Largest Portfolios by Value

Filing on Oct 28, 2025 Q3 2025

Ariston Services Group

  • TSLA
  • VIG
  • VYM
  • VWO
  • IAU
  • VIGI
  • VYMI
Ariston Services Group's Q3 2025 Portfolio
Portfolio Value 166 Billion
Stocks 71
Filing on Jul 18, 2025 Q2 2025

Nri Wealth Management Lc

  • IVV
  • QQQ
  • VGT
  • NVDA
  • VTI
  • AAPL
  • AMZN
Nri Wealth Management Lc's Q2 2025 Portfolio
Portfolio Value 166 Billion
Stocks 30
Filing on Oct 31, 2025 Q3 2025

Keynote Financial Services LLC

  • AAPL
  • ABBV
  • MSFT
  • VUSB
  • BRK-B
  • RTX
  • GOOGL
Keynote Financial Services LLC's Q3 2025 Portfolio
Portfolio Value 166 Billion
Stocks 163
Filing on Nov 14, 2025 Q3 2025

Turning Point Benefit Group, Inc.

  • BIL
  • SPLG
  • WWJD
  • FLOT
  • WPM
  • CGMS
  • DFIV
Turning Point Benefit Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 166 Billion
Stocks 1004
Filing on Nov 05, 2025 Q3 2025

Two West Capital Advisors LLC

  • DFAU
  • BNDW
  • DFAC
  • DFAI
  • SCHP
  • DFAE
  • IVV
Two West Capital Advisors LLC's Q3 2025 Portfolio
Portfolio Value 166 Billion
Stocks 97
Filing on Nov 14, 2025 Q3 2025

Carter Financial Group, Inc.

  • BRK-B
  • QQQM
  • BLOK
  • DIVO
  • AAPL
  • DBEF
  • NVDA
Carter Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 166 Billion
Stocks 116
Filing on Oct 23, 2025 Q3 2025

Lakewood Asset Management LLC

  • BRK-B
  • FNDX
  • BIL
  • VT
  • AZO
  • EBAY
  • WSM
Lakewood Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 165 Billion
Stocks 104
Filing on Nov 12, 2025 Q3 2025

Guerra Pan Advisors, LLC

  • NVDA
  • AVGO
  • GOOGL
  • USMV
  • CRWD
  • JPM
  • SCHA
Guerra Pan Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 165 Billion
Stocks 114
Filing on Nov 03, 2025 Q3 2025

Pandora Wealth, Inc.

  • AAPL
  • IVV
  • ACIO
  • META
  • DRSK
  • AMZN
  • VUG
Pandora Wealth, Inc.'s Q3 2025 Portfolio
Portfolio Value 165 Billion
Stocks 226
Filing on Nov 04, 2025 Q3 2025

Financial Alternatives, Inc

  • DFAC
  • DFAI
  • VWOB
  • VTI
  • DFAE
  • JEPI
  • VNQ
Financial Alternatives, Inc's Q3 2025 Portfolio
Portfolio Value 165 Billion
Stocks 86
Filing on Nov 14, 2025 Q3 2025

Exome Asset Management LLC

  • IONS
  • CYTK
  • BBIO
  • COGT
  • GH
  • LLY
  • IMAB
Exome Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 165 Billion
Stocks 68
Filing on Oct 23, 2025 Q3 2025

Granite Group Advisors, LLC

  • DIS
  • MSFT
  • AAPL
  • JPM
  • PNC
  • AEP
  • NEE
Granite Group Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 165 Billion
Stocks 79
Filing on Nov 12, 2025 Q3 2025

J Hagan Capital, Inc.

  • SPY
  • QQQ
  • NVDA
  • DIA
  • THLV
  • GLD
  • AGGH
J Hagan Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 165 Billion
Stocks 81
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 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 Nov 14, 2025 Q3 2025

Occam Crest Management LP

  • TGTX
  • NESR
  • LYFT
  • PGEN
  • FIP
  • GEL
  • FOUR
Occam Crest Management LP's Q3 2025 Portfolio
Portfolio Value 164 Billion
Stocks 29