Largest Portfolios by Value

Filing on Jul 29, 2025 Q2 2025

Financial Futures LTD Liability Co.

  • VCIT
  • SPHY
  • JEPI
  • SPLG
  • VO
  • AVUV
  • AVLV
Financial Futures LTD Liability Co.'s Q2 2025 Portfolio
Portfolio Value 168 Million
Stocks 63
Filing on Aug 07, 2025 Q2 2025

Lfa Lugano Financial Advisors Sa

  • SPY
  • ESGD
  • SUSB
  • GLD
  • IGIB
  • SDVY
  • FTLS
Lfa Lugano Financial Advisors Sa's Q2 2025 Portfolio
Portfolio Value 168 Million
Stocks 245
Filing on Aug 14, 2023 Q2 2023

Lumature Wealth Partners, LLC

  • BNL
  • IVV
  • VUG
  • VTV
  • IEFA
  • AAPL
  • XLK
Lumature Wealth Partners, LLC's Q2 2023 Portfolio
Portfolio Value 168 Million
Stocks 384
Filing on Aug 14, 2025 Q2 2025

Lrt Capital Management, LLC

  • ABG
  • SNEX
  • SSD
  • CIGI
  • CCI
  • GPI
  • DRI
Lrt Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 167 Million
Stocks 76
Filing on Jul 17, 2025 Q2 2025

Fmb Wealth Management

  • DFAC
  • AVUS
  • DFAX
  • DFAU
  • DFUS
  • DFIC
  • DFAT
Fmb Wealth Management's Q2 2025 Portfolio
Portfolio Value 167 Million
Stocks 117
Filing on Jul 22, 2025 Q2 2025

Foresight Capital Management Advisors, Inc.

  • SPY
  • IRM
  • IBM
  • ARCC
  • QQQ
  • JEPQ
  • AVGO
Foresight Capital Management Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 167 Million
Stocks 87
Filing on Aug 05, 2025 Q2 2025

Continuum Wealth Advisors, LLC

  • AVUS
  • IVV
  • VEA
  • DFCF
  • GLDM
  • VOO
  • XLC
Continuum Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 167 Million
Stocks 62
Filing on Aug 14, 2025 Q2 2025

Blue Door Asset Management, LLC

  • PYPL
  • PRGO
  • FLEX
  • EPAM
  • VRT
  • JBL
  • HOLX
Blue Door Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 167 Million
Stocks 20
Filing on Nov 04, 2022 Q3 2022

Hm Capital Management, LLC

  • VOO
  • VOOV
  • VEU
  • ADP
  • MSFT
  • SPXU
  • JNJ
Hm Capital Management, LLC's Q3 2022 Portfolio
Portfolio Value 167 Million
Stocks 56
Filing on Jul 31, 2025 Q2 2025

Kestrel Investment Management Corp

  • AX
  • TPH
  • RDN
  • ATGE
  • CNO
  • UPWK
  • PBH
Kestrel Investment Management Corp's Q2 2025 Portfolio
Portfolio Value 167 Million
Stocks 41
Filing on Jul 22, 2025 Q2 2025

Fortitude Advisory Group L.L.C.

  • NVDA
  • MSFT
  • SPY
  • AMZN
  • AAPL
  • PULS
  • AVGO
Fortitude Advisory Group L.L.C.'s Q2 2025 Portfolio
Portfolio Value 167 Million
Stocks 218
Filing on May 14, 2025 Q1 2025

Absolute Capital Management, LLC

  • SMH
  • QQQ
  • VLU
  • BRK-A
  • DIVB
  • XLK
  • SPY
Absolute Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 167 Million
Stocks 118
Filing on Aug 14, 2025 Q2 2025

Redpoint Management, LLC

  • S
  • KIND
Redpoint Management, LLC's Q2 2025 Portfolio
Portfolio Value 167 Million
Stocks 5
Filing on Aug 13, 2025 Q2 2025

Icapital Wealth LLC

  • NVDA
  • MSFT
  • CRWD
  • MOAT
  • TDIV
  • AMZN
  • GOOG
Icapital Wealth LLC's Q2 2025 Portfolio
Portfolio Value 166 Million
Stocks 110
Filing on Jul 10, 2025 Q2 2025

Aua Capital Management, LLC

  • SPY
  • EFA
  • SUB
  • MUB
  • AMZN
  • SHM
  • IWM
Aua Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 166 Million
Stocks 76
Filing on Jul 15, 2025 Q2 2025

Cassia Capital Partners, LLC

  • USFR
  • USMV
  • JEPI
  • GLD
  • IVV
  • FTSM
  • FPX
Cassia Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 166 Million
Stocks 56
Filing on Jul 18, 2025 Q2 2025

Founders Capital Management

  • QQQ
  • MSFT
  • JPM
  • SPYG
  • RTX
  • AAPL
  • GLW
Founders Capital Management's Q2 2025 Portfolio
Portfolio Value 166 Million
Stocks 383
Filing on Aug 13, 2025 Q2 2025

Francis Chou

Chou Associates Management Inc.
  • BRK-A
  • GOOG
  • SYF
  • OXY
  • AAPL
  • ALLY
  • STLA
Francis Chou's Q2 2025 Portfolio
Portfolio Value 166 Million
Stocks 31