Largest Portfolios by Value

Filing on Aug 05, 2025 Q2 2025

Beckerman Institutional, LLC

  • BRK-B
  • DBND
  • DFAI
  • IDEV
  • LDUR
  • DFAC
  • GLDM
Beckerman Institutional, LLC's Q2 2025 Portfolio
Portfolio Value 151 Million
Stocks 108
Filing on Jul 22, 2025 Q2 2025

Prentiss Smith & CO Inc

  • MSFT
  • CSCO
  • GOOG
  • JNJ
  • CRM
  • SCHW
  • GRC
Prentiss Smith & CO Inc's Q2 2025 Portfolio
Portfolio Value 150 Million
Stocks 66
Filing on Aug 12, 2025 Q2 2025

Echo45 Advisors LLC

  • VEA
  • RSP
  • BSV
  • PDBC
  • VWO
  • VGSH
  • SJNK
Echo45 Advisors LLC's Q2 2025 Portfolio
Portfolio Value 150 Million
Stocks 52
Filing on Jul 29, 2025 Q2 2025

R.P. Boggs & Co.

  • ROAD
  • GLD
  • REGN
  • CDRE
  • FBND
  • CWST
  • SCI
R.P. Boggs & Co.'s Q2 2025 Portfolio
Portfolio Value 150 Million
Stocks 18
Filing on Jul 14, 2025 Q2 2025

Main Line Retirement Advisors, LLC

  • VYMI
  • CGDV
  • CGCP
  • CGGR
  • CGXU
  • VUG
  • VTV
Main Line Retirement Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 150 Million
Stocks 42
Filing on Jul 15, 2025 Q2 2025

Herbst Group, LLC

  • QQQ
  • MSFT
  • SPY
  • GE
  • META
  • RTX
  • AMZN
Herbst Group, LLC's Q2 2025 Portfolio
Portfolio Value 150 Million
Stocks 56
Filing on Jul 22, 2025 Q2 2025

Dougherty Wealth Advisers LLC

  • VUG
  • VTV
  • VOE
  • QQQ
  • VIOG
  • VWO
  • AAPL
Dougherty Wealth Advisers LLC's Q2 2025 Portfolio
Portfolio Value 150 Million
Stocks 110
Filing on Aug 14, 2025 Q2 2025

Creegan & Nassoura Financial Group, LLC

  • JPM
  • MSFT
  • BX
  • BRK-B
  • ETN
  • AVGO
  • CI
Creegan & Nassoura Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 150 Million
Stocks 75
Filing on Aug 13, 2025 Q2 2025

Diametric Capital, LP

  • HROW
  • VTI
  • RRR
  • SPLV
  • WYNN
  • FLGT
  • BYD
Diametric Capital, LP's Q2 2025 Portfolio
Portfolio Value 150 Million
Stocks 316
Filing on Aug 14, 2025 Q2 2025

Soviero Asset Management, LP

  • FLEX
  • WDC
  • ON
  • TDOC
  • C
  • LHX
  • UAA
Soviero Asset Management, LP's Q2 2025 Portfolio
Portfolio Value 150 Million
Stocks 55
Filing on Jul 10, 2025 Q2 2025

Ahl Investment Management, Inc.

  • MSFT
  • JPM
  • KO
  • PFFD
  • SCHB
  • AAPL
  • XOM
Ahl Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 150 Million
Stocks 70
Filing on Jul 25, 2022 Q2 2022

Hc Financial Advisors Inc

  • AAPL
  • V
  • TOTL
  • MSFT
  • NFRA
  • BNL
  • ADP
Hc Financial Advisors Inc's Q2 2022 Portfolio
Portfolio Value 149 Million
Stocks 348
Filing on Jul 15, 2025 Q2 2025

Kopp Family Office, LLC

  • VEA
  • VWO
  • RSP
  • AGG
  • IJH
  • FIVN
  • VCEL
Kopp Family Office, LLC's Q2 2025 Portfolio
Portfolio Value 149 Million
Stocks 27
Filing on Jul 02, 2025 Q2 2025

Michael S. Ryan, Inc.

  • SPYV
  • SPYG
  • VEA
  • XSOE
  • MDYV
  • MDYG
  • IBDX
Michael S. Ryan, Inc.'s Q2 2025 Portfolio
Portfolio Value 149 Million
Stocks 48
Filing on Jul 23, 2025 Q2 2025

Ti Trust, Inc

  • VTI
  • VEU
  • MSFT
  • MDY
  • VB
  • AGG
  • BSV
Ti Trust, Inc's Q2 2025 Portfolio
Portfolio Value 149 Million
Stocks 128
Filing on Aug 07, 2025 Q2 2025

Marathon Trading Investment Management LLC

  • SPY
  • BAC
  • WFC
  • TLT
  • MSTR
  • KWEB
  • JD
Marathon Trading Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 149 Million
Stocks 363
Filing on Aug 14, 2025 Q2 2025

5 Am Venture Management, LLC

  • TRDA
  • PHVS
  • MLTX
  • CNTA
  • VRDN
  • VOR
  • CLDX
5 Am Venture Management, LLC's Q2 2025 Portfolio
Portfolio Value 149 Million
Stocks 29
Filing on May 15, 2025 Q1 2025

Benchmark Investment Advisors LLC

  • NVDA
  • META
  • MSFT
  • APP
  • AVGO
  • AMZN
  • GOOGL
Benchmark Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 149 Million
Stocks 86