Largest Portfolios by Value

Filing on Aug 14, 2023 Q2 2023

Valley Financial Management, Inc.

  • VONG
  • MOAT
  • EUDG
  • HEDJ
  • VTV
  • SOXX
  • AGG
Valley Financial Management, Inc.'s Q2 2023 Portfolio
Portfolio Value 193 Billion
Stocks 42
Filing on Oct 27, 2025 Q3 2025

Beacon Financial Planning, Inc

  • IVV
  • QQQ
  • BRK-B
  • FNDF
  • IJH
  • GTO
  • TSLA
Beacon Financial Planning, Inc's Q3 2025 Portfolio
Portfolio Value 193 Billion
Stocks 53
Filing on Jul 08, 2025 Q2 2025

Ff Advisors,Llc

  • QQQ
  • AAPL
  • VEA
  • VWO
  • VTV
  • SPMD
  • BSJP
Ff Advisors,Llc's Q2 2025 Portfolio
Portfolio Value 193 Billion
Stocks 99
Filing on Aug 11, 2025 Q2 2025

Keyes, Stange & Wooten Wealth Management, LLC

  • DFAI
  • DFSD
  • BIV
  • DFAT
  • DFAE
  • DISV
  • AVLV
Keyes, Stange & Wooten Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 193 Billion
Stocks 72
Filing on Aug 04, 2025 Q2 2025

Cottage Street Advisors LLC

  • MSFT
  • NVDA
  • BX
  • JPM
  • AAPL
  • MINT
  • GOOG
Cottage Street Advisors LLC's Q2 2025 Portfolio
Portfolio Value 192 Billion
Stocks 114
Filing on Nov 04, 2025 Q3 2025

Optimize Financial Inc

  • WBD
  • APP
  • MU
  • AMAT
  • KLAC
  • SMTC
  • MKSI
Optimize Financial Inc's Q3 2025 Portfolio
Portfolio Value 192 Billion
Stocks 323
Filing on Oct 27, 2025 Q3 2025

True Vision Mn LLC

  • IUSB
  • IVV
  • DYNF
  • IVW
  • IEMG
  • QUAL
  • EFV
True Vision Mn LLC's Q3 2025 Portfolio
Portfolio Value 192 Billion
Stocks 108
Filing on Oct 21, 2025 Q3 2025

Prepared Retirement Institute LLC

  • VIG
  • SCHD
  • IHDG
  • CMBS
  • SPYG
  • VTI
  • BND
Prepared Retirement Institute LLC's Q3 2025 Portfolio
Portfolio Value 192 Billion
Stocks 84
Filing on May 12, 2025 Q1 2025

Nutshell Asset Management LTD

  • ADBE
  • MSFT
  • FTNT
  • GOOGL
  • AVGO
  • FLOT
  • META
Nutshell Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 192 Billion
Stocks 25
Filing on Aug 14, 2025 Q2 2025

Israel Englander

Millennium Management LLC
  • IWM
  • NVDA
  • QQQ
  • IVV
  • QQQ
  • MSFT
  • SPY
Israel Englander's Q2 2025 Portfolio
Portfolio Value 192 Billion
Stocks 5805
Filing on Nov 04, 2025 Q3 2025

Tejara Capital LTD

  • ARQT
  • NVDA
  • NOV
  • GLNG
  • ROIV
  • MRVI
  • HRTX
Tejara Capital LTD's Q3 2025 Portfolio
Portfolio Value 192 Billion
Stocks 47
Filing on Nov 03, 2025 Q3 2025

Evergreen Wealth Management, LLC

  • VIG
  • VTI
  • BLV
  • VYM
  • GOOGL
  • AMZN
  • MKL
Evergreen Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 191 Billion
Stocks 51
Filing on Oct 09, 2025 Q3 2025

Nav Point Financial, Inc.

  • GLDM
  • JPIE
  • CGCP
  • JPST
  • VOO
  • AAPL
  • CGGO
Nav Point Financial, Inc.'s Q3 2025 Portfolio
Portfolio Value 191 Billion
Stocks 65
Filing on Oct 29, 2025 Q3 2025

Smith Thornton Advisors LLC

  • CGDV
  • CGGR
  • UITB
  • USTB
  • CGCP
  • IVV
  • IWR
Smith Thornton Advisors LLC's Q3 2025 Portfolio
Portfolio Value 191 Billion
Stocks 132
Filing on Aug 08, 2025 Q2 2025

Kane Investment Management, Inc.

  • NVDA
  • AAPL
  • MSFT
  • CTAS
  • SCHG
  • AMZN
  • SPMO
Kane Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 191 Billion
Stocks 89
Filing on Oct 17, 2025 Q3 2025

Global Wealth Management, LLC

  • JMST
  • SCHB
  • VUSB
  • IVV
  • SCHD
  • VIG
  • IJR
Global Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 190 Billion
Stocks 35
Filing on Oct 23, 2025 Q3 2025

Foundry Financial Group, Inc.

  • IVV
  • AVIV
  • IEFA
  • IUSG
  • JGRO
  • DYNF
  • AVLV
Foundry Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 190 Billion
Stocks 65
Filing on Jul 16, 2025 Q2 2025

Blue Oak Capital, LLC

  • JCPB
  • AGG
  • DFSB
  • BBUS
  • TLH
  • DUHP
  • QQQ
Blue Oak Capital, LLC's Q2 2025 Portfolio
Portfolio Value 190 Billion
Stocks 67