Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Lakeshore Financial Planning, Inc.

  • IVV
  • PULS
  • XLF
  • VOO
  • SCHD
  • VHT
  • AAPL
Lakeshore Financial Planning, Inc.'s Q1 2025 Portfolio
Portfolio Value 240 Billion
Stocks 78
Filing on May 15, 2025 Q1 2025

14 B Captial Management LP

  • FOUR
  • MA
  • V
  • CCOI
  • PINS
  • DFS
  • CIB
14 B Captial Management LP's Q1 2025 Portfolio
Portfolio Value 240 Billion
Stocks 12
Filing on May 08, 2025 Q1 2025

Squire Investment Management Company, LLC

  • DFAC
  • DFAT
  • ITOT
  • DFIV
  • DFUV
  • AVDV
  • DFEM
Squire Investment Management Company, LLC's Q1 2025 Portfolio
Portfolio Value 240 Billion
Stocks 64
Filing on May 08, 2025 Q1 2025

Waterway Wealth Management, LLC

  • DLN
  • EFA
  • IVV
  • DFSV
  • MINO
  • IJR
  • IWF
Waterway Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 240 Billion
Stocks 78
Filing on May 02, 2025 Q1 2025

Htg Investment Advisors, Inc.

  • DFAC
  • DFIC
  • CBRE
  • AVDE
  • AVUS
  • DFAX
  • BSV
Htg Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 240 Billion
Stocks 68
Filing on May 07, 2025 Q1 2025

Wim Investment Management LTD

  • TSLA
  • META
  • PDD
  • NET
  • UBER
  • ROK
  • TCOM
Wim Investment Management LTD's Q1 2025 Portfolio
Portfolio Value 240 Billion
Stocks 15
Filing on May 13, 2025 Q1 2025

Gen Wealth Partners Inc

  • SPLG
  • IVW
  • DYNF
  • QUAL
  • IVV
  • EFV
  • IVE
Gen Wealth Partners Inc's Q1 2025 Portfolio
Portfolio Value 240 Billion
Stocks 622
Filing on Apr 29, 2025 Q1 2025

Synergy Investment Management, LLC

  • VOO
  • VUG
  • IVV
  • SCHD
  • TLT
  • SPHQ
  • SPYG
Synergy Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 239 Billion
Stocks 600
Filing on Apr 23, 2025 Q1 2025

Dlk Investment Management, LLC

  • AAPL
  • MSFT
  • V
  • GOOG
  • COST
  • ICE
  • WM
Dlk Investment Management, LLC's Q1 2025 Portfolio
Portfolio Value 239 Billion
Stocks 87
Filing on May 06, 2025 Q1 2025

Vci Wealth Management LLC

  • IAU
  • JPST
  • VEA
  • AAPL
  • MSFT
  • NVDA
  • SCHP
Vci Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 238 Billion
Stocks 102
Filing on May 01, 2025 Q1 2025

Harmony Asset Management LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • GOOGL
  • LLY
  • V
Harmony Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 238 Billion
Stocks 161
Filing on May 13, 2025 Q1 2025

Invenio Wealth Partners LLC

  • JMUB
  • DHS
  • SCHG
  • DGRW
  • SPDW
  • AGGY
  • DON
Invenio Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 238 Billion
Stocks 91
Filing on Jul 03, 2025 Q2 2025

Cpa Asset Management LLC

  • FBND
  • DFAE
  • DFIP
  • IAU
  • DUHP
  • DFAI
  • BRK-A
Cpa Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 238 Billion
Stocks 83
Filing on Apr 29, 2025 Q1 2025

Jessup Wealth Management, Inc

  • AMZN
  • AAPL
  • NVDA
  • JNK
  • GOOGL
  • BABA
  • IEF
Jessup Wealth Management, Inc's Q1 2025 Portfolio
Portfolio Value 238 Billion
Stocks 73
Filing on May 14, 2025 Q1 2025

Stone Run Capital, LLC

  • BRK-B
  • ROP
  • SPGI
  • HEI
  • ADSK
  • LII
  • MLM
Stone Run Capital, LLC's Q1 2025 Portfolio
Portfolio Value 237 Billion
Stocks 66
Filing on Apr 28, 2025 Q1 2025

Rossby Financial, Lcc

  • ESGU
  • FRDM
  • BIV
  • VDC
  • GRNB
  • SMMD
  • AAPL
Rossby Financial, Lcc's Q1 2025 Portfolio
Portfolio Value 237 Billion
Stocks 1088
Filing on May 16, 2025 Q1 2025

Rivermont Capital Management LP

  • WTW
  • NWSA
  • SPOT
  • CLH
  • SSNC
  • TPR
  • ACVA
Rivermont Capital Management LP's Q1 2025 Portfolio
Portfolio Value 237 Billion
Stocks 18
Filing on May 06, 2025 Q1 2025

Maestria Partners LLC

  • APO
  • AMZN
  • FOUR
  • TDG
  • META
  • KKR
  • DIS
Maestria Partners LLC's Q1 2025 Portfolio
Portfolio Value 237 Billion
Stocks 14