Largest Portfolios by Value

Filing on Apr 09, 2025 Q1 2025

Talbot Financial, LLC

  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • NVDA
  • JPM
  • GS
Talbot Financial, LLC's Q1 2025 Portfolio
Portfolio Value 798 Billion
Stocks 63
Filing on May 15, 2025 Q1 2025

Avenir Tech LTD

  • TIGR
  • BA
  • TSM
  • AMZN
  • TSLA
  • AAPL
  • NVDA
Avenir Tech LTD's Q1 2025 Portfolio
Portfolio Value 795 Billion
Stocks 26
Filing on Jul 16, 2025 Q2 2025

Novem Group

  • SCHG
  • VIG
  • SPLG
  • FMIL
  • BOND
  • USFR
  • IBDS
Novem Group's Q2 2025 Portfolio
Portfolio Value 794 Billion
Stocks 909
Filing on May 13, 2025 Q1 2025

Cascade Financial Partners, LLC

  • LLY
  • AAPL
  • VEA
  • IVV
  • PEP
  • PKI
  • VTI
Cascade Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 793 Billion
Stocks 242
Filing on May 07, 2025 Q1 2025

Nemes Rush Group LLC

  • AAPL
  • AVGO
  • JPM
  • MSFT
  • MSI
  • WMT
  • ETN
Nemes Rush Group LLC's Q1 2025 Portfolio
Portfolio Value 792 Billion
Stocks 706
Filing on Jul 01, 2025 Q2 2025

Central Pacific Bank Trust Division

  • IVV
  • MSFT
  • SPY
  • IUSB
  • NVDA
  • AMZN
  • AAPL
Central Pacific Bank Trust Division's Q2 2025 Portfolio
Portfolio Value 785 Billion
Stocks 922
Filing on Jul 18, 2025 Q2 2025

Philip James Wealth Mangement, LLC

  • BRK-B
  • XOM
  • OXYWS
  • QCOM
  • INTC
  • MOAT
  • OXY
Philip James Wealth Mangement, LLC's Q2 2025 Portfolio
Portfolio Value 784 Billion
Stocks 169
Filing on May 14, 2025 Q1 2025

Spx Equities Gestao De Recursos Ltda

  • VALE
  • IJR
  • MDY
  • CPA
  • VINP
  • XP
  • PAGS
Spx Equities Gestao De Recursos Ltda's Q1 2025 Portfolio
Portfolio Value 777 Billion
Stocks 107
Filing on Apr 30, 2025 Q1 2025

Linden Thomas Advisory Services, LLC

  • NVDA
  • META
  • AAPL
  • MSFT
  • CORT
  • V
  • MA
Linden Thomas Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 772 Billion
Stocks 460
Filing on Jul 11, 2025 Q2 2025

Great Waters Wealth Management

  • DFUS
  • DFAX
  • DFCF
  • DFSD
  • DFAS
  • BND
  • DFAT
Great Waters Wealth Management's Q2 2025 Portfolio
Portfolio Value 769 Billion
Stocks 110
Filing on May 15, 2025 Q1 2025

One Madison Group LLC

  • TTWO
  • AMZN
  • RACE
  • GE
  • SPOT
  • XPO
  • HEI
One Madison Group LLC's Q1 2025 Portfolio
Portfolio Value 765 Billion
Stocks 29
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 Jul 08, 2025 Q2 2025

Goldstone Financial Group, LLC

  • VOO
  • QQQ
  • BUFR
  • VTV
  • JQUA
  • JPIB
  • IVV
Goldstone Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 757 Billion
Stocks 206
Filing on Jul 17, 2025 Q2 2025

V Square Quantitative Management LLC

  • NVDA
  • MSFT
  • GOOGL
  • TSLA
  • GOOG
  • AVGO
  • V
V Square Quantitative Management LLC's Q2 2025 Portfolio
Portfolio Value 747 Billion
Stocks 617
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