Largest Portfolios by Value

Filing on Jul 26, 2023 Q2 2023

Relaxing Retirement Coach

  • DFUS
  • DFIC
  • DFAS
  • DFEM
  • DFCF
  • DFAT
  • DFNM
Relaxing Retirement Coach's Q2 2023 Portfolio
Portfolio Value 320 Million
Stocks 76
Filing on Jul 25, 2025 Q2 2025

Investment Advisory Group, LLC

  • VUG
  • VYM
  • DFAC
  • IVV
  • IJR
  • DFUS
  • IVW
Investment Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 320 Million
Stocks 175
Filing on Jul 23, 2025 Q2 2025

Detalus Advisors, LLC

  • SPLG
  • IVW
  • QUAL
  • DYNF
  • OEF
  • IVE
  • EFX
Detalus Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 320 Million
Stocks 172
Filing on Jul 22, 2025 Q2 2025

D.B. Root & Company, LLC

  • JCPB
  • SCHX
  • VIG
  • SCHB
  • VO
  • AAPL
  • DFAI
D.B. Root & Company, LLC's Q2 2025 Portfolio
Portfolio Value 320 Million
Stocks 190
Filing on Jul 10, 2025 Q2 2025

Farmers & Merchants Trust CO Of Chambersburg Pa

  • BIV
  • TLT
  • VBR
  • VOE
  • EFV
  • VBK
  • VCIT
Farmers & Merchants Trust CO Of Chambersburg Pa's Q2 2025 Portfolio
Portfolio Value 320 Million
Stocks 339
Filing on Aug 12, 2025 Q2 2025

Watchman Group, Inc.

  • DFAC
  • TLH
  • VSLU
  • DFAT
  • FBND
  • DFIC
  • DFEM
Watchman Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 319 Million
Stocks 77
Filing on Aug 13, 2025 Q2 2025

Quaker Capital Investments, LLC

  • EQT
  • SATS
  • UBER
  • LILAK
  • LBRDK
  • IHS
  • CZR
Quaker Capital Investments, LLC's Q2 2025 Portfolio
Portfolio Value 319 Million
Stocks 17
Filing on Jul 29, 2025 Q2 2025

Mezzasalma Advisors, LLC

  • META
  • TSLA
  • NVDA
  • AAPL
  • GOOGL
  • BRK-B
  • AMZN
Mezzasalma Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 319 Million
Stocks 145
Filing on Feb 04, 2025 Q4 2024

Fairhaven Wealth Management, LLC

  • IVV
  • IEFA
  • IJH
  • AAPL
  • IJR
  • IEMG
  • MSFT
Fairhaven Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 319 Million
Stocks 116
Filing on Jul 15, 2025 Q2 2025

Droms Strauss Advisors Inc

  • IVV
  • GSLC
  • IVW
  • IVE
  • VTV
  • QQQ
  • IWO
Droms Strauss Advisors Inc 's Q2 2025 Portfolio
Portfolio Value 319 Million
Stocks 70
Filing on Aug 15, 2025 Q2 2025

Pacific Center For Financial Services

  • QQQ
  • VTI
  • SMLF
  • VO
  • USMV
  • VNQ
  • IJH
Pacific Center For Financial Services's Q2 2025 Portfolio
Portfolio Value 319 Million
Stocks 504
Filing on Jul 30, 2025 Q2 2025

Cavalier Investments, LLC

  • HWM
  • META
  • AMZN
  • MSFT
  • QQQ
  • SMH
  • SPY
Cavalier Investments, LLC's Q2 2025 Portfolio
Portfolio Value 319 Million
Stocks 71
Filing on Jul 11, 2025 Q2 2025

Wright Investors Service Inc

  • MSFT
  • NVDA
  • META
  • AAPL
  • AMZN
  • AVGO
  • PGR
Wright Investors Service Inc's Q2 2025 Portfolio
Portfolio Value 319 Million
Stocks 223
Filing on Aug 13, 2025 Q2 2025

Mc Collum Christoferson Group LLC

  • MSFT
  • COST
  • AAPL
  • ECL
  • V
  • HLT
  • AMZN
Mc Collum Christoferson Group LLC's Q2 2025 Portfolio
Portfolio Value 319 Million
Stocks 68
Filing on Aug 14, 2025 Q2 2025

Alaethes Wealth LLC

  • VGIT
  • VGSH
  • NVDA
  • AAPL
  • MSFT
  • SUB
  • AMZN
Alaethes Wealth LLC's Q2 2025 Portfolio
Portfolio Value 318 Million
Stocks 107
Filing on Jul 17, 2025 Q2 2025

Stone Point Wealth LLC

  • MSFT
  • VTV
  • SPYV
  • JPM
  • VCIT
  • VCSH
  • DFIV
Stone Point Wealth LLC's Q2 2025 Portfolio
Portfolio Value 318 Million
Stocks 142
Filing on Jul 10, 2025 Q2 2025

Rfg Holdings, Inc.

  • VOO
  • QQQ
  • BKLN
  • SPHY
  • VOOG
  • KBWB
  • VB
Rfg Holdings, Inc.'s Q2 2025 Portfolio
Portfolio Value 318 Million
Stocks 59
Filing on Jul 30, 2025 Q2 2025

Roman Butler Fullerton & CO

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • SPY
  • MA
  • LLY
Roman Butler Fullerton & CO's Q2 2025 Portfolio
Portfolio Value 318 Million
Stocks 242