Largest Portfolios by Value

Filing on Aug 13, 2025 Q2 2025

Invesco Ltd.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Invesco Ltd.'s Q2 2025 Portfolio
Portfolio Value 557 Billion
Stocks 24840
Filing on Aug 13, 2025 Q2 2025

Capital International Investors

  • AVGO
  • MSFT
  • META
  • GOOG
  • PM
  • NVDA
  • AMZN
Capital International Investors's Q2 2025 Portfolio
Portfolio Value 557 Billion
Stocks 443
Filing on Aug 12, 2025 Q2 2025

Charles Schwab Investment Management Inc

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • FNDX
  • AVGO
Charles Schwab Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 557 Billion
Stocks 3632
Filing on Aug 14, 2025 Q2 2025

Ubs Group Ag

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • META
  • SPY
Ubs Group Ag's Q2 2025 Portfolio
Portfolio Value 555 Billion
Stocks 22017
Filing on Aug 11, 2025 Q2 2025

Wp Wealth LLP

  • DFCF
  • DFIC
  • DFAU
  • DFSD
  • DFAE
  • DFUV
  • DFAT
Wp Wealth LLP's Q2 2025 Portfolio
Portfolio Value 554 Billion
Stocks 90
Filing on Oct 21, 2025 Q3 2025

Summit Wealth Partners, LLC

  • IVV
  • IWF
  • QUAL
  • QQQ
  • AGG
  • USMV
  • BRO
Summit Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 554 Billion
Stocks 212
Filing on Oct 15, 2025 Q3 2025

Brady Martz Wealth Solutions, LLC

  • ITOT
  • SCHV
  • SCHG
  • SCHD
  • VGIT
  • SCHF
  • DFSD
Brady Martz Wealth Solutions, LLC's Q3 2025 Portfolio
Portfolio Value 551 Billion
Stocks 149
Filing on Aug 08, 2025 Q2 2025

Fortis Group Advisors, LLC

  • BIL
  • QQQ
  • SPMO
  • QQQM
  • SPLG
  • SPY
  • BILS
Fortis Group Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 551 Billion
Stocks 598
Filing on Aug 14, 2025 Q2 2025

Ken Griffin

Citadel Advisors LLC
  • SPY
  • SPY
  • QQQ
  • QQQ
  • NVDA
  • NVDA
  • TSLA
Ken Griffin's Q2 2025 Portfolio
Portfolio Value 550 Billion
Stocks 15124
Filing on Aug 14, 2025 Q2 2025

Para Fi Capital LP

  • COIN
Para Fi Capital LP's Q2 2025 Portfolio
Portfolio Value 548 Billion
Stocks 14
Filing on Aug 06, 2025 Q2 2025

Yelin Lapidot Holdings Management Ltd.

  • QQQM
  • XLF
  • SPY
  • GLBE
  • META
  • MSFT
  • ZIM
Yelin Lapidot Holdings Management Ltd.'s Q2 2025 Portfolio
Portfolio Value 548 Billion
Stocks 111
Filing on Aug 14, 2025 Q2 2025

Torno Capital, LLC

  • PEP
  • GOOG
  • TQQQ
  • GOOGL
  • ELV
  • XLE
  • ELV
Torno Capital, LLC's Q2 2025 Portfolio
Portfolio Value 547 Billion
Stocks 60
Filing on Jul 31, 2025 Q2 2025

Topsail Wealth Management, LLC

  • VTI
  • VTEB
  • CINF
  • VXUS
  • VOO
  • VEU
  • VEA
Topsail Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 547 Billion
Stocks 240
Filing on Oct 21, 2025 Q3 2025

Community Financial Services Group, LLC

  • IEF
  • MSFT
  • AAPL
  • AVGO
  • XOM
  • NVDA
  • GOOG
Community Financial Services Group, LLC's Q3 2025 Portfolio
Portfolio Value 546 Billion
Stocks 170
Filing on Aug 07, 2025 Q2 2025

Bearing Point Capital, LLC

  • NVDA
  • AAPL
  • MSFT
  • SHY
  • V
  • JPM
  • AVGO
Bearing Point Capital, LLC's Q2 2025 Portfolio
Portfolio Value 543 Billion
Stocks 166
Filing on Sep 25, 2025 Q2 2025

Cache Tech Inc.

  • SCHX
  • JBBB
  • IVV
  • ICVT
  • SPLG
  • VOO
  • EWI
Cache Tech Inc.'s Q2 2025 Portfolio
Portfolio Value 543 Billion
Stocks 196
Filing on Aug 04, 2025 Q2 2025

Partners In Financial Planning

  • BND
  • VUG
  • VTV
  • BNDX
  • VEA
  • BSV
  • VBR
Partners In Financial Planning's Q2 2025 Portfolio
Portfolio Value 542 Billion
Stocks 107
Filing on Aug 04, 2025 Q2 2025

Impact Partnership Wealth, LLC

  • QQQ
  • VGK
  • BIL
  • SPEM
  • SPMD
  • VUG
  • VTV
Impact Partnership Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 542 Billion
Stocks 292