Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Palo Alto Wealth Advisors, LLC

  • GOOG
  • GOOGL
  • QUAL
  • DGRW
  • MOAT
  • JHMM
  • NVDA
Palo Alto Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 256 Billion
Stocks 52
Filing on May 05, 2025 Q1 2025

Rule One Partners, LLC

  • NFLX
  • SFM
  • OXY
  • GOOGL
  • ASML
  • AMAT
  • PYPL
Rule One Partners, LLC's Q1 2025 Portfolio
Portfolio Value 256 Billion
Stocks 18
Filing on Apr 30, 2025 Q1 2025

Pineridge Advisors LLC

  • XHLF
  • ITOT
  • SPY
  • SPEM
  • IBTI
  • SPSB
  • MBND
Pineridge Advisors LLC's Q1 2025 Portfolio
Portfolio Value 256 Billion
Stocks 510
Filing on May 06, 2025 Q1 2025

Jpl Wealth Management, LLC

  • AAPL
  • AVGO
  • MSFT
  • CVX
  • VOO
  • GOOGL
  • IGSB
Jpl Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 255 Billion
Stocks 129
Filing on May 12, 2025 Q1 2025

Richard W. Paul & Associates, LLC

  • IUSV
  • IUSG
  • IJR
  • AGG
  • TLT
  • JPIE
  • IEFA
Richard W. Paul & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 255 Billion
Stocks 337
Filing on May 15, 2025 Q1 2025

Warren Buffett

Berkshire Hathaway Inc
  • AAPL
  • AXP
  • KO
  • BAC
  • CVX
  • OXY
  • MCO
Warren Buffett's Q1 2025 Portfolio
Portfolio Value 255 Billion
Stocks 110
Filing on May 15, 2025 Q1 2025

Doma Perpetual Capital Management LLC

  • PCRX
  • DVA
  • INMD
  • BBD
  • NSSC
  • HIFS
  • AFYA
Doma Perpetual Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 254 Billion
Stocks 10
Filing on Apr 15, 2025 Q1 2025

Skyline Advisors, Inc.

  • VTI
  • IXUS
  • IUSB
  • QUAL
  • MSFT
  • SCHD
  • SCHG
Skyline Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 254 Billion
Stocks 88
Filing on May 01, 2025 Q1 2025

Florida Financial Advisors, LLC

  • VOO
  • QQQ
  • BBUS
  • VTV
  • MGC
  • XLK
  • SPY
Florida Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 254 Billion
Stocks 247
Filing on Jul 08, 2025 Q2 2025

Zrc Wealth Management, LLC

  • IUSB
  • IUSG
  • FNDX
  • AVDE
  • SCHX
  • VO
  • AVEM
Zrc Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 253 Billion
Stocks 489
Filing on May 30, 2025 Q4 2024

Impact Asset Management Gmb H

  • MSFT
  • AVGO
  • MA
  • TSM
  • V
  • EQIX
  • LLY
Impact Asset Management Gmb H's Q4 2024 Portfolio
Portfolio Value 253 Billion
Stocks 70
Filing on Apr 14, 2025 Q1 2025

Cgc Financial Services, LLC

  • SCHD
  • IEFA
  • JMEE
  • AVUV
  • IMTM
  • NULV
  • IJH
Cgc Financial Services, LLC's Q1 2025 Portfolio
Portfolio Value 253 Billion
Stocks 337
Filing on May 15, 2025 Q1 2025

Science & Technology Partners, L.P.

  • PCOR
  • CYBR
  • APP
  • CWAN
  • SE
  • SPOT
  • BABA
Science & Technology Partners, L.P.'s Q1 2025 Portfolio
Portfolio Value 252 Billion
Stocks 25
Filing on Jul 09, 2025 Q2 2025

Sunpointe, LLC

  • NVDA
  • VTI
  • AAPL
  • MSFT
  • BRK-A
  • AVGO
  • VOO
Sunpointe, LLC's Q2 2025 Portfolio
Portfolio Value 252 Billion
Stocks 236
Filing on Apr 23, 2025 Q1 2025

Tsa Wealth Managment LLC

  • SPLG
  • SCHZ
  • QUAL
  • IVW
  • DYNF
  • IVV
  • OEF
Tsa Wealth Managment LLC's Q1 2025 Portfolio
Portfolio Value 251 Billion
Stocks 72
Filing on May 07, 2025 Q1 2025

Golden Reserve Retirement LLC

  • VTI
  • SCHG
  • SCHD
  • QQQ
  • SCHA
  • BIL
  • AAPL
Golden Reserve Retirement LLC's Q1 2025 Portfolio
Portfolio Value 251 Billion
Stocks 17
Filing on May 16, 2025 Q1 2025

Cape Investment Advisory, Inc.

  • SCHB
  • SCHV
  • SCHG
  • SCHM
  • MSFT
  • RSP
  • SCHD
Cape Investment Advisory, Inc.'s Q1 2025 Portfolio
Portfolio Value 251 Billion
Stocks 1135
Filing on Apr 10, 2025 Q1 2025

Watershed Private Wealth LLC

  • IVV
  • AGG
  • VUG
  • QUAL
  • EFV
  • DYNF
  • VTV
Watershed Private Wealth LLC's Q1 2025 Portfolio
Portfolio Value 250 Billion
Stocks 111