding Rsc LTD's Q4 2024 Portfolio
Portfolio Value 211 Billion
Stocks 4
Filing on Oct 30, 2025 Q3 2025

Gem Asset Management, LLC

  • SYY
  • SPY
  • DFUS
  • DFAI
  • DFAS
  • DFAU
  • DFAE
Gem Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 211 Billion
Stocks 103
Filing on Oct 29, 2025 Q3 2025

Qtr Family Wealth, LLC

  • NVDA
  • AAPL
  • MSFT
  • TSLA
  • GOOG
  • VOO
  • AMZN
Qtr Family Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 211 Billion
Stocks 255
Filing on Oct 31, 2025 Q3 2025

Richardson Capital Management LLC

  • SCHX
  • SCHG
  • FNDX
  • SCHD
  • VOO
  • IJH
  • NVDA
Richardson Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 210 Billion
Stocks 223
Filing on Aug 14, 2025 Q2 2025

Fact Capital, LP

  • IBN
  • TSM
  • MSFT
  • GOOGL
  • ATAT
  • TME
  • BSX
Fact Capital, LP's Q2 2025 Portfolio
Portfolio Value 210 Billion
Stocks 17
Filing on Oct 24, 2025 Q3 2025

Bayforest Capital LTD

  • SEDG
  • PTON
  • CCI
  • CRUS
  • MRCY
  • DLTR
  • HUM
Bayforest Capital LTD's Q3 2025 Portfolio
Portfolio Value 210 Billion
Stocks 717
Filing on Oct 16, 2025 Q3 2025

Pfs Partners, LLC

  • JAAA
  • DGRO
  • FSMB
  • LMBS
  • IAPR
  • XMLV
  • IMCG
Pfs Partners, LLC's Q3 2025 Portfolio
Portfolio Value 210 Billion
Stocks 561
Filing on Jul 23, 2025 Q2 2025

Sgl Investment Advisors, Inc.

  • MSFT
  • AAPL
  • IBM
  • MA
  • JPM
  • HD
  • IVW
Sgl Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 210 Billion
Stocks 120
Filing on Oct 27, 2025 Q3 2025

Paul Damon & Associates, Inc.

  • QQQ
  • IWY
  • SPY
  • AMZN
  • SCHD
  • DGRW
  • BUFR
Paul Damon & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 209 Billion
Stocks 100
Filing on Aug 05, 2025 Q2 2025

Verity Asset Management, Inc.

  • SPY
  • JEPI
  • BSJQ
  • BSJP
  • IVV
  • IBM
  • MSFT
Verity Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 209 Billion
Stocks 201
Filing on Oct 20, 2025 Q3 2025

Armstrong, Fleming & Moore, Inc

  • TCHP
  • AAPL
  • CGXU
  • AVEM
  • CGDV
  • NVDA
  • PLTR
Armstrong, Fleming & Moore, Inc's Q3 2025 Portfolio
Portfolio Value 209 Billion
Stocks 112
Filing on Aug 14, 2025 Q2 2025

Ariadne Wealth Management, LP

  • SLV
  • DFUV
  • AVUS
  • AVDE
  • NVDA
  • ICSH
  • DFAT
Ariadne Wealth Management, LP's Q2 2025 Portfolio
Portfolio Value 209 Billion
Stocks 231
Filing on Aug 14, 2025 Q2 2025

Napa Wealth Management

  • BIL
  • USFR
  • BILS
  • CTA
  • PTBD
  • PWS
  • QQQM
Napa Wealth Management's Q2 2025 Portfolio
Portfolio Value 209 Billion
Stocks 132
Filing on Oct 31, 2025 Q3 2025

Purkiss Capital Advisors LLC

  • BRK-B
  • AAPL
  • IAU
  • MSFT
  • AVGO
  • NVDA
  • GOOGL
Purkiss Capital Advisors LLC's Q3 2025 Portfolio
Portfolio Value 209 Billion
Stocks 167
Filing on Jul 25, 2025 Q2 2025

Melia Wealth LLC

  • JEPI
  • ARCC
  • TRIN
  • GAIN
  • ORCC
  • BCSF
  • TSLX
Melia Wealth LLC's Q2 2025 Portfolio
Portfolio Value 209 Billion
Stocks 21
Filing on Oct 20, 2025 Q3 2025

Hahn Capital Management LLC

  • CBRE
  • WAB
  • VIRT
  • ICE
  • EEFT
  • ARE
  • ROST
Hahn Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 209 Billion
Stocks 28