Largest Portfolios by Value

Filing on Jul 08, 2025 Q2 2025

Lpwm LLC

  • VONG
  • IVE
  • IWS
  • JPST
  • IEFA
  • VTIP
  • VWO
Lpwm LLC's Q2 2025 Portfolio
Portfolio Value 343 Million
Stocks 83
Filing on Jul 10, 2025 Q2 2025

Atticus Wealth Management, LLC

  • SPY
  • IWF
  • SPYV
  • HTRB
  • AAPL
  • SPLV
  • OEF
Atticus Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 343 Million
Stocks 679
Filing on Aug 05, 2025 Q2 2025

Financial Sense Advisors, Inc.

  • VOO
  • PAAS
  • TSLA
  • GOOG
  • NEM
  • HESM
  • TEVA
Financial Sense Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 343 Million
Stocks 141
Filing on Aug 07, 2025 Q2 2025

David R. Rahn & Associates Inc.

  • GOOGL
  • BWZ
  • GDX
  • AMZN
  • GLD
  • GOOG
  • SMH
David R. Rahn & Associates Inc.'s Q2 2025 Portfolio
Portfolio Value 343 Million
Stocks 127
Filing on Aug 06, 2025 Q2 2025

Rialto Wealth Management, LLC

  • SPTM
  • VOO
  • IEFA
  • VEA
  • VCSH
  • BND
  • VONE
Rialto Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 342 Million
Stocks 1702
Filing on Jul 08, 2025 Q2 2025

Parisi Gray Wealth Management

  • VOO
  • QQQ
  • NVDA
  • VTI
  • PLTR
  • IVV
  • MSFT
Parisi Gray Wealth Management's Q2 2025 Portfolio
Portfolio Value 342 Million
Stocks 121
Filing on Aug 11, 2025 Q2 2025

Ironsides Asset Advisors, LLC

  • LOW
  • ITOT
  • IEFA
  • SPY
  • VTI
  • VOO
  • VO
Ironsides Asset Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 342 Million
Stocks 66
Filing on Jul 23, 2025 Q2 2025

Birinyi Associates Inc

  • AAPL
  • SPY
  • AMZN
  • MA
  • GOOGL
  • NVDA
  • MSFT
Birinyi Associates Inc's Q2 2025 Portfolio
Portfolio Value 342 Million
Stocks 55
Filing on Jul 21, 2025 Q2 2025

Cardinal Strategic Wealth Guidance

  • IVV
  • IUSG
  • QUAL
  • EFV
  • MUB
  • EMXC
  • EFG
Cardinal Strategic Wealth Guidance's Q2 2025 Portfolio
Portfolio Value 342 Million
Stocks 62
Filing on Feb 07, 2025 Q4 2024

Epiq Capital Group, LLC

  • IWB
  • VTI
  • ACWI
  • IAU
  • META
  • IJR
  • GLD
Epiq Capital Group, LLC's Q4 2024 Portfolio
Portfolio Value 342 Million
Stocks 79
Filing on Jul 31, 2023 Q2 2023

Ten Capital Wealth Advisors, LLC

  • JAAA
  • FIXD
  • GSLC
  • JEPI
  • DGRO
  • RDVY
  • FVD
Ten Capital Wealth Advisors, LLC's Q2 2023 Portfolio
Portfolio Value 341 Million
Stocks 200
Filing on Aug 05, 2025 Q2 2025

Wellington Shields & Co., LLC

  • MSFT
  • AAPL
  • JPM
  • NVDA
  • LLY
  • IBM
  • XOM
Wellington Shields & Co., LLC's Q2 2025 Portfolio
Portfolio Value 341 Million
Stocks 316
Filing on Jul 08, 2025 Q2 2025

Prism Advisors, Inc.

  • IHDG
  • VTV
  • XCEM
  • DFIV
  • WTV
  • RWK
  • IWD
Prism Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 341 Million
Stocks 71
Filing on Aug 14, 2025 Q2 2025

Beck Capital Management, LLC

  • NVDA
  • META
  • MSFT
  • AVGO
  • CCJ
  • AMZN
  • SPOT
Beck Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 341 Million
Stocks 118
Filing on Aug 13, 2025 Q2 2025

Riverview Capital Advisers, LLC

  • BRK-B
  • AMZN
  • AAPL
  • RSP
  • VO
  • VB
  • MSFT
Riverview Capital Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 341 Million
Stocks 97
Filing on Jul 28, 2025 Q2 2025

Hudson Capital Management LLC

  • BOND
  • AGG
  • IEFA
  • IJK
  • BSCP
  • LQD
  • MBB
Hudson Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 340 Million
Stocks 73
Filing on Nov 13, 2023 Q3 2023

Berry Street Capital Management LLP

  • TLT
  • SGEN
  • ATVI
  • VMW
  • CPRI
  • QQQ
  • ACI
Berry Street Capital Management LLP's Q3 2023 Portfolio
Portfolio Value 340 Million
Stocks 29
Filing on Aug 07, 2025 Q2 2025

Encompass More Asset Management

  • SPY
  • USFR
  • QQQ
  • GLDM
  • SECT
  • SGOL
  • TLT
Encompass More Asset Management's Q2 2025 Portfolio
Portfolio Value 340 Million
Stocks 192