Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Jpb Foundation

  • SPY
  • AAPL
  • UNH
  • LLY
  • ADP
  • JPM
  • TXN
Jpb Foundation's Q1 2025 Portfolio
Portfolio Value 765 Billion
Stocks 22
Filing on Apr 17, 2025 Q1 2025

Great Lakes Retirement, Inc.

  • SPAB
  • NVDA
  • FIXD
  • GSEW
  • AMZN
  • AAPL
  • SCHB
Great Lakes Retirement, Inc.'s Q1 2025 Portfolio
Portfolio Value 763 Billion
Stocks 203
Filing on May 13, 2025 Q1 2025

Sixth Street Partners Management Company, L.P.

  • PCG
  • ESGR
  • TSLX
  • CXM
  • SSNC
  • ESNT
  • GWRE
Sixth Street Partners Management Company, L.P.'s Q1 2025 Portfolio
Portfolio Value 763 Billion
Stocks 21
Filing on Apr 28, 2025 Q1 2025

Barlow Wealth Partners, Inc.

  • GOOG
  • MSFT
  • V
  • COST
  • HLI
  • AAPL
  • TJX
Barlow Wealth Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 761 Billion
Stocks 134
Filing on Apr 10, 2025 Q1 2025

Oak Root LLC

  • AVUS
  • AVDE
  • AVEM
  • VOO
  • VTV
  • VUG
  • IEMG
Oak Root LLC's Q1 2025 Portfolio
Portfolio Value 746 Billion
Stocks 14
Filing on May 15, 2025 Q1 2025

Talon Private Wealth, LLC

  • BKAG
  • DRSK
  • JAAA
  • VGSH
  • UNOV
  • UOCT
  • UDEC
Talon Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 746 Billion
Stocks 235
Filing on Aug 09, 2024 Q1 2024

Grey Street Capital, LLC

  • LLY
  • NVDA
  • ACN
  • MSFT
  • AAPL
  • VRTX
  • META
Grey Street Capital, LLC's Q1 2024 Portfolio
Portfolio Value 739 Billion
Stocks 490
Filing on Apr 22, 2025 Q1 2025

Form Wealth Advisors, LLC

  • IVV
  • IEFA
  • AGG
  • DYNF
  • DGRO
  • IJH
  • QQQ
Form Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 736 Billion
Stocks 62
Filing on May 07, 2025 Q1 2025

Blue Stem Wealth Partners, LLC

  • IVV
  • VUG
  • RECS
  • SCHF
  • GOVT
  • VMBS
  • FNDX
Blue Stem Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 733 Billion
Stocks 103
Filing on May 06, 2025 Q1 2025

Caliber Wealth Management, LLC / Ks

  • IVV
  • AVUS
  • VTI
  • MSFT
  • AVDE
  • IJH
  • VOO
Caliber Wealth Management, LLC / Ks's Q1 2025 Portfolio
Portfolio Value 733 Billion
Stocks 254
Filing on May 14, 2025 Q1 2025

Forest Avenue Capital Management LP

  • CRS
  • CEG
  • VST
  • CNM
  • RCL
  • XPO
  • BBWI
Forest Avenue Capital Management LP's Q1 2025 Portfolio
Portfolio Value 732 Billion
Stocks 15
Filing on May 14, 2025 Q1 2025

Hill Investment Group Partners, LLC

  • DFIC
  • AVIG
  • DFEM
  • AVDV
  • DFAC
  • DFIP
  • AVRE
Hill Investment Group Partners, LLC's Q1 2025 Portfolio
Portfolio Value 728 Billion
Stocks 50
Filing on May 15, 2025 Q1 2025

Cvc Management Holdings Ii Ltd.

  • WOOF
  • ADV
Cvc Management Holdings Ii Ltd.'s Q1 2025 Portfolio
Portfolio Value 724 Billion
Stocks 3
Filing on Apr 03, 2025 Q1 2025

Central Pacific Bank Trust Division

  • IVV
  • SPY
  • AAPL
  • MSFT
  • IUSB
  • AMZN
  • NVDA
Central Pacific Bank Trust Division's Q1 2025 Portfolio
Portfolio Value 723 Billion
Stocks 930
Filing on May 15, 2025 Q1 2025

Coppell Advisory Solutions LLC

  • BRNY
  • LAD
  • FTSM
  • BUFR
  • SRLN
  • BND
  • FIXD
Coppell Advisory Solutions LLC's Q1 2025 Portfolio
Portfolio Value 721 Billion
Stocks 338
Filing on Apr 14, 2025 Q1 2025

Great Waters Wealth Management

  • DFUS
  • DFAX
  • DFCF
  • DFSD
  • DFAS
  • BND
  • DFAT
Great Waters Wealth Management's Q1 2025 Portfolio
Portfolio Value 721 Billion
Stocks 103
Filing on Apr 28, 2025 Q1 2025

Novem Group

  • VIG
  • SCHG
  • SPLG
  • BOND
  • SCHO
  • FALN
  • VTV
Novem Group's Q1 2025 Portfolio
Portfolio Value 713 Billion
Stocks 711
Filing on May 15, 2025 Q1 2025

Paradigm Operations LP

  • COIN
Paradigm Operations LP's Q1 2025 Portfolio
Portfolio Value 711 Billion
Stocks 1