Largest Portfolios by Value

Filing on Aug 14, 2025 Q2 2025

Double Line ETF Adviser LP

  • AMZN
  • META
  • TSLA
  • GOOGL
  • NFLX
  • GOOG
  • AMT
Double Line ETF Adviser LP's Q2 2025 Portfolio
Portfolio Value 312 Billion
Stocks 155
Filing on Aug 12, 2025 Q2 2025

Blueprint Financial Advisors LLC

  • SPTM
  • VV
  • SPDW
  • HEGD
  • IEI
  • RSP
  • BWX
Blueprint Financial Advisors LLC's Q2 2025 Portfolio
Portfolio Value 312 Billion
Stocks 57
Filing on Aug 14, 2025 Q2 2025

Cable Car Capital LLC

  • PARA
  • WBA
  • CLM
  • CRF
  • SVII
  • PANL
  • HTZWW
Cable Car Capital LLC's Q2 2025 Portfolio
Portfolio Value 312 Billion
Stocks 67
Filing on Aug 11, 2025 Q2 2025

Absolute Gestao De Investimentos Ltda.

  • EEM
  • JNPR
  • FYBR
  • COOP
  • ALE
  • XP
  • K
Absolute Gestao De Investimentos Ltda.'s Q2 2025 Portfolio
Portfolio Value 312 Billion
Stocks 57
Filing on Jul 23, 2025 Q2 2025

Golden Reserve Retirement LLC

  • VTI
  • SCHG
  • QQQ
  • SCHD
  • SCHA
  • AVGO
  • VOO
Golden Reserve Retirement LLC's Q2 2025 Portfolio
Portfolio Value 312 Billion
Stocks 18
Filing on Aug 13, 2025 Q2 2025

Ark & Tlk Investments, LLC

  • DFAC
  • DFUS
  • DFIC
  • TFLO
  • DFAX
  • VGSH
  • IWF
Ark & Tlk Investments, LLC's Q2 2025 Portfolio
Portfolio Value 312 Billion
Stocks 116
Filing on Aug 14, 2025 Q2 2025

Stem Point Capital LP

  • SNDX
  • IMVT
  • SRRK
  • CNTA
  • MDGL
  • MRUS
  • ACLX
Stem Point Capital LP's Q2 2025 Portfolio
Portfolio Value 312 Billion
Stocks 54
Filing on Aug 13, 2025 Q2 2025

Jrm Investment Counsel, LLC

  • BRK-B
  • VEA
  • AVLV
  • AVUS
  • AVEM
  • AVDE
  • EPD
Jrm Investment Counsel, LLC's Q2 2025 Portfolio
Portfolio Value 311 Billion
Stocks 20
Filing on Oct 03, 2025 Q3 2025

Cambridge Financial Group, LLC

  • DFAC
  • DFIC
  • DFAT
  • DFEM
  • DFEV
  • DFAX
  • SCHG
Cambridge Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 311 Billion
Stocks 165
Filing on Oct 23, 2025 Q3 2025

Core Wealth Management, Inc.

  • DFAC
  • DFAX
  • DFCF
  • DFAR
  • DFIP
  • DFNM
  • NEE
Core Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 311 Billion
Stocks 34
Filing on Oct 14, 2025 Q3 2025

Pioneer Wealth Management Group

  • DFAU
  • SCHZ
  • DFAI
  • VCIT
  • DFAE
  • SCHH
  • DFAS
Pioneer Wealth Management Group's Q3 2025 Portfolio
Portfolio Value 310 Billion
Stocks 52
Filing on Aug 12, 2025 Q2 2025

Axq Capital, LP

  • PLTR
  • GDDY
  • CCL
  • TMO
  • AME
  • PCG
  • SOFI
Axq Capital, LP's Q2 2025 Portfolio
Portfolio Value 310 Billion
Stocks 547
Filing on Aug 08, 2025 Q2 2025

Hibernia Wealth Partners, LLC

  • BIL
  • DIVO
  • SPY
  • BUFR
  • XLSR
  • FISR
  • JNK
Hibernia Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 310 Billion
Stocks 104
Filing on Aug 04, 2025 Q2 2025

Tmt General Partner LTD

  • XPEV
  • API
Tmt General Partner LTD's Q2 2025 Portfolio
Portfolio Value 309 Billion
Stocks 3
Filing on Aug 14, 2025 Q2 2025

Heritage Wealth Management, Inc.

  • MSFT
  • PG
  • AAPL
  • USB
  • JPM
  • WMT
  • LLY
Heritage Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 309 Billion
Stocks 239
Filing on Jul 07, 2025 Q2 2025

Life Line Wealth Management LLC

  • QQQ
  • QUAL
  • IWF
  • IQLT
  • IAU
  • EWG
  • VGK
Life Line Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 309 Billion
Stocks 35
Filing on Aug 13, 2025 Q2 2025

Twin Peaks Wealth Advisors, LLC

  • AAPL
  • META
  • FIXD
  • IVV
  • QUAL
  • BUFR
  • IUSB
Twin Peaks Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 309 Billion
Stocks 2274
Filing on Jul 18, 2025 Q2 2025

Marks Wealth, LLC

  • SHV
  • SPMO
  • SPYG
  • XLK
  • FDN
  • XAR
  • SMH
Marks Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 308 Billion
Stocks 22