Largest Portfolios by Value

Filing on Apr 14, 2025 Q1 2025

Camelot Technology Advisors, Inc.

  • IVV
  • IEFA
  • SPY
  • PHYS
  • XLI
  • QQQ
  • XLE
Camelot Technology Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 53
Filing on May 15, 2025 Q1 2025

Michels Family Financial, LLC

  • SPY
  • SCHD
  • IVV
  • XOM
  • AGG
  • SPHY
  • VONG
Michels Family Financial, LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 122
Filing on May 08, 2025 Q1 2025

Ackerman Asset Management, LLC

  • IVV
  • OEF
  • SPY
  • IWB
  • QQQ
  • JPST
  • XLG
Ackerman Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 111 Billion
Stocks 24
Filing on Apr 11, 2025 Q1 2025

Strategent Financial, LLC

  • VOO
  • JQUA
  • JPST
  • QQQ
  • QQQM
  • SDY
  • VEA
Strategent Financial, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 33
Filing on May 08, 2025 Q1 2025

Planwiser Financial, LLC

  • AVUS
  • IVV
  • SPTI
  • VMBS
  • VTV
  • AVLV
  • VUG
Planwiser Financial, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 47
Filing on Apr 28, 2025 Q1 2025

Instrumental Wealth, LLC

  • IJH
  • IVW
  • IVE
  • IEFA
  • IVV
  • COWZ
  • RSP
Instrumental Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 56
Filing on May 13, 2025 Q1 2025

Collar Capital Management, LLC

  • MSTR
  • AAPL
  • TSLA
  • T
  • META
  • VNO
  • LNC
Collar Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 68
Filing on May 15, 2025 Q1 2025

Grizzlyrock Capital, LLC

  • GSM
  • DRVN
  • MGNI
  • GEL
  • PRGO
  • DAR
  • TDW
Grizzlyrock Capital, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 21
Filing on May 13, 2025 Q1 2025

Avant Financial Advisors LLC

  • VTI
  • VEA
  • DFSV
  • AVEM
  • MUB
  • DFUS
  • DISV
Avant Financial Advisors LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 64
Filing on Apr 29, 2025 Q1 2025

Fairway Financial, LLC

  • VTI
  • SCHD
  • DGRO
  • SCHF
  • SCHG
  • RDVY
  • LMBS
Fairway Financial, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 20
Filing on Apr 14, 2025 Q1 2025

Centricity Wealth Management, LLC

  • VOO
  • JPST
  • EFA
  • IBDT
  • IBDS
  • IVV
  • VOOV
Centricity Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 449
Filing on May 13, 2025 Q1 2025

Clearbridge Investments, LLC

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • V
  • META
  • UNH
Clearbridge Investments, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 753
Filing on May 02, 2025 Q1 2025

Opulen Financial Group LLC

  • SCHD
  • SPY
  • IQLT
  • AMZN
  • IVV
  • VXF
  • VOO
Opulen Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 90
Filing on Apr 23, 2025 Q1 2025

Cvfg LLC

  • SPY
  • AAPL
  • DIA
  • VTI
  • CWI
  • SPMD
  • RSP
Cvfg LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 91
Filing on Apr 21, 2025 Q1 2025

Good Steward Wealth Advisors,Llc

  • VTI
  • DIVO
  • VXUS
  • VOO
  • PFXF
  • BND
  • AMLP
Good Steward Wealth Advisors,Llc's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 127
Filing on Feb 14, 2025 Q4 2024

Wellington Wealth Strategies, Llc.

  • JPST
  • BKLN
  • NVDA
  • MSFT
  • GOOGL
  • TFLO
  • ICSH
Wellington Wealth Strategies, Llc.'s Q4 2024 Portfolio
Portfolio Value 110 Billion
Stocks 68
Filing on Apr 25, 2025 Q1 2025

Perissos Private Wealth Management, LLC

  • BXSL
  • VOO
  • GLD
  • JEPI
  • JPST
  • IPKW
  • SCHG
Perissos Private Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 73
Filing on May 13, 2025 Q1 2025

Black Cypress Capital Management, LLC

  • WCC
  • USB
  • WFC
  • BFB
  • SLB
  • JCI
  • HAL
Black Cypress Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 110 Billion
Stocks 28