Largest Portfolios by Value

Filing on Oct 30, 2025 Q3 2025

Bank Plus Wealth Management LLC

  • IVV
  • JCPB
  • JPIE
  • AAPL
  • BND
  • MSFT
  • IWM
Bank Plus Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 170 Billion
Stocks 108
Filing on Oct 30, 2025 Q3 2025

Hara Capital LLC

  • PBF
  • VAL
  • VGSH
  • VGIT
  • NBR
  • CRC
  • GBIL
Hara Capital LLC's Q3 2025 Portfolio
Portfolio Value 170 Billion
Stocks 294
Filing on Oct 28, 2025 Q3 2025

Attessa Capital LLC

  • SPY
  • VEA
  • BND
  • XLK
  • SCHR
  • SCHX
  • VOO
Attessa Capital LLC's Q3 2025 Portfolio
Portfolio Value 170 Billion
Stocks 34
Filing on Oct 06, 2025 Q3 2025

Beacon Financial Strategies Corp

  • VTI
  • DFAC
  • VCSH
  • VTV
  • VEA
  • VB
  • VO
Beacon Financial Strategies Corp's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 41
Filing on Aug 14, 2025 Q2 2025

Kmt Wealth Management, LLC

  • VTI
  • IVV
  • VXUS
  • DFAS
  • SPY
  • VOO
  • IJR
Kmt Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 169 Billion
Stocks 16
Filing on Nov 12, 2025 Q3 2025

Rockbridge Capital Management LLC

  • MSFT
  • ORLY
  • AMT
  • MKL
  • AMZN
  • BRK-B
  • CPRT
Rockbridge Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 29
Filing on Nov 03, 2025 Q3 2025

Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group

  • AMD
  • GOOGL
  • MU
  • DASH
  • MELI
  • DECK
  • PAAS
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 26
Filing on Aug 27, 2025 Q2 2025

Barnes Wealth Management Group, Inc

  • IUSB
  • IVV
  • IVW
  • QUAL
  • DYNF
  • EFV
  • IVE
Barnes Wealth Management Group, Inc's Q2 2025 Portfolio
Portfolio Value 169 Billion
Stocks 167
Filing on Oct 23, 2025 Q3 2025

Ledgewood Wealth Advisors, LLC

  • DFAU
  • MSEX
  • PFS
  • DFAI
  • DFCF
  • BSCP
  • BSCS
Ledgewood Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 74
Filing on Nov 13, 2025 Q3 2025

Bright Valley Capital LTD

  • YMM
  • HTHT
  • LX
  • YY
  • BIDU
  • ATAT
  • INTC
Bright Valley Capital LTD's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 13
Filing on Nov 04, 2025 Q3 2025

Anderson Financial Strategies, LLC

  • WTV
  • QGRO
  • IAGG
  • SKOR
  • CWB
  • USVM
  • PFFA
Anderson Financial Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 39
Filing on Nov 07, 2025 Q3 2025

Conscious Wealth Investments, LLC

  • SPY
  • HD
  • NVDA
  • IUSB
  • KLAC
  • VCIT
  • GOOG
Conscious Wealth Investments, LLC's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 57
Filing on Feb 14, 2025 Q4 2024

Cigogne Management Sa

  • EDR
  • HCP
  • JNPR
  • DB
  • SMAR
  • FYBR
  • ZUO
Cigogne Management Sa's Q4 2024 Portfolio
Portfolio Value 169 Billion
Stocks 86
Filing on Aug 14, 2025 Q2 2025

Ctc LLC

  • SPY
  • SPY
  • QQQ
  • QQQ
  • IWM
  • TSLA
  • TSLA
Ctc LLC's Q2 2025 Portfolio
Portfolio Value 169 Billion
Stocks 165
Filing on Oct 17, 2025 Q3 2025

Ehrlich Financial Group

  • IVW
  • DYNF
  • IVE
  • JQUA
  • AVUS
  • XLK
  • SPEM
Ehrlich Financial Group's Q3 2025 Portfolio
Portfolio Value 168 Billion
Stocks 110
Filing on Nov 12, 2025 Q3 2025

Foresight Global Investors, Inc.

  • SONY
  • NVS
  • AZN
  • STM
  • CNI
  • HSBC
  • RIO
Foresight Global Investors, Inc.'s Q3 2025 Portfolio
Portfolio Value 168 Billion
Stocks 33
Filing on Nov 12, 2025 Q3 2025

Ames National Corp

  • IVV
  • BSV
  • BND
  • AGG
  • MSFT
  • VXUS
  • IWR
Ames National Corp's Q3 2025 Portfolio
Portfolio Value 168 Billion
Stocks 128
Filing on Oct 27, 2025 Q3 2025

Sumitomo Mitsui Trust Holdings, Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • TSLA
Sumitomo Mitsui Trust Holdings, Inc.'s Q3 2025 Portfolio
Portfolio Value 168 Billion
Stocks 1050