Largest Portfolios by Value

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
Filing on Nov 12, 2025 Q3 2025

Le Clair Wealth Partners LLC

  • FIXD
  • AAPL
  • BUFR
  • VTV
  • RDVY
  • MSFT
  • CTAS
Le Clair Wealth Partners LLC's Q3 2025 Portfolio
Portfolio Value 160 Billion
Stocks 105
Filing on Oct 30, 2025 Q3 2025

Fsa Investment Group, LLC

  • SCHX
  • RSP
  • SCHP
  • VTHR
  • BAR
  • AGG
  • VXUS
Fsa Investment Group, LLC's Q3 2025 Portfolio
Portfolio Value 160 Billion
Stocks 40
Filing on Feb 03, 2025 Q4 2024

Passumpsic Savings Bank

  • SPLB
  • AXON
  • DECK
  • GE
  • TSM
  • AMZN
  • VCIT
Passumpsic Savings Bank's Q4 2024 Portfolio
Portfolio Value 160 Billion
Stocks 81
Filing on Nov 10, 2025 Q3 2025

M3 Advisory Group, LLC

  • VIG
  • QQQ
  • VTI
  • VUG
  • VOO
  • NVDA
  • IVV
M3 Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 160 Billion
Stocks 153
Filing on Nov 13, 2025 Q3 2025

South Plains Financial, Inc.

  • IEFA
  • MSFT
  • AAPL
  • IJH
  • NVDA
  • GOOGL
  • IVV
South Plains Financial, Inc.'s Q3 2025 Portfolio
Portfolio Value 160 Billion
Stocks 320
Filing on Nov 14, 2025 Q3 2025

Schwallier Wealth Management LLC

  • SPHQ
  • VTV
  • SCHG
  • PLW
  • JMEE
  • SCHF
  • JAAA
Schwallier Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 160 Billion
Stocks 49
Filing on Nov 07, 2025 Q3 2025

Oceanside Advisors LLC

  • DUHP
  • AVLV
  • DFSD
  • DFSV
  • DFAC
  • BND
  • DIHP
Oceanside Advisors LLC's Q3 2025 Portfolio
Portfolio Value 160 Billion
Stocks 48
Filing on Nov 14, 2025 Q3 2025

Tiptree Advisors, LLC

  • META
  • AMZN
  • MSFT
  • SATS
  • IREN
  • GOOGL
  • UBER
Tiptree Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 160 Billion
Stocks 22
Filing on Nov 04, 2025 Q3 2025

Atala Financial Inc

  • VTI
  • GOOGL
  • RBLX
  • IBM
  • ORCL
  • MSFT
  • NVDA
Atala Financial Inc's Q3 2025 Portfolio
Portfolio Value 160 Billion
Stocks 128
Filing on Oct 20, 2025 Q3 2025

Farrell Financial LLC

  • VV
  • SCHX
  • ESGV
  • AAPL
  • VCIT
  • VEA
  • VO
Farrell Financial LLC's Q3 2025 Portfolio
Portfolio Value 160 Billion
Stocks 70