Largest Portfolios by Value

Filing on Jul 18, 2025 Q2 2025

B.O.S.S. Retirement Advisors, LLC

  • SPTM
  • VOO
  • SPLG
  • COST
  • VXUS
  • IWY
  • SIXO
B.O.S.S. Retirement Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 398 Billion
Stocks 188
Filing on Jul 30, 2025 Q2 2025

Mason & Associates, LLC

  • VV
  • IUSB
  • VO
  • DYNF
  • SPDW
  • IAGG
  • VB
Mason & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 398 Billion
Stocks 41
Filing on Oct 06, 2025 Q3 2025

Old Port Advisors

  • MSFT
  • IAU
  • AAPL
  • JPM
  • STX
  • BRK-B
  • NVDA
Old Port Advisors's Q3 2025 Portfolio
Portfolio Value 398 Billion
Stocks 238
Filing on Aug 06, 2025 Q2 2025

Ddfg, Inc

  • IEI
  • IUSG
  • IDEV
  • IUSV
  • IVE
  • GOVT
  • VIG
Ddfg, Inc's Q2 2025 Portfolio
Portfolio Value 398 Billion
Stocks 80
Filing on Oct 20, 2025 Q3 2025

Forefront Wealth Partners, LLC

  • SPLG
  • AGG
  • BNDX
  • EMB
  • EMLP
  • MTUM
  • VNQI
Forefront Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 397 Billion
Stocks 191
Filing on Oct 16, 2025 Q3 2025

Triune Financial Partners, LLC

  • DFAC
  • DFAX
  • DFUV
  • DFAT
  • VEU
  • DFSU
  • IWV
Triune Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 397 Billion
Stocks 47
Filing on Aug 14, 2025 Q2 2025

Garden State Investment Advisory Services LLC

  • PWB
  • NVDA
  • QQQ
  • SPY
  • META
  • AMZN
  • AAPL
Garden State Investment Advisory Services LLC's Q2 2025 Portfolio
Portfolio Value 397 Billion
Stocks 308
Filing on Aug 13, 2025 Q2 2025

Decheng Capital LLC

  • NUVB
  • NAMS
  • BYSI
  • MRUS
  • KRYS
  • RVMD
  • ACRS
Decheng Capital LLC's Q2 2025 Portfolio
Portfolio Value 396 Billion
Stocks 25
Filing on Aug 07, 2025 Q2 2025

Fonville Wealth Management LLC

  • DFAU
  • BND
  • VUSB
  • AVUV
  • DFAI
  • AVLV
  • AVEM
Fonville Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 395 Billion
Stocks 123
Filing on Aug 11, 2025 Q2 2025

Truffle Hound Capital, LLC

  • AMLP
  • GOOGL
  • PAGS
  • STNE
  • KKS.F
  • OPBK
  • EC
Truffle Hound Capital, LLC's Q2 2025 Portfolio
Portfolio Value 391 Billion
Stocks 59
Filing on Aug 12, 2025 Q2 2025

Legal & General Group PLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Legal & General Group PLC's Q2 2025 Portfolio
Portfolio Value 390 Billion
Stocks 8243
Filing on Aug 13, 2025 Q2 2025

Continental General Insurance CO

  • GRPN
  • GEO
  • DQ
  • AMR
  • RAIL
  • DOLE
  • AMBC
Continental General Insurance CO's Q2 2025 Portfolio
Portfolio Value 390 Billion
Stocks 12
Filing on Nov 13, 2023 Q3 2023

Kensington Investments B.V.

  • VIST
Kensington Investments B.V.'s Q3 2023 Portfolio
Portfolio Value 390 Billion
Stocks 1
Filing on Oct 10, 2025 Q3 2025

Brown, Lisle/Cummings, Inc.

  • SPY
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • ICE
  • GOOG
Brown, Lisle/Cummings, Inc.'s Q3 2025 Portfolio
Portfolio Value 390 Billion
Stocks 760
Filing on Oct 21, 2025 Q3 2025

Trustees Of Dartmouth College

  • SPY
  • ORCC
  • VTV
  • IEMG
  • IJR
  • XOM
  • XLK
Trustees Of Dartmouth College's Q3 2025 Portfolio
Portfolio Value 389 Billion
Stocks 8
Filing on Oct 24, 2025 Q3 2025

Atlantic Edge Private Wealth Management, LLC

  • IEFA
  • JAAA
  • IJH
  • MINT
  • IVV
  • MDY
  • UITB
Atlantic Edge Private Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 389 Billion
Stocks 542
Filing on Oct 02, 2025 Q3 2025

Global Wealth Strategies & Associates

  • VOO
  • IEFA
  • BND
  • QQQM
  • QUAL
  • VIG
  • MTUM
Global Wealth Strategies & Associates's Q3 2025 Portfolio
Portfolio Value 389 Billion
Stocks 485
Filing on Aug 13, 2025 Q2 2025

Stenger Family Office, LLC

  • NTSI
  • MSFT
  • AAPL
  • NVDA
  • JPM
  • XOM
  • FAUG
Stenger Family Office, LLC's Q2 2025 Portfolio
Portfolio Value 389 Billion
Stocks 102