Largest Portfolios by Value

Filing on May 13, 2025 Q1 2025

Tfj Management, LLC

  • APP
  • CPNG
  • KAR
  • ACVA
  • CCCS
  • HGV
  • ABNB
Tfj Management, LLC's Q1 2025 Portfolio
Portfolio Value 106 Billion
Stocks 14
Filing on May 13, 2025 Q1 2025

Bretton Capital Management, LLC

  • PGR
  • GOOG
  • AZO
  • V
  • AXP
  • JPM
  • TJX
Bretton Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 106 Billion
Stocks 20
Filing on Apr 22, 2025 Q1 2025

Brueske Advisory Services, LLC

  • GOVT
  • JHEM
  • QQQM
  • FYC
  • MSFT
  • COST
  • QQQ
Brueske Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 106 Billion
Stocks 52
Filing on May 09, 2025 Q1 2025

St. Nicholas Private Asset Management, Inc

  • AAPL
  • MA
  • RLI
  • ABBV
  • HD
  • MCD
  • ODFL
St. Nicholas Private Asset Management, Inc's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 38
Filing on Apr 11, 2025 Q1 2025

Persium Advisors, LLC

  • SCHF
  • SCHV
  • SCHG
  • TLT
  • HD
  • AAPL
  • COP
Persium Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 57
Filing on May 13, 2025 Q1 2025

Pilgrim Partners Asia Pte LTD

  • QQQ
  • SPY
  • VOO
  • BRK-B
  • IBKR
  • TLT
  • GOOG
Pilgrim Partners Asia Pte LTD's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 129
Filing on Apr 24, 2025 Q1 2025

Total Wealth Planning & Management, Inc.

  • ABBV
  • AAPL
  • MSFT
  • UNM
  • AMZN
  • JPM
  • XOM
Total Wealth Planning & Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 199
Filing on May 07, 2025 Q1 2025

Wincap Financial LLC

  • BLV
  • BSV
  • VEA
  • AAPL
  • IVV
  • MSFT
  • IWM
Wincap Financial LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 76
Filing on Apr 29, 2025 Q1 2025

Switch Point Financial Planning, LLC

  • DFAC
  • DFIC
  • DFEM
  • DFAT
  • DFUV
  • DFSD
  • DFAX
Switch Point Financial Planning, LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 63
Filing on May 06, 2025 Q1 2025

Carbahal Olsen Financial Services Group, LLC

  • IVV
  • QQQ
  • IVW
  • IEFA
  • AGG
  • FDVV
  • IVE
Carbahal Olsen Financial Services Group, LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 34
Filing on May 08, 2025 Q1 2025

Williamson Legacy Group, LLC

  • META
  • NRG
  • SAP
  • EBAY
  • RSG
  • AMZN
  • WTW
Williamson Legacy Group, LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 102
Filing on May 06, 2025 Q1 2025

Sunbeam Capital Management, LLC

  • IVV
  • VOO
  • PG
  • DSTL
  • AAPL
  • NVDA
  • MSFT
Sunbeam Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 79
Filing on Jun 11, 2025 Q1 2025

Fortitude Financial, LLC

  • SPLG
  • EWMC
  • SPDW
  • RSP
  • SPYG
  • FSMD
  • IMCB
Fortitude Financial, LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 31
Filing on May 14, 2025 Q1 2025

Hauser Brothers Gmb H

  • WBD
  • TFII
  • XPO
  • BLDR
  • UNFI
  • WCC
  • RXO
Hauser Brothers Gmb H's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 8
Filing on May 13, 2025 Q1 2025

Promus Capital, LLC

  • VOO
  • ACWF
  • SPYG
  • SPYV
  • EWJ
  • VGK
  • IAU
Promus Capital, LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 275
Filing on Apr 16, 2025 Q1 2025

Crowley Wealth Management, Inc.

  • AAPL
  • ABBV
  • LOW
  • JPM
  • TSLA
  • HD
  • SSO
Crowley Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 416
Filing on Apr 24, 2025 Q1 2025

Mallini Complete Financial Planning LLC

  • VTI
  • BND
  • VXUS
  • VTEB
  • ESGV
  • USAC
  • EAGG
Mallini Complete Financial Planning LLC's Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 59
Filing on Apr 23, 2025 Q1 2025

Mfg Wealth Management, Inc.

  • LQD
  • T
  • NVDA
  • XLU
  • PANW
  • C
  • AAPL
Mfg Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 105 Billion
Stocks 58