Largest Portfolios by Value

Filing on Jul 10, 2025 Q2 2025

Capital Advisory Group Advisory Services, LLC

  • SPY
  • QQQ
  • SPTM
  • FLRN
  • FLOT
  • SPYV
  • SPYG
Capital Advisory Group Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 274 Million
Stocks 173
Filing on Jul 18, 2025 Q2 2025

Precision Wealth Strategies, LLC

  • VOO
  • OZ
  • BSV
  • BIL
  • IEFA
  • BIV
  • NFLX
Precision Wealth Strategies, LLC's Q2 2025 Portfolio
Portfolio Value 274 Million
Stocks 177
Filing on Aug 11, 2025 Q2 2025

Purus Wealth Management, LLC

  • NVDA
  • COST
  • ISRG
  • AVGO
  • AMZN
  • AAPL
  • WM
Purus Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 274 Million
Stocks 140
Filing on Aug 12, 2025 Q2 2025

All Terrain Financial Advisors, LLC

  • SPY
  • LOW
  • IWM
  • DIA
  • AAPL
  • MSFT
  • QQQ
All Terrain Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 274 Million
Stocks 117
Filing on Jan 03, 2024 Q4 2023

Eisner Amper Wealth Management Corporate Benefits, LLC

  • AGG
  • VIG
  • IVV
  • IVW
  • VIGI
  • SDY
  • DGS
Eisner Amper Wealth Management Corporate Benefits, LLC's Q4 2023 Portfolio
Portfolio Value 274 Million
Stocks 67
Filing on Jul 18, 2025 Q2 2025

Sicart Associates LLC

  • GLD
  • NFLX
  • TLT
  • MP
  • TSLA
  • META
  • IEF
Sicart Associates LLC's Q2 2025 Portfolio
Portfolio Value 274 Million
Stocks 72
Filing on Jul 10, 2025 Q2 2025

Baker Tilly Wealth Management, LLC

  • VOO
  • PVAL
  • NVDA
  • MSFT
  • QQQ
  • IJH
  • BRK-B
Baker Tilly Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 273 Million
Stocks 234
Filing on Feb 16, 2024 Q4 2023

Spouting Rock Asset Management, LLC

  • AMZN
  • MA
  • NVDA
  • UNH
  • GOOG
  • ADBE
  • ISRG
Spouting Rock Asset Management, LLC's Q4 2023 Portfolio
Portfolio Value 273 Million
Stocks 118
Filing on Jul 25, 2025 Q2 2025

Tranquility Partners, LLC

  • MSFT
  • BX
  • AAPL
  • AMZN
  • COST
  • NVDA
  • HCA
Tranquility Partners, LLC's Q2 2025 Portfolio
Portfolio Value 273 Million
Stocks 217
Filing on Aug 14, 2025 Q2 2025

11 Capital Partners LP

  • AMZN
  • MSFT
  • AJG
  • FICO
  • GE
  • TYL
  • V
11 Capital Partners LP's Q2 2025 Portfolio
Portfolio Value 273 Million
Stocks 18
Filing on Aug 14, 2025 Q2 2025

Cederberg Capital LTD

  • NTES
  • PDD
  • EDU
  • FUTU
  • HTHT
  • YMM
  • NU
Cederberg Capital LTD's Q2 2025 Portfolio
Portfolio Value 272 Million
Stocks 8
Filing on Aug 13, 2025 Q2 2025

Texas Capital Bancshares Inc

  • VOO
  • NVDA
  • IEFA
  • AAPL
  • IWR
  • IWB
  • VEA
Texas Capital Bancshares Inc's Q2 2025 Portfolio
Portfolio Value 272 Million
Stocks 138
Filing on May 03, 2023 Q1 2023

Le Jeune Puetz Investment Counsel LLC

  • AAPL
  • MSFT
  • FLOT
  • GOOG
  • VCSH
  • VTV
  • SPY
Le Jeune Puetz Investment Counsel LLC's Q1 2023 Portfolio
Portfolio Value 272 Million
Stocks 196
Filing on Jul 10, 2025 Q2 2025

Selective Wealth Management, Inc.

  • VOO
  • SGOV
  • META
  • WCLD
  • SPLG
  • JEPI
  • TWLO
Selective Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 272 Million
Stocks 103
Filing on Aug 06, 2025 Q2 2025

One Ascent Wealth Management LLC

  • OACP
  • OAIM
  • OALC
  • OAEM
  • VGIT
  • IBD
  • JAAA
One Ascent Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 271 Million
Stocks 171
Filing on Jul 24, 2025 Q2 2025

Argyle Capital Management Inc.

  • MSFT
  • LLY
  • JPM
  • MCK
  • IBM
  • PNC
  • RTX
Argyle Capital Management Inc.'s Q2 2025 Portfolio
Portfolio Value 271 Million
Stocks 132
Filing on Feb 13, 2024 Q4 2023

Landmark Financial Advisors, LLC

  • VEA
  • GUNR
  • STIP
  • VOO
  • DFNM
  • RAVI
  • BND
Landmark Financial Advisors, LLC's Q4 2023 Portfolio
Portfolio Value 271 Million
Stocks 91
Filing on Jul 30, 2025 Q2 2025

Sound View Advisors Inc.

  • VOO
  • VEA
  • SPSB
  • BILS
  • XHLF
  • STIP
  • IJH
Sound View Advisors Inc.'s Q2 2025 Portfolio
Portfolio Value 271 Million
Stocks 35