Largest Portfolios by Value

Filing on Oct 08, 2024 Q3 2024

Syntrinsic LLC

  • SCHD
  • DSI
  • DMXF
  • VV
  • SCZ
  • SPY
  • VSS
Syntrinsic LLC's Q3 2024 Portfolio
Portfolio Value 301 Billion
Stocks 79
Filing on May 12, 2025 Q1 2025

Fiduciary Family Office, LLC

  • AAPL
  • JEPI
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • META
Fiduciary Family Office, LLC's Q1 2025 Portfolio
Portfolio Value 301 Billion
Stocks 187
Filing on May 01, 2025 Q1 2025

Bank Plus Trust Department

  • IVV
  • MSFT
  • AAPL
  • JHMM
  • PGR
  • NVDA
  • LLY
Bank Plus Trust Department's Q1 2025 Portfolio
Portfolio Value 300 Billion
Stocks 519
Filing on Apr 17, 2025 Q1 2025

Abound Wealth Management

  • IJR
  • AGG
  • VEA
  • IVV
  • IEMG
  • SCHX
  • VTI
Abound Wealth Management's Q1 2025 Portfolio
Portfolio Value 300 Billion
Stocks 1270
Filing on May 09, 2025 Q1 2025

Boulay Financial Advisors, LLC

  • MOAT
  • FNDX
Boulay Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 299 Billion
Stocks 2
Filing on Apr 22, 2025 Q1 2025

Great Oak Capital Partners, LLC

  • DFAT
  • DUHP
  • DFEM
  • DFCF
  • DFSD
  • DFAR
  • DISV
Great Oak Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 299 Billion
Stocks 32
Filing on Apr 29, 2025 Q1 2025

Envestnet Asset Management Inc

  • IVV
  • IUSB
  • VOO
  • QUAL
  • VEA
  • AGG
  • IVW
Envestnet Asset Management Inc's Q1 2025 Portfolio
Portfolio Value 299 Billion
Stocks 4343
Filing on Apr 10, 2025 Q1 2025

Financial Advisory Partners, LLC

  • VCIT
  • VUG
  • SHYG
  • SGOV
  • VTV
  • VIG
  • VGIT
Financial Advisory Partners, LLC's Q1 2025 Portfolio
Portfolio Value 299 Billion
Stocks 64
Filing on Jun 06, 2025 Q1 2025

E Cio, Inc.

  • AGG
  • SCHD
  • SCHF
  • BSV
  • IJR
  • JAAA
  • BRK-B
E Cio, Inc.'s Q1 2025 Portfolio
Portfolio Value 299 Billion
Stocks 511
Filing on Apr 09, 2025 Q1 2025

General Pension Society Pzu Joint Stock CO

  • FCX
  • SCCO
  • INTC
  • AMZN
  • FDX
  • GOOG
  • GOOGL
General Pension Society Pzu Joint Stock CO's Q1 2025 Portfolio
Portfolio Value 299 Billion
Stocks 17
Filing on May 08, 2025 Q1 2025

Rfg Bristol Wealth Advisors, LLC

  • IVV
  • IUS
  • RWL
  • SGOV
  • IUSG
  • SPDW
  • VONG
Rfg Bristol Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 298 Billion
Stocks 170
Filing on May 15, 2025 Q1 2025

Arohi Asset Management Pte Ltd.

  • SE
  • GLBE
  • FTNT
Arohi Asset Management Pte Ltd.'s Q1 2025 Portfolio
Portfolio Value 298 Billion
Stocks 4
Filing on May 12, 2025 Q1 2025

Edentree Asset Management LTD

  • MSFT
  • GOOGL
  • MDT
  • CME
  • XYL
  • ADI
  • MRK
Edentree Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 298 Billion
Stocks 61
Filing on Apr 25, 2025 Q1 2025

En Rich Financial Partners LLC

  • DFEM
  • DFAT
  • VOO
  • DFIC
  • FBND
  • DFAS
  • VO
En Rich Financial Partners LLC's Q1 2025 Portfolio
Portfolio Value 298 Billion
Stocks 55
Filing on May 05, 2025 Q1 2025

Van Strum & Towne Inc.

  • MSFT
  • VTIP
  • ADP
  • VCSH
  • VOO
  • AMGN
  • JPM
Van Strum & Towne Inc.'s Q1 2025 Portfolio
Portfolio Value 298 Billion
Stocks 114
Filing on May 13, 2025 Q1 2025

Bright Valley Capital LTD

  • YY
  • LX
  • EDU
  • RLX
  • INTC
  • ATAT
  • HUYA
Bright Valley Capital LTD's Q1 2025 Portfolio
Portfolio Value 297 Billion
Stocks 18
Filing on Apr 17, 2025 Q1 2025

Highline Wealth Partners LLC

  • JAAA
  • NVDA
  • VOO
  • JPST
  • AAPL
  • IEFA
  • VONV
Highline Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 297 Billion
Stocks 1018
Filing on May 15, 2025 Q1 2025

Hilltop Partners LLC

  • VONE
  • DBEF
  • SPYG
  • SPHY
  • VTV
  • SRLN
  • VWOB
Hilltop Partners LLC's Q1 2025 Portfolio
Portfolio Value 296 Billion
Stocks 102