Largest Portfolios by Value

Filing on Nov 14, 2025 Q3 2025

Star Financial Bank

  • IWF
  • VTV
  • XTWO
  • IJH
  • XTWY
  • JEPI
  • AAPL
Star Financial Bank's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 128
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 Dec 18, 2025 Q3 2025

Bush Investment Group, LLC

  • VTI
  • SCHF
  • IWY
  • SCHM
  • SPLG
  • GLDM
  • SPSB
Bush Investment Group, LLC's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 37
Filing on Nov 13, 2025 Q3 2025

Spahn Wealth & Retirement LLC

  • LQD
  • NVDA
  • C
  • MSTR
  • GOOG
  • META
  • PANW
Spahn Wealth & Retirement LLC's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 38
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 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
Filing on Nov 14, 2025 Q3 2025

Note Advisors, LLC

  • DFAU
  • DFCF
  • DFAI
  • BND
  • VONE
  • DFAC
  • DFAE
Note Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 168 Billion
Stocks 83
Filing on Nov 14, 2025 Q3 2025

Mpwm Advisory Solutions, LLC

  • SPY
  • SPTM
  • QQQ
  • SPTL
  • QQQM
  • SFLR
  • XLI
Mpwm Advisory Solutions, LLC's Q3 2025 Portfolio
Portfolio Value 168 Billion
Stocks 534
Filing on Oct 17, 2025 Q3 2025

Optivise Advisory Services LLC

  • TFLO
  • QQH
  • LGH
  • CWB
  • NEAR
  • MSFT
  • SPY
Optivise Advisory Services LLC's Q3 2025 Portfolio
Portfolio Value 168 Billion
Stocks 197
Filing on Jul 23, 2025 Q2 2025

Wormser Freres Gestion

  • MSFT
  • AMZN
  • V
  • SYK
  • PANW
  • EMR
  • PTC
Wormser Freres Gestion's Q2 2025 Portfolio
Portfolio Value 168 Billion
Stocks 48
Filing on Oct 27, 2025 Q3 2025

Ptm Wealth Management, LLC

  • FNDX
  • ULST
  • XLK
  • SMLF
  • BALT
  • IMCG
  • COWZ
Ptm Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 168 Billion
Stocks 54
Filing on Nov 10, 2025 Q3 2025

Roi Financial Advisors, LLC

  • NVDA
  • AVGO
  • AAPL
  • GOOGL
  • LLY
  • COST
  • MSFT
Roi Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 167 Billion
Stocks 67