Largest Portfolios by Value

Filing on Nov 10, 2025 Q3 2025

Vawter Financial, Ltd.

  • VBK
  • VB
  • BNDX
  • BSV
  • DFAE
  • CGXU
  • DFAT
Vawter Financial, Ltd.'s Q3 2025 Portfolio
Portfolio Value 220 Billion
Stocks 118
Filing on Nov 06, 2025 Q3 2025

Aspect Partners, LLC

  • SPY
  • VTI
  • SCZ
  • IEFA
  • IAGG
  • GLD
  • IWM
Aspect Partners, LLC's Q3 2025 Portfolio
Portfolio Value 220 Billion
Stocks 864
Filing on Nov 10, 2025 Q3 2025

Spider Management Company, LLC

  • SPY
  • RSP
Spider Management Company, LLC's Q3 2025 Portfolio
Portfolio Value 220 Billion
Stocks 2
Filing on Nov 07, 2025 Q3 2025

Harold Davidson & Associates Inc.

  • AAPL
  • MSFT
  • CSCO
  • V
  • NVDA
  • CRWD
  • GE
Harold Davidson & Associates Inc.'s Q3 2025 Portfolio
Portfolio Value 220 Billion
Stocks 65
Filing on Nov 10, 2025 Q3 2025

Dogwood Wealth Management LLC

  • FBND
  • SPYV
  • VTI
  • QQQM
  • OUNZ
  • JAAA
  • SHY
Dogwood Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 220 Billion
Stocks 750
Filing on Dec 17, 2025 Q3 2025

Alternative Investment Advisors, Llc.

  • IVV
  • DYNF
  • OEF
  • MBB
  • EMB
  • NVDA
  • IUSB
Alternative Investment Advisors, Llc.'s Q3 2025 Portfolio
Portfolio Value 220 Billion
Stocks 56
Filing on Oct 30, 2025 Q3 2025

Westfuller Advisors, LLC

  • SGOV
  • VOO
  • AAPL
  • NUBD
  • AMZN
  • GOVT
  • VSGX
Westfuller Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 220 Billion
Stocks 766
Filing on Aug 13, 2025 Q2 2025

Kilter Group LLC

  • SPY
  • QUAL
  • IVV
  • EFV
  • IVW
  • DYNF
  • IEMG
Kilter Group LLC's Q2 2025 Portfolio
Portfolio Value 220 Billion
Stocks 1169
Filing on Oct 10, 2025 Q3 2025

Myecfo, LLC

  • SCHB
  • VEA
  • SCHF
  • CMF
  • SCHZ
  • VT
  • NYF
Myecfo, LLC's Q3 2025 Portfolio
Portfolio Value 220 Billion
Stocks 61
Filing on Nov 13, 2025 Q3 2025

Brentview Investment Management LLC

  • MSFT
  • AAPL
  • CME
  • ORCL
  • JPM
  • TT
  • CVX
Brentview Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 219 Billion
Stocks 65
Filing on Nov 04, 2025 Q3 2025

Ballast Asset Management, LP

  • CLMB
  • NRP
  • SOI
  • BELFB
  • CVCO
  • TPB
  • AZZ
Ballast Asset Management, LP's Q3 2025 Portfolio
Portfolio Value 219 Billion
Stocks 54
Filing on Nov 13, 2025 Q3 2025

Baypointe Partners LLC

  • MA
  • HSY
  • BJ
  • V
  • RH
  • PEP
  • BBWI
Baypointe Partners LLC's Q3 2025 Portfolio
Portfolio Value 219 Billion
Stocks 24
Filing on Oct 20, 2025 Q3 2025

Cobblestone Asset Management LLC

  • JPST
  • IVV
  • DYNF
  • SPYG
  • JQUA
  • SPYV
  • SPLG
Cobblestone Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 219 Billion
Stocks 74
Filing on Nov 12, 2025 Q3 2025

Resolute Wealth Strategies, LLC

  • AAPL
  • JGRO
  • FBND
  • AMZN
  • NVDA
  • MINT
  • JAVA
Resolute Wealth Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 219 Billion
Stocks 105
Filing on Oct 28, 2025 Q3 2025

Burrus Financial Services, Inc.

  • BND
  • VXUS
  • VTI
  • VFVA
  • BNDX
  • VB
  • MSFT
Burrus Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 218 Billion
Stocks 10
Filing on Nov 13, 2025 Q3 2025

Wealth Collab, LLC

  • SSRM
  • VTI
  • VXUS
  • IXUS
  • AVUV
  • MUB
  • AVDV
Wealth Collab, LLC's Q3 2025 Portfolio
Portfolio Value 218 Billion
Stocks 1060
Filing on Nov 12, 2025 Q3 2025

Forge First Asset Management Inc.

  • GFL
  • BKLN
  • CWST
  • GIL
  • HPE
  • TSM
  • AMZN
Forge First Asset Management Inc.'s Q3 2025 Portfolio
Portfolio Value 218 Billion
Stocks 38
Filing on Nov 03, 2025 Q3 2025

Core Wealth Partners LLC

  • AAPL
  • ROK
  • MSFT
  • BRK-B
  • CGCP
  • SGOV
  • NVDA
Core Wealth Partners LLC's Q3 2025 Portfolio
Portfolio Value 218 Billion
Stocks 183