Largest Portfolios by Value

Filing on Jul 15, 2025 Q2 2025

Clarus Group, Inc.

  • ACIO
  • DRSK
  • JPST
  • SPLG
  • XOM
  • RSP
  • AVUV
Clarus Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 258 Million
Stocks 101
Filing on Jul 09, 2025 Q2 2025

Presidio Capital Management, LLC

  • QQQ
  • FBND
  • SCHD
  • COWZ
  • BRK-B
  • SHV
  • GRID
Presidio Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 258 Million
Stocks 67
Filing on Jul 24, 2025 Q2 2025

Bcr Wealth Strategies, LLC

  • AVUS
  • AVIG
  • DFCF
  • AVDE
  • DFEM
  • VNQ
  • ICSH
Bcr Wealth Strategies, LLC's Q2 2025 Portfolio
Portfolio Value 258 Million
Stocks 27
Filing on Jul 08, 2025 Q2 2025

Bourne Lent Asset Management Inc

  • MSFT
  • AAPL
  • ADBE
  • GOOG
  • GOOGL
  • IDXX
  • ISRG
Bourne Lent Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 258 Million
Stocks 62
Filing on Aug 07, 2025 Q2 2025

Jackson Square Partners, LLC

  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • SBAC
  • MA
  • VRT
Jackson Square Partners, LLC's Q2 2025 Portfolio
Portfolio Value 258 Million
Stocks 54
Filing on Jul 14, 2025 Q2 2025

Enzi Wealth

  • IVV
  • JHMM
  • IQLT
  • IJR
  • XOM
  • USMV
  • PALC
Enzi Wealth's Q2 2025 Portfolio
Portfolio Value 258 Million
Stocks 69
Filing on May 12, 2023 Q1 2023

Southern Wealth Management, LLP

  • IEFA
  • SCHC
  • VUG
  • IEMG
  • IWF
  • VOO
  • EEMV
Southern Wealth Management, LLP's Q1 2023 Portfolio
Portfolio Value 258 Million
Stocks 61
Filing on Aug 13, 2025 Q2 2025

Aristides Capital LLC

  • SPY
  • GBTC
  • GOOGL
  • MSFT
  • IWM
  • ITRN
  • QQQ
Aristides Capital LLC's Q2 2025 Portfolio
Portfolio Value 257 Million
Stocks 220
Filing on Jul 28, 2025 Q2 2025

Inca Investments LLC

  • GGAL
  • BAP
  • FMX
  • XP
  • MELI
  • NU
  • LOMA
Inca Investments LLC's Q2 2025 Portfolio
Portfolio Value 257 Million
Stocks 10
Filing on Aug 11, 2025 Q2 2025

Long Road Investment Counsel, LLC

  • ORLY
  • SYK
  • ADP
  • ORCL
  • FAST
  • ITW
  • ICE
Long Road Investment Counsel, LLC's Q2 2025 Portfolio
Portfolio Value 257 Million
Stocks 80
Filing on Jul 16, 2025 Q2 2025

Independent Wealth Network Inc.

  • SPYG
  • SPLG
  • CAT
  • JPST
  • SPYV
  • ACWI
  • ILTB
Independent Wealth Network Inc.'s Q2 2025 Portfolio
Portfolio Value 257 Million
Stocks 258
Filing on Aug 06, 2025 Q2 2025

Valtinson Bruner Financial Planning LLC

  • ICSH
  • BUFR
  • EDV
  • SPLG
  • BUFQ
  • SPYV
  • BMAY
Valtinson Bruner Financial Planning LLC's Q2 2025 Portfolio
Portfolio Value 257 Million
Stocks 159
Filing on Jan 23, 2024 Q4 2023

Ledge Wealth Management, Inc.

  • VTV
  • AGG
  • RSP
  • VUG
  • MUSI
  • XLF
  • QGRO
Ledge Wealth Management, Inc.'s Q4 2023 Portfolio
Portfolio Value 257 Million
Stocks 62
Filing on Aug 12, 2025 Q2 2025

Walled Lake Planning & Wealth Management, LLC

  • CAPE
  • JQUA
  • USMV
  • SCHD
  • RSP
  • AAPL
  • MO
Walled Lake Planning & Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 257 Million
Stocks 141
Filing on Aug 11, 2025 Q2 2025

Highview Capital Management LLC

  • IVV
  • SPY
  • IJH
  • VEA
  • MSFT
  • AAPL
  • NVDA
Highview Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 257 Million
Stocks 106
Filing on Aug 08, 2025 Q2 2025

Thomas Story & Son LLC

  • V
  • COST
  • WSM
  • TSCO
  • ORLY
  • GD
  • AMD
Thomas Story & Son LLC's Q2 2025 Portfolio
Portfolio Value 256 Million
Stocks 51
Filing on Jul 09, 2025 Q2 2025

Westshore Wealth, LLC

  • SPY
  • LQD
  • IWD
  • IWF
  • IWM
  • UPS
  • VGLT
Westshore Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 256 Million
Stocks 96
Filing on Aug 08, 2025 Q2 2025

Tobam

  • CBOE
  • T
  • VZ
  • CHD
  • HSY
  • ED
  • AMT
Tobam's Q2 2025 Portfolio
Portfolio Value 256 Million
Stocks 253