Largest Portfolios by Value

Filing on Aug 12, 2025 Q2 2025

Wind River Trust CO

  • VT
  • IWD
  • IWV
  • SPY
  • ACWI
  • VEA
  • VUG
Wind River Trust CO's Q2 2025 Portfolio
Portfolio Value 249 Million
Stocks 9
Filing on Aug 14, 2025 Q2 2025

Core Commodity Management, LLC

  • HBM
  • BTEGF
  • TECK
  • MUR
  • ARRY
  • HL
  • CTVA
Core Commodity Management, LLC's Q2 2025 Portfolio
Portfolio Value 249 Million
Stocks 140
Filing on Aug 04, 2025 Q2 2025

Redw Wealth LLC

  • VTI
  • JQUA
  • VEA
  • AVUS
  • JPST
  • IVV
  • BSV
Redw Wealth LLC's Q2 2025 Portfolio
Portfolio Value 249 Million
Stocks 106
Filing on Aug 13, 2025 Q2 2025

Orix Corp

  • ORA
Orix Corp's Q2 2025 Portfolio
Portfolio Value 249 Million
Stocks 1
Filing on Jul 14, 2025 Q2 2025

Arlington Partners LLC

  • BRK-A
  • BRK-B
  • EL
  • NKE
  • CTVA
  • MSFT
  • ORCL
Arlington Partners LLC's Q2 2025 Portfolio
Portfolio Value 249 Million
Stocks 66
Filing on Jul 20, 2022 Q2 2022

Swarthmore Group Inc

  • IVV
  • SPY
  • AAPL
  • MSFT
  • GOOGL
  • HSY
  • ABBV
Swarthmore Group Inc's Q2 2022 Portfolio
Portfolio Value 249 Million
Stocks 47
Filing on Aug 12, 2025 Q2 2025

Bank Ozk

  • MSFT
  • AAPL
  • LLY
  • NVDA
  • MA
  • JPM
  • NFLX
Bank Ozk's Q2 2025 Portfolio
Portfolio Value 248 Million
Stocks 264
Filing on Feb 14, 2023 Q4 2022

Claraphi Advisory Network, LLC

  • SHY
  • IVV
  • AAPL
  • XLE
  • VOO
  • BIL
  • SH
Claraphi Advisory Network, LLC's Q4 2022 Portfolio
Portfolio Value 248 Million
Stocks 157
Filing on Aug 14, 2025 Q2 2025

Manatuck Hill Partners, LLC

  • FTI
  • REAL
  • BV
  • MGNI
  • IMAX
  • PHYS
  • CSV
Manatuck Hill Partners, LLC's Q2 2025 Portfolio
Portfolio Value 248 Million
Stocks 115
Filing on Jul 16, 2025 Q2 2025

Mkt Advisors LLC

  • SPY
  • VOO
  • DIA
  • IBTG
  • IBTH
  • IBTF
  • IBTI
Mkt Advisors LLC's Q2 2025 Portfolio
Portfolio Value 248 Million
Stocks 170
Filing on Jul 11, 2025 Q2 2025

Trinity Wealth Management, LLC

  • SPAB
  • MTUM
  • QQQ
  • SIZE
  • QUAL
  • USMV
  • IAGG
Trinity Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 248 Million
Stocks 63
Filing on Oct 12, 2023 Q3 2023

Wealthpoint, LLC

  • VTV
  • VUG
  • AAPL
  • SMMD
  • XLK
  • LMBS
  • HDV
Wealthpoint, LLC's Q3 2023 Portfolio
Portfolio Value 247 Million
Stocks 85
Filing on Jul 16, 2025 Q2 2025

Midwest Heritage Bank, Fsb

  • DFAC
  • CGUS
  • CGDV
  • CGCP
  • DUHP
  • DFAI
  • DFAS
Midwest Heritage Bank, Fsb's Q2 2025 Portfolio
Portfolio Value 247 Million
Stocks 58
Filing on Jul 18, 2025 Q2 2025

Montgomery Investment Management Inc

  • URI
  • VSEC
  • TFC
  • DE
  • IBM
  • NVR
  • AAPL
Montgomery Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 247 Million
Stocks 95
Filing on Jul 16, 2025 Q2 2025

Edge Rock Capital LLC

  • QQQM
  • VTV
  • FBND
  • UCON
  • JIRE
  • FTLS
  • QUAL
Edge Rock Capital LLC's Q2 2025 Portfolio
Portfolio Value 247 Million
Stocks 109
Filing on Aug 14, 2025 Q2 2025

Ssi Investment Management LLC

  • IVV
  • LQD
  • IYW
  • VXUS
  • JAAA
  • BUFR
  • BKLN
Ssi Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 247 Million
Stocks 562
Filing on Jul 28, 2025 Q2 2025

Morris Financial Concepts, Inc.

  • IVV
  • SCHX
  • IEFA
  • IJR
  • SHY
  • ISTB
  • SHV
Morris Financial Concepts, Inc.'s Q2 2025 Portfolio
Portfolio Value 247 Million
Stocks 197
Filing on Jul 24, 2025 Q2 2025

Wmg Financial Advisors, LLC

  • AVUS
  • AVUV
  • AVDE
  • AVDV
  • AVEM
  • NVDA
  • AAPL
Wmg Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 246 Million
Stocks 305