Largest Portfolios by Value

Filing on Jul 23, 2025 Q2 2025

Gainplan LLC

  • SPY
  • QQQ
  • SPXL
  • VOO
  • VV
  • KWEB
  • VO
Gainplan LLC's Q2 2025 Portfolio
Portfolio Value 197 Million
Stocks 54
Filing on Aug 14, 2025 Q2 2025

Bayberry Capital Partners LP

  • SXT
  • WCC
  • AER
  • WWD
  • TJX
  • CHDN
  • ALIT
Bayberry Capital Partners LP's Q2 2025 Portfolio
Portfolio Value 197 Million
Stocks 23
Filing on Aug 14, 2025 Q2 2025

Win Advisors, Inc

  • SCHG
  • SPMO
  • VUG
  • PWB
  • QGRO
  • QQQ
  • QUS
Win Advisors, Inc's Q2 2025 Portfolio
Portfolio Value 197 Million
Stocks 48
Filing on Jul 08, 2025 Q2 2025

Mad River Investors

  • TPL
  • GBTC
  • HE
  • PBT
  • WPM
  • MSB
  • CCL
Mad River Investors's Q2 2025 Portfolio
Portfolio Value 197 Million
Stocks 24
Filing on Jul 31, 2025 Q2 2025

Solstein Capital, LLC

  • SPY
  • AAPL
  • MSFT
  • IVV
  • PRU
  • OUNZ
  • IDEV
Solstein Capital, LLC's Q2 2025 Portfolio
Portfolio Value 197 Million
Stocks 493
Filing on Jul 30, 2025 Q2 2025

Darrow Company, Inc.

  • QQQ
  • BIV
  • USMV
  • SPGP
  • BND
  • DGRW
  • SCHR
Darrow Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 197 Million
Stocks 52
Filing on Jul 23, 2025 Q2 2025

Bellevue Asset Management, LLC

  • MSFT
  • AAPL
  • CGGR
  • RDVY
  • LMBS
  • COST
  • DYNF
Bellevue Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 472
Filing on Aug 05, 2025 Q2 2025

Hapanowicz & Associates Financial Services, Inc

  • VONG
  • VONV
  • SPY
  • VIG
  • VOT
  • VONE
  • ACWX
Hapanowicz & Associates Financial Services, Inc's Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 34
Filing on May 10, 2024 Q1 2024

Van Leeuwen & Company, LLC

  • MSFT
  • GOOG
  • BRK-B
  • V
  • VRTX
  • ROST
  • HUBB
Van Leeuwen & Company, LLC's Q1 2024 Portfolio
Portfolio Value 196 Million
Stocks 88
Filing on Jul 15, 2025 Q2 2025

Chb Investment Group, LLC

  • BIV
  • LQD
  • ANGL
  • VCIT
  • NRG
  • AFL
  • TMUS
Chb Investment Group, LLC's Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 69
Filing on Jul 08, 2025 Q2 2025

Melone Private Wealth, LLC

  • DON
  • USFR
  • SPTI
  • IHDG
  • DIA
  • SPYG
  • DGRW
Melone Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 50
Filing on Jul 28, 2025 Q2 2025

Dixon Fnancial Services, Inc.

  • DFIV
  • DFAS
  • DFUV
  • DFUS
  • IWF
  • IWD
  • BRK-A
Dixon Fnancial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 40
Filing on May 12, 2025 Q1 2025

Cahill Wealth Management, LLC

  • IVV
  • DFAC
  • BRK-A
  • IJR
  • VTI
  • DFSV
  • DFAI
Cahill Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 196 Million
Stocks 49
Filing on Jul 15, 2025 Q2 2025

Avaii Wealth Management, LLC

  • CGDV
  • IVV
  • NVDA
  • TDIV
  • IJH
  • META
  • IAU
Avaii Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 132
Filing on Aug 14, 2025 Q2 2025

Tandem Wealth Advisors LLC

  • AGG
  • EFA
  • MDY
  • SPY
  • DGRO
  • MBB
  • RSP
Tandem Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 49
Filing on Jul 22, 2025 Q2 2025

Carolina Wealth Advisors, LLC

  • BLV
  • SCHP
  • MOS
  • DELL
  • FAST
  • DKS
  • ABBV
Carolina Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 270
Filing on Jul 21, 2025 Q2 2025

Pflug Koory, LLC

  • BRK-A
  • AAPL
  • BRK-B
  • MSFT
  • CAT
  • AMAT
  • HON
Pflug Koory, LLC's Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 410
Filing on Aug 14, 2025 Q2 2025

Meros Investment Management, LP

  • MGNI
  • DCO
  • PLYM
  • PLAB
  • TILE
  • THR
  • AMPL
Meros Investment Management, LP's Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 41