Largest Portfolios by Value

Filing on Jul 03, 2025 Q2 2025

Mc Lean Asset Management Corp

  • DFUS
  • DFUV
  • AAPL
  • DFAS
  • DFIV
  • AVUS
  • DFAT
Mc Lean Asset Management Corp's Q2 2025 Portfolio
Portfolio Value 381 Billion
Stocks 161
Filing on May 14, 2025 Q1 2025

Talaria Asset Management Pty LTD

  • JCI
  • FMX
  • RE
  • ABEV
  • NEM
  • CF
  • MDT
Talaria Asset Management Pty LTD's Q1 2025 Portfolio
Portfolio Value 381 Billion
Stocks 8
Filing on Apr 29, 2025 Q1 2025

Lightrock Netherlands B.V.

  • BC
  • LITE
  • WTFC
  • LNN
  • PFSI
  • FSLR
  • MWA
Lightrock Netherlands B.V.'s Q1 2025 Portfolio
Portfolio Value 380 Billion
Stocks 39
Filing on May 15, 2025 Q1 2025

Landmark Investment Partners, L.P.

  • ESS
  • DEI
  • FR
  • CSGP
  • VTR
  • CPT
  • AIV
Landmark Investment Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 380 Billion
Stocks 36
Filing on May 19, 2025 Q1 2025

Ubs Asset Management Americas Inc

  • MSFT
  • NVDA
  • META
  • GOOGL
  • TSLA
  • AVGO
  • LLY
Ubs Asset Management Americas Inc's Q1 2025 Portfolio
Portfolio Value 379 Billion
Stocks 20404
Filing on Apr 22, 2025 Q1 2025

Weaver Capital Management LLC

  • BIL
  • SCHG
  • HEFA
  • PJAN
  • VTV
  • STRV
  • BRK-A
Weaver Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 378 Billion
Stocks 185
Filing on May 15, 2025 Q1 2025

Scientech Research LLC

  • NFLX
  • MELI
  • SPOT
  • ISRG
  • EQIX
  • TMO
  • ORCL
Scientech Research LLC's Q1 2025 Portfolio
Portfolio Value 378 Billion
Stocks 541
Filing on May 12, 2025 Q1 2025

Bulltick Wealth Management, LLC

  • SHV
  • IEF
  • SPY
  • NVDA
  • IAU
  • EZU
  • IBDR
Bulltick Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 377 Billion
Stocks 122
Filing on May 02, 2025 Q1 2025

Prevail Innovative Wealth Advisors, LLC

  • FLBL
  • SRLN
  • VCIT
  • XMHQ
  • SLB
  • NVDA
  • AMD
Prevail Innovative Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 375 Billion
Stocks 168
Filing on May 02, 2025 Q1 2025

Grey Fox Wealth Advisors, LLC

  • VTV
  • VUG
  • VEA
  • AGG
  • VBR
  • VO
  • VCSH
Grey Fox Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 375 Billion
Stocks 157
Filing on May 01, 2025 Q1 2025

Sherborne Investors Management LP

  • NAVI
Sherborne Investors Management LP's Q1 2025 Portfolio
Portfolio Value 372 Billion
Stocks 1
Filing on Apr 30, 2025 Q1 2025

Amansa Capital Pte. Ltd.

  • IBN
  • MMYT
Amansa Capital Pte. Ltd.'s Q1 2025 Portfolio
Portfolio Value 371 Billion
Stocks 2
Filing on Apr 11, 2025 Q1 2025

Verum Partners LLC

  • GOVT
  • IJR
  • VOO
  • JPST
  • VT
  • IVV
  • FNDF
Verum Partners LLC's Q1 2025 Portfolio
Portfolio Value 371 Billion
Stocks 160
Filing on Apr 17, 2025 Q1 2025

Louisbourg Investments Inc.

  • CNI
  • IVV
  • SHOP
  • MSFT
  • BNS
  • TD
  • GOOG
Louisbourg Investments Inc.'s Q1 2025 Portfolio
Portfolio Value 368 Billion
Stocks 180
Filing on May 14, 2025 Q1 2025

Pks Advisory Services, LLC

  • IVV
  • SPY
  • QQQ
  • IJH
  • IJR
  • AAPL
  • IVW
Pks Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 365 Billion
Stocks 242
Filing on Jul 09, 2025 Q2 2025

Westmount Partners, LLC

  • AAPL
  • MSFT
  • VOO
  • AVGO
  • NVDA
  • CACI
  • SPY
Westmount Partners, LLC's Q2 2025 Portfolio
Portfolio Value 364 Billion
Stocks 246
Filing on Apr 17, 2025 Q1 2025

Fairvoy Private Wealth, LLC

  • RSP
  • SHV
  • PULS
  • LMBS
  • FTSL
  • IVV
  • SO
Fairvoy Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 364 Billion
Stocks 173
Filing on May 15, 2025 Q1 2025

L1 Capital International Pty LTD

  • HCA
  • AER
  • MSFT
  • AMZN
  • V
  • CRH.L
  • BKNG
L1 Capital International Pty LTD's Q1 2025 Portfolio
Portfolio Value 363 Billion
Stocks 19