Largest Portfolios by Value

Filing on Aug 12, 2025 Q2 2025

Psi Advisors, LLC

  • SPLG
  • COWZ
  • DGRO
  • SPMD
  • SPTI
  • PSC
  • MOAT
Psi Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 199 Million
Stocks 181
Filing on Jul 24, 2025 Q2 2025

Horizon Bancorp Inc /In/

  • BND
  • GVI
  • EFA
  • VUG
  • IEFA
  • VTV
  • TDTT
Horizon Bancorp Inc /In/'s Q2 2025 Portfolio
Portfolio Value 199 Million
Stocks 216
Filing on Jul 18, 2025 Q2 2025

Smi Advisory Services, LLC

  • GLD
  • BSCP
  • BIV
  • IVV
  • FDD
  • VXF
  • NLR
Smi Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 199 Million
Stocks 69
Filing on Jul 17, 2025 Q2 2025

Johnson & White Wealth Management, LLC

  • PXF
  • PRFZ
  • IDV
  • HMOP
  • BNDX
  • SCHD
  • DGRO
Johnson & White Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 199 Million
Stocks 102
Filing on Jul 16, 2025 Q2 2025

Cresta Advisors, Ltd.

  • SPY
  • VTI
  • DGRW
  • VTV
  • SPHQ
  • LQD
  • QQQ
Cresta Advisors, Ltd.'s Q2 2025 Portfolio
Portfolio Value 198 Million
Stocks 47
Filing on Aug 14, 2025 Q2 2025

Index Venture Growth Associates Iii LTD

  • HOOD
  • AUR
Index Venture Growth Associates Iii LTD's Q2 2025 Portfolio
Portfolio Value 198 Million
Stocks 2
Filing on Jul 21, 2025 Q2 2025

High Mark Wealth Management LLC

  • IVV
  • EFV
  • IWM
  • IJR
  • VOO
  • IUSV
  • WFC
High Mark Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 198 Million
Stocks 616
Filing on Jul 15, 2025 Q2 2025

Alhambra Investment Partners LLC

  • AAPL
  • FNDX
  • DGRO
  • COST
  • STIP
  • SPGP
  • FNDF
Alhambra Investment Partners LLC's Q2 2025 Portfolio
Portfolio Value 198 Million
Stocks 180
Filing on Jul 18, 2025 Q2 2025

Chelsea Counsel CO

  • AAPL
  • MSFT
  • GOOG
  • VYM
  • COST
  • AEM
  • GOOGL
Chelsea Counsel CO's Q2 2025 Portfolio
Portfolio Value 198 Million
Stocks 201
Filing on Aug 13, 2025 Q2 2025

Alpha Family Trust

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • META
  • AVGO
Alpha Family Trust's Q2 2025 Portfolio
Portfolio Value 198 Million
Stocks 189
Filing on Aug 11, 2025 Q2 2025

Jw Asset Management, LLC

  • ESTA
  • META
  • HOOD
  • RBLX
  • CPRX
  • COCO
  • HRTX
Jw Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 198 Million
Stocks 19
Filing on Aug 11, 2025 Q2 2025

Battery Global Advisors, LLC

  • VTI
  • INTU
  • PAYO
  • VEA
  • VOO
  • VWO
  • IAU
Battery Global Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 198 Million
Stocks 142
Filing on Aug 08, 2025 Q2 2025

Royal Harbor Partners, LLC

  • JCPB
  • CGDV
  • SPTM
  • DYNF
  • DFUS
  • IEFA
  • CGGO
Royal Harbor Partners, LLC's Q2 2025 Portfolio
Portfolio Value 197 Million
Stocks 49
Filing on Jul 09, 2025 Q2 2025

Shore Point Advisors, LLC

  • JMOM
  • VTV
  • SCZ
  • IMTM
  • EES
  • FNDA
  • FNDC
Shore Point Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 197 Million
Stocks 70
Filing on Aug 04, 2025 Q2 2025

Trail Ridge Investment Advisors, LLC

  • GSIE
  • EMXC
  • VNLA
  • AAPL
  • MSFT
  • IVV
  • NVDA
Trail Ridge Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 197 Million
Stocks 104
Filing on Jul 09, 2025 Q2 2025

Ayrshire Capital Management LLC

  • MSFT
  • APH
  • AMZN
  • COST
  • AAPL
  • AIG
  • ETN
Ayrshire Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 197 Million
Stocks 47
Filing on Aug 11, 2025 Q2 2025

Howard Wealth Management, LLC

  • VUG
  • VYM
  • VB
  • AAPL
  • JPST
  • VIG
  • BSCP
Howard Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 197 Million
Stocks 121
Filing on Jul 29, 2025 Q2 2025

Interactive Financial Advisors

  • IVV
  • AGG
  • VEA
  • QQQ
  • VIG
  • RAVI
  • TLT
Interactive Financial Advisors's Q2 2025 Portfolio
Portfolio Value 197 Million
Stocks 87