Largest Portfolios by Value

Filing on Jul 24, 2025 Q2 2025

Cross Staff Investments Inc

  • IBKR
  • AAPL
  • BRK-B
  • AMZN
  • BX
  • MSFT
  • LNG
Cross Staff Investments Inc's Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 128
Filing on Aug 11, 2025 Q2 2025

Atlantic Private Wealth, LLC

  • SPY
  • VTI
  • VXUS
  • SGOV
  • VXF
  • ESGV
  • IBTG
Atlantic Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 237
Filing on Aug 14, 2025 Q2 2025

Twenty Acre Capital LP

  • UBER
  • CPNG
  • PSTG
  • DOMO
  • SNOW
  • NOW
  • AMZN
Twenty Acre Capital LP's Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 16
Filing on Aug 12, 2025 Q2 2025

Fidato Wealth LLC

  • VOO
  • VO
  • DFAR
  • BSV
  • IVV
  • SHW
  • AOR
Fidato Wealth LLC's Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 11
Filing on Aug 26, 2025 Q2 2025

Zeit Capital LLC

  • MGV
  • MGK
  • VGK
  • BND
  • BSV
  • VWO
  • VPL
Zeit Capital LLC's Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 28
Filing on Aug 05, 2025 Q2 2025

Code Waechter LLC

  • SCHG
  • CGDV
  • SGOV
  • VB
  • VIOV
  • SCHR
  • VIOG
Code Waechter LLC's Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 111
Filing on Jul 23, 2024 Q2 2024

Spotlight Asset Group, Inc.

  • AAPL
  • ACIO
  • IVV
  • META
  • DRSK
  • IVE
  • AMZN
Spotlight Asset Group, Inc.'s Q2 2024 Portfolio
Portfolio Value 140 Million
Stocks 260
Filing on Jul 07, 2025 Q2 2025

Horizons Wealth Management

  • VV
  • VEA
  • VO
  • VNQ
  • VB
  • TIP
  • BND
Horizons Wealth Management's Q2 2025 Portfolio
Portfolio Value 139 Million
Stocks 179
Filing on Aug 11, 2025 Q2 2025

Copperleaf Capital, LLC

  • IVV
  • IUSB
  • DFAC
  • IVW
  • QUAL
  • DYNF
  • IVE
Copperleaf Capital, LLC's Q2 2025 Portfolio
Portfolio Value 139 Million
Stocks 113
Filing on Aug 14, 2025 Q2 2025

Lwm Advisory Services, LLC

  • GLDM
  • SPY
  • EELV
  • RSP
  • JMUB
  • AAPL
  • BRK-B
Lwm Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 139 Million
Stocks 90
Filing on Aug 14, 2025 Q2 2025

Forest Hill Capital, LLC

  • PHYS
  • GDX
  • FNV
  • NEM
  • AMZN
  • MSFT
  • DLR
Forest Hill Capital, LLC's Q2 2025 Portfolio
Portfolio Value 139 Million
Stocks 36
Filing on Aug 15, 2025 Q2 2025

Onefund, LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Onefund, LLC's Q2 2025 Portfolio
Portfolio Value 139 Million
Stocks 506
Filing on Jul 30, 2025 Q2 2025

Sterling Investment Management, LLC

  • BRK-B
  • GLD
  • VMBS
  • BIL
  • CNI
  • BRK-A
  • GOOG
Sterling Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 139 Million
Stocks 56
Filing on Jul 10, 2025 Q2 2025

Xiamen Xinweidachuang Investment Partnership (Limited Partnership)

  • LI
Xiamen Xinweidachuang Investment Partnership (Limited Partnership)'s Q2 2025 Portfolio
Portfolio Value 139 Million
Stocks 1
Filing on Jul 28, 2025 Q2 2025

Clearview Wealth Advisors LLC

  • CGCP
  • SCHZ
  • CGDV
  • CGGR
  • JAAA
  • SPLG
  • SCHX
Clearview Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 139 Million
Stocks 101
Filing on Aug 28, 2025 Q2 2025

Infini Capital Management LTD

  • VNET
  • BABA
  • INFY
  • PLTK
  • BIDU
  • NCNO
  • KC
Infini Capital Management LTD's Q2 2025 Portfolio
Portfolio Value 138 Million
Stocks 20
Filing on Jul 08, 2025 Q2 2025

Braun Bostich & Associates Inc.

  • TLT
  • QUAL
  • DYNF
  • SPYG
  • EFV
  • VOO
  • SPYV
Braun Bostich & Associates Inc.'s Q2 2025 Portfolio
Portfolio Value 138 Million
Stocks 118
Filing on Aug 15, 2025 Q2 2025

Audent Global Asset Management, LLC

  • NVDA
  • GOOGL
  • MSFT
  • AMZN
  • SPY
  • NFLX
  • AAPL
Audent Global Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 138 Million
Stocks 52