Largest Portfolios by Value

Filing on Aug 01, 2025 Q2 2025

Beirne Wealth Consulting Services, LLC

  • AGG
  • VEA
  • IVV
  • IWD
  • LRGF
  • VUG
  • IWF
Beirne Wealth Consulting Services, LLC's Q2 2025 Portfolio
Portfolio Value 308 Billion
Stocks 103
Filing on Jul 24, 2025 Q2 2025

Gilliland Jeter Wealth Management LLC

  • NVDA
  • AAPL
  • WMT
  • IWF
  • MSFT
  • AMZN
  • VIG
Gilliland Jeter Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 307 Billion
Stocks 178
Filing on Oct 20, 2025 Q3 2025

Squire Investment Management Company, LLC

  • DFAC
  • ITOT
  • DFAT
  • DFIV
  • AVDV
  • DFEM
  • IDEV
Squire Investment Management Company, LLC's Q3 2025 Portfolio
Portfolio Value 307 Billion
Stocks 68
Filing on Oct 23, 2025 Q3 2025

Seneca Financial Advisors LLC

  • VIG
  • SCHG
  • GOVT
  • STIP
  • SCHM
  • VTEB
  • VXUS
Seneca Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 306 Billion
Stocks 63
Filing on Aug 11, 2025 Q2 2025

Mindset Wealth Management, LLC

  • NVDA
  • AAPL
  • CME
  • AMZN
  • META
  • AVGO
  • YUM
Mindset Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 305 Billion
Stocks 153
Filing on Jul 30, 2025 Q2 2025

Fiduciary Family Office, LLC

  • AAPL
  • JEPI
  • NVDA
  • MSFT
  • GOOGL
  • VTV
  • META
Fiduciary Family Office, LLC's Q2 2025 Portfolio
Portfolio Value 305 Billion
Stocks 187
Filing on Jul 18, 2025 Q2 2025

Impact Capital Partners LLC

  • MSFT
  • NVDA
  • AAPL
  • AVGO
  • PG
  • FLOT
  • AMZN
Impact Capital Partners LLC's Q2 2025 Portfolio
Portfolio Value 305 Billion
Stocks 263
Filing on Aug 14, 2025 Q2 2025

Avanda Investment Management Pte. Ltd.

  • SPY
  • KBE
  • KBWB
  • SE
  • YUMC
  • MBB
  • GS
Avanda Investment Management Pte. Ltd.'s Q2 2025 Portfolio
Portfolio Value 304 Billion
Stocks 24
Filing on Aug 01, 2025 Q2 2025

May Hill Capital, LLC

  • IVV
  • IWB
  • IJH
  • IEMG
  • IEFA
  • IJR
  • VO
May Hill Capital, LLC's Q2 2025 Portfolio
Portfolio Value 304 Billion
Stocks 205
Filing on Aug 14, 2025 Q2 2025

Mgb Wealth Management, LLC

  • APP
  • QQQ
  • MSFT
  • SPY
  • AVGO
  • NVDA
  • XSD
Mgb Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 304 Billion
Stocks 305
Filing on Oct 16, 2025 Q3 2025

Borer Denton & Associates, Inc.

  • MSFT
  • BRK-B
  • COST
  • AAPL
  • ORCL
  • HD
  • ABBV
Borer Denton & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 303 Billion
Stocks 61
Filing on Aug 14, 2025 Q2 2025

Palo Duro Investment Partners, LP

  • EQT
  • CHRD
  • AR
  • GPOR
  • PR
  • CRC
  • BKR
Palo Duro Investment Partners, LP's Q2 2025 Portfolio
Portfolio Value 303 Billion
Stocks 23
Filing on Oct 23, 2025 Q3 2025

Etesian Wealth Advisors, Inc.

  • USFR
  • MOAT
  • UCON
  • VEA
  • IVV
  • SPY
  • AAPL
Etesian Wealth Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 303 Billion
Stocks 133
Filing on Aug 11, 2025 Q2 2025

Vsm Wealth Advisory, LLC

  • VV
  • VGSH
  • MGC
  • VTI
  • VYM
  • VBK
  • VO
Vsm Wealth Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 303 Billion
Stocks 516
Filing on Oct 20, 2025 Q3 2025

Baron Wealth Management LLC

  • QUAL
  • FLQH
  • IJR
  • AAPL
  • SNA
  • RIVN
  • SPY
Baron Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 302 Billion
Stocks 248
Filing on Aug 04, 2025 Q2 2025

Mc Mill Wealth Management

  • SPIB
  • SPLG
  • DFIV
  • AVUV
  • DFUS
  • DFAT
  • AVDV
Mc Mill Wealth Management's Q2 2025 Portfolio
Portfolio Value 302 Billion
Stocks 51
Filing on Aug 13, 2025 Q2 2025

Lhm, Inc.

  • VTI
  • KRNT
  • XBI
  • NVO
  • TTWO
  • OLED
  • CMA
Lhm, Inc.'s Q2 2025 Portfolio
Portfolio Value 302 Billion
Stocks 21
Filing on Aug 06, 2025 Q2 2025

Wim Investment Management LTD

  • TSLA
  • META
  • NET
  • UBER
  • NVDA
  • ROK
  • PDD
Wim Investment Management LTD's Q2 2025 Portfolio
Portfolio Value 301 Billion
Stocks 18