Largest Portfolios by Value

Filing on Jun 04, 2025 Q4 2024

Legacy Capital Wealth Management, LLC

  • SPY
  • QQQM
  • JAAA
  • COWZ
  • CGGO
  • AAPL
  • RCL
Legacy Capital Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 101 Billion
Stocks 51
Filing on Apr 28, 2025 Q1 2025

Arbor Fi Advisors, LLC

  • IVV
  • SPYG
  • VYM
  • DFCF
  • DFAI
  • DUHP
  • DYNF
Arbor Fi Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 101 Billion
Stocks 46
Filing on May 14, 2025 Q1 2025

Luts & Greenleigh Group, Inc

  • XOM
  • COST
  • AAPL
  • MSFT
  • ABBV
  • NVDA
  • ABT
Luts & Greenleigh Group, Inc's Q1 2025 Portfolio
Portfolio Value 101 Billion
Stocks 75
Filing on Apr 22, 2025 Q1 2025

Mascagni Wealth Management, Inc.

  • ICVT
  • XMHQ
  • AAPL
  • HYDB
  • MSFT
  • FBND
  • NVDA
Mascagni Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 101 Billion
Stocks 112
Filing on Apr 22, 2025 Q1 2025

Cyr Financial Inc.

  • COWZ
  • BND
  • XLG
  • SPAB
  • UITB
  • FBND
  • SCHD
Cyr Financial Inc.'s Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 51
Filing on Apr 16, 2025 Q1 2025

Capstone Wealth Management, LLC

  • DFAC
  • DFAT
  • DFIV
  • DFUV
  • DFUS
  • DFAX
  • AVUV
Capstone Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 49
Filing on May 14, 2025 Q1 2025

Minot De Blois Advisors LLC

  • VCSH
  • VGIT
  • VOO
  • IEMG
  • AAPL
  • MSFT
  • VB
Minot De Blois Advisors LLC's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 249
Filing on May 14, 2025 Q1 2025

Sellaronda Global Management LP

  • APPF
  • CCCS
  • GRND
  • LULU
  • SRAD
  • RL
  • OKTA
Sellaronda Global Management LP's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 10
Filing on May 15, 2025 Q1 2025

Manufacturers Life Insurance Company, The

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • GOOGL
  • LLY
  • LNG
Manufacturers Life Insurance Company, The's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 2894
Filing on Apr 11, 2025 Q1 2025

Fortress Financial Group, LLC

  • IUSV
  • IUSG
  • RSP
  • GSLC
  • IJT
  • IJS
  • FBND
Fortress Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 69
Filing on Apr 28, 2025 Q1 2025

Oregon Pacific Wealth Management, LLC

  • MSFT
  • COWZ
  • FYLD
  • ACIO
  • FTLS
  • SRLN
  • BRK-B
Oregon Pacific Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 130
Filing on Apr 29, 2025 Q1 2025

Vested Financial Planning, LLC

  • DFAC
  • DFAX
  • VOO
  • DFNM
  • DFCF
  • SPDW
  • VTEB
Vested Financial Planning, LLC's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 25
Filing on May 15, 2025 Q1 2025

New Dimensions Wealth Management, LLC

  • DFAC
  • DFIC
  • DFUV
  • DFEM
  • DFIP
  • DFSD
  • VTIP
New Dimensions Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 19
Filing on May 15, 2025 Q1 2025

D. E. Shaw & Co., Inc.

  • SPY
  • MSFT
  • NVDA
  • AAPL
  • INTU
  • MRK
  • AMZN
D. E. Shaw & Co., Inc.'s Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 5466
Filing on May 15, 2025 Q1 2025

Anchor Capital Management Company, LLC

  • IRDM
  • PATK
  • LIND
  • SXI
  • VITL
  • MGRC
  • CLW
Anchor Capital Management Company, LLC's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 10
Filing on Apr 21, 2025 Q1 2025

Pur Efi Wealth, LLC

  • SYK
  • MSFT
  • AAPL
  • AMZN
  • SPY
  • WMT
  • IVV
Pur Efi Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 137
Filing on May 15, 2025 Q1 2025

Marquette Associates, Inc.

  • IVV
  • IEFA
  • SPY
  • AGG
  • VXF
  • BSV
  • VTI
Marquette Associates, Inc.'s Q1 2025 Portfolio
Portfolio Value 99.9 Billion
Stocks 38
Filing on May 14, 2025 Q1 2025

Rahlfs Capital, LLC

  • AAPL
  • BRK-B
  • MSFT
  • WMT
  • XOM
  • MCD
  • GOOGL
Rahlfs Capital, LLC's Q1 2025 Portfolio
Portfolio Value 99.9 Billion
Stocks 76