Largest Portfolios by Value

Filing on Apr 21, 2025 Q1 2025

Sincerus Advisory, LLC

  • SPY
  • EFA
  • IWR
  • MUB
  • VIG
  • VEA
  • AGG
Sincerus Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 94.8 Billion
Stocks 63
Filing on May 07, 2025 Q1 2025

Clarendon Private LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • SPY
  • META
  • VTI
Clarendon Private LLC's Q1 2025 Portfolio
Portfolio Value 94.7 Billion
Stocks 102
Filing on Apr 23, 2025 Q1 2025

New Covenant Trust Company, N.A.

  • VTI
  • VXUS
  • BND
  • ESGV
  • AAPL
  • MSFT
  • VOO
New Covenant Trust Company, N.A.'s Q1 2025 Portfolio
Portfolio Value 94.7 Billion
Stocks 86
Filing on May 15, 2025 Q1 2025

Stonehaven Wealth & Tax Solutions, LLC

  • BBIN
  • SPLG
  • AGG
  • UCON
  • SDVY
  • FVD
  • FTCS
Stonehaven Wealth & Tax Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 94.7 Billion
Stocks 72
Filing on Apr 23, 2025 Q1 2025

Phillips Wealth Planners LLC

  • VOO
  • MSFT
  • JPM
  • UNH
  • BRK-A
  • XLK
  • AVGO
Phillips Wealth Planners LLC's Q1 2025 Portfolio
Portfolio Value 94.6 Billion
Stocks 173
Filing on Apr 14, 2025 Q1 2025

Kennebec Savings Bank

  • AAPL
  • MSFT
  • AMZN
  • JPM
  • GOOGL
  • NVDA
  • VEA
Kennebec Savings Bank's Q1 2025 Portfolio
Portfolio Value 94.5 Billion
Stocks 272
Filing on May 08, 2025 Q1 2025

Denkapparat Operations Gmb H

  • IDCC
  • QCOM
  • ED
  • AAPL
  • GILD
  • MRK
  • MO
Denkapparat Operations Gmb H's Q1 2025 Portfolio
Portfolio Value 94.5 Billion
Stocks 214
Filing on May 13, 2025 Q1 2025

Schroder Investment Management Group

  • MSFT
  • GOOGL
  • AAPL
  • NVDA
  • META
  • AMZN
  • V
Schroder Investment Management Group's Q1 2025 Portfolio
Portfolio Value 94.4 Billion
Stocks 3037
Filing on Apr 09, 2025 Q1 2025

Pmg Wealth Management, Inc.

  • XLG
  • VIG
  • QUAL
  • BUFR
  • MINT
  • OEF
  • DGRW
Pmg Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 94.2 Billion
Stocks 42
Filing on May 14, 2025 Q1 2025

Nestegg Advisors, Inc.

  • IWF
  • IWD
  • IJR
  • IBDV
  • RDVY
  • SCHG
  • VUG
Nestegg Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 94.1 Billion
Stocks 44
Filing on May 13, 2025 Q1 2025

Divco West Real Estate Services, LLC

  • BXP
  • KRC
  • BDN
  • HPP
Divco West Real Estate Services, LLC's Q1 2025 Portfolio
Portfolio Value 94 Billion
Stocks 4
Filing on May 15, 2025 Q1 2025

Vista Cima Wealth Management LLC

  • QQQ
  • SCHG
  • AAPL
  • NVDA
  • VO
  • DGRO
  • MSFT
Vista Cima Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 94 Billion
Stocks 83
Filing on Apr 22, 2025 Q1 2025

Ucla Foundation

  • SPY
Ucla Foundation's Q1 2025 Portfolio
Portfolio Value 93.6 Billion
Stocks 1
Filing on May 09, 2025 Q1 2025

R Squared LTD

  • FYBR
  • DIS
  • HLT
  • INFY
  • META
  • ADSK
  • WMT
R Squared LTD's Q1 2025 Portfolio
Portfolio Value 93.6 Billion
Stocks 289
Filing on May 15, 2025 Q1 2025

Square Wave Partners, L.P.

  • TW
  • FICO
  • EFX
  • AXON
  • IT
  • VEEV
  • MCO
Square Wave Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 93.4 Billion
Stocks 8
Filing on May 01, 2025 Q1 2025

Quest 10 Wealth Builders, Inc.

  • VOO
  • IVV
  • VUG
  • VTV
  • IYW
  • GLD
  • IWY
Quest 10 Wealth Builders, Inc.'s Q1 2025 Portfolio
Portfolio Value 93.4 Billion
Stocks 801
Filing on May 14, 2025 Q1 2025

Rangeley Capital, LLC

  • DK
  • ABUS
  • BUR
  • AMPY
  • KROS
  • ARVN
  • WOW
Rangeley Capital, LLC's Q1 2025 Portfolio
Portfolio Value 93.4 Billion
Stocks 77
Filing on Apr 30, 2025 Q1 2025

Cooper Capital Advisors LLC

  • BRK-B
  • BUFR
  • JPM
  • RDVY
  • SPLG
  • QQQM
  • AMZN
Cooper Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 93.3 Billion
Stocks 30