Largest Portfolios by Value

Filing on Aug 14, 2025 Q2 2025

Periscope Capital Inc.

  • LQD
  • TD
  • RY
  • SLF
  • BNS
  • ENB
  • ARKK
Periscope Capital Inc.'s Q2 2025 Portfolio
Portfolio Value 189 Million
Stocks 234
Filing on Jul 18, 2025 Q2 2025

Mitsubishi Ufj Asset Management (Uk) Ltd.

  • TOK
  • VIOO
  • NVDA
  • MSFT
  • META
  • SPSM
  • JPM
Mitsubishi Ufj Asset Management (Uk) Ltd.'s Q2 2025 Portfolio
Portfolio Value 189 Million
Stocks 108
Filing on Jul 15, 2025 Q2 2025

Ridgecrest Wealth Partners, LLC

  • AAPL
  • DGRO
  • GOOGL
  • VOO
  • MSFT
  • IVV
  • VIG
Ridgecrest Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 111
Filing on Jul 22, 2025 Q2 2025

Regency Capital Management Inc.\De

  • BRK-B
  • COST
  • MKL
  • CB
  • IAU
  • ALEX
  • APH
Regency Capital Management Inc.\De's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 58
Filing on Aug 07, 2025 Q2 2025

Cambridge Financial Group, Inc.

  • PGR
  • AVGO
  • CAH
  • MSFT
  • KR
  • BAC
  • R
Cambridge Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 31
Filing on Jul 31, 2025 Q2 2025

American Financial & Tax Strategies Inc

  • BNDX
  • XSOE
  • VONG
  • SPYV
  • MGK
  • SPLV
  • SPYG
American Financial & Tax Strategies Inc's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 91
Filing on Aug 06, 2025 Q2 2025

Legacy Bridge, LLC

  • NVDA
  • AVGO
  • PLTR
  • WTBA
  • STRL
  • MSFT
  • BRK-B
Legacy Bridge, LLC's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 303
Filing on Aug 04, 2025 Q2 2025

Dravo Bay LLC

  • SCHG
  • SCHV
  • VEA
  • DFCF
  • DFSD
  • VUG
  • DISV
Dravo Bay LLC's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 48
Filing on Aug 13, 2025 Q2 2025

Pack Private Wealth, LLC

  • VEA
  • IVV
  • VWO
  • IJH
  • GGG
  • IJR
  • GNR
Pack Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 48
Filing on Apr 25, 2024 Q1 2024

Caliber Wealth Management, LLC

  • SPY
  • QUAL
  • VO
  • VB
  • VGT
  • IHDG
  • AVGO
Caliber Wealth Management, LLC's Q1 2024 Portfolio
Portfolio Value 188 Million
Stocks 60
Filing on Jul 24, 2025 Q2 2025

Iron Financial, LLC

  • CME
  • AAPL
  • VTI
  • ISTB
  • HTRB
  • SPTM
  • SPY
Iron Financial, LLC's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 126
Filing on Aug 13, 2025 Q2 2025

Carroll Investors, Inc

  • PLTR
  • NVDA
  • TSLA
  • AAPL
  • MSFT
  • CMG
  • PANW
Carroll Investors, Inc's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 31
Filing on Aug 11, 2025 Q2 2025

Entry Point Capital, LLC

  • BR
  • AIN
  • CAT
  • CMCSA
  • STRA
  • SONO
  • HLIO
Entry Point Capital, LLC's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 590
Filing on Aug 15, 2023 Q2 2023

First Capital Advisors Group, Llc.

  • SSUS
  • QQQ
  • AAPL
  • GSLC
  • GLD
  • JPUS
  • ITOT
First Capital Advisors Group, Llc.'s Q2 2023 Portfolio
Portfolio Value 188 Million
Stocks 971
Filing on Jul 14, 2025 Q2 2025

Lcm Capital Management Inc

  • SPY
  • MDY
  • IWM
  • NVDA
  • MSFT
  • AAPL
  • VFH
Lcm Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 104
Filing on May 06, 2025 Q1 2025

Latigo Investments, LLC

  • VV
  • EFA
  • VTI
  • VEA
  • IWB
  • VTV
  • IWM
Latigo Investments, LLC's Q1 2025 Portfolio
Portfolio Value 188 Million
Stocks 17
Filing on Jul 24, 2025 Q2 2025

Lindenwold Advisors

  • VXUS
  • MUB
  • MSFT
  • AAPL
  • MBB
  • KORP
  • NVDA
Lindenwold Advisors's Q2 2025 Portfolio
Portfolio Value 187 Million
Stocks 107
Filing on Jul 23, 2025 Q2 2025

Asset Planning Corporation

  • DFCF
  • BRK-B
  • DUHP
  • DFAI
  • VCIT
  • VIOV
  • DFNM
Asset Planning Corporation's Q2 2025 Portfolio
Portfolio Value 187 Million
Stocks 43