Largest Portfolios by Value

Filing on Aug 05, 2025 Q2 2025

Atlas Wealth LLC

  • AAPL
  • RSP
  • MSFT
  • PG
  • JAAA
  • GOOG
  • AIRR
Atlas Wealth LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 108
Filing on Aug 13, 2025 Q2 2025

Roubaix Capital, LLC

  • NOVT
  • GTLS
  • GENI
  • AGYS
  • SXT
  • BELFB
  • PKE
Roubaix Capital, LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 51
Filing on Jul 30, 2025 Q2 2025

Alamar Capital Management, LLC

  • VOO
  • EFA
  • PGR
  • SHY
  • AGG
  • FTNT
  • TW
Alamar Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 73
Filing on Aug 07, 2025 Q2 2025

Gouws Capital LLC

  • QQQ
  • QQQ
  • LLY
  • COST
  • V
  • GOOG
  • AMZN
Gouws Capital LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 54
Filing on Jul 18, 2025 Q2 2025

Simpli Fi, Inc.

  • SPY
  • QEFA
  • BOND
  • AGGY
  • IWM
  • SPSB
  • DSTL
Simpli Fi, Inc.'s Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 41
Filing on Aug 14, 2025 Q2 2025

Perritt Capital Management Inc

  • DGRO
  • VIGI
  • SLYV
  • SPY
  • DFIS
  • DFIV
  • DFAE
Perritt Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 328
Filing on Aug 07, 2025 Q2 2025

Fairbanks Capital Management, Inc.

  • ORCL
  • TDG
  • MSFT
  • AVGO
  • ARLP
  • AMZN
  • NXST
Fairbanks Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 54
Filing on Aug 14, 2025 Q2 2025

Western Standard LLC

  • ECVT
  • KROS
  • ATEC
  • ABEO
  • TIGO
  • PBPB
  • YETI
Western Standard LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 20
Filing on Jul 24, 2025 Q2 2025

Carson Allaria Wealth Management, Ltd.

  • SPYG
  • SPYV
  • DFUS
  • IDEV
  • SLYV
  • DFAS
  • MINO
Carson Allaria Wealth Management, Ltd.'s Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 358
Filing on Jul 21, 2025 Q2 2025

Wj Interests, LLC

  • VT
  • NTSI
  • NTSX
  • AVEM
  • AVUV
  • AVLV
  • ROMO
Wj Interests, LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 23
Filing on Aug 05, 2025 Q2 2025

New Millennium Group LLC

  • NVDA
  • MSFT
  • AAPL
  • META
  • AVGO
  • GOOGL
  • IVV
New Millennium Group LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 433
Filing on Jul 30, 2025 Q2 2025

Tlw Wealth Management, LLC

  • BRK-B
  • MSFT
  • GOOG
  • DE
  • WMT
  • WM
  • COST
Tlw Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 179 Million
Stocks 17
Filing on Aug 14, 2025 Q2 2025

Ivy Lane Capital Management, LLC

  • MSFT
  • GOOG
  • BLK
  • T
  • UNP
  • Z
  • BILL
Ivy Lane Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 179 Million
Stocks 14
Filing on Jul 23, 2025 Q2 2025

H&H Retirement Design & Management Inc

  • CWB
  • EDV
  • TIP
  • BLV
  • VCLT
  • DLN
  • XLI
H&H Retirement Design & Management Inc's Q2 2025 Portfolio
Portfolio Value 179 Million
Stocks 81
Filing on Aug 13, 2025 Q2 2025

True Wealth Financial Partners

  • VOO
  • VBR
  • VWO
  • VO
  • VDE
  • VNQ
  • VEU
True Wealth Financial Partners's Q2 2025 Portfolio
Portfolio Value 179 Million
Stocks 26
Filing on Jul 14, 2025 Q2 2025

Sterling Group Wealth Management, LLC

  • SPLG
  • SPHQ
  • EFA
  • VEA
  • DYNF
  • IVW
  • SPYV
Sterling Group Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 179 Million
Stocks 53
Filing on Jul 18, 2025 Q2 2025

Viewpoint Investment Partners Corp

  • EMLC
  • TIP
  • HYG
  • VTI
  • BRK-B
  • MSFT
  • XAR
Viewpoint Investment Partners Corp's Q2 2025 Portfolio
Portfolio Value 179 Million
Stocks 35
Filing on Aug 06, 2025 Q2 2025

Maltin Wealth Management, Inc.

  • YJUN
  • IAU
  • VSS
  • BAB
  • HDV
  • SCHO
  • VOE
Maltin Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 179 Million
Stocks 127