Largest Portfolios by Value

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
Filing on Nov 12, 2025 Q3 2025

Pillar Financial Advisors, LLC

  • DFUS
  • DFAS
  • DFIC
  • DFUV
  • DFAT
  • DFAR
  • DFSV
Pillar Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 159 Billion
Stocks 117
Filing on Oct 27, 2025 Q3 2025

Gerber, LLC

  • DRSK
  • QQQ
  • ARKK
  • COWZ
  • AON
  • NVDA
  • BLOK
Gerber, LLC's Q3 2025 Portfolio
Portfolio Value 159 Billion
Stocks 84
Filing on Nov 14, 2025 Q3 2025

Pennant Select, LLC

  • SATS
  • MSFT
  • AMZN
  • ASML
  • TDG
  • CHK
  • AR
Pennant Select, LLC's Q3 2025 Portfolio
Portfolio Value 159 Billion
Stocks 12
Filing on Nov 06, 2025 Q3 2025

International Private Wealth Advisors LLC

  • SPY
  • NVDA
  • DFAU
  • TLT
  • AMZN
  • MSFT
  • SPDW
International Private Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 159 Billion
Stocks 168
Filing on Oct 22, 2025 Q3 2025

Milestone Asset Management Group, LLC

  • QQQ
  • VOO
  • AAPL
  • IVV
  • SCHG
  • MGK
  • SPYV
Milestone Asset Management Group, LLC's Q3 2025 Portfolio
Portfolio Value 159 Billion
Stocks 114
Filing on Nov 14, 2025 Q3 2025

Vision One Management Partners, LP

  • HXL
  • CC
  • NGVT
  • TNC
  • CZR
  • TGNA
  • POWL
Vision One Management Partners, LP's Q3 2025 Portfolio
Portfolio Value 159 Billion
Stocks 12
Filing on Nov 13, 2025 Q3 2025

United Financial Planning Group LLC

  • VTI
  • VUG
  • VWO
  • IJH
  • IEMG
  • IJR
  • BSV
United Financial Planning Group LLC's Q3 2025 Portfolio
Portfolio Value 159 Billion
Stocks 230
Filing on Feb 10, 2025 Q4 2024

Criterion Capital Advisors, LLC

  • DFIC
  • GIGB
  • DFAC
  • AAPL
  • DFAS
  • BRK-B
  • ORCL
Criterion Capital Advisors, LLC's Q4 2024 Portfolio
Portfolio Value 159 Billion
Stocks 348
Filing on Oct 08, 2025 Q3 2025

Zynergy Retirement Planning Llc

  • IVV
  • SCHZ
  • SCHF
  • SCHH
  • SCHA
  • SCHP
  • SCHO
Zynergy Retirement Planning Llc's Q3 2025 Portfolio
Portfolio Value 159 Billion
Stocks 28
Filing on Oct 07, 2025 Q3 2025

Nipun Capital, L.P.

  • INDA
  • MCHI
  • FXI
  • EEM
  • SMIN
  • PDD
  • TSM
Nipun Capital, L.P.'s Q3 2025 Portfolio
Portfolio Value 158 Billion
Stocks 7
Filing on Jan 07, 2026 Q4 2025

Retirement Wealth Solutions LLC

  • VOO
  • VEA
  • IVV
  • VWO
  • DYNF
  • BNDX
  • BSV
Retirement Wealth Solutions LLC's Q4 2025 Portfolio
Portfolio Value 158 Billion
Stocks 760
Filing on Oct 07, 2025 Q3 2025

Graphene Investments Sas

  • GOOGL
  • AAPL
  • MSFT
  • NVDA
  • AVGO
  • BK
  • MS
Graphene Investments Sas's Q3 2025 Portfolio
Portfolio Value 158 Billion
Stocks 44
Filing on Oct 03, 2025 Q3 2025

Dominguez Wealth Management Solutions, Inc.

  • VUG
  • AAPL
  • SGOV
  • FIXD
  • SPLV
  • BALT
  • JNJ
Dominguez Wealth Management Solutions, Inc.'s Q3 2025 Portfolio
Portfolio Value 158 Billion
Stocks 64
Filing on Nov 13, 2025 Q3 2025

Members Wealth LLC

  • IVV
  • FBND
  • SPYG
  • SGOV
  • BND
  • SPYV
  • IBDV
Members Wealth LLC's Q3 2025 Portfolio
Portfolio Value 158 Billion
Stocks 104
Filing on Nov 13, 2025 Q3 2025

Bain Capital Public Equity, LP

  • PFGC
  • CDNS
  • CPNG
  • EVR
  • MSFT
  • AZO
  • COF
Bain Capital Public Equity, LP's Q3 2025 Portfolio
Portfolio Value 158 Billion
Stocks 22