Largest Portfolios by Value

Filing on Jul 23, 2025 Q2 2025

Hager Investment Management Services, LLC

  • AVGO
  • NVDA
  • MSFT
  • AAPL
  • PLTR
  • GOOGL
  • NFLX
Hager Investment Management Services, LLC's Q2 2025 Portfolio
Portfolio Value 166 Million
Stocks 287
Filing on Aug 12, 2024 Q2 2024

Coombe, Bender & CO LLC

  • AGG
  • VOO
  • VXUS
  • SFM
  • SLQD
  • IESC
  • BIL
Coombe, Bender & CO LLC's Q2 2024 Portfolio
Portfolio Value 166 Million
Stocks 75
Filing on Aug 06, 2025 Q2 2025

Destiny Capital Corp/Co

  • SPYG
  • IVV
  • SPYV
  • QQQ
  • FBND
  • IJH
  • SPAB
Destiny Capital Corp/Co's Q2 2025 Portfolio
Portfolio Value 166 Million
Stocks 47
Filing on Jul 28, 2025 Q2 2025

Latitude Advisors, LLC

  • IVV
  • QQQ
  • SPY
  • GLD
  • TYL
  • AMZN
  • SPLG
Latitude Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 165 Million
Stocks 204
Filing on Jul 28, 2025 Q2 2025

Sfg Wealth Management, Llc.

  • SPY
  • MDYG
  • XLV
  • SPTM
  • IEF
  • SPMB
  • ITOT
Sfg Wealth Management, Llc.'s Q2 2025 Portfolio
Portfolio Value 165 Million
Stocks 83
Filing on Jul 23, 2025 Q2 2025

Aurora Investment Managers, Llc.

  • BIL
  • KWEB
  • META
  • MSFT
  • BABA
  • AAPL
  • JD
Aurora Investment Managers, Llc.'s Q2 2025 Portfolio
Portfolio Value 165 Million
Stocks 48
Filing on Jul 09, 2025 Q2 2025

Epiq Partners, LLC

  • IWV
  • IWF
  • JBBB
  • HRL
  • AGG
  • HBAN
  • ORCC
Epiq Partners, LLC's Q2 2025 Portfolio
Portfolio Value 165 Million
Stocks 72
Filing on Aug 14, 2025 Q2 2025

Matrix Private Capital Group LLC

  • VTV
  • VUG
  • IEFA
  • ETY
  • IJH
  • IJR
  • VWO
Matrix Private Capital Group LLC's Q2 2025 Portfolio
Portfolio Value 165 Million
Stocks 131
Filing on Jul 21, 2025 Q2 2025

Cape Ann Savings Bank

  • EFA
  • IJH
  • IVV
  • IAU
  • VGSH
  • MSFT
  • AAPL
Cape Ann Savings Bank's Q2 2025 Portfolio
Portfolio Value 165 Million
Stocks 89
Filing on Jul 25, 2025 Q2 2025

Yarger Wealth Strategies, LLC

  • VONG
  • TDVG
  • HTAB
  • AAPL
  • DGRO
  • VYM
  • AMZN
Yarger Wealth Strategies, LLC's Q2 2025 Portfolio
Portfolio Value 165 Million
Stocks 111
Filing on Jul 17, 2025 Q2 2025

Avondale Wealth Management

  • IVV
  • QQQ
  • IJH
  • AVUV
  • SOXX
  • DFAE
  • DFAT
Avondale Wealth Management's Q2 2025 Portfolio
Portfolio Value 164 Million
Stocks 113
Filing on Jul 24, 2025 Q2 2025

Bey Douglas LLC

  • NVDA
  • MSFT
  • GOOGL
  • BKNG
  • INTU
  • V
  • SYK
Bey Douglas LLC's Q2 2025 Portfolio
Portfolio Value 164 Million
Stocks 46
Filing on Aug 05, 2025 Q2 2025

Crystal Rock Capital Management

  • META
  • GOOGL
  • AMZN
  • MA
  • TDG
  • JPM
  • MSFT
Crystal Rock Capital Management's Q2 2025 Portfolio
Portfolio Value 164 Million
Stocks 28
Filing on Aug 14, 2024 Q2 2024

Regis Acquisition Inc.

  • IEFA
  • VTI
  • IEMG
  • BOND
  • LEVI
  • VEA
  • VNQ
Regis Acquisition Inc.'s Q2 2024 Portfolio
Portfolio Value 164 Million
Stocks 40
Filing on Aug 08, 2025 Q2 2025

Better Money Decisions, LLC

  • IEFA
  • IGSB
  • SPTS
  • SPEM
  • DFAT
  • IJH
  • VOO
Better Money Decisions, LLC's Q2 2025 Portfolio
Portfolio Value 164 Million
Stocks 74
Filing on Jul 24, 2025 Q2 2025

Trevian Wealth Management LLC

  • VOO
  • ITOT
  • NBN
  • VXF
  • VTI
  • VWO
  • VEA
Trevian Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 164 Million
Stocks 33
Filing on Aug 04, 2025 Q2 2025

Lakehouse Capital Pty LTD

  • MELI
  • AMZN
  • SE
  • GOOG
  • SCHW
  • PINS
  • WIX
Lakehouse Capital Pty LTD's Q2 2025 Portfolio
Portfolio Value 164 Million
Stocks 13
Filing on Jul 23, 2025 Q2 2025

Friedenthal Financial

  • ITOT
  • EFAV
  • SCHA
  • EEMV
  • IJH
  • VCSH
  • STIP
Friedenthal Financial's Q2 2025 Portfolio
Portfolio Value 164 Million
Stocks 260