Largest Portfolios by Value
Filing on Aug 05, 2025
Q2 2025
Dynasty Wealth Management, LLC
- TTAC
- IVV
- SPYG
- FBND
- FBCG
- DYNF
- IEFA
Filing on Aug 13, 2025
Q2 2025
Filing on Jul 21, 2025
Q2 2025
J. Safra Sarasin Holding Ag
- MSFT
- NVDA
- AMZN
- GOOGL
- CME
- AVGO
- MA
Filing on Aug 01, 2025
Q2 2025
Guinness Asset Management LTD
- AVGO
- CSCO
- CME
- MSFT
- AJG
- EMR
- AFL
Filing on Jul 25, 2025
Q2 2025
Filing on Aug 11, 2025
Q2 2025
Principal Securities, Inc.
- USMC
- IVV
- AGG
- PSC
- GSUS
- MSFT
- SPLG
Filing on Jul 25, 2025
Q2 2025
Concurrent Investment Advisors, LLC
- MSFT
- VOO
- AAPL
- SPY
- NVDA
- AMZN
- QQQ
Filing on Jul 11, 2025
Q2 2025
Farther Finance Advisors, LLC
- IVV
- VOO
- VEA
- AAPL
- IUSB
- NVDA
- MSFT
Filing on Aug 08, 2025
Q2 2025
Abn Amro Investment Solutions
- MSFT
- NVDA
- AMZN
- GOOGL
- AVGO
- DE
- AAPL
Filing on Jul 21, 2025
Q2 2025
Gf Fund Management Co. Ltd.
- NVDA
- MSFT
- AAPL
- AMZN
- AVGO
- META
- TSLA
Filing on Aug 14, 2025
Q2 2025
Value Aligned Research Advisors, LLC
- NVDA
- TSM
- VST
- INTC
- GOOGL
- MU
- CEG
Filing on Nov 14, 2024
Q3 2024
Filing on Jul 28, 2025
Q2 2025
Sagespring Wealth Partners, LLC
- FBCG
- VOO
- DYNF
- TTAC
- NETZ
- JAVA
- IVV
Filing on Aug 14, 2025
Q2 2025
Susquehanna Portfolio Strategies, LLC
- ORCL
- PFE
- MRK
- AMZN
- SBUX
- AAPL
- EQIX
Filing on Aug 14, 2025
Q2 2025
First Financial Bankshares Inc
- MSFT
- JPM
- AVGO
- BND
- IJH
- AAPL
- GOOGL
Filing on Jul 28, 2025
Q2 2025
Generali Asset Management Spa Sgr
- NVDA
- MSFT
- AAPL
- ARCC
- GOOGL
- AMZN
- GOOG
Filing on Aug 07, 2025
Q2 2025
Filing on Aug 13, 2024
Q2 2024