Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Cache Advisors, LLC

  • AAPL
  • NVDA
  • META
  • GOOG
  • AVGO
  • MSFT
  • AMZN
Cache Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 261 Billion
Stocks 81
Filing on Apr 29, 2025 Q1 2025

Core Wealth Management, Inc.

  • DFAC
  • DFAX
  • DFCF
  • DFAR
  • DFIP
  • DFNM
  • AGG
Core Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 261 Billion
Stocks 31
Filing on May 12, 2025 Q1 2025

Bare Financial Services, Inc

  • IVV
  • IEFA
  • VTV
  • BND
  • AVUV
  • BIBL
  • IBD
Bare Financial Services, Inc's Q1 2025 Portfolio
Portfolio Value 260 Billion
Stocks 985
Filing on Mar 30, 2023 Q4 2022

Reframe Wealth, LLC

  • SPYG
  • IWM
  • SLYG
  • MUB
  • IJK
  • EFA
  • IWV
Reframe Wealth, LLC's Q4 2022 Portfolio
Portfolio Value 260 Billion
Stocks 61
Filing on May 15, 2025 Q1 2025

Aragon Global Management, LP

  • QQQ
  • SMH
  • SPY
  • MSFT
  • UBER
  • AAPL
  • NVDA
Aragon Global Management, LP's Q1 2025 Portfolio
Portfolio Value 260 Billion
Stocks 24
Filing on Nov 09, 2023 Q3 2023

Innovis Asset Management LLC

  • AAPL
  • NVDA
  • HES
  • CBOE
  • VRTX
  • MRK
  • COST
Innovis Asset Management LLC's Q3 2023 Portfolio
Portfolio Value 260 Billion
Stocks 153
Filing on May 13, 2025 Q1 2025

Tejara Capital LTD

  • QQQ
  • ARQT
  • HRTX
  • ROIV
  • NOV
  • OXY
  • MREO
Tejara Capital LTD's Q1 2025 Portfolio
Portfolio Value 259 Billion
Stocks 75
Filing on Jul 02, 2025 Q2 2025

Inves Trust

  • VOO
  • MSFT
  • VEA
  • IBDR
  • IBDS
  • IBDQ
  • IJJ
Inves Trust's Q2 2025 Portfolio
Portfolio Value 259 Billion
Stocks 94
Filing on Apr 23, 2025 Q1 2025

Tiger Oak Management, L.L.C.

  • NVDA
  • DGRW
  • AAPL
  • JEPI
  • SDY
  • MSFT
  • AMZN
Tiger Oak Management, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 259 Billion
Stocks 107
Filing on May 05, 2025 Q1 2025

Yeomans Consulting Group, Inc.

  • SPY
  • IAU
  • DIA
  • IVW
  • BIV
  • QQQ
  • BKLN
Yeomans Consulting Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 259 Billion
Stocks 68
Filing on Jul 09, 2025 Q2 2025

Breakwater Investment Management

  • VTI
  • SCHB
  • VXUS
  • MSFT
  • BND
  • BNDX
  • SPTM
Breakwater Investment Management's Q2 2025 Portfolio
Portfolio Value 258 Billion
Stocks 310
Filing on Nov 14, 2023 Q3 2023

Ribbit Bullfrog Gp Ii, Ltd.

  • NU
  • DLO
  • SQ
  • SE
  • COIN
  • MELI
Ribbit Bullfrog Gp Ii, Ltd.'s Q3 2023 Portfolio
Portfolio Value 258 Billion
Stocks 6
Filing on May 13, 2025 Q1 2025

Raymond James Financial Inc

  • VOO
  • AGG
  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • JPM
Raymond James Financial Inc's Q1 2025 Portfolio
Portfolio Value 258 Billion
Stocks 12427
Filing on Jul 08, 2025 Q1 2025

Team Hewins, LLC

  • DFIV
  • DFAT
  • DFUV
  • AVUV
  • AVEM
  • IWO
  • SPY
Team Hewins, LLC's Q1 2025 Portfolio
Portfolio Value 257 Billion
Stocks 36
Filing on May 15, 2025 Q1 2025

Mindset Wealth Management, LLC

  • NVDA
  • AAPL
  • CME
  • AMZN
  • YUM
  • META
  • GOOGL
Mindset Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 257 Billion
Stocks 148
Filing on May 15, 2025 Q1 2025

First Citizens Asset Management, Inc.

  • AGG
  • IWY
  • IWX
  • IEFA
  • MUB
  • IWS
  • IWP
First Citizens Asset Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 257 Billion
Stocks 26
Filing on Jul 01, 2025 Q2 2025

Private Client Services, LLC

  • IVV
  • IEFA
  • RSP
  • OEF
  • SPY
  • QQQ
  • BIL
Private Client Services, LLC's Q2 2025 Portfolio
Portfolio Value 257 Billion
Stocks 197
Filing on May 07, 2025 Q1 2025

Canopy Partners, LLC

  • AAPL
  • VTI
  • SPY
  • MSFT
  • MDY
  • IEFA
  • AMZN
Canopy Partners, LLC's Q1 2025 Portfolio
Portfolio Value 257 Billion
Stocks 217