Largest Portfolios by Value

Filing on Nov 10, 2025 Q3 2025

Hurley Capital, LLC

  • VTV
  • IBHF
  • VONG
  • EPD
  • VOO
  • VGIT
  • PSLV
Hurley Capital, LLC's Q3 2025 Portfolio
Portfolio Value 178 Billion
Stocks 692
Filing on Oct 24, 2025 Q3 2025

Panoramic Investment Advisors, LLC

  • SPLG
  • SCHV
  • VUG
  • SCHG
  • GOOG
  • ICSH
  • SCHD
Panoramic Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 178 Billion
Stocks 125
Filing on May 02, 2025 Q1 2025

Napatree Capital LLC

  • BRK-A
  • BRK-B
  • SPLG
  • IEMG
  • IEFA
  • AAPL
  • EFV
Napatree Capital LLC's Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 195
Filing on Nov 14, 2025 Q3 2025

Phar Vision Advisers, LLC

  • W
  • EXLS
  • SFM
  • TIGR
  • ARRY
  • CAAP
  • KMPH
Phar Vision Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 178 Billion
Stocks 654
Filing on Nov 12, 2025 Q3 2025

Pjt Investments Corp.

  • ENB
  • RSP
  • IVV
  • PBA
  • VGK
Pjt Investments Corp.'s Q3 2025 Portfolio
Portfolio Value 178 Billion
Stocks 6
Filing on Oct 20, 2025 Q3 2025

Meridian Financial, LLC

  • JPST
  • IVV
  • SCHD
  • QQQ
  • DGRO
  • IJR
  • IJH
Meridian Financial, LLC's Q3 2025 Portfolio
Portfolio Value 178 Billion
Stocks 140
Filing on Oct 20, 2025 Q3 2025

Keystone Financial Group, Inc.

  • DFAU
  • SGOV
  • SCHD
  • VIG
  • FBK
  • VIGI
  • INMU
Keystone Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 177 Billion
Stocks 130
Filing on Nov 13, 2025 Q3 2025

Eight 31 Financial LLC

  • AGG
  • VOO
  • IBTK
  • IBTI
  • IBTJ
  • IBTH
  • IBDS
Eight 31 Financial LLC's Q3 2025 Portfolio
Portfolio Value 177 Billion
Stocks 74
Filing on Nov 14, 2025 Q3 2025

1248 Management, LLC

  • GOOGL
  • JPM
  • AMZN
  • MSFT
  • SCHW
  • NVDA
  • ORCL
1248 Management, LLC's Q3 2025 Portfolio
Portfolio Value 177 Billion
Stocks 156
Filing on Jul 14, 2025 Q1 2025

Strategic Planning, Inc.

  • AAPL
  • AMZN
  • CVS
  • NVDA
  • KHC
  • F
  • DOW
Strategic Planning, Inc.'s Q1 2025 Portfolio
Portfolio Value 177 Billion
Stocks 57
Filing on Oct 30, 2025 Q3 2025

Next Level Wealth Planning, LLC

  • VOO
  • DFAI
  • VO
  • VTI
  • SCHG
  • IJR
  • SCHD
Next Level Wealth Planning, LLC's Q3 2025 Portfolio
Portfolio Value 177 Billion
Stocks 61
Filing on Oct 09, 2025 Q3 2025

Allodium Investment Consultants, LLC

  • DFUS
  • DFAI
  • DFAS
  • VNQ
  • AVIG
  • DFAE
  • DFIS
Allodium Investment Consultants, LLC's Q3 2025 Portfolio
Portfolio Value 177 Billion
Stocks 51
Filing on Oct 30, 2025 Q3 2025

Andina Capital Management, LLC

  • USFR
  • AGG
  • XDSQ
  • VEA
  • BUFR
  • VWO
  • VONG
Andina Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 177 Billion
Stocks 152
Filing on Oct 22, 2025 Q3 2025

Semus Wealth Partners LLC

  • AAPL
  • NVDA
  • MSFT
  • TSLA
  • GOOGL
  • IVV
  • GOOG
Semus Wealth Partners LLC's Q3 2025 Portfolio
Portfolio Value 177 Billion
Stocks 113
Filing on Oct 22, 2025 Q3 2025

Riverchase Wealth Management, LLC

  • JCPB
  • DFAC
  • DFCF
  • DFIC
  • DUHP
  • VOO
  • DFEM
Riverchase Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 177 Billion
Stocks 73
Filing on Nov 14, 2025 Q3 2025

Valley Financial Group, Inc.

  • IVV
  • VEU
  • QVAL
  • QMOM
  • IMOM
  • IVAL
  • VTI
Valley Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 176 Billion
Stocks 65
Filing on Nov 10, 2025 Q3 2025

Everstar Asset Management, LLC

  • BIL
  • SHY
  • IEI
  • VTI
  • XLK
  • PFM
  • XLF
Everstar Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 176 Billion
Stocks 232
Filing on Oct 29, 2025 Q3 2025

Cap Partners, LLC

  • QQQM
  • SCHX
  • TSLA
  • NVDA
  • MSTR
  • VO
  • AAPL
Cap Partners, LLC's Q3 2025 Portfolio
Portfolio Value 176 Billion
Stocks 146