Largest Portfolios by Value

Filing on May 08, 2025 Q1 2025

Aspiring Ventures, LLC

  • TSLA
  • MSTR
  • NVDA
  • ASML
  • SCHB
  • AMZN
  • VT
Aspiring Ventures, LLC's Q1 2025 Portfolio
Portfolio Value 180 Billion
Stocks 78
Filing on Apr 24, 2025 Q1 2025

Old North State Wealth Management, LLC

  • BRK-B
  • AMZN
  • AAPL
  • CVS
  • GILD
  • F
  • ET
Old North State Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 180 Billion
Stocks 110
Filing on May 08, 2025 Q1 2025

Anthracite Investment Company, Inc.

  • SLV
  • EWZ
  • REVG
  • GDX
  • NXE
  • PM
  • CASY
Anthracite Investment Company, Inc.'s Q1 2025 Portfolio
Portfolio Value 180 Billion
Stocks 64
Filing on May 13, 2025 Q1 2025

Finley Financial, LLC

  • IWV
  • IWM
  • IXUS
  • QQQ
  • IWF
  • EEM
  • IYW
Finley Financial, LLC's Q1 2025 Portfolio
Portfolio Value 179 Billion
Stocks 121
Filing on May 08, 2025 Q1 2025

Delap Wealth Advisory, LLC

  • ITOT
  • IDEV
  • DFAC
  • VEA
  • AVDV
  • VTI
  • VGIT
Delap Wealth Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 179 Billion
Stocks 78
Filing on May 15, 2025 Q1 2025

Fortress Private Ledger, LLC

  • PLTR
  • CGDV
  • AAPL
  • NVDA
  • MSFT
  • COKE
  • GLD
Fortress Private Ledger, LLC's Q1 2025 Portfolio
Portfolio Value 179 Billion
Stocks 175
Filing on Jul 10, 2024 Q2 2024

Walden Wealth Partners LLC

  • DFAC
  • MSFT
  • AGG
  • DFUS
  • DFAU
  • DIHP
  • MGV
Walden Wealth Partners LLC's Q2 2024 Portfolio
Portfolio Value 179 Billion
Stocks 87
Filing on May 07, 2025 Q1 2025

Resolute Wealth Strategies, LLC

  • AAPL
  • JAVA
  • FBND
  • AMZN
  • MINT
  • BXSL
  • BRK-B
Resolute Wealth Strategies, LLC's Q1 2025 Portfolio
Portfolio Value 179 Billion
Stocks 100
Filing on May 15, 2025 Q1 2025

Black Maple Capital Management LP

  • SPY
  • SPY
  • WAL
  • DAL
  • BANC
  • IEF
  • RSP
Black Maple Capital Management LP's Q1 2025 Portfolio
Portfolio Value 179 Billion
Stocks 93
Filing on May 01, 2025 Q1 2025

Arcadia Investment Advisors LLC

  • VV
  • SCHX
  • CWI
  • FNDF
  • OEF
  • IWL
  • IWM
Arcadia Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 179 Billion
Stocks 80
Filing on Apr 25, 2025 Q1 2025

Guerra Advisors Inc

  • SPY
  • QQQ
  • IYW
  • SCHG
  • XLC
  • FCOM
  • XLF
Guerra Advisors Inc's Q1 2025 Portfolio
Portfolio Value 179 Billion
Stocks 62
Filing on Apr 17, 2025 Q1 2025

Gem Asset Management, LLC

  • SYY
  • SPY
  • DFUS
  • DFAI
  • DFAS
  • DFAU
  • DFUV
Gem Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 179 Billion
Stocks 95
Filing on May 07, 2025 Q1 2025

Vawter Financial, Ltd.

  • VBK
  • BNDX
  • BSV
  • VB
  • DFAE
  • CGXU
  • DFAT
Vawter Financial, Ltd.'s Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 103
Filing on Apr 29, 2025 Q1 2025

Traveka Wealth, LLC

  • VBR
  • VTV
  • VOO
  • AAPL
  • MSFT
  • VNQ
  • HEFA
Traveka Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 148
Filing on Apr 18, 2025 Q1 2025

Optivise Advisory Services LLC

  • TFLO
  • IVV
  • LGH
  • QQH
  • CWB
  • SPY
  • MSFT
Optivise Advisory Services LLC's Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 196
Filing on Jun 10, 2025 Q1 2025

Birchbrook, Inc.

  • VGIT
  • IGIB
  • USMV
  • VEA
  • TLT
  • IEMG
  • SCHX
Birchbrook, Inc.'s Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 301
Filing on May 01, 2025 Q1 2025

Transcendent Capital Group LLC

  • FTSM
  • AAPL
  • MSFT
  • IJH
  • IVV
  • SPLG
  • IVW
Transcendent Capital Group LLC's Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 88
Filing on May 02, 2025 Q1 2025

Napatree Capital LLC

  • BRK-A
  • BRK-B
  • SPLG
  • IEMG
  • IEFA
  • AAPL
  • EFV
Napatree Capital LLC's Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 195