Largest Portfolios by Value

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 Jul 30, 2025 Q2 2025

Legacy Wealth Asset Management, LLC

  • TFLO
  • MLPA
  • WWJD
  • AVGO
  • NVDA
  • GBTC
  • AAPL
Legacy Wealth Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 331 Million
Stocks 349
Filing on Jul 30, 2025 Q2 2025

Divergent Planning, LLC

  • IVV
  • AVDV
  • MDY
  • JMBS
  • AVUS
  • DFAS
  • JAAA
Divergent Planning, LLC's Q2 2025 Portfolio
Portfolio Value 331 Million
Stocks 35
Filing on Jul 11, 2025 Q2 2025

Prosperity Planning, Inc.

  • ISTB
  • EFA
  • VUG
  • DFAX
  • VTIP
  • AVDV
  • IGSB
Prosperity Planning, Inc.'s Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 106
Filing on Jul 16, 2025 Q2 2025

Kg&L Capital Management,Llc

  • PG
  • GOOGL
  • JPM
  • AAPL
  • AMZN
  • SPY
  • MSFT
Kg&L Capital Management,Llc's Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 187
Filing on Aug 06, 2025 Q2 2025

Rovin Capital

  • IEMG
  • BUFR
  • SCHG
  • DVA
  • QQQM
  • IEFA
  • XLK
Rovin Capital 's Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 187
Filing on Aug 13, 2025 Q2 2025

Wealth Trust Axiom LLC

  • AAPL
  • KMI
  • MSFT
  • IBM
  • LYTS
  • EPM
  • LLY
Wealth Trust Axiom LLC's Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 262
Filing on Jul 03, 2025 Q2 2025

Whitcomb & Hess, Inc.

  • SPYV
  • VEA
  • SPYG
  • IJH
  • VWO
  • IJR
  • VMBS
Whitcomb & Hess, Inc.'s Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 54
Filing on Jul 15, 2025 Q2 2025

Tru Independence LLC

  • DFAC
  • FBND
  • FTCS
  • RDVY
  • DFAI
  • BAC
  • JPM
Tru Independence LLC's Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 126
Filing on Aug 13, 2025 Q2 2025

Rinkey Investments

  • TFLO
  • SPDW
  • SPTM
  • VEA
  • VTV
  • CMF
  • BNDX
Rinkey Investments's Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 100
Filing on Aug 13, 2025 Q2 2025

Measured Wealth Private Client Group, LLC

  • SPYV
  • RSP
  • VYM
  • GLD
  • UPS
  • SPY
  • XLV
Measured Wealth Private Client Group, LLC's Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 179
Filing on Aug 06, 2025 Q2 2025

Princeton Capital Management LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • CRWD
  • GOOGL
  • LLY
Princeton Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 127
Filing on Jul 22, 2025 Q2 2025

Bay Harbor Wealth Management, LLC

  • DFAU
  • IUSB
  • VEA
  • VUG
  • VTV
  • QUAL
  • BNDX
Bay Harbor Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 329 Million
Stocks 1275
Filing on Jul 16, 2025 Q2 2025

Gradient Capital Advisors, LLC

  • IVV
  • AAPL
  • SPDW
  • VCSH
  • SCHF
  • DFSD
  • SCHM
Gradient Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 329 Million
Stocks 162
Filing on Aug 05, 2025 Q2 2025

Wakefield Asset Management Lllp

  • EFV
  • EFG
  • IEMG
  • META
  • NFLX
  • JPM
  • TT
Wakefield Asset Management Lllp's Q2 2025 Portfolio
Portfolio Value 329 Million
Stocks 205
Filing on Apr 22, 2025 Q1 2025

Packer & CO LTD

  • IAU
  • HES
  • PBRA
  • VIPS
  • AQN
  • DG
  • NXE
Packer & CO LTD's Q1 2025 Portfolio
Portfolio Value 329 Million
Stocks 10
Filing on Aug 07, 2025 Q2 2025

Westbourne Investment Advisors, Inc.

  • MSFT
  • META
  • AAPL
  • UBER
  • GOOGL
  • GS
  • BAC
Westbourne Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 329 Million
Stocks 107