Largest Portfolios by Value

Filing on Jul 18, 2025 Q2 2025

Tru North Capital Management, LLC

  • SCHB
  • SCHF
  • SCHO
  • SCHZ
  • SCHA
  • DFCF
  • ITOT
Tru North Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 450 Billion
Stocks 353
Filing on Feb 13, 2023 Q4 2022

Financial Partners Capital Management LLC

  • PM
  • MSFT
  • PG
  • JPM
  • GS
  • MDY
  • CVX
Financial Partners Capital Management LLC's Q4 2022 Portfolio
Portfolio Value 449 Billion
Stocks 116
Filing on May 02, 2025 Q1 2025

Lmg Wealth Partners, LLC

  • IVW
  • AAPL
  • WMT
  • VBR
  • MSFT
  • AGG
  • CVX
Lmg Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 449 Billion
Stocks 128
Filing on Apr 10, 2025 Q1 2025

Presilium Private Wealth, LLC

  • VTV
  • VUG
  • VGSH
  • VGK
  • BSV
  • VWO
  • VOT
Presilium Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 446 Billion
Stocks 71
Filing on Apr 30, 2025 Q1 2025

Gateway Wealth Partners, LLC

  • SPY
  • IVV
  • SPLG
  • FTCS
  • AVUS
  • AAPL
  • FVD
Gateway Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 445 Billion
Stocks 311
Filing on Jul 07, 2025 Q2 2025

M & L Capital Management LTD

  • NVDA
  • MSFT
  • AVGO
  • AMD
  • SNPS
  • HOOD
  • CDNS
M & L Capital Management LTD's Q2 2025 Portfolio
Portfolio Value 444 Billion
Stocks 25
Filing on May 09, 2025 Q1 2025

Ipg Investment Advisors LLC

  • SPY
  • OI
  • GT
  • NVDA
  • CX
  • JACK
  • AAPL
Ipg Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 442 Billion
Stocks 170
Filing on May 14, 2025 Q1 2025

Triata Capital LTD

  • PDD
  • BIDU
  • VNET
  • BEKE
  • ACMR
  • EDU
  • ATAT
Triata Capital LTD's Q1 2025 Portfolio
Portfolio Value 442 Billion
Stocks 12
Filing on May 15, 2025 Q1 2025

Webs Creek Capital Management LP

  • PR
  • MTDR
  • EQT
  • FTI
  • DVN
  • RRC
  • OVV
Webs Creek Capital Management LP's Q1 2025 Portfolio
Portfolio Value 442 Billion
Stocks 17
Filing on May 12, 2025 Q1 2025

Maia Wealth LLC

  • SPLG
  • QUAL
  • FSK
  • EFV
  • IVW
  • IVV
  • DYNF
Maia Wealth LLC's Q1 2025 Portfolio
Portfolio Value 441 Billion
Stocks 292
Filing on Jul 21, 2025 Q2 2018

Credential Securities Inc.

  • TD
  • CNQ
  • BNS
  • CNI
  • V
  • MFC
  • TMO
Credential Securities Inc.'s Q2 2018 Portfolio
Portfolio Value 440 Billion
Stocks 241
Filing on May 12, 2025 Q1 2025

Capital Research Global Investors

  • MSFT
  • META
  • AMZN
  • AVGO
  • LLY
  • UNH
  • AAPL
Capital Research Global Investors's Q1 2025 Portfolio
Portfolio Value 440 Billion
Stocks 456
Filing on Feb 14, 2025 Q4 2024

Financial Gravity Companies, Inc.

  • IAGG
  • HYLB
  • SHYG
  • EPS
  • STIP
  • HYDW
  • SPSM
Financial Gravity Companies, Inc.'s Q4 2024 Portfolio
Portfolio Value 438 Billion
Stocks 1006
Filing on Apr 08, 2025 Q1 2025

New Hampshire Trust

  • VO
  • AAPL
  • MSFT
  • DFAS
  • NVDA
  • AMZN
  • VNQ
New Hampshire Trust's Q1 2025 Portfolio
Portfolio Value 437 Billion
Stocks 299
Filing on Jul 15, 2025 Q2 2025

Verum Partners LLC

  • VOO
  • GOVT
  • IJR
  • JPST
  • IVV
  • FNDF
  • SYLD
Verum Partners LLC's Q2 2025 Portfolio
Portfolio Value 434 Billion
Stocks 169
Filing on Aug 02, 2023 Q2 2023

Efg Capital International Corp.

  • MSFT
  • IWM
  • AAPL
  • AMZN
  • MA
  • UNH
  • VRSK
Efg Capital International Corp.'s Q2 2023 Portfolio
Portfolio Value 432 Billion
Stocks 138
Filing on May 07, 2025 Q1 2025

400 Capital Management LLC

  • SPY
  • HYG
  • IWM
  • XLY
  • EWZ
  • IWM
400 Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 431 Billion
Stocks 6
Filing on May 15, 2025 Q1 2025

Nextech Invest, Ltd.

  • RVMD
  • TYRA
  • ORIC
  • SBTX
  • RLAY
  • ARVN
  • CGEM
Nextech Invest, Ltd.'s Q1 2025 Portfolio
Portfolio Value 430 Billion
Stocks 15