Largest Portfolios by Value
Filing on Nov 08, 2024
Q3 2024
Wealthgate Family Office, LLC
- SPY
- IYG
- EVCM
- VTI
- HEFA
- VWO
- IEFA
Filing on Jul 17, 2025
Q2 2025
Filing on Oct 26, 2022
Q3 2022
Filing on Aug 12, 2022
Q2 2022
Filing on Aug 14, 2024
Q2 2024
Filing on Feb 14, 2023
Q4 2022
Brandy Trust Global Partners, LP
- PG
- PM
- ADP
- SBUX
- KDP
- ZBRA
- CLX
Filing on Aug 08, 2025
Q2 2025
Fiduciary Counselling Inc
- IWB
- BRK-A
- WY
- PCH
- VTI
- XOP
- ESGE
Filing on Nov 01, 2023
Q3 2023
Filing on Feb 13, 2025
Q4 2024
Filing on Aug 12, 2022
Q2 2022
Napier Park Global Capital (Us) LP
- HYG
- LQD
- ASTL
- FCX
Filing on Aug 12, 2025
Q2 2025
Western Asset Management Company, LLC
- AGG
- SHYG
- SJNK
- EMLC
- CHRD
Filing on Feb 14, 2023
Q4 2022
Energy Opportunities Capital Management, LLC
- SLB
- HAL
- COP
- EOG
- BKR
- HP
- CVX
Filing on Nov 14, 2024
Q3 2024
Berylson Capital Partners, LLC
- NCNO
- OSTK
- CFLT
- CWH
- BILL
- LSPD
- SNAP
Filing on Aug 13, 2025
Q2 2025
New Leaf Venture Partners, L.L.C.
- EWTX
- ARVN
- CRNX
- COGT
- RLYB
- PASG
- ALEC
Filing on Aug 14, 2025
Q2 2025
Filing on Nov 14, 2022
Q3 2022
Foresite Capital Opportunity Management V, LLC
- PRDS
- THRX
- GMTX
- CMPX
- KNTE
- ACET
- QSI
Filing on Jul 22, 2025
Q2 2025
Cornerstone Partners Capital Management, LLC
- GNR
- IVV
- USRT
- IEFA
- IEMG
- AMPX
Filing on Aug 13, 2025
Q2 2025
Laidlaw Wealth Management LLC
- NVDA
- MSFT
- AAPL
- META
- TSLA
- PLTR
- AMZN