Largest Portfolios by Value

Filing on Aug 05, 2025 Q2 2025

Aurdan Capital Management, LLC

  • IUSG
  • IVV
  • VIG
  • VXF
  • VGIT
  • PM
  • GWW
Aurdan Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 294 Billion
Stocks 88
Filing on Aug 14, 2025 Q2 2025

Sterling Wealth Management, Inc.

  • VTI
  • DUHP
  • DFAT
  • VEA
  • DFCF
  • DFUV
  • DFAE
Sterling Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 293 Billion
Stocks 110
Filing on Jul 24, 2025 Q2 2025

Acima Private Wealth, LLC

  • IVV
  • GSLC
  • IJH
  • IEMG
  • JPIB
  • RSP
  • JCPB
Acima Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 293 Billion
Stocks 180
Filing on Oct 14, 2025 Q3 2025

Parkwoods Wealth Partners, LLC

  • DFAT
  • DFUV
  • DFUS
  • DFIV
  • DFAC
  • DFAS
  • DISV
Parkwoods Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 293 Billion
Stocks 96
Filing on Oct 20, 2025 Q3 2025

Davis Investment Partners, LLC

  • RYT
  • RSP
  • RGI
  • VOT
  • APH
  • JAAA
  • AAPL
Davis Investment Partners, LLC's Q3 2025 Portfolio
Portfolio Value 293 Billion
Stocks 156
Filing on Oct 09, 2025 Q3 2025

Lifestyle Asset Management, Inc.

  • SPY
  • IBND
  • SDVY
  • AGG
  • CWB
  • SPMO
  • BUFR
Lifestyle Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 293 Billion
Stocks 135
Filing on Apr 28, 2025 Q1 2025

Cibra Capital LTD

  • ITCI
  • K
  • BERY
  • HES
  • DESP
  • FYBR
  • AMED
Cibra Capital LTD's Q1 2025 Portfolio
Portfolio Value 293 Billion
Stocks 25
Filing on Jul 09, 2025 Q2 2025

Taylor Hoffman Capital Management LLC

  • AAPL
  • META
  • FICO
  • AMAT
  • DE
  • EBAY
  • CSCO
Taylor Hoffman Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 293 Billion
Stocks 119
Filing on Jul 25, 2025 Q2 2025

Hobbs Group Advisors, LLC

  • SPDW
  • SPTI
  • PPI
  • SPIB
  • IEMG
  • IHDG
  • DGRW
Hobbs Group Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 292 Billion
Stocks 148
Filing on Jul 24, 2025 Q2 2025

Milestones Administradora De Recursos Ltda.

  • AMZN
  • MSFT
  • GE
  • TSM
  • GOOGL
  • NU
  • MELI
Milestones Administradora De Recursos Ltda.'s Q2 2025 Portfolio
Portfolio Value 292 Billion
Stocks 19
Filing on Jul 31, 2025 Q2 2025

United Community Bank

  • BRK-B
  • IVV
  • IAUM
  • PBP
  • EFA
  • MSFT
  • IJH
United Community Bank's Q2 2025 Portfolio
Portfolio Value 292 Billion
Stocks 503
Filing on Oct 15, 2025 Q3 2025

Stephens Consulting, LLC

  • VOO
  • BND
  • VO
  • VTV
  • JMUB
  • AVUV
  • BRK-B
Stephens Consulting, LLC's Q3 2025 Portfolio
Portfolio Value 292 Billion
Stocks 388
Filing on Jul 15, 2025 Q2 2025

Tiger Oak Management, L.L.C.

  • NVDA
  • DGRW
  • MSFT
  • JEPI
  • AAPL
  • SDY
  • AMZN
Tiger Oak Management, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 292 Billion
Stocks 115
Filing on Aug 14, 2025 Q2 2025

Prevatt Capital LTD

  • CARG
  • CME
  • BKNG
  • GTX
  • HRB
  • V
  • SYY
Prevatt Capital LTD's Q2 2025 Portfolio
Portfolio Value 291 Billion
Stocks 11
Filing on Jul 14, 2025 Q2 2025

Rja Asset Management LLC

  • AAPL
  • AFRM
  • META
  • TWLO
Rja Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 290 Billion
Stocks 4
Filing on Jul 30, 2025 Q2 2025

Cabot Wellington, LLC

  • VTI
  • IEFA
  • IEMG
  • VB
  • VT
Cabot Wellington, LLC's Q2 2025 Portfolio
Portfolio Value 290 Billion
Stocks 5
Filing on Jul 18, 2025 Q2 2025

Hudson Value Partners, LLC

  • BRK-B
  • MSFT
  • AAPL
  • GOOGL
  • V
  • COST
  • NVDA
Hudson Value Partners, LLC's Q2 2025 Portfolio
Portfolio Value 290 Billion
Stocks 110
Filing on Oct 16, 2025 Q3 2025

Yeomans Consulting Group, Inc.

  • VV
  • IAU
  • BIV
  • QQQ
  • EEM
  • MTUM
  • EFA
Yeomans Consulting Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 290 Billion
Stocks 99