Largest Portfolios by Value

Filing on Nov 07, 2025 Q3 2025

Prospect Financial Services LLC

  • SLG
  • GOOG
  • VCLT
  • BA
  • NVDA
  • QQQ
  • VOO
Prospect Financial Services LLC's Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 104
Filing on Oct 31, 2025 Q3 2025

Taylor Financial Group, Inc.

  • VUG
  • NSC
  • ORCL
  • AAPL
  • BRK-B
  • DVY
  • MSFT
Taylor Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 105
Filing on Nov 07, 2025 Q3 2025

Bastion Asset Management Inc.

  • ANGO
  • PYPL
  • GXO
  • IAG
  • KD
  • VVX
  • EXP
Bastion Asset Management Inc.'s Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 48
Filing on Nov 06, 2025 Q3 2025

Gallagher Capital Advisors, LLC

  • IVW
  • IVV
  • IJH
  • NVDA
  • AAPL
  • MSFT
  • VYM
Gallagher Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 69
Filing on Nov 06, 2025 Q3 2025

Straightline Group LLC

  • XMHQ
  • CAPE
  • GSIE
  • IBHF
  • XLC
  • XLP
  • XLB
Straightline Group LLC's Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 14
Filing on Nov 10, 2025 Q3 2025

Longview Financial Advisors LLC

  • DFAC
  • VCSH
  • JPIE
  • VGIT
  • VCIT
  • DISV
  • DFEM
Longview Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 173 Billion
Stocks 141
Filing on Nov 10, 2025 Q3 2025

Lepercq De Neuflize Asset Management LLC

  • SPY
  • VOO
  • EFA
  • MX
  • QRVO
  • CLAR
  • LVTX
Lepercq De Neuflize Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 173 Billion
Stocks 9
Filing on Oct 29, 2025 Q3 2025

Gate Pass Capital, LLC

  • CINF
  • SHV
  • STEW
  • MINT
  • ADX
  • GBIL
  • JAAA
Gate Pass Capital, LLC's Q3 2025 Portfolio
Portfolio Value 173 Billion
Stocks 147
Filing on Oct 06, 2025 Q3 2025

Pps&V Asset Management Consultants, Inc.

  • IVV
  • QQQ
  • SCHG
  • VYM
  • IJR
  • AAPL
  • SCHD
Pps&V Asset Management Consultants, Inc.'s Q3 2025 Portfolio
Portfolio Value 173 Billion
Stocks 43
Filing on Aug 01, 2025 Q2 2025

Wealth Watch Advisors, Inc

  • QQH
  • CWB
  • LGH
  • VOO
  • SPAB
  • QQQ
  • SPYG
Wealth Watch Advisors, Inc's Q2 2025 Portfolio
Portfolio Value 173 Billion
Stocks 100
Filing on Nov 07, 2025 Q3 2025

Golden Road Advisors LLC

  • VUG
  • VTV
  • VB
  • VOO
  • VONG
  • VONV
  • VEA
Golden Road Advisors LLC's Q3 2025 Portfolio
Portfolio Value 173 Billion
Stocks 53
Filing on Nov 07, 2025 Q3 2025

Financial Designs Corp

  • ITOT
  • AGG
  • OMFL
  • HEGD
  • DIVO
  • IXUS
  • BALT
Financial Designs Corp's Q3 2025 Portfolio
Portfolio Value 173 Billion
Stocks 22
Filing on Oct 14, 2025 Q3 2025

Meriwether Wealth & Planning, LLC

  • SCHG
  • SCHV
  • FBND
  • BSCR
  • BSCQ
  • DFAS
  • JPM
Meriwether Wealth & Planning, LLC's Q3 2025 Portfolio
Portfolio Value 173 Billion
Stocks 127
Filing on Oct 15, 2025 Q3 2025

Vestia Personal Wealth Advisors

  • DFIV
  • DFAC
  • DFIC
  • DFAT
  • DFUV
  • DFSV
  • DFAS
Vestia Personal Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 173 Billion
Stocks 99
Filing on Oct 30, 2025 Q3 2025

Emergent Wealth Advisors, LLC

  • IVV
  • AGG
  • IJR
  • IEFA
  • BOND
  • VUG
  • VXF
Emergent Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 173 Billion
Stocks 124
Filing on Nov 03, 2025 Q3 2025

Farrow Financial Inc.

  • ITOT
  • SUSA
  • MOAT
  • IVLU
  • AAPL
  • SGOV
  • ICSH
Farrow Financial Inc.'s Q3 2025 Portfolio
Portfolio Value 172 Billion
Stocks 53
Filing on Oct 11, 2024 Q3 2024

Boston Mountain Money Management Inc

  • IVV
  • WMT
  • SPYG
  • ITOT
  • VOOV
  • VTI
  • ISTB
Boston Mountain Money Management Inc's Q3 2024 Portfolio
Portfolio Value 172 Billion
Stocks 64
Filing on Nov 06, 2025 Q3 2025

Wealth Forward, LLC

  • OEF
  • RSP
  • FNDA
  • VEA
  • FNDX
  • IGSB
  • TIP
Wealth Forward, LLC's Q3 2025 Portfolio
Portfolio Value 172 Billion
Stocks 43