Largest Portfolios by Value

Filing on Apr 17, 2025 Q1 2025

Orba Wealth Advisors, L.L.C.

  • AAPL
  • SPY
  • DGRW
  • ULST
  • FPE
  • QQQ
  • SPDW
Orba Wealth Advisors, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 198 Billion
Stocks 105
Filing on May 15, 2025 Q1 2025

Farringdon Capital, Ltd.

  • SHV
  • PBRA
  • SPY
  • MA
  • GOOG
  • PHYS
  • MCO
Farringdon Capital, Ltd.'s Q1 2025 Portfolio
Portfolio Value 198 Billion
Stocks 327
Filing on Apr 18, 2025 Q1 2025

Rakuten Securities, Inc.

  • NVDA
  • TSLA
  • COIN
  • PLTR
  • MSTR
  • GLD
  • QQQ
Rakuten Securities, Inc.'s Q1 2025 Portfolio
Portfolio Value 198 Billion
Stocks 821
Filing on May 15, 2025 Q1 2025

Saturn V Capital Management LLC

  • ASND
  • XENE
  • MRUS
  • MLTX
  • SNDX
  • CELC
  • COGT
Saturn V Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 198 Billion
Stocks 21
Filing on Apr 18, 2025 Q1 2025

Crown Oak Advisors, LLC

  • SCHW
  • V
  • HEIA
  • CHD
  • WSO
  • ROL
  • DE
Crown Oak Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 198 Billion
Stocks 22
Filing on Apr 29, 2025 Q1 2025

Abound Financial, LLC

  • SPYG
  • SPSM
  • SPTM
  • SPLG
  • SPDW
  • SPYV
  • SPTI
Abound Financial, LLC's Q1 2025 Portfolio
Portfolio Value 198 Billion
Stocks 269
Filing on May 06, 2025 Q1 2025

Grove Street Fiduciary, LLC

  • EMQQ
  • VOE
  • BNDX
  • SCHP
  • FMQQ
  • SCHZ
  • VSS
Grove Street Fiduciary, LLC's Q1 2025 Portfolio
Portfolio Value 197 Billion
Stocks 70
Filing on May 14, 2025 Q1 2025

Custom Index Systems, LLC

  • AAPL
  • NVDA
  • MSFT
  • IWF
  • IWD
  • DEM
  • AMZN
Custom Index Systems, LLC's Q1 2025 Portfolio
Portfolio Value 197 Billion
Stocks 273
Filing on Apr 29, 2025 Q1 2025

Aurelius Family Office LLC

  • VOO
  • DFAC
  • BNDW
  • DFCF
  • VGLT
  • VEA
  • VTIP
Aurelius Family Office LLC's Q1 2025 Portfolio
Portfolio Value 197 Billion
Stocks 46
Filing on May 14, 2025 Q1 2025

Jdm Financial Group LLC

  • VOO
  • BKLC
  • XHLF
  • SPDW
  • IVV
  • VO
  • VB
Jdm Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 197 Billion
Stocks 300
Filing on May 05, 2025 Q1 2025

New England Capital Financial Advisors LLC

  • CGGR
  • RSP
  • AVUV
  • RLY
  • CGCP
  • SPYV
  • SPYG
New England Capital Financial Advisors LLC's Q1 2025 Portfolio
Portfolio Value 197 Billion
Stocks 394
Filing on Apr 21, 2025 Q1 2025

Redwood Wealth Management Group, LLC

  • IBM
  • MSFT
  • AAPL
  • NVDA
  • ET
  • AMZN
  • IVW
Redwood Wealth Management Group, LLC's Q1 2025 Portfolio
Portfolio Value 197 Billion
Stocks 157
Filing on May 14, 2025 Q1 2025

Envision Financial Planning, LLC

  • DFAU
  • GOVT
  • IBDW
  • DUHP
  • DFAE
  • DFAI
  • IBDU
Envision Financial Planning, LLC's Q1 2025 Portfolio
Portfolio Value 196 Billion
Stocks 41
Filing on Nov 14, 2024 Q3 2024

Anchor Iv Pte. Ltd.

  • AVPT
Anchor Iv Pte. Ltd.'s Q3 2024 Portfolio
Portfolio Value 196 Billion
Stocks 1
Filing on May 05, 2025 Q1 2025

Milestones Administradora De Recursos Ltda.

  • AMZN
  • MSFT
  • GOOGL
  • NU
  • GE
  • OXY
  • TSM
Milestones Administradora De Recursos Ltda.'s Q1 2025 Portfolio
Portfolio Value 196 Billion
Stocks 22
Filing on Apr 10, 2025 Q1 2025

Heritage Family Offices, LLP

  • SPEM
  • SMMD
  • USHY
  • EFA
  • IVV
  • AGG
  • EMB
Heritage Family Offices, LLP's Q1 2025 Portfolio
Portfolio Value 196 Billion
Stocks 177
Filing on Jan 13, 2025 Q4 2024

Kades & Cheifetz LLC

  • SCHD
  • VIG
  • HNDL
  • SLYG
  • AAPL
  • IAU
  • SLYV
Kades & Cheifetz LLC's Q4 2024 Portfolio
Portfolio Value 195 Billion
Stocks 108
Filing on May 06, 2025 Q1 2025

Aj Advisors, LLC

  • VOO
  • IGRO
  • QQQ
  • VO
  • VB
  • STIP
  • VTV
Aj Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 195 Billion
Stocks 34