Largest Portfolios by Value

Filing on Aug 13, 2025 Q2 2025

Kaleidoscope Capital LP

  • SPY
  • VEA
  • IEFA
Kaleidoscope Capital LP's Q2 2025 Portfolio
Portfolio Value 252 Billion
Stocks 9
Filing on Oct 27, 2025 Q3 2025

Vivid Wealth Management, LLC

  • IVV
  • QQQ
  • SGOV
  • BIL
  • VTV
  • JEPI
  • TSLA
Vivid Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 252 Billion
Stocks 67
Filing on Oct 28, 2025 Q3 2025

Kennedy Investment Group

  • AVGO
  • AAPL
  • FTHY
  • AMZN
  • NVDA
  • USMV
  • JEPQ
Kennedy Investment Group's Q3 2025 Portfolio
Portfolio Value 252 Billion
Stocks 138
Filing on Aug 13, 2025 Q2 2025

Ted Buchan & CO

  • AGG
  • PRF
  • IVV
  • TIP
  • SHY
  • VUG
  • COWZ
Ted Buchan & CO's Q2 2025 Portfolio
Portfolio Value 252 Billion
Stocks 92
Filing on Aug 11, 2025 Q2 2025

Invenio Wealth Partners LLC

  • JMUB
  • SCHG
  • DHS
  • SPDW
  • VOO
  • PTLC
  • PTMC
Invenio Wealth Partners LLC's Q2 2025 Portfolio
Portfolio Value 252 Billion
Stocks 94
Filing on Oct 30, 2025 Q3 2025

Sellwood Investment Partners LLC

  • VOO
  • ESGV
  • RAFE
  • VSGX
  • VTIP
  • FNDX
  • VXUS
Sellwood Investment Partners LLC's Q3 2025 Portfolio
Portfolio Value 251 Billion
Stocks 107
Filing on Aug 08, 2025 Q2 2025

Ranmore Fund Management LTD

  • SHG
  • PBRA
  • MAT
  • TNL
  • GOOGL
  • KB
  • SBH
Ranmore Fund Management LTD's Q2 2025 Portfolio
Portfolio Value 251 Billion
Stocks 14
Filing on Oct 27, 2025 Q3 2025

Argentarii, LLC

  • NVDA
  • TSLA
  • MSFT
  • AAPL
  • GOOGL
  • JPM
  • AVGO
Argentarii, LLC's Q3 2025 Portfolio
Portfolio Value 251 Billion
Stocks 167
Filing on Aug 12, 2025 Q2 2025

University Of Illinois Foundation

  • SPY
  • KWEB
  • TSM
  • SMH
  • TLT
  • MSFT
  • BAC
University Of Illinois Foundation's Q2 2025 Portfolio
Portfolio Value 251 Billion
Stocks 14
Filing on Aug 14, 2025 Q2 2025

Palidye Holdings (Caymans) LTD

  • VST
  • WYNN
Palidye Holdings (Caymans) LTD's Q2 2025 Portfolio
Portfolio Value 251 Billion
Stocks 2
Filing on Oct 30, 2025 Q3 2025

Elevation Capital Advisory, LLC

  • MFUL
  • IWY
  • VONG
  • MGK
  • OEF
  • IUSG
  • IVW
Elevation Capital Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 250 Billion
Stocks 59
Filing on Aug 14, 2025 Q2 2025

Stone Run Capital, LLC

  • HEI
  • ADSK
  • SPGI
  • BRK-B
  • APH
  • ROP
  • LII
Stone Run Capital, LLC's Q2 2025 Portfolio
Portfolio Value 250 Billion
Stocks 68
Filing on Aug 14, 2025 Q2 2025

Cura Wealth Advisors, LLC

  • ABBV
  • FSK
  • ABT
  • AINV
  • ARI
  • ACRE
  • EVV
Cura Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 250 Billion
Stocks 116
Filing on Aug 13, 2025 Q2 2025

Codex Capital Asset Management L.L.C.

  • NVDA
  • META
  • MSFT
  • GE
  • LLY
  • SPY
  • AMZN
Codex Capital Asset Management L.L.C.'s Q2 2025 Portfolio
Portfolio Value 250 Billion
Stocks 33
Filing on Jul 14, 2025 Q2 2025

Family Wealth Partners, LLC

  • LPLA
  • ITOT
  • VGIT
  • AVDV
  • IDEV
  • DIHP
  • DUHP
Family Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 250 Billion
Stocks 62
Filing on Aug 14, 2025 Q2 2025

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna

  • MSFT
  • NVDA
  • AAPL
  • NOW
  • MA
  • AMZN
  • V
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna's Q2 2025 Portfolio
Portfolio Value 249 Billion
Stocks 200
Filing on Oct 15, 2025 Q3 2025

Iams Wealth Management, LLC

  • QQQ
  • SPY
  • BIL
  • MSFT
  • AAPL
  • NVDA
  • BUFR
Iams Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 249 Billion
Stocks 184
Filing on Jul 14, 2025 Q2 2025

Lakeshore Financial Planning, Inc.

  • IVV
  • PULS
  • XLF
  • VOO
  • VHT
  • MSFT
  • SCHD
Lakeshore Financial Planning, Inc.'s Q2 2025 Portfolio
Portfolio Value 249 Billion
Stocks 77