Largest Portfolios by Value

Filing on Oct 20, 2025 Q3 2025

Keystone Global Partners, LLC

  • SCHG
  • XLF
  • VEA
  • VGK
  • XLK
  • IVV
  • VTEB
Keystone Global Partners, LLC's Q3 2025 Portfolio
Portfolio Value 196 Billion
Stocks 51
Filing on Nov 14, 2024 Q3 2024

Anchor Iv Pte. Ltd.

  • AVPT
Anchor Iv Pte. Ltd.'s Q3 2024 Portfolio
Portfolio Value 196 Billion
Stocks 1
Filing on Aug 11, 2025 Q2 2025

Citigroup Inc

  • NVDA
  • MSFT
  • AAPL
  • IWM
  • AMZN
  • TSLA
  • TSLA
Citigroup Inc's Q2 2025 Portfolio
Portfolio Value 196 Billion
Stocks 15854
Filing on Oct 14, 2025 Q3 2025

Client First Investment Management LLC

  • ADPV
  • USD
  • SSO
  • NUGT
  • UWM
  • XPP
  • JNUG
Client First Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 196 Billion
Stocks 39
Filing on Oct 08, 2025 Q3 2025

First County Bank /Ct/

  • MSFT
  • NVDA
  • VTV
  • AAPL
  • IJS
  • IVV
  • XOM
First County Bank /Ct/'s Q3 2025 Portfolio
Portfolio Value 196 Billion
Stocks 390
Filing on Oct 15, 2025 Q3 2025

Horizon Advisory Services, Inc.

  • RDVY
  • HGER
  • JEPI
  • IBTI
  • IBTF
  • NBTB
  • SDVY
Horizon Advisory Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 195 Billion
Stocks 45
Filing on Jan 13, 2025 Q4 2024

Kades & Cheifetz LLC

  • SCHD
  • VIG
  • HNDL
  • SLYG
  • AAPL
  • IAU
  • SLYV
Kades & Cheifetz LLC's Q4 2024 Portfolio
Portfolio Value 195 Billion
Stocks 108
Filing on Oct 22, 2025 Q3 2025

B&L Asset Management LLC

  • AVGO
  • MSFT
  • AZO
  • TJX
  • MA
  • AEM
  • IVV
B&L Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 195 Billion
Stocks 216
Filing on Oct 27, 2025 Q3 2025

Quarry Hill Advisors, LLC

  • AVUV
  • DFAC
  • AVDV
  • DFIC
  • DFSU
  • DFEM
  • AVUS
Quarry Hill Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 195 Billion
Stocks 49
Filing on Aug 12, 2025 Q2 2025

Solano Wealth Investment Advisors LLC

  • QQQM
  • FVD
  • BUFR
  • SDVY
  • DGRW
  • ITOT
  • QQQ
Solano Wealth Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 195 Billion
Stocks 36
Filing on Oct 15, 2025 Q3 2025

Tenon Financial LLC

  • VOO
  • VXF
  • VXUS
  • BND
  • VEA
  • VTI
  • BSCQ
Tenon Financial LLC's Q3 2025 Portfolio
Portfolio Value 195 Billion
Stocks 48
Filing on Nov 05, 2025 Q3 2025

Trivant Custom Portfolio Group, LLC

  • AAPL
  • NVDA
  • MSFT
  • USIG
  • STIP
  • GOOGL
  • AMZN
Trivant Custom Portfolio Group, LLC's Q3 2025 Portfolio
Portfolio Value 195 Billion
Stocks 84
Filing on Jul 07, 2025 Q2 2025

Fox Hill Wealth Management

  • MSFT
  • NVDA
  • AAPL
  • NFLX
  • LLY
  • META
  • AMZN
Fox Hill Wealth Management's Q2 2025 Portfolio
Portfolio Value 195 Billion
Stocks 121
Filing on Aug 14, 2025 Q2 2025

Cascades Capital Asset Management, LLC

  • VOO
  • VIG
  • MSFT
  • VOOV
  • AAPL
  • NVDA
  • USFR
Cascades Capital Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 194 Billion
Stocks 144
Filing on Aug 14, 2025 Q2 2025

Janus Henderson Group PLC

  • MSFT
  • NVDA
  • AMZN
  • META
  • AVGO
  • AAPL
  • GOOG
Janus Henderson Group PLC's Q2 2025 Portfolio
Portfolio Value 194 Billion
Stocks 4322
Filing on Jul 29, 2025 Q2 2025

Financial Symmetry Inc

  • DFAC
  • DFAX
  • DFEM
  • AVDE
  • DFCF
  • VT
  • DFIC
Financial Symmetry Inc's Q2 2025 Portfolio
Portfolio Value 194 Billion
Stocks 52
Filing on Oct 17, 2025 Q3 2025

Banque De Luxembourg S.A.

  • GOOGL
  • SPY
  • MSFT
  • V
  • ACN
  • MDT
  • AMZN
Banque De Luxembourg S.A.'s Q3 2025 Portfolio
Portfolio Value 193 Billion
Stocks 80
Filing on Nov 03, 2025 Q3 2025

Birchbrook, Inc.

  • VGIT
  • IGIB
  • VEA
  • IEMG
  • IJH
  • USMV
  • TLT
Birchbrook, Inc.'s Q3 2025 Portfolio
Portfolio Value 193 Billion
Stocks 270