Largest Portfolios by Value

Filing on Aug 08, 2025 Q2 2025

Cherokee Insurance CO

  • AAPL
  • MSFT
  • IP
  • LLY
  • CVX
  • JPM
  • MPC
Cherokee Insurance CO's Q2 2025 Portfolio
Portfolio Value 229 Billion
Stocks 122
Filing on Oct 14, 2025 Q3 2025

Physician Wealth Solutions Inc.

  • DFAU
  • DFCF
  • DFIP
  • DFSV
  • AVRE
  • DFEM
  • DFUS
Physician Wealth Solutions Inc.'s Q3 2025 Portfolio
Portfolio Value 229 Billion
Stocks 46
Filing on Aug 11, 2025 Q2 2025

Viola Ventures V.C. Management 4 Ltd.

  • PGY
Viola Ventures V.C. Management 4 Ltd.'s Q2 2025 Portfolio
Portfolio Value 229 Billion
Stocks 3
Filing on Jul 18, 2025 Q2 2025

Arcadia Wealth Management, LLC

  • VUG
  • VEA
  • VTV
  • VWO
  • IWF
  • IWD
  • ACWX
Arcadia Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 229 Billion
Stocks 59
Filing on Oct 22, 2025 Q3 2025

Foronjy Financial LLC

  • VGT
  • IEI
  • BSCU
  • BSCW
  • SHYG
  • GSY
  • XLK
Foronjy Financial LLC's Q3 2025 Portfolio
Portfolio Value 228 Billion
Stocks 103
Filing on Jul 31, 2025 Q2 2025

Curio Wealth, LLC

  • DFSD
  • DFAU
  • AVDE
  • DFAI
  • AVUS
  • DFAS
  • DFAR
Curio Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 228 Billion
Stocks 358
Filing on Oct 23, 2025 Q3 2025

Stone Crest Wealth Management, Inc.

  • QQQM
  • NVDA
  • IDMO
  • SPMO
  • SPLG
  • PVAL
  • RDVY
Stone Crest Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 228 Billion
Stocks 71
Filing on Jul 22, 2025 Q2 2025

Luken Investment Analytics, LLC

  • SPLG
  • SPEM
  • IGLD
  • QQQ
  • SPY
  • FTSM
  • RDVI
Luken Investment Analytics, LLC's Q2 2025 Portfolio
Portfolio Value 228 Billion
Stocks 148
Filing on Oct 28, 2025 Q3 2025

Mainsail Asset Management, LLC

  • VUG
  • VTV
  • CTAS
  • MINT
  • ICSH
  • VBR
  • AAPL
Mainsail Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 228 Billion
Stocks 91
Filing on Oct 27, 2025 Q3 2025

Balanced Wealth Group LLC

  • SPYV
  • QQQ
  • SPYG
  • AAPL
  • MDYV
  • MDYG
  • SLYV
Balanced Wealth Group LLC's Q3 2025 Portfolio
Portfolio Value 228 Billion
Stocks 69
Filing on Jul 22, 2025 Q2 2025

Hfm Investment Advisors, LLC

  • DFAC
  • DFAX
  • DFCF
  • DFNM
  • DUHP
  • AOA
  • VT
Hfm Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 227 Billion
Stocks 1287
Filing on Oct 27, 2025 Q3 2025

Summa Corp.

  • NVDA
  • AMD
  • MSFT
  • BABA
  • QCOM
  • IWF
  • AMZN
Summa Corp.'s Q3 2025 Portfolio
Portfolio Value 227 Billion
Stocks 82
Filing on Aug 13, 2025 Q2 2025

Abound Financial, LLC

  • SPYG
  • SPSM
  • SPTM
  • SPDW
  • SPLG
  • SPYV
  • SPEM
Abound Financial, LLC's Q2 2025 Portfolio
Portfolio Value 227 Billion
Stocks 67
Filing on Jul 08, 2025 Q2 2025

Dover Advisors, LLC

  • MSFT
  • AAPL
  • BRK-A
  • JPM
  • AMZN
  • GOOGL
  • KO
Dover Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 227 Billion
Stocks 163
Filing on Aug 12, 2025 Q2 2025

Aspiring Ventures, LLC

  • TSLA
  • MSTR
  • NVDA
  • ASML
  • SCHB
  • AMZN
  • TSLA
Aspiring Ventures, LLC's Q2 2025 Portfolio
Portfolio Value 227 Billion
Stocks 95
Filing on Oct 24, 2025 Q3 2025

Creekside Partners

  • SCHF
  • AAPL
  • SCHA
  • VO
  • SCHB
  • VB
  • VIG
Creekside Partners's Q3 2025 Portfolio
Portfolio Value 227 Billion
Stocks 172
Filing on Oct 31, 2025 Q3 2025

Heritage Wealth Management, Inc./Texas

  • DFUS
  • DFUV
  • DFAS
  • DFAI
  • MUB
  • DFCF
  • DUHP
Heritage Wealth Management, Inc./Texas's Q3 2025 Portfolio
Portfolio Value 227 Billion
Stocks 39
Filing on Aug 14, 2025 Q2 2025

Kent Lake Pr LLC

  • NCR
  • QTRX
  • CNXC
  • PNTG
  • EHAB
  • NPCE
  • MITK
Kent Lake Pr LLC's Q2 2025 Portfolio
Portfolio Value 227 Billion
Stocks 39