Largest Portfolios by Value

Filing on Aug 12, 2025 Q2 2025

Cowa, LLC

  • AVUV
  • DFIV
  • IBHF
  • IBDR
  • FNDE
  • IDV
  • SPYD
Cowa, LLC's Q2 2025 Portfolio
Portfolio Value 261 Million
Stocks 125
Filing on Aug 11, 2025 Q2 2025

Morling Financial Advisors, LLC

  • TOTL
  • VTI
  • COIN
  • VGSH
  • DFAU
  • DFAE
  • DFAI
Morling Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 260 Million
Stocks 102
Filing on Aug 14, 2025 Q2 2025

Gcm Grosvenor Holdings, LLC

  • SHEN
  • AMZN
  • SCHW
  • TRU
  • HDB
  • ABG
  • PTC
Gcm Grosvenor Holdings, LLC's Q2 2025 Portfolio
Portfolio Value 260 Million
Stocks 19
Filing on Jul 09, 2025 Q2 2025

Brand Asset Management Group, Inc.

  • IEMG
  • IJH
  • VO
  • VONG
  • SCZ
  • IWF
  • SCHF
Brand Asset Management Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 260 Million
Stocks 92
Filing on Nov 14, 2023 Q3 2023

Ribbit Capital Gp Ii, Ltd.

  • HOOD
Ribbit Capital Gp Ii, Ltd.'s Q3 2023 Portfolio
Portfolio Value 260 Million
Stocks 1
Filing on Nov 14, 2022 Q3 2022

Apoletto LTD

  • LYEL
  • XPEV
  • RLX
  • HOOD
  • ABNB
  • COIN
  • JD
Apoletto LTD's Q3 2022 Portfolio
Portfolio Value 260 Million
Stocks 16
Filing on Aug 13, 2025 Q2 2025

Marcho Partners LLP

  • TSM
  • MELI
  • NU
  • SPY
  • SE
  • SHOP
  • GRAB
Marcho Partners LLP's Q2 2025 Portfolio
Portfolio Value 260 Million
Stocks 9
Filing on Jul 24, 2025 Q2 2025

Costello Asset Management, Inc

  • AMZN
  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • GOOG
  • NFLX
Costello Asset Management, Inc's Q2 2025 Portfolio
Portfolio Value 260 Million
Stocks 687
Filing on Nov 14, 2022 Q3 2022

Kehrs Ridge Capital,Llc

  • WMT
  • MNST
  • MO
  • KHC
  • POST
  • BG
  • SJM
Kehrs Ridge Capital,Llc's Q3 2022 Portfolio
Portfolio Value 260 Million
Stocks 31
Filing on Aug 08, 2025 Q2 2025

Investment Partners, Ltd.

  • IWF
  • VEA
  • IWD
  • MSFT
  • VWO
  • NVDA
  • AAPL
Investment Partners, Ltd.'s Q2 2025 Portfolio
Portfolio Value 259 Million
Stocks 158
Filing on Jul 08, 2025 Q2 2025

Wealth Care Investment Partners, LLC

  • QQQ
  • FVD
  • CGGR
  • ITA
  • FBND
  • IAU
  • SPMO
Wealth Care Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 259 Million
Stocks 157
Filing on Jul 22, 2025 Q2 2025

Powell Investment Advisors, LLC

  • IVW
  • IVE
  • IWN
  • IWO
  • QQQ
  • DVY
  • AMZN
Powell Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 259 Million
Stocks 167
Filing on Jul 24, 2025 Q2 2025

Gfg Capital, LLC

  • GSIE
  • GSLC
  • AAPL
  • DELL
  • NFLX
  • HOOD
  • GOOGL
Gfg Capital, LLC's Q2 2025 Portfolio
Portfolio Value 259 Million
Stocks 512
Filing on Aug 13, 2025 Q2 2025

Wealth Advisors Of Tampa Bay, LLC

  • AVGO
  • MSFT
  • WMT
  • AAPL
  • JPST
  • GS
  • AMZN
Wealth Advisors Of Tampa Bay, LLC's Q2 2025 Portfolio
Portfolio Value 259 Million
Stocks 90
Filing on Aug 15, 2025 Q2 2025

Fsb Premier Wealth Management, Inc.

  • VOO
  • SPLG
  • VEA
  • BRK-B
  • SPAB
  • SPDW
  • FIXD
Fsb Premier Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 259 Million
Stocks 213
Filing on Aug 12, 2025 Q2 2025

Armor Investment Advisors, LLC

  • IVV
  • FTEC
  • SCHF
  • DFAS
  • IJH
  • CGGR
  • JEPI
Armor Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 259 Million
Stocks 153
Filing on Jul 29, 2025 Q2 2025

United Bank

  • NVDA
  • MSFT
  • HYGV
  • AAPL
  • XLK
  • NFRA
  • GOOGL
United Bank's Q2 2025 Portfolio
Portfolio Value 259 Million
Stocks 116
Filing on Aug 14, 2025 Q2 2025

Socorro Asset Management LP

  • MS
  • TXN
  • SRE
  • JPM
  • CTRA
  • KO
  • PFE
Socorro Asset Management LP's Q2 2025 Portfolio
Portfolio Value 258 Million
Stocks 33