Largest Portfolios by Value

Filing on Aug 14, 2025 Q2 2025

Vista Investment Management

  • VCSH
  • VGT
  • JAAA
  • BSCS
  • SPIB
  • BSCU
  • FLTR
Vista Investment Management's Q2 2025 Portfolio
Portfolio Value 254 Million
Stocks 171
Filing on Aug 07, 2025 Q2 2025

Altman Advisors, Inc.

  • IEUR
  • NVDA
  • SPYG
  • MSFT
  • AMZN
  • AAPL
  • SPYV
Altman Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 254 Million
Stocks 96
Filing on Aug 14, 2025 Q2 2025

Nokomis Capital, L.L.C.

  • GLD
  • MGM
  • IAUX
  • GDX
  • AR
  • BZH
  • NXE
Nokomis Capital, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 254 Million
Stocks 50
Filing on Jul 14, 2025 Q2 2025

Wela Strategies, Inc.

  • IVV
  • SPTI
  • IEFA
  • LQD
  • BND
  • VWO
  • VNQ
Wela Strategies, Inc.'s Q2 2025 Portfolio
Portfolio Value 254 Million
Stocks 65
Filing on Aug 08, 2022 Q2 2022

Crossvault Capital Management LLC

  • AAPL
  • MSFT
  • ABBV
  • PEP
  • GOOGL
  • PFE
  • RTX
Crossvault Capital Management LLC's Q2 2022 Portfolio
Portfolio Value 254 Million
Stocks 75
Filing on Jul 24, 2025 Q2 2025

Verger Capital Management LLC

  • ACWI
  • AGG
  • SPY
  • IVV
  • EFA
  • IXC
  • IAU
Verger Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 254 Million
Stocks 14
Filing on Jul 25, 2025 Q2 2025

One Advisory Partners, LLC

  • IUSB
  • IVV
  • QUAL
  • IVW
  • DYNF
  • EFV
  • IVE
One Advisory Partners, LLC's Q2 2025 Portfolio
Portfolio Value 254 Million
Stocks 61
Filing on Aug 14, 2025 Q2 2025

Leisure Capital Management

  • AAPL
  • SCHX
  • MSFT
  • WINN
  • SBRA
  • COST
  • PULS
Leisure Capital Management's Q2 2025 Portfolio
Portfolio Value 254 Million
Stocks 135
Filing on Jul 30, 2025 Q2 2025

Briaud Financial Planning, Inc

  • VTI
  • GLD
  • QQQ
  • PDBC
  • IAU
  • IVV
  • AAPL
Briaud Financial Planning, Inc's Q2 2025 Portfolio
Portfolio Value 254 Million
Stocks 365
Filing on Aug 14, 2025 Q2 2025

Berkshire Capital Holdings Inc

  • NVDA
  • NET
  • TSM
  • PLTR
  • COIN
  • HOOD
  • DASH
Berkshire Capital Holdings Inc's Q2 2025 Portfolio
Portfolio Value 253 Million
Stocks 102
Filing on Jul 28, 2025 Q2 2025

Stableford Capital Ii LLC

  • BIL
  • SGOV
  • MSFT
  • GOOGL
  • SHV
  • AMZN
  • IEF
Stableford Capital Ii LLC's Q2 2025 Portfolio
Portfolio Value 253 Million
Stocks 130
Filing on Nov 14, 2023 Q3 2023

Samjo Capital LLC

  • THRY
  • PDFS
  • ITI
  • INSE
  • ASPN
  • GENI
  • SHCR
Samjo Capital LLC's Q3 2023 Portfolio
Portfolio Value 253 Million
Stocks 66
Filing on Jul 11, 2025 Q2 2025

Wealth Management Partners, LLC

  • NVDA
  • QQQ
  • IAU
  • IVV
  • AAPL
  • MSFT
  • FDN
Wealth Management Partners, LLC's Q2 2025 Portfolio
Portfolio Value 253 Million
Stocks 136
Filing on Aug 14, 2025 Q2 2025

Tiger Pacific Capital LP

  • TAL
  • SE
  • EDU
  • NOAH
  • QFIN
  • RERE
Tiger Pacific Capital LP's Q2 2025 Portfolio
Portfolio Value 253 Million
Stocks 8
Filing on Aug 06, 2025 Q2 2025

Carnegie Lake Advisors LLC

  • MSFT
  • BRK-B
  • SYK
  • AAPL
  • UNH
  • AMGN
  • JPM
Carnegie Lake Advisors LLC's Q2 2025 Portfolio
Portfolio Value 253 Million
Stocks 163
Filing on Aug 14, 2025 Q2 2025

Beddow Capital Management Inc

  • IBM
  • DG
  • ALV
  • SIEGY
  • MSB
  • FNV
  • WPM
Beddow Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 252 Million
Stocks 55
Filing on May 12, 2025 Q1 2025

Peachtree Investment Partners, LLC

  • AAPL
  • MSFT
  • LLY
  • V
  • COST
  • VOO
  • HD
Peachtree Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 252 Million
Stocks 125
Filing on Jul 15, 2025 Q2 2025

Retirement Guys Formula LLC

  • SCHG
  • PSFF
  • SCHV
  • HEGD
  • JPST
  • AAAU
  • SOXQ
Retirement Guys Formula LLC's Q2 2025 Portfolio
Portfolio Value 252 Million
Stocks 145