Largest Portfolios by Value

Filing on Aug 14, 2025 Q2 2025

Royal Bank Of Canada

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • TD
  • RY
  • SPY
Royal Bank Of Canada's Q2 2025 Portfolio
Portfolio Value 528 Billion
Stocks 28572
Filing on Aug 13, 2025 Q2 2025

Gateway Wealth Partners, LLC

  • SPY
  • SPLG
  • AVUS
  • FTCS
  • IVV
  • MSFT
  • SPAB
Gateway Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 527 Billion
Stocks 355
Filing on Oct 21, 2025 Q3 2025

Presilium Private Wealth, LLC

  • VTV
  • VUG
  • VGSH
  • VGK
  • BSV
  • VWO
  • VOT
Presilium Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 527 Billion
Stocks 76
Filing on Aug 12, 2025 Q2 2025

Maia Wealth LLC

  • SPLG
  • EFV
  • QUAL
  • FSK
  • MSFT
  • IVW
  • DYNF
Maia Wealth LLC's Q2 2025 Portfolio
Portfolio Value 525 Billion
Stocks 324
Filing on Aug 07, 2025 Q2 2025

Call To Action Foundation

  • VOO
Call To Action Foundation's Q2 2025 Portfolio
Portfolio Value 522 Billion
Stocks 1
Filing on Aug 08, 2025 Q2 2025

Cornerstone Advisors Asset Management, Inc

  • SCHX
  • SPAB
  • VEU
  • HTRB
  • IVV
  • JAAA
  • SPLG
Cornerstone Advisors Asset Management, Inc's Q2 2025 Portfolio
Portfolio Value 519 Billion
Stocks 113
Filing on Aug 13, 2025 Q2 2025

Gibbs Wealth Management

  • SPYG
  • GOVT
  • SPDW
  • VCIT
  • SPMB
  • SHYG
  • SPYV
Gibbs Wealth Management's Q2 2025 Portfolio
Portfolio Value 519 Billion
Stocks 367
Filing on Aug 11, 2025 Q2 2025

Brass Tax Wealth Management, Inc

  • VOO
  • VB
  • EFA
  • VTI
  • SCHG
  • PSFF
  • BND
Brass Tax Wealth Management, Inc's Q2 2025 Portfolio
Portfolio Value 519 Billion
Stocks 228
Filing on Jul 29, 2025 Q2 2025

Huntleigh Advisors, Inc.

  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • MSFT
  • META
  • FTHY
Huntleigh Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 518 Billion
Stocks 270
Filing on Jul 24, 2025 Q2 2025

Drucker Wealth 3.0, LLC

  • VOO
  • BND
  • VB
  • VTI
  • VIG
  • AAPL
  • VEA
Drucker Wealth 3.0, LLC's Q2 2025 Portfolio
Portfolio Value 518 Billion
Stocks 422
Filing on Oct 16, 2025 Q3 2025

New Hampshire Trust

  • VO
  • AAPL
  • MSFT
  • NVDA
  • DFAS
  • AMZN
  • VNQ
New Hampshire Trust's Q3 2025 Portfolio
Portfolio Value 518 Billion
Stocks 306
Filing on Jul 09, 2025 Q2 2025

Tounjian Advisory Partners, LLC

  • AAPL
  • MSFT
  • NVDA
  • FTGS
  • VNLA
  • AMZN
  • META
Tounjian Advisory Partners, LLC's Q2 2025 Portfolio
Portfolio Value 516 Billion
Stocks 234
Filing on Aug 14, 2025 Q2 2025

Estuary Capital Management LP

  • AAP
  • BAH
  • GPN
  • UHS
  • CACI
  • JAZZ
  • DLTR
Estuary Capital Management LP's Q2 2025 Portfolio
Portfolio Value 513 Billion
Stocks 13
Filing on Aug 14, 2025 Q2 2025

Ipg Investment Advisors LLC

  • SPY
  • OI
  • NVDA
  • CX
  • GT
  • MGA
  • AMZN
Ipg Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 512 Billion
Stocks 178
Filing on Aug 14, 2025 Q2 2025

Triata Capital LTD

  • PDD
  • VNET
  • GDS
  • ACMR
  • BIDU
  • BEKE
  • EDU
Triata Capital LTD's Q2 2025 Portfolio
Portfolio Value 512 Billion
Stocks 15
Filing on Aug 08, 2025 Q2 2025

Altiora Financial Group, LLC

  • DFAC
  • DFSD
  • DFAX
  • SGOV
  • VTI
  • SCHO
  • SCHR
Altiora Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 512 Billion
Stocks 93
Filing on Aug 08, 2025 Q2 2025

Financial Gravity Companies, Inc.

  • IAGG
  • HYLB
  • SHYG
  • EPS
  • STIP
  • HYDW
  • SPIB
Financial Gravity Companies, Inc.'s Q2 2025 Portfolio
Portfolio Value 509 Billion
Stocks 1015
Filing on Aug 13, 2025 Q2 2025

Portfolio Design Labs, LLC

  • EFAV
  • GLD
  • USMV
  • TFLO
  • SHY
  • MSFT
  • NVDA
Portfolio Design Labs, LLC's Q2 2025 Portfolio
Portfolio Value 509 Billion
Stocks 149