Largest Portfolios by Value

Filing on Apr 22, 2025 Q1 2025

Foundation Wealth Management, Llc\Pa

  • VTI
  • VCIT
  • DFAC
  • IVV
  • VNQ
  • VCSH
  • BSV
Foundation Wealth Management, Llc\Pa's Q1 2025 Portfolio
Portfolio Value 210 Billion
Stocks 88
Filing on May 06, 2025 Q1 2025

Landmark Wealth Management, Inc.

  • VOO
  • SPDW
  • IUSB
  • IAGG
  • SPEM
  • XLSR
  • SPY
Landmark Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 210 Billion
Stocks 49
Filing on May 12, 2025 Q1 2025

Saiph Capital, LLC

  • IWF
  • IVV
  • IVW
  • SPY
  • IVE
  • USIG
  • BIL
Saiph Capital, LLC's Q1 2025 Portfolio
Portfolio Value 209 Billion
Stocks 49
Filing on May 15, 2025 Q1 2025

Alexis Investment Partners, LLC

  • LEXI
  • QQQ
  • GLD
  • RSP
  • MINT
  • IOO
  • VIG
Alexis Investment Partners, LLC's Q1 2025 Portfolio
Portfolio Value 209 Billion
Stocks 46
Filing on Apr 11, 2025 Q1 2025

Cora Capital Advisors LLC

  • LRGF
  • COWZ
  • VUG
  • VTV
  • AAPL
  • QUAL
  • SMLF
Cora Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 209 Billion
Stocks 107
Filing on May 13, 2025 Q1 2025

Stf Management LP

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • AVGO
  • META
  • COST
Stf Management LP's Q1 2025 Portfolio
Portfolio Value 208 Billion
Stocks 101
Filing on May 15, 2025 Q1 2025

Findell Capital Management LLC

  • ESTA
  • LQDA
  • GEO
  • OPRT
  • VAL
  • ODP
  • DAVA
Findell Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 208 Billion
Stocks 13
Filing on Apr 24, 2025 Q1 2025

Parker Financial LLC

  • VEA
  • DFAC
  • VUG
  • VTV
  • BNDX
  • VWO
  • BSV
Parker Financial LLC's Q1 2025 Portfolio
Portfolio Value 208 Billion
Stocks 37
Filing on Jun 17, 2025 Q1 2025

Ridgepath Capital Management LLC

  • SGOV
  • SSO
  • IEF
  • JPST
  • IEI
  • BRK-B
  • PM
Ridgepath Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 208 Billion
Stocks 49
Filing on May 29, 2025 Q1 2025

Plum Street Advisors, LLC

  • SCHZ
  • SCHK
  • VTV
  • VB
  • SPY
  • GLDM
  • IAU
Plum Street Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 208 Billion
Stocks 83
Filing on May 14, 2025 Q1 2025

Palo Ds Manager LLC

  • AMZN
  • MA
  • META
  • NOW
  • MSFT
  • UBER
  • OKTA
Palo Ds Manager LLC's Q1 2025 Portfolio
Portfolio Value 208 Billion
Stocks 15
Filing on May 13, 2025 Q1 2025

Slotnik Capital, LLC

  • FYBR
  • K
  • PLYA
  • HES
  • HEES
  • CHX
  • LBRDK
Slotnik Capital, LLC's Q1 2025 Portfolio
Portfolio Value 207 Billion
Stocks 23
Filing on May 12, 2025 Q1 2025

Kane Investment Management, Inc.

  • NVDA
  • AAPL
  • SCHG
  • CTAS
  • MSFT
  • AMZN
  • LLY
Kane Investment Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 207 Billion
Stocks 95
Filing on Apr 15, 2025 Q1 2025

Balanced Wealth Group LLC

  • SPYV
  • QQQ
  • SPYG
  • AAPL
  • MDYV
  • MDYG
  • SLYV
Balanced Wealth Group LLC's Q1 2025 Portfolio
Portfolio Value 207 Billion
Stocks 65
Filing on Apr 23, 2025 Q1 2025

Fourth Dimension Wealth, LLC

  • AAPL
  • SPTM
  • JMBS
  • XLK
  • VUG
  • SPTI
  • DIA
Fourth Dimension Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 207 Billion
Stocks 654
Filing on May 15, 2025 Q1 2025

Para Fi Capital LP

  • COIN
  • WULF
Para Fi Capital LP's Q1 2025 Portfolio
Portfolio Value 207 Billion
Stocks 11
Filing on Jun 06, 2025 Q1 2025

Hahn Capital Management LLC

  • CBRE
  • VIRT
  • ICE
  • WAB
  • G
  • EEFT
  • EME
Hahn Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 207 Billion
Stocks 29
Filing on May 13, 2025 Q1 2025

Starr Indemnity & Liability CO

  • GLD
  • IEFA
  • MDY
  • VB
  • BCSF
Starr Indemnity & Liability CO's Q1 2025 Portfolio
Portfolio Value 206 Billion
Stocks 5