Largest Portfolios by Value

Filing on Jul 25, 2025 Q2 2025

Cerro Pacific Wealth Advisors LLC

  • QQQ
  • JPST
  • AAPL
  • NVDA
  • VOOG
  • MSFT
  • VIG
Cerro Pacific Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 355 Million
Stocks 159
Filing on Jul 23, 2025 Q2 2025

Colony Family Offices, LLC

  • DFUS
  • IEFA
  • IJR
  • VWO
  • DFAE
  • VTEB
  • GUNR
Colony Family Offices, LLC's Q2 2025 Portfolio
Portfolio Value 355 Million
Stocks 65
Filing on Aug 13, 2025 Q2 2025

M3 F, Inc.

  • WLFC
  • AL
  • PBFS
  • SNFCA
  • ASLE
  • AER
  • RBKB
M3 F, Inc.'s Q2 2025 Portfolio
Portfolio Value 354 Million
Stocks 30
Filing on Aug 14, 2025 Q2 2025

Engine Capital Management, LP

  • AVTR
  • OFIX
  • KBR
  • NXST
  • CVEO
  • CZR
  • LNW
Engine Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 354 Million
Stocks 28
Filing on Aug 06, 2025 Q2 2025

Vantage Financial Partners, LLC

  • ITOT
  • IXUS
  • IVV
  • DIVO
  • AGG
  • IUSG
  • HEGD
Vantage Financial Partners, LLC's Q2 2025 Portfolio
Portfolio Value 354 Million
Stocks 203
Filing on Jul 16, 2025 Q2 2025

Augustine Asset Management Inc

  • APP
  • AAPL
  • MSFT
  • TSM
  • AAAU
  • IBN
  • JPM
Augustine Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 354 Million
Stocks 107
Filing on Jul 17, 2025 Q2 2025

Mokosak Advisory Group, LLC

  • SCHV
  • VBR
  • SCHG
  • SCHM
  • SCHA
  • VGT
  • SCHZ
Mokosak Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 354 Million
Stocks 35
Filing on Jul 28, 2025 Q2 2025

Windmill Hill Asset Management LTD

  • SPYX
  • GE
  • HOOD
  • MSFT
  • MCO
  • GOOGL
  • SPGI
Windmill Hill Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 353 Million
Stocks 26
Filing on Nov 14, 2024 Q3 2024

Hst Ventures, LLC

  • WFC
  • V
  • ICE
  • APO
  • PNC
  • SCHW
  • COF
Hst Ventures, LLC's Q3 2024 Portfolio
Portfolio Value 353 Million
Stocks 49
Filing on Jul 14, 2025 Q2 2025

Signature Securities Group Corporation

  • IVV
  • DGRO
  • QQQ
  • IJR
  • AGG
  • FVD
  • EFA
Signature Securities Group Corporation's Q2 2025 Portfolio
Portfolio Value 353 Million
Stocks 200
Filing on Nov 13, 2024 Q3 2024

Minot Capital, LP

  • SPY
  • ACWI
  • EFA
  • VGSH
  • IEMG
  • IBB
Minot Capital, LP's Q3 2024 Portfolio
Portfolio Value 353 Million
Stocks 6
Filing on Aug 08, 2025 Q2 2025

Francis Financial, Inc.

  • VOO
  • BIV
  • META
  • JIRE
  • VYM
  • IVOO
  • IJR
Francis Financial, Inc.'s Q2 2025 Portfolio
Portfolio Value 353 Million
Stocks 167
Filing on Jul 08, 2025 Q2 2025

Medicxi Ventures Management (Jersey) LTD

  • CNTA
  • PHAT
  • AURA
  • NAMS
Medicxi Ventures Management (Jersey) LTD's Q2 2025 Portfolio
Portfolio Value 353 Million
Stocks 5
Filing on Feb 03, 2025 Q4 2024

Bray Capital Advisors

  • NVDA
  • VCSH
  • AMZN
  • GOOGL
  • IGSB
  • AAPL
  • MSFT
Bray Capital Advisors's Q4 2024 Portfolio
Portfolio Value 353 Million
Stocks 256
Filing on Jul 07, 2025 Q2 2025

Park Edge Advisors, LLC

  • LECO
  • BIL
  • CDX
  • STIP
  • GLD
  • SHY
  • IPKW
Park Edge Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 353 Million
Stocks 143
Filing on Aug 14, 2025 Q2 2025

Operose Advisors LLC

  • VTI
  • VYM
  • VEA
  • VOO
  • SCHF
  • VO
  • VOT
Operose Advisors LLC's Q2 2025 Portfolio
Portfolio Value 353 Million
Stocks 411
Filing on Aug 15, 2025 Q2 2025

Parus Finance (Uk) LTD

  • NVDA
  • META
  • V
  • GOOGL
  • AVGO
  • BABA
  • SYF
Parus Finance (Uk) LTD's Q2 2025 Portfolio
Portfolio Value 352 Million
Stocks 32
Filing on Aug 07, 2025 Q2 2025

Garda Capital Partners LP

  • SPY
  • GDX
  • QQQ
  • BRK-B
  • KRE
  • OIH
  • ADBE
Garda Capital Partners LP's Q2 2025 Portfolio
Portfolio Value 352 Million
Stocks 563