Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Private Wealth Asset Management, LLC

  • IEMG
  • IEFA
  • IJH
  • IVV
  • BRK-B
  • IJR
  • AAPL
Private Wealth Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 695 Billion
Stocks 1180
Filing on May 14, 2025 Q1 2025

Per Stirling Capital Management, Llc.

  • IVV
  • DGRW
  • IVE
  • VEA
  • IVW
  • IJH
  • JAAA
Per Stirling Capital Management, Llc.'s Q1 2025 Portfolio
Portfolio Value 695 Billion
Stocks 257
Filing on Apr 30, 2025 Q1 2025

Parr Mcknight Wealth Management Group, LLC

  • IVV
  • AAPL
  • MSFT
  • BND
  • IUSB
  • IEFA
  • JPM
Parr Mcknight Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 695 Billion
Stocks 227
Filing on May 15, 2025 Q1 2025

Scopia Capital Management LP

  • CTVA
  • KBR
  • RRX
  • TPX
  • AER
  • VVV
  • MRCY
Scopia Capital Management LP's Q1 2025 Portfolio
Portfolio Value 692 Billion
Stocks 22
Filing on May 14, 2025 Q1 2025

Quadcap Wealth Management, LLC

  • JQUA
  • DFUS
  • AAPL
  • CGCP
  • AMZN
  • MSFT
  • SPY
Quadcap Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 690 Billion
Stocks 383
Filing on Apr 30, 2025 Q1 2025

Genus Capital Management Inc.

  • NVDA
  • GILD
  • IBM
  • GOVT
  • AGG
  • RY
  • V
Genus Capital Management Inc.'s Q1 2025 Portfolio
Portfolio Value 690 Billion
Stocks 182
Filing on May 13, 2025 Q1 2025

Disciplina Capital Management LLC

  • AGG
  • ITOT
  • TLT
  • IEFA
  • AVUS
  • USFR
  • IVV
Disciplina Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 688 Billion
Stocks 62
Filing on May 15, 2025 Q1 2025

Battery Management Corp.

  • CXM
  • BRZE
  • AMPL
  • CSBR
  • ZETA
  • PET
Battery Management Corp.'s Q1 2025 Portfolio
Portfolio Value 687 Billion
Stocks 7
Filing on Apr 23, 2025 Q1 2025

Goldstein Advisors, LLC

  • ITOT
  • GSLC
  • JGRO
  • QUAL
  • SPDW
  • DBMF
  • BOND
Goldstein Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 684 Billion
Stocks 202
Filing on May 14, 2025 Q4 2024

Nwf Advisory Services Inc.

  • AAPL
  • VOO
  • BRK-B
  • XLK
  • SDY
  • COST
  • AMZN
Nwf Advisory Services Inc.'s Q4 2024 Portfolio
Portfolio Value 683 Billion
Stocks 282
Filing on May 15, 2025 Q1 2025

Criteria Caixa, S.A.U.

  • ABBV
  • GOOGL
  • KHC
  • MSFT
  • AMZN
  • UBER
  • IQV
Criteria Caixa, S.A.U.'s Q1 2025 Portfolio
Portfolio Value 681 Billion
Stocks 13
Filing on Apr 24, 2025 Q1 2025

Golden State Wealth Management, LLC

  • IVV
  • AAPL
  • AGG
  • FVD
  • QQQ
  • WINN
  • AMZN
Golden State Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 673 Billion
Stocks 1673
Filing on May 01, 2025 Q1 2025

Turtle Creek Wealth Advisors, LLC

  • VOO
  • IEFA
  • XLF
  • AAPL
  • OWL
  • MSFT
  • NVDA
Turtle Creek Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 670 Billion
Stocks 118
Filing on May 15, 2025 Q1 2025

Manchester Global Management (Uk) LTD

  • UNH
  • AMZN
  • ADI
  • DHR
  • SNOW
  • V
  • PCOR
Manchester Global Management (Uk) LTD's Q1 2025 Portfolio
Portfolio Value 670 Billion
Stocks 21
Filing on Jul 09, 2025 Q2 2025

High Probability Advisors, LLC

  • GSLC
  • MTUM
  • DUHP
  • GSIE
  • NYF
  • DIHP
  • USMV
High Probability Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 669 Billion
Stocks 60
Filing on Jul 03, 2025 Q2 2025

Arvest Investments, Inc.

  • VEA
  • RSP
  • GIGB
  • JMBS
  • MBB
  • CMBS
  • IVV
Arvest Investments, Inc.'s Q2 2025 Portfolio
Portfolio Value 664 Billion
Stocks 175
Filing on Jul 16, 2025 Q2 2025

Embree Financial Group

  • QQQ
  • SPY
  • SCHX
  • AAPL
  • MSFT
  • IWV
  • DBEF
Embree Financial Group's Q2 2025 Portfolio
Portfolio Value 664 Billion
Stocks 216
Filing on Jul 14, 2025 Q2 2025

Mc Glone Suttner Wealth Management, Inc.

  • DFAC
  • IUSV
  • SCHX
  • AVUS
  • FBND
  • DFIV
  • CGCP
Mc Glone Suttner Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 662 Billion
Stocks 191