Largest Portfolios by Value

Filing on Jul 16, 2025 Q2 2025

Mbe Wealth Management, LLC

  • QQQ
  • VB
  • SPYV
  • ACIO
  • IVV
  • DRSK
  • SCHP
Mbe Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 209 Million
Stocks 135
Filing on Nov 14, 2022 Q3 2022

Foundry Group, LLC

  • XMTR
  • ROVR
  • AVDX
  • OBLG
Foundry Group, LLC's Q3 2022 Portfolio
Portfolio Value 209 Million
Stocks 4
Filing on Oct 01, 2024 Q3 2024

Bridge Advisory, LLC

  • EMLC
  • SHV
  • PHYS
  • PSLV
  • SGOV
  • DFAU
  • AAPL
Bridge Advisory, LLC's Q3 2024 Portfolio
Portfolio Value 209 Million
Stocks 99
Filing on Jul 15, 2025 Q2 2025

Ims Capital Management

  • IWF
  • AAPL
  • AMZN
  • MSFT
  • NVDA
  • META
  • GOOG
Ims Capital Management's Q2 2025 Portfolio
Portfolio Value 209 Million
Stocks 151
Filing on Jul 17, 2025 Q2 2025

Altus Wealth Management, LLC

  • VTI
  • QQQ
  • EQWL
  • DGRO
  • IJH
  • IQLT
  • IGV
Altus Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 209 Million
Stocks 30
Filing on Aug 14, 2025 Q2 2025

Masterton Capital Management, LP

  • FRT
  • PFGC
  • SHW
  • PLD
  • BXP
  • ESS
  • AMH
Masterton Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 209 Million
Stocks 20
Filing on Aug 11, 2025 Q2 2025

Aviso Wealth Management

  • AAPL
  • NFLX
  • NVDA
  • META
  • MSFT
  • GOOGL
  • AMZN
Aviso Wealth Management's Q2 2025 Portfolio
Portfolio Value 209 Million
Stocks 144
Filing on Jul 23, 2025 Q2 2025

Element Wealth, LLC

  • IVV
  • DIVO
  • TFLO
  • SCHX
  • ITOT
  • AGG
  • IJR
Element Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 209 Million
Stocks 185
Filing on Aug 14, 2025 Q2 2025

Pacific Asset Management LLC

  • SRLN
  • BKLN
  • HYG
  • JNK
  • SJNK
  • GTLS
Pacific Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 209 Million
Stocks 6
Filing on Jul 22, 2025 Q2 2025

Integrated Capital Management, LLC

  • IVV
  • IWY
  • SPYV
  • GOOGL
  • DBEF
  • FLQH
  • IHDG
Integrated Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 208 Million
Stocks 60
Filing on Feb 09, 2024 Q4 2023

Moreno Evelyn V

  • AAPL
  • MSFT
  • MDY
  • GOOG
  • AMZN
  • NVDA
  • AVLV
Moreno Evelyn V's Q4 2023 Portfolio
Portfolio Value 208 Million
Stocks 140
Filing on Aug 13, 2025 Q2 2025

Lfl Advisers, LLC

  • BK
  • LAMR
  • ALV
  • PGR
  • AON
  • GOOG
  • BRK-B
Lfl Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 208 Million
Stocks 8
Filing on Aug 14, 2025 Q2 2025

Solus Alternative Asset Management LP

  • VTOL
  • XOM
  • VLO
  • CVX
  • RIG
  • BKR
  • CNK
Solus Alternative Asset Management LP's Q2 2025 Portfolio
Portfolio Value 208 Million
Stocks 9
Filing on Jul 30, 2025 Q2 2025

Schulhoff & CO Inc

  • PG
  • JPM
  • XOM
  • BRK-A
  • CINF
  • LMT
  • JNJ
Schulhoff & CO Inc's Q2 2025 Portfolio
Portfolio Value 208 Million
Stocks 135
Filing on Jul 17, 2025 Q2 2025

Eagle Bluffs Wealth Management LLC

  • BBN
  • EMXC
  • NBB
  • IDV
  • NVDA
  • NAD
  • JEPQ
Eagle Bluffs Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 208 Million
Stocks 74
Filing on Apr 19, 2024 Q1 2024

Handelsinvest Investeringsforvaltning

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • META
  • JPM
Handelsinvest Investeringsforvaltning's Q1 2024 Portfolio
Portfolio Value 208 Million
Stocks 317
Filing on Feb 15, 2023 Q4 2022

Siguler Guff Advisers, LLC

  • RPRX
  • FYBR
  • FATH
  • SVC
  • PNBK
Siguler Guff Advisers, LLC's Q4 2022 Portfolio
Portfolio Value 208 Million
Stocks 5
Filing on Jul 22, 2025 Q2 2025

Blue Square Asset Management, LLC

  • GBIL
  • VOO
  • QQQ
  • NVDA
  • SCHF
  • GBTC
  • CVNA
Blue Square Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 208 Million
Stocks 67