Largest Portfolios by Value

Filing on Jan 31, 2024 Q4 2023

Tilt Investment Management Holdings, Pbc

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • TSLA
  • AVGO
  • UNH
Tilt Investment Management Holdings, Pbc's Q4 2023 Portfolio
Portfolio Value 92.6 Billion
Stocks 112
Filing on Oct 14, 2025 Q3 2025

Drum Hill Capital, LLC

  • VGSH
  • NEM
  • ERIC
  • PFIX
  • BWA
  • VZ
  • GDX
Drum Hill Capital, LLC's Q3 2025 Portfolio
Portfolio Value 92.4 Billion
Stocks 47
Filing on Oct 22, 2025 Q3 2025

York Gp, Ltd.

  • TPL
  • ABNB
York Gp, Ltd.'s Q3 2025 Portfolio
Portfolio Value 92 Billion
Stocks 3
Filing on Oct 20, 2025 Q3 2025

Fortress Financial Solutions, LLC

  • QQQ
  • VCIT
  • IVV
  • PFF
  • IJH
  • AAPL
  • ITOT
Fortress Financial Solutions, LLC's Q3 2025 Portfolio
Portfolio Value 91.8 Billion
Stocks 60
Filing on Jan 14, 2026 Q4 2025

One Wealth Management Investment & Advisory Services, LLC

  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • MSFT
  • QQQ
  • SPY
One Wealth Management Investment & Advisory Services, LLC's Q4 2025 Portfolio
Portfolio Value 91.7 Billion
Stocks 52
Filing on Oct 27, 2025 Q3 2025

Financial Network Wealth Advisors LLC

  • BUFR
  • SPYG
  • AAPL
  • BIL
  • SPDW
  • BUFF
  • MSFT
Financial Network Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 91.4 Billion
Stocks 838
Filing on Nov 14, 2025 Q3 2025

Qube Research & Technologies LTD

  • HYG
  • NVDA
  • MSFT
  • AVGO
  • BKNG
  • HON
  • TSLA
Qube Research & Technologies LTD's Q3 2025 Portfolio
Portfolio Value 91.4 Billion
Stocks 3528
Filing on Nov 13, 2025 Q3 2025

Boston Partners

  • JPM
  • USFD
  • LPLA
  • MPC
  • AZO
  • PM
  • KGC
Boston Partners's Q3 2025 Portfolio
Portfolio Value 90.9 Billion
Stocks 1840
Filing on Nov 13, 2025 Q3 2025

Marshall Wace, LLP

  • IVV
  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • META
  • BSX
Marshall Wace, LLP's Q3 2025 Portfolio
Portfolio Value 90.8 Billion
Stocks 5977
Filing on Oct 31, 2025 Q3 2025

October Effect LTD

  • BIL
  • NVDA
  • META
  • CRMD
  • PANW
  • GE
  • ATEN
October Effect LTD's Q3 2025 Portfolio
Portfolio Value 90.7 Billion
Stocks 55
Filing on Oct 21, 2025 Q3 2025

Sage Investment Counsel LLC

  • PNFP
  • AAPL
  • BRK-A
  • BRK-B
  • ET
  • UBER
  • V
Sage Investment Counsel LLC's Q3 2025 Portfolio
Portfolio Value 90.3 Billion
Stocks 123
Filing on Jan 07, 2026 Q4 2025

Significant Wealth Partners LLC

  • BRK-B
  • SPY
  • VOOG
  • VOO
  • QQQ
  • TSLA
  • CEG
Significant Wealth Partners LLC's Q4 2025 Portfolio
Portfolio Value 89.7 Billion
Stocks 70
Filing on Nov 13, 2025 Q3 2025

Sei Investments CO

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • VEA
  • SCHG
  • META
Sei Investments CO's Q3 2025 Portfolio
Portfolio Value 89.6 Billion
Stocks 5633
Filing on Dec 22, 2025 Q3 2025

Pmg Family Office LLC

  • CSQ
  • QYLG
  • JEPQ
  • STK
  • BST
  • NVDA
  • JEPI
Pmg Family Office LLC's Q3 2025 Portfolio
Portfolio Value 89.5 Billion
Stocks 98
Filing on Nov 14, 2025 Q3 2025

Circumference Group LLC

  • UPWK
  • TWLO
  • RGP
  • WIX
  • EXTR
  • TDC
  • YEXT
Circumference Group LLC's Q3 2025 Portfolio
Portfolio Value 89.5 Billion
Stocks 25
Filing on Nov 14, 2025 Q3 2025

Ursa Fund Management, LLC

  • AIV
  • COOP
  • AIV
  • RKT
  • IWM
  • RIOT
  • SRG
Ursa Fund Management, LLC's Q3 2025 Portfolio
Portfolio Value 89.1 Billion
Stocks 18
Filing on Nov 12, 2025 Q3 2025

Bios Capital Management, LP

  • CGTX
  • OCUP
  • LTRN
  • INAB
Bios Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 88.9 Billion
Stocks 9
Filing on Oct 15, 2025 Q3 2025

Valued Retirements, Inc.

  • QQQ
  • DFIV
  • FDVV
  • VOO
  • XOM
  • PHYS
  • AAPL
Valued Retirements, Inc.'s Q3 2025 Portfolio
Portfolio Value 88.6 Billion
Stocks 89