Largest Portfolios by Value

Filing on Oct 30, 2025 Q3 2025

Coordinated Financial Services, Inc.

  • IVV
  • SPY
  • VTI
  • GLD
  • EFA
  • VB
  • SCHD
Coordinated Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 159
Filing on Aug 06, 2025 Q2 2025

Climber Capital Sa

  • VOO
  • GLD
  • SHV
  • SPSB
  • SDY
  • VCSH
  • RYT
Climber Capital Sa's Q2 2025 Portfolio
Portfolio Value 156 Billion
Stocks 66
Filing on Oct 31, 2025 Q3 2025

Lb Partners LLC

  • GOGO
  • WOW
  • RELY
  • TIGO
  • COF
  • LPRO
  • AXP
Lb Partners LLC's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 29
Filing on Oct 17, 2025 Q3 2025

Panoramic Capital Partners, LLC

  • IVV
  • OEF
  • IJR
  • IJH
  • MSFT
  • AAPL
  • NVDA
Panoramic Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 59
Filing on Oct 23, 2025 Q3 2025

Sarver Vrooman Wealth Advisors

  • IBDW
  • SCHD
  • IBDR
  • DGRW
  • USMV
  • DBEF
  • BSMU
Sarver Vrooman Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 130
Filing on Nov 04, 2025 Q3 2025

Syntax Research, Inc.

  • IVV
  • VLUE
  • IEF
  • AAPL
  • SHY
  • NOBL
  • SPY
Syntax Research, Inc.'s Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 190
Filing on Oct 20, 2025 Q3 2025

Mustard Seed Financial, LLC

  • BSV
  • VCSH
  • VUG
  • BIV
  • VTV
  • VTEB
  • VXUS
Mustard Seed Financial, LLC's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 92
Filing on Aug 13, 2025 Q2 2025

Harvest Investment Advisors, LLC

  • QQQ
  • EFA
  • IWM
  • ONEQ
  • EEM
  • VWO
  • EMXC
Harvest Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 155 Billion
Stocks 58
Filing on Feb 12, 2025 Q4 2024

Kiely Wealth Advisory Group, Inc.

  • USFR
  • RSP
  • VO
  • TFLO
  • SHYG
  • VOO
  • BSV
Kiely Wealth Advisory Group, Inc.'s Q4 2024 Portfolio
Portfolio Value 155 Billion
Stocks 315
Filing on Jul 27, 2023 Q2 2023

Carlsbad Wealth Advisory Group, Inc.

  • SCHX
  • SCHG
  • SCHV
  • VEA
  • SCHP
  • BIV
  • BSV
Carlsbad Wealth Advisory Group, Inc.'s Q2 2023 Portfolio
Portfolio Value 155 Billion
Stocks 45
Filing on Oct 02, 2025 Q3 2025

St. Louis Financial Planners Asset Management, LLC

  • BIL
  • TFLO
  • BSCP
  • PLTR
  • AVGO
  • ORCL
  • UNH
St. Louis Financial Planners Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 155 Billion
Stocks 37
Filing on Oct 09, 2025 Q3 2025

Shotwell Rutter Baer Inc

  • VTI
  • AVLV
  • VCIT
  • VEA
  • AVUV
  • AVEM
  • MUNI
Shotwell Rutter Baer Inc's Q3 2025 Portfolio
Portfolio Value 155 Billion
Stocks 37
Filing on Nov 05, 2025 Q3 2025

Greater Midwest Financial Group, LLC

  • MSFT
  • GOOGL
  • AMZN
  • META
  • NFLX
  • NVDA
  • JEPI
Greater Midwest Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 155 Billion
Stocks 61
Filing on Oct 27, 2025 Q3 2025

Cooper Capital Advisors LLC

  • QQQM
  • BUFR
  • VTV
  • JPM
  • SPLG
  • RDVI
  • QTUM
Cooper Capital Advisors LLC's Q3 2025 Portfolio
Portfolio Value 155 Billion
Stocks 43
Filing on Nov 10, 2025 Q3 2025

English Capital Management LLC

  • ARW
  • AER
  • BKNG
  • SYF
  • GL
  • HCA
  • CI
English Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 155 Billion
Stocks 36
Filing on Feb 14, 2025 Q4 2024

Oxford Wealth Group, LLC

  • XMMO
  • COWZ
  • QQQ
  • MTUM
  • AAPL
  • RWJ
  • META
Oxford Wealth Group, LLC's Q4 2024 Portfolio
Portfolio Value 155 Billion
Stocks 57
Filing on Nov 12, 2025 Q3 2025

Patrick M Sweeney & Associates, Inc

  • ABT
  • AAPL
  • JPM
  • BAC
  • ABBV
  • MSFT
  • MRK
Patrick M Sweeney & Associates, Inc's Q3 2025 Portfolio
Portfolio Value 155 Billion
Stocks 159
Filing on Oct 23, 2025 Q3 2025

Slt Holdings LLC

  • NVDA
  • GBTC
  • BIL
  • AAPL
  • MSFT
  • QBTS
  • TSLA
Slt Holdings LLC's Q3 2025 Portfolio
Portfolio Value 155 Billion
Stocks 139