Largest Portfolios by Value

Filing on Jan 21, 2025 Q4 2024

Dgs Capital Management, LLC

  • COIN
  • SUB
  • AAPL
  • NVDA
  • MSFT
  • META
  • SPTS
Dgs Capital Management, LLC's Q4 2024 Portfolio
Portfolio Value 384 Million
Stocks 306
Filing on Jul 14, 2025 Q2 2025

Gsb Wealth Management, LLC

  • IVV
  • USFR
  • AAPL
  • AGGY
  • FNDA
  • MSFT
  • FLOT
Gsb Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 384 Million
Stocks 242
Filing on Jul 03, 2025 Q2 2025

Collective Family Office LLC

  • JMUB
  • DFAE
  • AVLV
  • AVDV
  • VTV
  • AVUV
  • FNDF
Collective Family Office LLC's Q2 2025 Portfolio
Portfolio Value 383 Million
Stocks 158
Filing on Feb 14, 2025 Q4 2024

Bison Wealth, LLC

  • IEF
  • AAPL
  • QQQ
  • NVDA
  • SCHD
  • MSFT
  • SPLG
Bison Wealth, LLC's Q4 2024 Portfolio
Portfolio Value 383 Million
Stocks 320
Filing on Jul 25, 2025 Q2 2025

Franklin, Parlapiano, Turner & Welch, LLC

  • VOO
  • REZ
  • BIV
  • IWB
  • MSFT
  • V
  • RTX
Franklin, Parlapiano, Turner & Welch, LLC's Q2 2025 Portfolio
Portfolio Value 383 Million
Stocks 51
Filing on Jul 07, 2025 Q2 2025

Verde Capital Management

  • ESGV
  • MOAT
  • FNDF
  • QQQM
  • IJH
  • HEFA
  • NVDA
Verde Capital Management's Q2 2025 Portfolio
Portfolio Value 383 Million
Stocks 65
Filing on Jul 10, 2025 Q2 2025

Tt International Asset Management LTD

  • PAM
  • BABA
  • BMA
  • TGS
  • ICLR
  • CYBR
  • BEKE
Tt International Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 383 Million
Stocks 49
Filing on Aug 14, 2025 Q2 2025

Troluce Capital Advisors LLC

  • FLR
  • SMR
  • COF
  • SKX
  • COF
  • GLNG
  • SPY
Troluce Capital Advisors LLC's Q2 2025 Portfolio
Portfolio Value 382 Million
Stocks 30
Filing on Aug 11, 2025 Q2 2025

Pacific Ridge Capital Partners, LLC

  • BBW
  • MCB
  • NBN
  • NGS
  • MPAA
  • ALCO
  • DHX
Pacific Ridge Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 382 Million
Stocks 133
Filing on Aug 13, 2025 Q2 2025

Horiko Capital Management LLC

  • META
  • AMZN
  • MSFT
  • GOOGL
  • MCK
  • NVDA
  • AAPL
Horiko Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 382 Million
Stocks 22
Filing on Jul 18, 2025 Q2 2025

Childress Capital Advisors, LLC

  • FDVV
  • SPY
  • XOM
  • JEPI
  • NVDA
  • MSFT
  • COP
Childress Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 382 Million
Stocks 246
Filing on Aug 12, 2025 Q2 2025

Symetra Investment Management CO

  • VTI
  • SRLN
  • LYB
  • AMPY
  • HYG
Symetra Investment Management CO's Q2 2025 Portfolio
Portfolio Value 382 Million
Stocks 5
Filing on Jul 10, 2025 Q2 2025

Waypoint Wealth Partners Inc.

  • AVUS
  • DFAC
  • AVDE
  • AVEM
  • DFIC
  • UPS
  • ESGU
Waypoint Wealth Partners Inc.'s Q2 2025 Portfolio
Portfolio Value 382 Million
Stocks 76
Filing on Jul 08, 2025 Q2 2025

Little House Capital LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • IJH
  • META
  • IEF
Little House Capital LLC's Q2 2025 Portfolio
Portfolio Value 382 Million
Stocks 121
Filing on Jul 30, 2025 Q2 2025

Berkeley Capital Partners, LLC

  • SPY
  • VYM
  • VCIT
  • VCLT
  • QQQ
  • VEU
  • GDX
Berkeley Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 381 Million
Stocks 174
Filing on Aug 07, 2025 Q2 2025

Pioneer Trust Bank N A

  • MSFT
  • AAPL
  • BRK-B
  • SPY
  • ORCL
  • GOOG
  • VMI
Pioneer Trust Bank N A's Q2 2025 Portfolio
Portfolio Value 381 Million
Stocks 125
Filing on Aug 13, 2025 Q2 2025

Decision Point Financial, LLC

  • DFAC
  • VCIT
  • DFIC
  • DFAI
  • DFCF
  • DFAS
  • HOMB
Decision Point Financial, LLC's Q2 2025 Portfolio
Portfolio Value 381 Million
Stocks 656
Filing on Apr 14, 2023 Q1 2023

Stonnington Group, LLC

  • DFUV
  • AAPL
  • BRK-A
  • UNH
  • MSFT
  • COST
  • AVGO
Stonnington Group, LLC's Q1 2023 Portfolio
Portfolio Value 381 Million
Stocks 234