Largest Portfolios by Value

Filing on Jul 16, 2025 Q2 2025

Diversified Enterprises, LLC

  • SCHX
  • SCHD
  • OSEA
  • OSCV
  • IVV
  • SMH
  • DRSK
Diversified Enterprises, LLC's Q2 2025 Portfolio
Portfolio Value 1.34 Trillion
Stocks 313
Filing on Aug 14, 2025 Q2 2025

Bank Of America Corp

  • MSFT
  • NVDA
  • AAPL
  • VTV
  • VUG
  • SPY
  • AMZN
Bank Of America Corp 's Q2 2025 Portfolio
Portfolio Value 1.33 Trillion
Stocks 28404
Filing on Aug 04, 2025 Q2 2025

Plato Investment Management LTD

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Plato Investment Management LTD's Q2 2025 Portfolio
Portfolio Value 1.33 Trillion
Stocks 516
Filing on Jul 29, 2025 Q2 2025

Koshinski Asset Management, Inc.

  • SCHG
  • VTV
  • AAPL
  • RDVY
  • MSFT
  • TOTL
  • NVDA
Koshinski Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.32 Trillion
Stocks 690
Filing on Aug 13, 2025 Q2 2025

Dnca Finance

  • MSFT
  • V
  • NVDA
  • META
  • RACE
  • CRH.L
  • AVGO
Dnca Finance's Q2 2025 Portfolio
Portfolio Value 1.31 Trillion
Stocks 109
Filing on Aug 01, 2025 Q2 2025

A16z Perennial Management, L.P.

  • COIN
  • NU
  • COIN
  • XHLF
  • ABNB
  • OKTA
  • USHY
A16z Perennial Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 1.31 Trillion
Stocks 54
Filing on Apr 28, 2025 Q1 2025

Pb Cay One Rsc LTD

  • QQQ
  • MSFT
  • AMZN
  • SHW
  • TSM
  • AVGO
  • INTU
Pb Cay One Rsc LTD's Q1 2025 Portfolio
Portfolio Value 1.3 Trillion
Stocks 14
Filing on Jul 23, 2025 Q2 2025

Leo Wealth, LLC

  • ESGV
  • AFRM
  • JNJ
  • GSLC
  • VSGX
  • AVUS
  • IEF
Leo Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 1.29 Trillion
Stocks 385
Filing on Aug 14, 2025 Q2 2025

Forest Avenue Capital Management LP

  • VST
  • CRS
  • XPO
  • CNM
  • RCL
  • CEG
  • TPX
Forest Avenue Capital Management LP's Q2 2025 Portfolio
Portfolio Value 1.28 Trillion
Stocks 17
Filing on Jul 09, 2025 Q2 2025

Signal Advisors Wealth, LLC

  • SPLG
  • SPY
  • ACIO
  • QYLD
  • VEA
  • QQQM
  • DIVB
Signal Advisors Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 1.28 Trillion
Stocks 464
Filing on May 12, 2025 Q1 2025

Jpmorgan Chase & CO

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • SPY
  • MA
Jpmorgan Chase & CO's Q1 2025 Portfolio
Portfolio Value 1.27 Trillion
Stocks 33562
Filing on Jul 25, 2025 Q2 2025

Bsn Capital Partners LTD

  • AMZN
  • MSFT
  • BRK-B
  • NFLX
  • TSLA
  • AMD
  • ISRG
Bsn Capital Partners LTD's Q2 2025 Portfolio
Portfolio Value 1.27 Trillion
Stocks 20
Filing on Jul 23, 2025 Q2 2025

Kingswood Wealth Advisors, LLC

  • SPY
  • AAPL
  • NVDA
  • MSFT
  • QQQ
  • GBTC
  • SCHG
Kingswood Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.27 Trillion
Stocks 745
Filing on Aug 15, 2025 Q2 2025

Tlt Family Holdco Ulc

  • VOO
  • VT
  • VEA
  • BND
  • VWO
  • VLUE
  • IVLU
Tlt Family Holdco Ulc's Q2 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 9
Filing on Jul 15, 2025 Q2 2025

Armis Advisers, LLC

  • OVL
  • VTI
  • VEA
  • OVLH
  • OVT
  • VUG
  • QQQ
Armis Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 467
Filing on Jul 30, 2025 Q2 2025

Cardinal Point Capital Management, Ulc

  • VTI
  • USFR
  • VGIT
  • DFAX
  • AAPL
  • VEU
  • LRGF
Cardinal Point Capital Management, Ulc's Q2 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 242
Filing on May 13, 2025 Q1 2025

Nfp Retirement, Inc.

  • IVV
  • SHV
  • AGG
  • IDEV
  • SCHD
  • SPLG
  • ONEQ
Nfp Retirement, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 277
Filing on Jul 29, 2025 Q2 2025

International Assets Investment Management, LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • QQQ
  • PLTR
  • SPY
International Assets Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.24 Trillion
Stocks 849