Largest Portfolios by Value

Filing on Apr 21, 2025 Q1 2025

Flagstone Financial Management

  • DFUS
  • IGIB
  • SPDW
  • SPSB
  • SPTI
  • BNDX
  • AVUV
Flagstone Financial Management's Q1 2025 Portfolio
Portfolio Value 310 Billion
Stocks 53
Filing on May 07, 2025 Q1 2025

Fischer Financial Services, Inc.

  • VCSH
  • AAPL
  • IWY
  • FTEC
  • MSFT
  • QQQ
  • FDIS
Fischer Financial Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 310 Billion
Stocks 63
Filing on Apr 23, 2025 Q1 2025

Kraft, Davis & Associates, LLC

  • VTI
  • IVV
  • QUAL
  • VIG
  • DGRW
  • SPSB
  • VUG
Kraft, Davis & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 310 Billion
Stocks 126
Filing on Jul 07, 2025 Q2 2025

Life Line Wealth Management LLC

  • QQQ
  • QUAL
  • IWF
  • IQLT
  • IAU
  • EWG
  • VGK
Life Line Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 309 Billion
Stocks 35
Filing on May 12, 2025 Q1 2025

Ria Advisory Group LLC

  • RSP
  • BND
  • SLV
  • BIL
  • SPY
  • TBIL
  • SHV
Ria Advisory Group LLC's Q1 2025 Portfolio
Portfolio Value 307 Billion
Stocks 138
Filing on Apr 16, 2025 Q1 2025

Dodds Wealth, LLC

  • SPIB
  • VCIT
  • IGIB
  • SCHV
  • GOVT
  • SCHB
  • VOO
Dodds Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 307 Billion
Stocks 59
Filing on May 07, 2025 Q1 2025

Maridea Wealth Management LLC

  • WBIG
  • WBIL
  • SGOV
  • WBIF
  • QQQ
  • WBIY
  • GLD
Maridea Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 307 Billion
Stocks 229
Filing on May 12, 2025 Q1 2025

Prasad Wealth Partners, LLC

  • ONEQ
  • ITOT
  • JAAA
  • BUFF
  • HEFA
  • UCON
  • RYT
Prasad Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 306 Billion
Stocks 115
Filing on Apr 21, 2025 Q1 2025

Carr Financial Group Corp

  • BND
  • SCHX
  • VIG
  • VTI
  • EMXC
  • IQLT
  • IJH
Carr Financial Group Corp's Q1 2025 Portfolio
Portfolio Value 305 Billion
Stocks 175
Filing on Apr 01, 2025 Q1 2025

Glass Jacobson Investment Advisors LLC

  • DFAU
  • FPE
  • VOO
  • DFAI
  • AAPL
  • VUG
  • VBR
Glass Jacobson Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 305 Billion
Stocks 840
Filing on May 15, 2025 Q1 2025

Prevatt Capital LTD

  • CARG
  • CME
  • ALSN
  • BKNG
  • GTX
  • HRB
  • V
Prevatt Capital LTD's Q1 2025 Portfolio
Portfolio Value 304 Billion
Stocks 12
Filing on Apr 14, 2025 Q1 2025

Wit Partners Advisory Pte. Ltd.

  • CROX
Wit Partners Advisory Pte. Ltd.'s Q1 2025 Portfolio
Portfolio Value 303 Billion
Stocks 1
Filing on May 14, 2025 Q1 2025

Coalescence Partners Investment Management, LP

  • MSFT
  • TSM
  • AMZN
  • V
  • MSCI
  • SNPS
  • EFX
Coalescence Partners Investment Management, LP's Q1 2025 Portfolio
Portfolio Value 303 Billion
Stocks 16
Filing on May 12, 2025 Q1 2025

Lhm, Inc.

  • VTI
  • XBI
  • KRNT
  • NVO
  • SNFCA
  • MU
  • KWEB
Lhm, Inc.'s Q1 2025 Portfolio
Portfolio Value 302 Billion
Stocks 23
Filing on Jul 09, 2025 Q2 2025

Lifelong Wealth Advisors, Inc.

  • GSLC
  • SPLG
  • AVUV
  • IYW
  • ORCL
  • QUAL
  • EFV
Lifelong Wealth Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 301 Billion
Stocks 79
Filing on May 15, 2025 Q1 2025

Double Line ETF Adviser LP

  • AMZN
  • META
  • TSLA
  • COST
  • PG
  • WMT
  • GOOGL
Double Line ETF Adviser LP's Q1 2025 Portfolio
Portfolio Value 301 Billion
Stocks 167
Filing on May 15, 2024 Q1 2024

Mango Five Family, Inc.

  • NVDA
  • AMZN
  • GOOG
  • LBRDA
  • LBRDK
  • QCOM
  • AMD
Mango Five Family, Inc.'s Q1 2024 Portfolio
Portfolio Value 301 Billion
Stocks 65
Filing on May 08, 2025 Q1 2025

Headland Capital, LLC

  • SPY
  • PGR
  • SPDW
  • BSCV
  • SPLV
  • BSCT
  • USFR
Headland Capital, LLC's Q1 2025 Portfolio
Portfolio Value 301 Billion
Stocks 59