Largest Portfolios by Value

Filing on Jul 08, 2025 Q2 2025

Adamsbrown Wealth Consultants LLC

  • CGGR
  • SCHD
  • CGCP
  • QQQM
  • XMHQ
  • HEFA
  • BRK-B
Adamsbrown Wealth Consultants LLC's Q2 2025 Portfolio
Portfolio Value 329 Million
Stocks 108
Filing on Aug 14, 2025 Q2 2025

Core Wealth Advisors, Inc.

  • IVV
  • VOO
  • SPLG
  • XLG
  • IEFA
  • IJH
  • KORP
Core Wealth Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 329 Million
Stocks 73
Filing on Jul 25, 2025 Q2 2025

Total Clarity Wealth Management, Inc.

  • SPLG
  • USFR
  • VBR
  • VRIG
  • JAAA
  • RDVY
  • SPAB
Total Clarity Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 328 Million
Stocks 288
Filing on Jul 24, 2025 Q2 2025

Morton Brown Family Wealth, LLC

  • SCHB
  • AVEM
  • VEA
  • AVUV
  • AVDV
  • MUB
  • SCHR
Morton Brown Family Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 328 Million
Stocks 319
Filing on Feb 02, 2023 Q4 2022

Monarch Partners Asset Management LLC

  • MOD
  • TGLS
  • HTBK
  • CTRE
  • UCTT
  • NTST
  • CHEF
Monarch Partners Asset Management LLC's Q4 2022 Portfolio
Portfolio Value 328 Million
Stocks 133
Filing on Aug 14, 2025 Q2 2025

3 G Capital Partners LP

  • META
  • GSHD
  • MELI
  • PDD
  • CPNG
  • APP
  • CVNA
3 G Capital Partners LP's Q2 2025 Portfolio
Portfolio Value 328 Million
Stocks 11
Filing on Jul 21, 2025 Q2 2025

Sovereign Investment Advisors, LLC

  • IVV
  • USMV
  • VNLA
  • IEFA
  • MPLX
  • JAAA
  • BND
Sovereign Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 328 Million
Stocks 36
Filing on Jul 30, 2025 Q2 2025

Covenant Partners, LLC

  • IWF
  • IWD
  • EFV
  • EFG
  • IWS
  • IWO
  • MSFT
Covenant Partners, LLC's Q2 2025 Portfolio
Portfolio Value 328 Million
Stocks 146
Filing on May 10, 2023 Q1 2023

Cardinal Point Wealth Management Partners, LLC

  • VTI
  • USFR
  • VEU
  • LRGF
  • IAU
  • BOND
  • IHDG
Cardinal Point Wealth Management Partners, LLC's Q1 2023 Portfolio
Portfolio Value 328 Million
Stocks 80
Filing on Aug 06, 2025 Q2 2025

Cm Wealth Advisors LLC

  • OEF
  • DIA
  • LECO
  • VOO
  • IWD
  • VIG
  • IVV
Cm Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 328 Million
Stocks 82
Filing on Jul 23, 2025 Q2 2025

Kidder Stephen W

  • AAPL
  • MSFT
  • ADP
  • GOOGL
  • NVDA
  • MA
  • AMZN
Kidder Stephen W's Q2 2025 Portfolio
Portfolio Value 328 Million
Stocks 337
Filing on Sep 10, 2025 Q2 2025

Wt Wealth Management

  • SCHB
  • JAAA
  • SGOL
  • JBBB
  • NVDA
  • SCHO
  • AMZN
Wt Wealth Management's Q2 2025 Portfolio
Portfolio Value 328 Million
Stocks 147
Filing on Aug 14, 2025 Q2 2025

Ikarian Capital, LLC

  • RARE
  • ALNY
  • INSM
  • VRNA
  • CAPR
  • CRNX
  • AKRO
Ikarian Capital, LLC's Q2 2025 Portfolio
Portfolio Value 328 Million
Stocks 133
Filing on Aug 07, 2025 Q2 2025

F Dx Advisors, Inc.

  • BND
  • IDEV
  • MBB
  • IWF
  • IWD
  • SCHP
  • IEMG
F Dx Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 327 Million
Stocks 177
Filing on Jul 21, 2025 Q2 2025

Ht Partners LLC

  • SCHB
  • EFA
  • VTEB
  • VTI
  • VEA
  • EEM
  • RSP
Ht Partners LLC's Q2 2025 Portfolio
Portfolio Value 327 Million
Stocks 49
Filing on Aug 14, 2025 Q2 2025

Untitled Investments LP

  • TRU
  • MSFT
  • CBRE
  • MELI
  • CPNG
  • WDAY
  • TSM
Untitled Investments LP's Q2 2025 Portfolio
Portfolio Value 327 Million
Stocks 14
Filing on Jul 31, 2025 Q2 2025

West Michigan Advisors, LLC

  • GNTX
  • SGOV
  • DIVO
  • MSFT
  • AAPL
  • NVDA
  • JEPQ
West Michigan Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 327 Million
Stocks 235
Filing on Aug 11, 2025 Q2 2025

Buckley Wealth Management, LLC

  • MSFT
  • AAPL
  • BRK-B
  • CVX
  • JPM
  • AMZN
  • GOOGL
Buckley Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 327 Million
Stocks 108