Largest Portfolios by Value

Filing on Jun 27, 2025 Q1 2025

Advice One Advisory Services, LLC

  • RTX
  • CARR
  • OTIS
  • TSLA
  • AAPL
  • LECO
  • NVDA
Advice One Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 122 Billion
Stocks 32
Filing on Apr 15, 2025 Q1 2025

Bannerman Wealth Management Group, LLC

  • DFAC
  • DFCF
  • DFAS
  • DFAI
  • AVLV
  • AVUS
  • DFAE
Bannerman Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 122 Billion
Stocks 34
Filing on May 08, 2025 Q1 2025

Kagan Cocozza Asset Management

  • SPLG
  • SPAB
  • SPDW
  • SPIB
  • VIG
  • VO
  • AGG
Kagan Cocozza Asset Management's Q1 2025 Portfolio
Portfolio Value 122 Billion
Stocks 61
Filing on Apr 11, 2025 Q1 2025

Lpf Advisors LLC

  • VTI
  • BND
  • QQQ
  • VCIT
  • FBND
  • VOE
  • TLT
Lpf Advisors LLC's Q1 2025 Portfolio
Portfolio Value 122 Billion
Stocks 34
Filing on Apr 22, 2025 Q1 2025

Illumine Investment Management, LLC

  • AAPL
  • JPST
  • COST
  • ISRG
  • WRB
  • DASH
  • SEIX
Illumine Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 122 Billion
Stocks 90
Filing on Apr 22, 2025 Q1 2025

Petra Financial Advisors Inc

  • SPLV
  • JQUA
  • GLD
  • IWP
  • SCHV
  • OUNZ
  • GOF
Petra Financial Advisors Inc's Q1 2025 Portfolio
Portfolio Value 122 Billion
Stocks 122
Filing on Apr 16, 2025 Q1 2025

Mfa Wealth Services

  • IVV
  • SCHD
  • QGRO
  • IEI
  • SHY
  • VNQ
  • IEF
Mfa Wealth Services's Q1 2025 Portfolio
Portfolio Value 122 Billion
Stocks 106
Filing on May 13, 2025 Q1 2025

Gentry Private Wealth, LLC

  • VOO
  • VUG
  • SPIB
  • FTSM
  • IEFA
  • VTI
  • VB
Gentry Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 122 Billion
Stocks 91
Filing on Apr 15, 2025 Q1 2025

Magnolia Private Wealth, LLC

  • SGOV
  • JAAA
  • TUA
  • AVUS
  • FNDX
  • AVDE
  • BILS
Magnolia Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 110
Filing on Apr 09, 2025 Q1 2025

Bennett Associates Wealth Management

  • FTCS
  • IEFA
  • VO
  • GSLC
  • EMXC
  • RODM
  • MGK
Bennett Associates Wealth Management's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 43
Filing on May 14, 2025 Q1 2025

Northwestern Mutual Wealth Management CO

  • IVV
  • BND
  • SCHF
  • IJH
  • IJR
  • RSP
  • FBND
Northwestern Mutual Wealth Management CO's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 3648
Filing on May 05, 2025 Q1 2025

Financial Harvest, LLC

  • TOST
  • ACT
  • IOSP
  • CRBG
  • KLIC
  • GNW
  • DXCM
Financial Harvest, LLC's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 52
Filing on May 05, 2025 Q1 2025

Chancellor Financial Group Wb LP

  • AAPL
  • MSFT
  • IVV
  • AMZN
  • NVDA
  • V
  • NEE
Chancellor Financial Group Wb LP's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 133
Filing on May 06, 2025 Q1 2025

Northern Financial Advisors Inc

  • SPY
  • DIA
  • AAPL
  • NFLX
  • WMT
  • NVR
  • MSFT
Northern Financial Advisors Inc's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 105
Filing on May 14, 2025 Q1 2025

Note Advisors, LLC

  • DFAU
  • DFAI
  • DFCF
  • BND
  • VONE
  • VNQ
  • BNDX
Note Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 74
Filing on May 05, 2025 Q1 2025

Lewis Asset Management, LLC

  • NVDA
  • AAPL
  • META
  • AMZN
  • BRK-B
  • MSFT
  • SDY
Lewis Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 127
Filing on May 15, 2025 Q1 2025

Tiptree Advisors, LLC

  • META
  • BRK-B
  • AMZN
  • GOOGL
  • JEPQ
  • MSFT
  • KNTK
Tiptree Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 23
Filing on May 08, 2025 Q1 2025

Bayforest Capital LTD

  • BE
  • CCI
  • MC
  • AGCO
  • EL
  • AG
  • PLTR
Bayforest Capital LTD's Q1 2025 Portfolio
Portfolio Value 121 Billion
Stocks 712