Largest Portfolios by Value

Filing on Aug 14, 2025 Q2 2025

Gould Capital, LLC

  • VEA
  • IEI
  • BND
  • BNDX
  • VWO
  • MSFT
  • GLD
Gould Capital, LLC's Q2 2025 Portfolio
Portfolio Value 147 Million
Stocks 213
Filing on Aug 08, 2025 Q2 2025

Vesey Street Capital Partners, L.L.C.

  • AIRS
Vesey Street Capital Partners, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 2
Filing on Aug 13, 2025 Q2 2025

Hengistbury Investment Partners LLP

  • V
  • IBKR
  • BKNG
Hengistbury Investment Partners LLP's Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 3
Filing on Aug 18, 2025 Q2 2025

Old North State Trust, LLC

  • AAPL
  • SPY
  • NVDA
  • MSFT
  • LLY
  • FBNC
  • DUK
Old North State Trust, LLC's Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 142
Filing on Jul 30, 2025 Q2 2025

Paragon Financial Partners, Inc.

  • SPY
  • NVDA
  • VYM
  • ETV
  • IWF
  • VHT
  • ITA
Paragon Financial Partners, Inc.'s Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 70
Filing on Jul 10, 2025 Q2 2025

White Wing Wealth Management

  • VTI
  • JPST
  • QQQ
  • VEA
  • VB
  • VIG
  • SCHJ
White Wing Wealth Management's Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 32
Filing on Jul 30, 2025 Q2 2025

Meadow Creek Wealth Advisors LLC

  • IVV
  • SON
  • KO
  • NVDA
  • MSFT
  • AVGO
  • JEPI
Meadow Creek Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 142
Filing on Apr 14, 2023 Q1 2023

Asset Management Corp

  • AAPL
  • SPY
  • ILCV
  • CME
  • RSP
  • MSFT
  • MOAT
Asset Management Corp 's Q1 2023 Portfolio
Portfolio Value 146 Million
Stocks 137
Filing on Aug 12, 2025 Q2 2025

Barnes Pettey Financial Advisors, LLC

  • CGGR
  • RDVY
  • CGDV
  • DIVO
  • SCHD
  • WMT
  • DFIV
Barnes Pettey Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 110
Filing on Aug 11, 2025 Q2 2025

Beaumont Capital Management, LLC

  • SPAB
  • VEA
  • XLK
  • XLC
  • XLI
  • FNCL
  • XLU
Beaumont Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 43
Filing on Aug 13, 2025 Q2 2025

Asb Consultores, LLC

  • SPY
  • VO
  • SPHQ
  • QUAL
  • MLPX
  • DGRO
  • PPA
Asb Consultores, LLC's Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 147
Filing on Aug 07, 2025 Q2 2025

Dalton Investments LLC

  • IBN
  • NVDA
  • MMYT
  • CTSH
  • G
  • HDB
  • RDY
Dalton Investments LLC's Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 20
Filing on Aug 07, 2025 Q2 2025

Merrion Investment Management Co, LLC

  • CCJ
  • JEF
  • NVDA
  • GOOG
  • AAPL
  • BRK-B
  • MGM
Merrion Investment Management Co, LLC's Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 103
Filing on May 15, 2025 Q1 2025

Wealth Management Strategies, Inc.

  • VUG
  • DFAC
  • VEA
  • DUHP
  • IBTF
  • IBTG
  • IBTH
Wealth Management Strategies, Inc.'s Q1 2025 Portfolio
Portfolio Value 145 Million
Stocks 36
Filing on Aug 05, 2025 Q2 2025

Carson Advisory Inc.

  • CGGO
  • BRK-B
  • SO
  • IBM
  • D
  • AAPL
  • MSFT
Carson Advisory Inc.'s Q2 2025 Portfolio
Portfolio Value 145 Million
Stocks 171
Filing on Aug 14, 2025 Q2 2025

Four World Capital Management LLC

  • ESGR
  • GOGL
  • SKX
  • EVLV
  • SPY
  • BMY
  • ABUS
Four World Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 145 Million
Stocks 22
Filing on Jul 10, 2025 Q2 2025

Myriad Asset Management Us LP

  • EMXC
  • IEMG
  • VEU
  • TCEHY
  • TSM
  • MELI
  • SE
Myriad Asset Management Us LP's Q2 2025 Portfolio
Portfolio Value 145 Million
Stocks 23
Filing on Aug 06, 2025 Q2 2025

Sja Financial Advisory, LLC

  • IEFA
  • IVV
  • BND
  • IVE
  • IVW
  • IJK
  • IEMG
Sja Financial Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 145 Million
Stocks 40