Largest Portfolios by Value

Filing on Jan 30, 2025 Q4 2024

River & Mercantile LLC

  • VTI
  • SCHB
  • VCLT
  • IGLB
  • CORP
  • VEA
  • VYM
River & Mercantile LLC's Q4 2024 Portfolio
Portfolio Value 332 Million
Stocks 25
Filing on May 15, 2025 Q1 2025

Sentinus, LLC

  • IVV
  • QUAL
  • IVW
  • VTI
  • DYNF
  • SPY
  • AGG
Sentinus, LLC's Q1 2025 Portfolio
Portfolio Value 332 Million
Stocks 198
Filing on Aug 05, 2024 Q2 2024

Regis Management CO LLC

  • VTI
  • VEA
  • VWO
  • EFA
  • BRK-B
  • IEFA
  • IWV
Regis Management CO LLC's Q2 2024 Portfolio
Portfolio Value 331 Million
Stocks 39
Filing on Feb 14, 2023 Q4 2022

Mass Ave Global Inc.

  • BABA
  • CRDO
  • JD
  • SPY
  • NTES
  • XOP
  • AMZN
Mass Ave Global Inc.'s Q4 2022 Portfolio
Portfolio Value 331 Million
Stocks 33
Filing on May 15, 2025 Q1 2025

Dafna Capital Management LLC

  • XBI
  • STXS
  • RVMD
  • MRUS
  • ATRC
  • CYTK
  • BPMC
Dafna Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 331 Million
Stocks 83
Filing on May 15, 2025 Q1 2025

Bridgefront Capital, LLC

  • DIS
  • MA
  • ICE
  • INTU
  • EQIX
  • OC
  • PFE
Bridgefront Capital, LLC's Q1 2025 Portfolio
Portfolio Value 331 Million
Stocks 590
Filing on May 06, 2025 Q1 2025

Glynn Capital Management LLC

  • OSCR
  • CRWD
  • NU
  • NOW
  • ADYEY
  • VRT
  • DDOG
Glynn Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 331 Million
Stocks 48
Filing on Apr 09, 2025 Q1 2025

ETF Portfolio Partners, Inc.

  • VTI
  • AGG
  • MGK
  • MGV
  • BLV
  • VEU
  • QQQ
ETF Portfolio Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 331 Million
Stocks 64
Filing on Apr 10, 2025 Q1 2025

Eclectic Associates Inc

  • BNDX
  • CGXU
  • VIG
  • CGGR
  • AAPL
  • FYC
  • XLK
Eclectic Associates Inc 's Q1 2025 Portfolio
Portfolio Value 331 Million
Stocks 118
Filing on May 14, 2025 Q1 2025

Venator Management LLC

  • AMZN
  • V
  • GOOG
  • META
  • BRP
  • UBER
  • NFLX
Venator Management LLC's Q1 2025 Portfolio
Portfolio Value 331 Million
Stocks 22
Filing on May 08, 2025 Q1 2025

Cincinnati Specialty Underwriters Insurance CO

  • AAPL
  • AVGO
  • MSFT
  • ENB
  • ADP
  • HD
  • JPM
Cincinnati Specialty Underwriters Insurance CO's Q1 2025 Portfolio
Portfolio Value 331 Million
Stocks 37
Filing on May 14, 2025 Q1 2025

Evr Research LP

  • SPY
  • IWM
  • BASE
  • ALIT
  • INT
  • PRO
  • BLBD
Evr Research LP's Q1 2025 Portfolio
Portfolio Value 330 Million
Stocks 35
Filing on May 09, 2025 Q1 2025

Ritter Daniher Financial Advisory LLC

  • IVV
  • DGRO
  • IEFA
  • IJH
  • AVEM
  • IJR
  • PG
Ritter Daniher Financial Advisory LLC 's Q1 2025 Portfolio
Portfolio Value 330 Million
Stocks 310
Filing on May 12, 2025 Q1 2025

Peak Financial Management, Inc.

  • VXUS
  • VTI
  • SPGM
  • VOO
  • RSP
  • JPIB
  • SCHP
Peak Financial Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 330 Million
Stocks 97
Filing on May 15, 2025 Q1 2025

Radcliff Management LLC

  • SRAD
Radcliff Management LLC's Q1 2025 Portfolio
Portfolio Value 330 Million
Stocks 1
Filing on Apr 24, 2025 Q1 2025

Heirloom Wealth Management

  • DFIP
  • GOVT
  • V
  • NVDA
  • RSG
  • BRK-B
  • MSFT
Heirloom Wealth Management's Q1 2025 Portfolio
Portfolio Value 330 Million
Stocks 42
Filing on Apr 21, 2025 Q1 2025

Walter & Keenan Wealth Management LLC

  • LLY
  • AAPL
  • MSFT
  • BRK-B
  • GOOG
  • JPM
  • WMT
Walter & Keenan Wealth Management LLC 's Q1 2025 Portfolio
Portfolio Value 330 Million
Stocks 149
Filing on May 15, 2025 Q1 2025

Ancient Art, L.P.

  • IBKR
  • UPWK
  • OSCR
  • BABA
  • STLA
  • ALLY
  • ULCC
Ancient Art, L.P.'s Q1 2025 Portfolio
Portfolio Value 330 Million
Stocks 12