Largest Portfolios by Value

Filing on Oct 07, 2025 Q3 2025

Silverberg Bernstein Capital Management LLC

  • MTSI
  • PTC
  • HLIT
  • PDFS
  • TXN
  • ADI
  • DDD
Silverberg Bernstein Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 165 Billion
Stocks 67
Filing on Oct 29, 2025 Q3 2025

Jericho Financial, LLP

  • AVGO
  • GOOGL
  • NVDA
  • MSFT
  • NFLX
  • AAPL
  • JPM
Jericho Financial, LLP's Q3 2025 Portfolio
Portfolio Value 165 Billion
Stocks 41
Filing on Nov 04, 2025 Q3 2025

Arcadia Wealth Management, Inc.

  • DFAC
  • AVUS
  • DFAI
  • AVUV
  • DFSD
  • DFEM
  • DFCF
Arcadia Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 165 Billion
Stocks 59
Filing on Aug 11, 2025 Q2 2025

Promethium Advisors,Llc

  • AAPL
  • BILS
  • TPL
  • CME
  • GOOGL
  • GOOG
  • MO
Promethium Advisors,Llc's Q2 2025 Portfolio
Portfolio Value 165 Billion
Stocks 114
Filing on Nov 06, 2025 Q3 2025

Marest Capital, LLC

  • SPY
  • SGOV
  • MSFT
  • JPM
  • AAPL
  • META
  • GS
Marest Capital, LLC's Q3 2025 Portfolio
Portfolio Value 165 Billion
Stocks 27
Filing on Aug 05, 2025 Q2 2025

Ring Mountain Capital, LLC

  • AAPL
  • META
  • MSFT
  • SCHG
  • SMH
  • NVDA
  • AMZN
Ring Mountain Capital, LLC's Q2 2025 Portfolio
Portfolio Value 164 Billion
Stocks 97
Filing on Oct 24, 2025 Q3 2025

Catalina Capital Group, LLC

  • USFR
  • JPST
  • AAPL
  • IVV
  • NVDA
  • MSFT
  • DGRW
Catalina Capital Group, LLC's Q3 2025 Portfolio
Portfolio Value 164 Billion
Stocks 163
Filing on Oct 22, 2025 Q3 2025

Retirement Financial Solutions, LLC

  • SPLG
  • SPMD
  • AVSC
  • AVUV
  • QQQJ
  • VWO
  • IEF
Retirement Financial Solutions, LLC's Q3 2025 Portfolio
Portfolio Value 164 Billion
Stocks 39
Filing on Aug 14, 2025 Q2 2025

Schwallier Wealth Management LLC

  • SPHQ
  • VTV
  • SCHG
  • PLW
  • FTSM
  • JMEE
  • SCHF
Schwallier Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 164 Billion
Stocks 52
Filing on Oct 30, 2025 Q3 2025

Kingdom Financial Group Llc.

  • IWY
  • IWX
  • MUB
  • EFV
  • EFG
  • IWS
  • AAPL
Kingdom Financial Group Llc.'s Q3 2025 Portfolio
Portfolio Value 164 Billion
Stocks 78
Filing on Nov 06, 2025 Q3 2025

Uhlmann Price Securities, LLC

  • USFR
  • BX
  • INTU
  • JPM
  • AAPL
  • GS
  • UBER
Uhlmann Price Securities, LLC's Q3 2025 Portfolio
Portfolio Value 164 Billion
Stocks 194
Filing on Oct 15, 2025 Q3 2025

Stanich Group LLC

  • ESGV
  • ESGD
  • AGG
  • VGSH
  • ESGE
  • SUSC
  • ESML
Stanich Group LLC's Q3 2025 Portfolio
Portfolio Value 163 Billion
Stocks 56
Filing on Aug 14, 2025 Q2 2025

Fidelity D & D Bancorp Inc

  • SPDW
  • IBM
  • AVLV
  • RPV
  • IWF
  • SPIB
  • AVES
Fidelity D & D Bancorp Inc's Q2 2025 Portfolio
Portfolio Value 163 Billion
Stocks 169
Filing on Nov 04, 2025 Q3 2025

Legend Financial Advisors, Inc.

  • IAU
  • QQQ
  • SOXX
  • COPX
  • XME
  • FNDX
  • VIOV
Legend Financial Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 163 Billion
Stocks 39
Filing on Oct 29, 2025 Q3 2025

Cf Capital LLC

  • BRSP
  • CION
  • FSK
  • RWAY
  • ZTR
  • EIC
  • JAAA
Cf Capital LLC's Q3 2025 Portfolio
Portfolio Value 163 Billion
Stocks 51
Filing on Oct 28, 2025 Q3 2025

Klein Pavlis & Peasley Financial, Inc.

  • AEM
  • CCJ
  • SGOV
  • WPM
  • PM
  • SCCO
  • SCHW
Klein Pavlis & Peasley Financial, Inc.'s Q3 2025 Portfolio
Portfolio Value 163 Billion
Stocks 90
Filing on Oct 31, 2025 Q3 2025

Frazier Financial Advisors, LLC

  • VIG
  • VTI
  • CGGO
  • SPY
  • GSST
  • DDWM
  • DON
Frazier Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 163 Billion
Stocks 641
Filing on Oct 09, 2025 Q3 2025

Archer Investment Management, LLC

  • SCHR
  • VEU
  • USMF
  • IQLT
  • TIP
  • SGOV
  • FDEM
Archer Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 163 Billion
Stocks 59