Largest Portfolios by Value

Filing on Nov 06, 2025 Q3 2025

Avid Wealth Partners LLC

  • DYNF
  • OEF
  • URA
  • IEFA
  • IVW
  • MGV
  • GLDM
Avid Wealth Partners LLC's Q3 2025 Portfolio
Portfolio Value 201 Billion
Stocks 55
Filing on Nov 07, 2025 Q3 2025

Eagle Wealth Strategies LLC

  • VOO
  • AVUV
  • FLQM
  • DGRW
  • DFEV
  • XLV
  • AMZN
Eagle Wealth Strategies LLC's Q3 2025 Portfolio
Portfolio Value 201 Billion
Stocks 108
Filing on Oct 16, 2025 Q3 2025

Benjamin Joseph Floyd Dba Floyd Capital Management

  • SPY
Benjamin Joseph Floyd Dba Floyd Capital Management's Q3 2025 Portfolio
Portfolio Value 201 Billion
Stocks 1
Filing on Nov 14, 2025 Q3 2025

Byrne Financial Freedom, LLC

  • AMZN
  • GOOG
  • MSFT
  • ARKK
  • PLTR
  • ARKF
  • NEA
Byrne Financial Freedom, LLC's Q3 2025 Portfolio
Portfolio Value 201 Billion
Stocks 98
Filing on Nov 13, 2025 Q3 2025

Financial Freedom, LLC

  • QQQ
  • VCIT
  • VGT
  • VCR
  • XLE
  • VFH
  • SMH
Financial Freedom, LLC's Q3 2025 Portfolio
Portfolio Value 201 Billion
Stocks 357
Filing on Oct 31, 2025 Q3 2025

Bank Of Jackson Hole Trust

  • IWF
  • NVDA
  • EFA
  • AAPL
  • IJH
  • MSFT
  • IVV
Bank Of Jackson Hole Trust's Q3 2025 Portfolio
Portfolio Value 200 Billion
Stocks 447
Filing on Oct 20, 2025 Q3 2025

Chris Bulman Inc

  • QQQ
  • VOO
  • AAPL
  • RDVY
  • BUFR
  • PJUN
  • FICS
Chris Bulman Inc's Q3 2025 Portfolio
Portfolio Value 200 Billion
Stocks 142
Filing on Dec 05, 2025 Q3 2025

Lynwood Price Capital Management LP

  • MSFT
  • TDG
  • MCK
  • AMZN
  • LPLA
  • KKR
  • TSM
Lynwood Price Capital Management LP's Q3 2025 Portfolio
Portfolio Value 200 Billion
Stocks 14
Filing on Nov 14, 2025 Q3 2025

Axa S.A.

  • SPY
  • MSFT
  • NVDA
  • GOOGL
  • IEMG
  • AAPL
  • BRK-B
Axa S.A.'s Q3 2025 Portfolio
Portfolio Value 199 Billion
Stocks 71
Filing on Oct 30, 2025 Q3 2025

Mokan Wealth Management Inc.

  • VGSH
  • BIL
  • BILS
  • VGT
  • AVGO
  • BRK-B
  • AAPL
Mokan Wealth Management Inc.'s Q3 2025 Portfolio
Portfolio Value 199 Billion
Stocks 99
Filing on Nov 10, 2025 Q3 2025

Ggm Financials LLC

  • JGRO
  • BUFF
  • IWR
  • IAK
  • HMOP
  • JAVA
  • MMIT
Ggm Financials LLC's Q3 2025 Portfolio
Portfolio Value 198 Billion
Stocks 229
Filing on Oct 27, 2025 Q3 2025

Gray Private Wealth, LLC

  • IVV
  • IWB
  • EFA
  • IWM
  • VNQ
  • DGRW
  • HDV
Gray Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 198 Billion
Stocks 46
Filing on Nov 14, 2025 Q3 2025

Decagon Asset Management LLP

  • CYBR
  • GTLS
  • AL
  • WRE
  • GTLS
  • MRUS
  • DNOW
Decagon Asset Management LLP's Q3 2025 Portfolio
Portfolio Value 198 Billion
Stocks 59
Filing on Oct 27, 2025 Q3 2025

Kiker Wealth Management, LLC

  • OUNZ
  • IWM
  • PDBC
  • DAPP
  • NLR
  • IGSB
  • CIBR
Kiker Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 198 Billion
Stocks 221
Filing on Nov 14, 2025 Q3 2025

Kent Lake Pr LLC

  • PNTG
  • IART
  • NPCE
  • NCR
  • UPWK
  • MLAB
  • INNV
Kent Lake Pr LLC's Q3 2025 Portfolio
Portfolio Value 198 Billion
Stocks 42
Filing on Nov 12, 2025 Q3 2025

Aster Capital Management (Difc) LTD

  • JNJ
  • COF
  • WMT
  • ABT
  • HCA
  • WFC
  • HD
Aster Capital Management (Difc) LTD's Q3 2025 Portfolio
Portfolio Value 198 Billion
Stocks 930
Filing on Oct 15, 2025 Q3 2025

Higgins & Schmidt Wealth Strategies LLC

  • SPYG
  • SPYV
  • SPDW
  • SPMD
  • AVEM
  • SPTI
  • IVW
Higgins & Schmidt Wealth Strategies LLC's Q3 2025 Portfolio
Portfolio Value 198 Billion
Stocks 56
Filing on Nov 14, 2025 Q3 2025

Paul R. Ried Financial Group, LLC

  • MSFT
  • GSIE
  • GSLC
  • GLTR
  • GSSC
  • QUS
  • AAPL
Paul R. Ried Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 198 Billion
Stocks 35