Largest Portfolios by Value

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 Nov 12, 2025 Q3 2025

Entrewealth, LLC

  • DFAU
  • BIL
  • DFAI
  • SPYC
  • BILS
  • DFNM
  • MFUS
Entrewealth, LLC's Q3 2025 Portfolio
Portfolio Value 194 Billion
Stocks 84
Filing on Nov 14, 2025 Q3 2025

School Employees Retirement Board Of Ohio

  • IAUM
  • IEI
  • AMLP
  • MLPX
School Employees Retirement Board Of Ohio's Q3 2025 Portfolio
Portfolio Value 194 Billion
Stocks 4
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
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 Nov 12, 2025 Q3 2025

Griffith & Werner, Inc.

  • FDEC
  • AMZN
  • AAPL
  • XOM
  • KO
  • C
  • MSFT
Griffith & Werner, Inc.'s Q3 2025 Portfolio
Portfolio Value 193 Billion
Stocks 71
Filing on Nov 14, 2025 Q3 2025

Rubicon Founders LLC

  • PRVA
  • EVH
Rubicon Founders LLC's Q3 2025 Portfolio
Portfolio Value 193 Billion
Stocks 2
Filing on Nov 14, 2025 Q3 2025

Fact Capital, LP

  • GOOGL
  • TSM
  • IBN
  • TME
  • ATAT
  • MSFT
  • WWD
Fact Capital, LP's Q3 2025 Portfolio
Portfolio Value 192 Billion
Stocks 18
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 Nov 12, 2025 Q3 2025

Nbz Investment Advisors LLC

  • SPLG
  • DIVO
  • BALT
  • JAAA
  • TSPA
  • XSMO
  • XMHQ
Nbz Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 192 Billion
Stocks 66
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