Largest Portfolios by Value

Filing on Jul 24, 2025 Q2 2025

Summit Place Financial Advisors, LLC

  • NVDA
  • MSFT
  • AAPL
  • IAU
  • NFLX
  • USDU
  • RTX
Summit Place Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 184 Million
Stocks 91
Filing on May 12, 2023 Q1 2023

Hitchwood Capital Management LP

  • TSLA
  • FND
  • MSFT
  • AMZN
  • META
  • BRK-B
  • TW
Hitchwood Capital Management LP's Q1 2023 Portfolio
Portfolio Value 184 Million
Stocks 19
Filing on May 01, 2025 Q1 2025

Lane & Associates LLC

  • VTI
  • SPYG
  • SCHX
  • SPY
  • EFG
  • DFIV
  • IEFA
Lane & Associates LLC's Q1 2025 Portfolio
Portfolio Value 184 Million
Stocks 115
Filing on Jul 31, 2025 Q2 2025

Mader & Shannon Wealth Management, Inc.

  • SHY
  • GLD
  • IAU
  • SGOV
  • SHV
  • CDW
  • GDX
Mader & Shannon Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 184 Million
Stocks 22
Filing on May 22, 2023 Q1 2023

Aspireon Wealth Advisors

  • IVV
  • TLT
  • IWB
  • TIP
  • IAU
  • VOO
  • HYG
Aspireon Wealth Advisors's Q1 2023 Portfolio
Portfolio Value 183 Million
Stocks 37
Filing on Jul 10, 2025 Q2 2025

Worth Asset Management, LLC

  • AOR
  • SGOV
  • QQQ
  • BIL
  • SPLG
  • IEI
  • HYG
Worth Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 387
Filing on May 15, 2025 Q1 2025

Gsi Capital Advisors LLC

  • EQIX
  • PLD
  • WELL
  • VICI
  • PSA
  • FR
  • O
Gsi Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 183 Million
Stocks 62
Filing on Jul 22, 2025 Q2 2025

Capricorn Fund Managers LTD

  • MSFT
  • AMZN
  • GOOGL
  • RL
  • TPR
  • REAL
  • KARO
Capricorn Fund Managers LTD's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 55
Filing on Jul 15, 2025 Q2 2025

Oxinas Partners Wealth Management LLC

  • DGRW
  • SPY
  • SPYG
  • QQQ
  • AMZN
  • AAPL
  • MSFT
Oxinas Partners Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 124
Filing on Aug 06, 2025 Q2 2025

Innealta Capital, LLC

  • XLK
  • XLF
  • XLC
  • XLV
  • XLY
  • FLJP
  • XLI
Innealta Capital, LLC's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 105
Filing on Aug 12, 2025 Q2 2025

Martin Worley Group

  • VTI
  • DFAU
  • VXUS
  • VFMV
  • JMUB
  • VUG
  • CORP
Martin Worley Group's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 87
Filing on May 15, 2025 Q1 2025

Concorde Asset Management, LLC

  • FTSM
  • IVV
  • IUSB
  • NVDA
  • IVW
  • AAPL
  • QUAL
Concorde Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 183 Million
Stocks 176
Filing on Aug 04, 2025 Q2 2025

Ciovacco Capital Management LLC

  • VOO
  • SPY
  • SPYG
  • QQQ
  • IYW
  • XLC
  • SPLG
Ciovacco Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 23
Filing on Jul 09, 2025 Q2 2025

Threadgill Financial, LLC

  • AZO
  • V
  • MA
  • AMZN
  • MCO
  • SPGI
  • MSCI
Threadgill Financial, LLC's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 47
Filing on Jul 16, 2025 Q2 2025

Tenret CO LLC

  • VEA
  • VUG
  • SCHZ
  • VTV
  • BNDX
  • VXUS
  • VTEB
Tenret CO LLC's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 36
Filing on Aug 14, 2025 Q2 2025

Vesa Equity Investment S.A R.L.

  • FL
Vesa Equity Investment S.A R.L.'s Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 1
Filing on Jul 22, 2025 Q2 2025

Yardley Wealth Management LLC

  • DFAU
  • AVDE
  • FRDM
  • DFNM
  • DFIP
  • DFCF
  • DFSD
Yardley Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 41
Filing on Aug 13, 2025 Q2 2025

Worm Capital, LLC

  • TSLA
  • TSLA
  • AMZN
  • BABA
  • WYNN
  • NFLX
  • H
Worm Capital, LLC's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 13