Largest Portfolios by Value

Filing on Aug 12, 2025 Q2 2025

Garner Asset Management Corp

  • QQQ
  • BRK-B
  • NVDA
  • AAPL
  • VTI
  • RMR
  • AMZN
Garner Asset Management Corp's Q2 2025 Portfolio
Portfolio Value 212 Million
Stocks 148
Filing on Aug 14, 2025 Q2 2025

Almitas Capital LLC

  • BTT
  • AMLX
  • PHT
  • MAV
  • MHI
  • MIO
  • NQP
Almitas Capital LLC's Q2 2025 Portfolio
Portfolio Value 212 Million
Stocks 82
Filing on Aug 13, 2025 Q2 2025

Proactive Wealth Strategies LLC

  • FV
  • NVDA
  • TBIL
  • FTLS
  • FVD
  • PANW
  • MSFT
Proactive Wealth Strategies LLC's Q2 2025 Portfolio
Portfolio Value 212 Million
Stocks 135
Filing on Jul 22, 2025 Q2 2025

Alta Wealth Advisors LLC

  • SPYG
  • SPYV
  • SPMD
  • NVDA
  • AAPL
  • SPY
  • MSFT
Alta Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 212 Million
Stocks 118
Filing on Aug 07, 2025 Q2 2025

Blackhawk Capital Partners Llc.

  • SCHX
  • META
  • MSFT
  • AAPL
  • NVDA
  • JAAA
  • LLY
Blackhawk Capital Partners Llc.'s Q2 2025 Portfolio
Portfolio Value 212 Million
Stocks 128
Filing on Jul 11, 2025 Q2 2025

Quad Cities Investment Group, LLC

  • AAPL
  • FPE
  • RSP
  • JAAA
  • IJH
  • DGRO
  • AMZN
Quad Cities Investment Group, LLC's Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 184
Filing on May 15, 2024 Q1 2024

Cipher Capital LP

  • AAPL
  • PGR
  • LEN
  • AMAT
  • HPQ
  • SRE
  • PPG
Cipher Capital LP's Q1 2024 Portfolio
Portfolio Value 211 Million
Stocks 411
Filing on Nov 14, 2023 Q3 2023

Ribbit Capital Gp Iii, Ltd.

  • NU
  • HOOD
Ribbit Capital Gp Iii, Ltd.'s Q3 2023 Portfolio
Portfolio Value 211 Million
Stocks 2
Filing on Jul 22, 2025 Q2 2025

Investors Asset Management Of Georgia Inc

  • EFX
  • CCRD
  • JPM
  • MSFT
  • FIS
  • LLY
  • IWM
Investors Asset Management Of Georgia Inc 's Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 169
Filing on Aug 14, 2025 Q2 2025

Kinloch Capital, LLC

  • VGT
  • FPE
  • FTSM
  • VOX
  • CAH
  • IBM
  • PM
Kinloch Capital, LLC's Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 75
Filing on Jul 18, 2025 Q2 2025

Mithaq Capital Spc

  • BUR
  • PLCE
Mithaq Capital Spc's Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 4
Filing on Jul 10, 2025 Q2 2025

Impac Tfolio, LLC

  • ESGV
  • ESGU
  • ESGD
  • EUSB
  • ESGE
  • SUSC
  • MUB
Impac Tfolio, LLC's Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 34
Filing on Aug 01, 2025 Q2 2025

Deseret Mutual Benefit Administrators

  • OMFL
  • HYG
  • FLTR
  • CLOI
  • AAPL
  • META
  • ORCL
Deseret Mutual Benefit Administrators's Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 499
Filing on Jul 08, 2025 Q2 2025

Morris Retirement Advisors, LLC

  • IVV
  • VGK
  • QQQE
  • DJD
  • JAAA
  • LMBS
  • QUAL
Morris Retirement Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 137
Filing on Jul 17, 2025 Q2 2025

Alliance Wealth Advisors, LLC

  • UITB
  • DGRO
  • PLTR
  • QQQ
  • AVUV
  • VTV
  • VO
Alliance Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 146
Filing on Jul 15, 2025 Q2 2025

Ironwood Wealth Management, Inc.

  • BKLN
  • JPST
  • PULS
  • IUSV
  • IJR
  • IVV
  • IUSG
Ironwood Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 22
Filing on Aug 05, 2025 Q2 2025

Blue Barn Wealth, LLC

  • SCHF
  • VONG
  • BNDX
  • SCHD
  • AGG
  • SHYG
  • SLYG
Blue Barn Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 157
Filing on Jul 09, 2025 Q2 2025

New England Research & Management, Inc.

  • GOOGL
  • AAPL
  • URI
  • MSFT
  • AMZN
  • CHD
  • GS
New England Research & Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 147