Largest Portfolios by Value

Filing on Feb 13, 2023 Q4 2022

Resolute Financial, LLC

  • IVV
  • IJH
  • IGSB
  • USMV
  • BRK-B
  • USFR
  • STIP
Resolute Financial, LLC's Q4 2022 Portfolio
Portfolio Value 118 Million
Stocks 111
Filing on Nov 14, 2025 Q3 2025

White Knight Strategic Wealth Advisors, LLC

  • BRK-B
  • NVDA
  • TSLA
  • AAPL
  • AMZN
  • JNJ
  • MSFT
White Knight Strategic Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 118 Million
Stocks 94
Filing on Nov 14, 2025 Q3 2025

Josh Arnold Investment Consultant, LLC

  • AAPL
  • AMZN
  • PLTR
  • LYV
  • TOI
  • KTOS
  • RQI
Josh Arnold Investment Consultant, LLC's Q3 2025 Portfolio
Portfolio Value 117 Million
Stocks 13
Filing on Nov 14, 2025 Q3 2025

Lansing Management LP

  • RACE
  • IBKR
  • APG
  • TRU
  • ROP
  • MCO
  • ZTS
Lansing Management LP's Q3 2025 Portfolio
Portfolio Value 117 Million
Stocks 9
Filing on Oct 07, 2025 Q3 2025

Freestate Advisors LLC

  • SPYV
  • VOO
  • SCHF
  • AGG
  • SHYG
  • IGIB
  • AVUV
Freestate Advisors LLC's Q3 2025 Portfolio
Portfolio Value 117 Million
Stocks 42
Filing on Nov 13, 2025 Q3 2025

Trv Gp Iv, LLC

  • TNGX
Trv Gp Iv, LLC's Q3 2025 Portfolio
Portfolio Value 116 Million
Stocks 2
Filing on Oct 21, 2025 Q3 2025

William Howard & CO Financial Advisors Inc

  • IVV
  • IEF
  • IWM
  • ICF
  • IWV
  • IEFA
  • BND
William Howard & CO Financial Advisors Inc's Q3 2025 Portfolio
Portfolio Value 116 Million
Stocks 56
Filing on Oct 31, 2025 Q3 2025

Seelaus Asset Management LLC

  • AAPL
  • SPY
  • MSFT
  • GOOGL
  • AMZN
  • URI
  • BRK-B
Seelaus Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 116 Million
Stocks 181
Filing on Feb 14, 2025 Q4 2024

Phase 2 Partners, LLC

  • ECPG
  • MCY
  • KMPR
  • WLFC
  • HCI
  • DESP
  • DFIN
Phase 2 Partners, LLC's Q4 2024 Portfolio
Portfolio Value 116 Million
Stocks 26
Filing on Nov 12, 2025 Q3 2025

Rovida Advisors Inc.

  • PAR
  • GOOGL
  • IWM
  • ALIT
  • UNH
  • IP
  • MSOS
Rovida Advisors Inc.'s Q3 2025 Portfolio
Portfolio Value 116 Million
Stocks 12
Filing on Nov 14, 2025 Q3 2025

Intrepid Family Office LLC

  • VTI
  • GLD
  • TLT
  • SPY
  • ADX
  • GDXJ
  • PPLT
Intrepid Family Office LLC's Q3 2025 Portfolio
Portfolio Value 116 Million
Stocks 37
Filing on Nov 12, 2025 Q3 2025

C2 C Wealth Management, LLC

  • AAPL
  • IVV
  • MSFT
  • XLK
  • UTF
  • CVX
  • IWM
C2 C Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 116 Million
Stocks 84
Filing on Nov 14, 2025 Q3 2025

Legion Partners Asset Management, LLC

  • AAP
  • CCO
  • FIVN
  • NNBR
  • PAYO
  • LNDC
Legion Partners Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 116 Million
Stocks 7
Filing on Oct 17, 2025 Q3 2025

Alterna Wealth Management, Inc

  • SHV
  • SLQD
  • SHY
  • QUAL
  • SGOV
  • SPY
  • IUSB
Alterna Wealth Management, Inc's Q3 2025 Portfolio
Portfolio Value 116 Million
Stocks 97
Filing on Nov 14, 2025 Q3 2025

Avenir Tech LTD

  • TIGR
  • WDH
  • GS
  • META
  • AAPL
  • GOOG
  • VIXM
Avenir Tech LTD's Q3 2025 Portfolio
Portfolio Value 116 Million
Stocks 27
Filing on Nov 13, 2025 Q3 2025

Elizabeth Park Capital Advisors, Ltd.

  • QCRH
  • CFG
  • VLY
  • CBNK
  • EWBC
  • UMBF
  • IBOC
Elizabeth Park Capital Advisors, Ltd.'s Q3 2025 Portfolio
Portfolio Value 115 Million
Stocks 48
Filing on Oct 22, 2025 Q3 2025

Dbk Financial Counsel, LLC

  • BILS
  • VEA
  • SPY
  • QQQ
  • VTI
  • VOO
  • DFUS
Dbk Financial Counsel, LLC's Q3 2025 Portfolio
Portfolio Value 115 Million
Stocks 59
Filing on Oct 29, 2025 Q3 2025

Yorktown Management & Research CO Inc

  • ICVT
  • CWB
  • FIX
  • IESC
  • PFF
  • CYBR
  • AXON
Yorktown Management & Research CO Inc's Q3 2025 Portfolio
Portfolio Value 115 Million
Stocks 206