Largest Portfolios by Value

Filing on May 14, 2025 Q1 2025

Napa Wealth Management

  • CTA
  • CSHI
  • GSY
  • IAUM
  • IVV
  • SPLG
  • SCHQ
Napa Wealth Management's Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 159
Filing on Apr 22, 2025 Q1 2025

Yoder Wealth Management, Inc.

  • AAPL
  • FTEC
  • VIG
  • QUAL
  • VUG
  • USFR
  • VCIT
Yoder Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 108
Filing on May 15, 2025 Q1 2025

Ironclad Investments LLC

  • IVV
  • VOO
  • SPY
Ironclad Investments LLC's Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 3
Filing on Apr 29, 2025 Q1 2025

Bochk Asset Management LTD

  • META
  • APP
  • HOOD
  • SPOT
  • NET
  • IBKR
  • CEG
Bochk Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 178 Billion
Stocks 49
Filing on Apr 11, 2025 Q1 2025

Kapstone Financial Advisors LLC

  • IVV
  • MSTR
  • AAPL
  • HDV
  • PG
  • META
  • VYM
Kapstone Financial Advisors LLC's Q1 2025 Portfolio
Portfolio Value 177 Billion
Stocks 112
Filing on May 09, 2025 Q1 2025

Haven Private, LLC

  • MUST
  • BIZD
  • IFRA
  • AVEM
  • QQQ
  • GBTC
  • AMLP
Haven Private, LLC's Q1 2025 Portfolio
Portfolio Value 177 Billion
Stocks 132
Filing on May 01, 2025 Q1 2025

Horizon Advisory Services, Inc.

  • RDVY
  • HGER
  • JEPI
  • IBTI
  • IBTF
  • NBTB
  • SDVY
Horizon Advisory Services, Inc.'s Q1 2025 Portfolio
Portfolio Value 177 Billion
Stocks 46
Filing on May 12, 2025 Q1 2025

Worldly Partners Management, LLC

  • FND
  • COST
  • CDLX
Worldly Partners Management, LLC's Q1 2025 Portfolio
Portfolio Value 177 Billion
Stocks 3
Filing on May 14, 2025 Q1 2025

Brown Shipley& CO LTD

  • MSFT
  • NVDA
  • GOOG
  • V
  • JPM
  • PG
  • GOOGL
Brown Shipley& CO LTD's Q1 2025 Portfolio
Portfolio Value 177 Billion
Stocks 63
Filing on May 15, 2025 Q1 2025

Longaeva Partners L.P.

  • SCHW
  • ETR
  • AEP
  • ADT
  • RACE
  • NPCE
  • AKBA
Longaeva Partners L.P.'s Q1 2025 Portfolio
Portfolio Value 177 Billion
Stocks 21
Filing on Apr 15, 2025 Q1 2025

Mainsail Financial Group, LLC

  • SPY
  • FTSM
  • JVAL
  • FTGC
  • RDVY
  • SCHG
  • COWZ
Mainsail Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 176 Billion
Stocks 49
Filing on May 13, 2025 Q1 2025

Elevatus Welath Management

  • AGG
  • JPST
  • JAAA
  • TDG
  • MSFT
  • GLD
  • NVDA
Elevatus Welath Management's Q1 2025 Portfolio
Portfolio Value 176 Billion
Stocks 104
Filing on May 15, 2025 Q1 2025

Granite Fo LLC

  • SPY
  • BRK-A
  • VIG
  • BRK-B
  • VYM
  • MDY
  • GBDC
Granite Fo LLC's Q1 2025 Portfolio
Portfolio Value 176 Billion
Stocks 640
Filing on Apr 29, 2025 Q1 2025

Byrne Financial Freedom, LLC

  • AMZN
  • GOOG
  • AAPL
  • ARKK
  • NEA
  • MSFT
  • FLQS
Byrne Financial Freedom, LLC's Q1 2025 Portfolio
Portfolio Value 176 Billion
Stocks 97
Filing on May 05, 2025 Q1 2025

Keyes, Stange & Wooten Wealth Management, LLC

  • DFSD
  • DFAI
  • DFAT
  • BIV
  • DFAE
  • AVLV
  • DISV
Keyes, Stange & Wooten Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 176 Billion
Stocks 66
Filing on Apr 24, 2025 Q1 2025

Cwc Advisors, Llc.

  • VGIT
  • FLTR
  • CLOI
  • AAPL
  • EDV
  • TLT
  • BXSL
Cwc Advisors, Llc.'s Q1 2025 Portfolio
Portfolio Value 176 Billion
Stocks 138
Filing on Apr 16, 2025 Q1 2025

Sound Stewardship, LLC

  • BND
  • FNDB
  • IVV
  • GLTR
  • SCZ
  • FNDA
  • BSCQ
Sound Stewardship, LLC's Q1 2025 Portfolio
Portfolio Value 176 Billion
Stocks 60
Filing on May 08, 2025 Q1 2025

Lynwood Price Capital Management LP

  • AMZN
  • MSFT
  • LPLA
  • KKR
  • CRM
  • TDG
  • MCK
Lynwood Price Capital Management LP's Q1 2025 Portfolio
Portfolio Value 175 Billion
Stocks 15