Largest Portfolios by Value

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
Filing on Aug 15, 2025 Q2 2025

North Ridge Wealth Advisors, Inc.

  • DFAC
  • DFAX
  • VGIT
  • EDV
  • DFIC
  • VWOB
  • VTIP
North Ridge Wealth Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 163 Billion
Stocks 176
Filing on Oct 28, 2025 Q3 2025

Kerusso Capital Management LLC

  • URI
  • AXP
  • AAPL
  • ORCL
  • ROST
  • BA
  • CG
Kerusso Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 163 Billion
Stocks 53
Filing on Oct 23, 2025 Q3 2025

Lee Kelleher Wealth Management

  • IVV
  • DLN
  • SPY
  • IVW
  • DON
  • IJH
  • GSLC
Lee Kelleher Wealth Management's Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 40
Filing on Oct 02, 2025 Q3 2025

Heritage Wealth Architects, Inc.

  • SCHB
  • PTRB
  • PRF
  • DYNF
  • AVDE
  • JEPI
  • QQQM
Heritage Wealth Architects, Inc.'s Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 56
Filing on Nov 12, 2025 Q3 2025

Berbice Capital Management LLC

  • NVDA
  • META
  • MSFT
  • AVGO
  • AMZN
  • GOOGL
  • SPMO
Berbice Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 194
Filing on Aug 05, 2025 Q2 2025

Sebold Capital Management, Inc.

  • RSP
  • VO
  • VIG
  • FNDE
  • VEA
  • VGT
  • BND
Sebold Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 162 Billion
Stocks 78
Filing on May 14, 2025 Q1 2025

Robert Bosch Gmb H

  • ADSE
Robert Bosch Gmb H's Q1 2025 Portfolio
Portfolio Value 162 Billion
Stocks 1
Filing on Aug 14, 2025 Q2 2025

Wealth Preservation Advisors, LLC

  • AMZN
  • GOOG
  • NVDA
  • MSFT
  • UBER
  • PEBO
  • AAPL
Wealth Preservation Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 162 Billion
Stocks 714
Filing on Nov 07, 2025 Q3 2025

Pnc Financial Services Group, Inc.

  • LLY
  • IVV
  • AAPL
  • MSFT
  • SPY
  • GOOGL
  • JPM
Pnc Financial Services Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 17124
Filing on Oct 28, 2025 Q3 2025

Applied Capital Llc/Fl

  • SPY
  • MSFT
  • GOOG
  • CAT
  • META
  • PH
  • TRV
Applied Capital Llc/Fl's Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 85
Filing on Nov 07, 2025 Q3 2025

Salus Financial Advisors, LLC

  • IVV
  • IEFA
  • IUSV
  • FBND
  • FBCG
  • FDEM
  • FCOR
Salus Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 32
Filing on Oct 07, 2025 Q3 2025

Grant Private Wealth Management Inc

  • NVDA
  • META
  • AAPL
  • AVGO
  • AMZN
  • TSLA
  • MSFT
Grant Private Wealth Management Inc's Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 141
Filing on Oct 07, 2025 Q3 2025

Kure Advisory, LLC

  • DFAU
  • DFAI
  • BALT
  • VGSH
  • IJR
  • VUG
  • DFAE
Kure Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 46