Largest Portfolios by Value

Filing on Nov 10, 2025 Q3 2025

Anchor Capital Management Group Inc

  • QQQ
  • SPY
  • QYLD
  • PDI
  • JEPI
  • JEPQ
  • PDO
Anchor Capital Management Group Inc's Q3 2025 Portfolio
Portfolio Value 198 Billion
Stocks 17
Filing on Oct 21, 2025 Q3 2025

Dmkc Advisory Services, LLC

  • VOO
  • MSFT
  • BAC
  • VHT
  • WFC
  • PFG
  • DE
Dmkc Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 197 Billion
Stocks 75
Filing on Nov 14, 2025 Q3 2025

Acorn Capital Advisors, LLC

  • URGN
  • PBYI
  • TRVI
  • TERN
  • CADL
  • TARA
  • CRDF
Acorn Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 197 Billion
Stocks 20
Filing on Nov 06, 2025 Q3 2025

Plan A Wealth LLC

  • OAIM
  • BRK-A
  • TPSC
  • IBD
  • NVDA
  • SCHO
  • VGIT
Plan A Wealth LLC's Q3 2025 Portfolio
Portfolio Value 197 Billion
Stocks 175
Filing on Oct 31, 2025 Q3 2025

Scalar Gauge Management, LLC

  • BL
  • AVGO
  • FIX
  • FN
  • AXON
  • PD
  • SNOW
Scalar Gauge Management, LLC's Q3 2025 Portfolio
Portfolio Value 197 Billion
Stocks 32
Filing on Nov 04, 2025 Q3 2025

Swp Financial LLC

  • IVV
  • VTV
  • VUG
  • IUSB
  • DYNF
  • QUAL
  • AAPL
Swp Financial LLC's Q3 2025 Portfolio
Portfolio Value 196 Billion
Stocks 74
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 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 Nov 13, 2025 Q3 2025

Crossingbridge Advisors, LLC

  • EEFT
  • CTO
  • PLAO
  • LIFZF
  • RENE
  • PINE
  • GPK
Crossingbridge Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 195 Billion
Stocks 78
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 Nov 12, 2025 Q3 2025

Simplex Trading, LLC

  • NVDA
  • AAPL
  • MSFT
  • IWM
  • UNH
  • AMZN
  • AVGO
Simplex Trading, LLC's Q3 2025 Portfolio
Portfolio Value 195 Billion
Stocks 10359
Filing on Nov 14, 2025 Q3 2025

Fairfield, Bush & Co.

  • MSFT
  • ORCL
  • AMZN
  • TSM
  • AVGO
  • ADM
  • GOOG
Fairfield, Bush & Co.'s Q3 2025 Portfolio
Portfolio Value 195 Billion
Stocks 120
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