Largest Portfolios by Value

Filing on Nov 12, 2025 Q3 2025

Traction Financial Partners, LLC

  • SPY
  • QQQ
  • RDVY
  • VOO
  • XMHQ
  • XSVM
  • PRFZ
Traction Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 62
Filing on Nov 14, 2025 Q3 2025

Immersion Corp

  • FPH
  • MX
  • NNDM
  • UEIC
  • BXSL
Immersion Corp's Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 7
Filing on Oct 29, 2025 Q3 2025

Axecap Investments, LLC

  • FFIV
  • VRSN
  • TMUS
  • GOOG
  • NVDA
  • ORCL
  • GILD
Axecap Investments, LLC's Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 83
Filing on Nov 14, 2025 Q3 2025

Grand Alliance Asset Management LTD

  • AVGO
  • CRDO
  • MU
  • DELL
  • NVDA
  • NXPI
  • WDC
Grand Alliance Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 8
Filing on Nov 17, 2025 Q3 2025

Papamarkou Wellner Asset Management Inc.

  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • AMZN
  • CVX
  • V
Papamarkou Wellner Asset Management Inc.'s Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 81
Filing on Nov 10, 2025 Q3 2025

Explore Capital Management, LLC

  • AMZN
  • TSM
  • OWL
  • WDAY
  • EFX
  • THC
  • SPGI
Explore Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 15
Filing on Oct 18, 2024 Q3 2024

Raymond James & Associates

  • VOO
  • AGG
  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • IEFA
Raymond James & Associates's Q3 2024 Portfolio
Portfolio Value 161 Billion
Stocks 3988
Filing on Feb 11, 2025 Q4 2024

Mosley Wealth Management

  • IVV
  • JEPI
  • XLSR
  • IUSB
  • IVW
  • EFV
  • EFG
Mosley Wealth Management's Q4 2024 Portfolio
Portfolio Value 161 Billion
Stocks 114
Filing on Nov 10, 2025 Q3 2025

Wilkins Miller Wealth Management, LLC

  • SCHX
  • SCHG
  • IVV
  • BSCS
  • SPDW
  • IBDV
  • BSCT
Wilkins Miller Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 161 Billion
Stocks 92
Filing on Oct 28, 2025 Q3 2025

Richardson Financial Services Inc.

  • SPLG
  • AAPL
  • VUG
  • VTV
  • NVDA
  • SPDW
  • MSFT
Richardson Financial Services Inc.'s Q3 2025 Portfolio
Portfolio Value 161 Billion
Stocks 1024
Filing on Oct 17, 2025 Q3 2025

Ffg Retirement Advisors LLC

  • SCHZ
  • IUSB
  • SPLG
  • JHMB
  • VYM
  • XTEN
  • DTD
Ffg Retirement Advisors LLC's Q3 2025 Portfolio
Portfolio Value 161 Billion
Stocks 45
Filing on Nov 12, 2025 Q3 2025

Pinney & Scofield, Inc.

  • DFIV
  • DFAS
  • DFIP
  • DFUV
  • DFAT
  • DISV
  • DFAR
Pinney & Scofield, Inc.'s Q3 2025 Portfolio
Portfolio Value 161 Billion
Stocks 217
Filing on Nov 25, 2025 Q3 2025

Sequoia Capital India Operations Ii, LLC

  • FRSH
Sequoia Capital India Operations Ii, LLC's Q3 2025 Portfolio
Portfolio Value 161 Billion
Stocks 2
Filing on Oct 27, 2025 Q3 2025

Sunbeam Capital Management, LLC

  • IVV
  • VOO
  • DSTL
  • AAPL
  • NVDA
  • PG
  • MSFT
Sunbeam Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 161 Billion
Stocks 103
Filing on Nov 14, 2025 Q3 2025

California Public Employees Retirement System

  • VOO
  • NVDA
  • MSFT
  • AAPL
  • META
  • AMZN
  • AVGO
California Public Employees Retirement System's Q3 2025 Portfolio
Portfolio Value 161 Billion
Stocks 1089
Filing on Nov 10, 2025 Q3 2025

Manuka Financial, LLC

  • VTI
  • VXUS
  • NVDA
  • VUG
  • IXUS
  • BNDX
  • VEA
Manuka Financial, LLC's Q3 2025 Portfolio
Portfolio Value 161 Billion
Stocks 58
Filing on Nov 10, 2025 Q3 2025

Ellerson Group Inc /Adv

  • NVDA
  • PLTR
  • AAPL
  • ORCL
  • GOOG
  • RTX
  • PANW
Ellerson Group Inc /Adv's Q3 2025 Portfolio
Portfolio Value 161 Billion
Stocks 60
Filing on Oct 21, 2025 Q3 2025

Blue Rock Wealth Management LLC

  • SCHG
  • DGRW
  • JEPQ
  • VNLA
  • QUAL
  • PLTR
  • JAAA
Blue Rock Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 161 Billion
Stocks 107