Largest Portfolios by Value

Filing on Aug 13, 2025 Q2 2025

American Investment Services, Inc.

  • GLDM
  • VUG
  • DFUV
  • VYMI
  • DFAS
  • DFIC
  • VTV
American Investment Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 372 Million
Stocks 133
Filing on Jul 22, 2025 Q2 2025

Aquire Wealth Advisors, LLC

  • DFAU
  • SPTM
  • DFAI
  • DFAE
  • AGG
  • SPDW
  • MUB
Aquire Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 372 Million
Stocks 46
Filing on Jul 28, 2025 Q2 2025

Aries Wealth Management

  • AAPL
  • MSFT
  • VUG
  • EFA
  • SPY
  • VB
  • VO
Aries Wealth Management's Q2 2025 Portfolio
Portfolio Value 372 Million
Stocks 217
Filing on Apr 05, 2023 Q1 2023

Stillwater Investment Management, LLC

  • IVV
  • IWR
  • IWM
  • AAPL
  • XLK
  • XLE
  • XLF
Stillwater Investment Management, LLC's Q1 2023 Portfolio
Portfolio Value 372 Million
Stocks 82
Filing on Nov 14, 2024 Q3 2024

Hamilton Wealth, LLC

  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • GCOW
  • EDV
  • VFH
Hamilton Wealth, LLC's Q3 2024 Portfolio
Portfolio Value 372 Million
Stocks 107
Filing on Jul 10, 2025 Q2 2025

Stewardship Advisors, LLC

  • IVV
  • QQQM
  • RWL
  • IMFL
  • VEA
  • SPAB
  • VWO
Stewardship Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 372 Million
Stocks 151
Filing on Jul 23, 2025 Q2 2025

Mc Elhenny Sheffield Capital Management, LLC

  • MSMR
  • TQQQ
  • QQQ
  • SPY
  • GLD
  • SHY
  • USDU
Mc Elhenny Sheffield Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 372 Million
Stocks 103
Filing on Jul 23, 2025 Q2 2025

Dohj, LLC

  • MUB
  • ESGU
  • ESGD
  • IEFA
  • IWL
  • MBB
  • EAGG
Dohj, LLC's Q2 2025 Portfolio
Portfolio Value 371 Million
Stocks 144
Filing on Aug 12, 2025 Q2 2025

Shakespeare Wealth Management, Inc.

  • VOOV
  • VOOG
  • FBND
  • VOE
  • VBR
  • SCZ
  • EFV
Shakespeare Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 371 Million
Stocks 95
Filing on Aug 04, 2025 Q2 2025

Investment Management Associates Inc

  • UBER
  • TLT
  • SPY
  • HII
  • BTI
  • LBRDK
  • PM
Investment Management Associates Inc 's Q2 2025 Portfolio
Portfolio Value 371 Million
Stocks 30
Filing on Aug 14, 2025 Q2 2025

Deer Management Co. LLC

  • RKLB
  • LAW
  • FVRR
  • KYMR
  • SPIR
  • TCRX
Deer Management Co. LLC's Q2 2025 Portfolio
Portfolio Value 371 Million
Stocks 11
Filing on Aug 13, 2025 Q2 2025

Milestone Investment Advisors LLC

  • SPHQ
  • SCHG
  • SCHX
  • VUG
  • FDVV
  • SCHB
  • FBND
Milestone Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 371 Million
Stocks 125
Filing on Jul 30, 2025 Q2 2025

Prentice Wealth Management LLC

  • VTI
  • AGG
  • VT
  • SCHP
  • EQWL
  • JEPI
  • FLBL
Prentice Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 371 Million
Stocks 109
Filing on Aug 13, 2025 Q2 2025

Jackson Creek Investment Advisors LLC

  • SCHH
  • SCHM
  • SCHX
  • BSV
  • VIRT
  • EME
  • SCHA
Jackson Creek Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 371 Million
Stocks 308
Filing on Aug 14, 2025 Q2 2025

Avidity Partners Management LP

  • BSX
  • NTRA
  • EXAS
  • THC
  • DXCM
  • DHR
  • ISRG
Avidity Partners Management LP's Q2 2025 Portfolio
Portfolio Value 370 Million
Stocks 56
Filing on Aug 12, 2025 Q2 2025

Timber Creek Capital Management LLC

  • MSFT
  • AMZN
  • V
  • IAU
  • GLDM
  • BRK-B
  • TSM
Timber Creek Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 370 Million
Stocks 82
Filing on Aug 13, 2025 Q2 2025

Prudent Investors Network, Inc.

  • FBND
  • EMBD
  • IAGG
  • IEF
  • XLF
  • QQQ
  • VO
Prudent Investors Network, Inc.'s Q2 2025 Portfolio
Portfolio Value 370 Million
Stocks 370670
Filing on Jul 10, 2025 Q2 2025

Carderock Capital Management Inc

  • APH
  • MSFT
  • HEI
  • MA
  • SPGI
  • CTAS
  • ADP
Carderock Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 370 Million
Stocks 139