Largest Portfolios by Value

Filing on Jul 29, 2025 Q2 2025

Fiduciary Planning LLC

  • DGRW
  • VTIP
  • VRIG
  • EQWL
  • XLK
  • SMH
  • OEF
Fiduciary Planning LLC's Q2 2025 Portfolio
Portfolio Value 235 Million
Stocks 77
Filing on Jul 21, 2025 Q2 2025

Consilium Wealth Advisory, LLC

  • TT
  • AOR
  • DFAI
  • AAPL
  • WFC
  • NVDA
  • VTI
Consilium Wealth Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 234 Million
Stocks 95
Filing on Aug 11, 2025 Q2 2025

Cape Ann Asset Management LTD

  • KGC
  • BAP
  • VIST
  • TX
  • CPA
  • LAUR
  • BMA
Cape Ann Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 234 Million
Stocks 9
Filing on Jul 11, 2025 Q2 2025

Ttp Investments, Inc.

  • SSO
  • QQQ
  • AAPL
  • NVDA
  • META
  • MSFT
  • IGV
Ttp Investments, Inc.'s Q2 2025 Portfolio
Portfolio Value 234 Million
Stocks 50
Filing on Jul 23, 2025 Q2 2025

Heathbridge Capital Management Ltd.

  • AEP
  • TD
  • VZ
  • TRP
  • MSFT
  • AEM
  • MFC
Heathbridge Capital Management Ltd.'s Q2 2025 Portfolio
Portfolio Value 234 Million
Stocks 26
Filing on Jul 28, 2025 Q2 2025

Compass Advisory Group LLC

  • SCHB
  • BALT
  • SCHM
  • VTI
  • CALF
  • SCHF
  • VGLT
Compass Advisory Group LLC's Q2 2025 Portfolio
Portfolio Value 234 Million
Stocks 75
Filing on Jul 23, 2025 Q2 2025

Madden Advisory Services, Inc.

  • SCHB
  • VOO
  • VGT
  • VTV
  • IBDQ
  • EFA
  • MSFT
Madden Advisory Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 234 Million
Stocks 100
Filing on Jul 08, 2025 Q2 2025

Range Financial Group LLC

  • NVDA
  • PJAN
  • SPLG
  • RCL
  • STX
  • BKNG
  • PM
Range Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 234 Million
Stocks 194
Filing on Aug 14, 2025 Q2 2025

Dcm Advisors, LLC

  • MSFT
  • AAPL
  • META
  • ORCL
  • GS
  • DIS
  • AXP
Dcm Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 234 Million
Stocks 39
Filing on Aug 06, 2025 Q2 2025

Flagship Private Wealth, LLC

  • IVV
  • SGOV
  • USMV
  • SPY
  • IOO
  • QUAL
  • MINT
Flagship Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 103
Filing on Jun 30, 2025 Q2 2025

Gp Brinson Investments LLC

  • VTI
  • VEA
  • AGG
  • EPD
  • VWO
  • FSK
  • AAPL
Gp Brinson Investments LLC's Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 16
Filing on Aug 04, 2025 Q2 2025

Hi Line Capital Management, LLC

  • BRK-A
  • IDEV
  • LBRDK
  • BRK-B
  • RSP
  • COP
  • CMCSA
Hi Line Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 38
Filing on Jul 11, 2025 Q2 2025

Colorado Capital Management, Inc.

  • USSG
  • DFAI
  • MGC
  • VTIP
  • DFAS
  • SPY
  • NUEM
Colorado Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 101
Filing on Jul 23, 2025 Q2 2025

Bluestem Financial Advisors, LLC

  • IVV
  • BND
  • VEU
  • VB
  • VNQ
  • BSV
  • EAGG
Bluestem Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 29
Filing on Aug 14, 2025 Q2 2025

Oco Capital Partners, L.P.

  • VSAT
  • APO
  • COOP
  • OMF
Oco Capital Partners, L.P.'s Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 4
Filing on Aug 08, 2025 Q2 2025

1776 Wealth LLC

  • AAPL
  • AMZN
  • PLTR
  • ADBE
  • MSFT
  • NVDA
  • FTSM
1776 Wealth LLC's Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 143
Filing on Aug 14, 2025 Q2 2025

Samsara Bio Capital, LLC

  • SRRK
  • GOSS
  • ACLX
  • AURA
  • NKTX
  • RYTM
  • STRO
Samsara Bio Capital, LLC's Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 29
Filing on Jul 16, 2025 Q2 2025

Org Wealth Partners, LLC

  • BRK-A
  • BRK-B
  • NVDA
  • ET
  • AAPL
  • ABT
  • AMZN
Org Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 10014