Largest Portfolios by Value

Filing on Jul 23, 2025 Q2 2025

Mullooly Asset Management, Inc.

  • MTUM
  • VEU
  • VLUE
  • IJH
  • SHV
  • VTI
  • IJR
Mullooly Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 238 Billion
Stocks 47
Filing on Oct 28, 2025 Q3 2025

Fiduciary Wealth Partners, LLC

  • VOO
  • VEA
  • VB
  • VO
  • BIV
  • AAPL
  • SPY
Fiduciary Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 238 Billion
Stocks 91
Filing on Oct 08, 2025 Q3 2025

Genesis Private Wealth, LLC

  • IWF
  • FBND
  • IWD
  • GLD
  • CGGR
  • PTRB
  • VTEB
Genesis Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 238 Billion
Stocks 158
Filing on Oct 09, 2025 Q3 2025

Trade Well Securities, Llc.

  • VOO
  • AAPL
  • XLK
  • NVDA
  • META
  • IVV
  • FXO
Trade Well Securities, Llc.'s Q3 2025 Portfolio
Portfolio Value 238 Billion
Stocks 45
Filing on Oct 22, 2025 Q3 2025

Granite Harbor Advisors, Inc.

  • QQQ
  • AGG
  • IVV
  • NVDA
  • MUB
  • AAPL
  • DFAS
Granite Harbor Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 238 Billion
Stocks 128
Filing on Aug 07, 2025 Q2 2025

Valence8 Us LP

  • QUAL
  • QQQ
  • IQLT
  • EFV
  • VTV
  • SMH
  • XLP
Valence8 Us LP's Q2 2025 Portfolio
Portfolio Value 238 Billion
Stocks 12
Filing on Aug 07, 2025 Q2 2025

E Cio, Inc.

  • AGG
  • SCHD
  • SCHF
  • BSV
  • IJR
  • SUSA
  • EAGG
E Cio, Inc.'s Q2 2025 Portfolio
Portfolio Value 237 Billion
Stocks 71
Filing on Aug 13, 2025 Q2 2025

Transce3nd, LLC

  • VOO
  • ICSH
  • BIL
  • SGOV
  • SPY
  • BILL
  • SPLG
Transce3nd, LLC's Q2 2025 Portfolio
Portfolio Value 237 Billion
Stocks 1268
Filing on Aug 05, 2025 Q2 2025

Fourth Dimension Wealth, LLC

  • SPTM
  • XLK
  • AAPL
  • JMBS
  • SPTI
  • DIA
  • NVDA
Fourth Dimension Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 237 Billion
Stocks 637
Filing on Oct 30, 2025 Q3 2025

Socha Financial Group, LLC

  • SPY
  • QQQ
  • FMIL
  • SCHB
  • XLK
  • IBM
  • GLW
Socha Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 237 Billion
Stocks 23
Filing on Oct 14, 2025 Q3 2025

Jbr CO Financial Management Inc

  • NVDA
  • BIL
  • VGT
  • SPLG
  • QQQM
  • AAPL
  • UTG
Jbr CO Financial Management Inc's Q3 2025 Portfolio
Portfolio Value 236 Billion
Stocks 116
Filing on Oct 29, 2025 Q3 2025

Shared Vision Wealth Group LLC

  • AAPL
  • IVV
  • IUSB
  • DYNF
  • QUAL
  • IVW
  • EFV
Shared Vision Wealth Group LLC's Q3 2025 Portfolio
Portfolio Value 236 Billion
Stocks 98
Filing on Jul 22, 2025 Q2 2025

Headland Capital, LLC

  • SPY
  • PGR
  • SPDW
  • IVV
  • TSM
  • BSX
  • COST
Headland Capital, LLC's Q2 2025 Portfolio
Portfolio Value 236 Billion
Stocks 41
Filing on Aug 14, 2025 Q2 2025

Orland Properties LTD

  • XPEV
  • PDD
  • NU
  • RLX
  • LYEL
  • JD
Orland Properties LTD's Q2 2025 Portfolio
Portfolio Value 236 Billion
Stocks 8
Filing on Aug 13, 2025 Q2 2025

Serenity Capital Management Pte. Ltd.

  • ZTO
  • BZ
  • MNSO
  • HTHT
  • EDU
  • QFIN
  • ATAT
Serenity Capital Management Pte. Ltd.'s Q2 2025 Portfolio
Portfolio Value 236 Billion
Stocks 8
Filing on Oct 24, 2025 Q3 2025

Redwood Wealth Management Group, LLC

  • MSFT
  • NVDA
  • IBM
  • AVGO
  • GOOG
  • IVW
  • AAPL
Redwood Wealth Management Group, LLC's Q3 2025 Portfolio
Portfolio Value 236 Billion
Stocks 179
Filing on Oct 09, 2025 Q3 2025

Verisail Partners, LLC

  • DFAC
  • DFIC
  • DFCF
  • DFSD
  • DFEM
  • MAR
  • DFNM
Verisail Partners, LLC's Q3 2025 Portfolio
Portfolio Value 236 Billion
Stocks 23
Filing on Oct 20, 2025 Q3 2025

Shira Ridge Wealth Management

  • SUSA
  • DFAU
  • IGM
  • ESGD
  • DFAI
  • YLDE
  • IXN
Shira Ridge Wealth Management's Q3 2025 Portfolio
Portfolio Value 236 Billion
Stocks 85