Largest Portfolios by Value

Filing on Apr 21, 2025 Q1 2025

Martin Worley Group

  • VTI
  • DFAU
  • VFMV
  • VXUS
  • JMUB
  • CORP
  • SCHD
Martin Worley Group's Q1 2025 Portfolio
Portfolio Value 175 Billion
Stocks 83
Filing on May 15, 2025 Q1 2025

Breach Inlet Capital Management, LLC

  • HGV
  • DAKT
  • TIPT
  • PRG
  • SEAS
  • BUR
  • MANU
Breach Inlet Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 175 Billion
Stocks 11
Filing on Apr 29, 2025 Q1 2025

Wheelhouse Advisory Group LLC

  • VOO
  • VHT
  • VOOG
  • VIG
  • VV
  • MGK
  • VGT
Wheelhouse Advisory Group LLC's Q1 2025 Portfolio
Portfolio Value 175 Billion
Stocks 40
Filing on May 15, 2025 Q1 2025

Israel Englander

Millennium Management LLC
  • IVV
  • IWM
  • QQQ
  • SPY
  • NVDA
  • IWM
  • MSFT
Israel Englander's Q1 2025 Portfolio
Portfolio Value 175 Billion
Stocks 5787
Filing on May 14, 2025 Q1 2025

Banque De Luxembourg S.A.

  • SPY
  • MSFT
  • GOOGL
  • ACN
  • V
  • MDT
  • AMZN
Banque De Luxembourg S.A.'s Q1 2025 Portfolio
Portfolio Value 175 Billion
Stocks 87
Filing on Apr 24, 2025 Q1 2025

Aspect Partners, LLC

  • SPY
  • VTI
  • GLD
  • IAGG
  • IEFA
  • EFA
  • IYR
Aspect Partners, LLC's Q1 2025 Portfolio
Portfolio Value 175 Billion
Stocks 699
Filing on May 13, 2025 Q1 2025

Pennington Partners & Co., LLC

  • VTI
  • IWV
  • VTHR
  • VOO
  • ITOT
  • ACWI
  • BRK-B
Pennington Partners & Co., LLC's Q1 2025 Portfolio
Portfolio Value 175 Billion
Stocks 82
Filing on May 15, 2025 Q1 2025

Triavera Capital LLC

  • AMZN
  • PM
  • QQQ
  • BKNG
  • ICE
  • KKR
  • GOOGL
Triavera Capital LLC's Q1 2025 Portfolio
Portfolio Value 174 Billion
Stocks 20
Filing on May 15, 2025 Q1 2025

Janus Henderson Group PLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOG
  • META
  • LLY
Janus Henderson Group PLC's Q1 2025 Portfolio
Portfolio Value 174 Billion
Stocks 4554
Filing on May 01, 2025 Q1 2025

Mqs Management LLC

  • AVB
  • PSA
  • CPT
  • FCPT
  • PG
  • DHI
  • HST
Mqs Management LLC's Q1 2025 Portfolio
Portfolio Value 174 Billion
Stocks 402
Filing on Apr 18, 2025 Q1 2025

Financial Freedom, LLC

  • VCIT
  • QQQ
  • VGT
  • XLE
  • PG
  • VCR
  • VFH
Financial Freedom, LLC's Q1 2025 Portfolio
Portfolio Value 174 Billion
Stocks 364
Filing on Apr 24, 2025 Q1 2025

Beacon Financial Planning, Inc

  • IVV
  • BRK-B
  • QQQ
  • IJH
  • FNDF
  • GTO
  • VB
Beacon Financial Planning, Inc's Q1 2025 Portfolio
Portfolio Value 174 Billion
Stocks 48
Filing on Apr 21, 2025 Q1 2025

Trivant Custom Portfolio Group, LLC

  • AAPL
  • USIG
  • NVDA
  • MSFT
  • MBSD
  • STIP
  • AMZN
Trivant Custom Portfolio Group, LLC's Q1 2025 Portfolio
Portfolio Value 174 Billion
Stocks 8837
Filing on May 13, 2025 Q1 2025

Life Plan Investment Advisors, Inc.

  • AGG
  • VOO
  • IVV
  • SCHE
  • IUSB
  • SCHP
  • IAGG
Life Plan Investment Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 174 Billion
Stocks 102
Filing on May 09, 2025 Q1 2025

Nbz Investment Advisors LLC

  • JAAA
  • DIVO
  • SPLG
  • BALT
  • SSO
  • XMHQ
  • XSMO
Nbz Investment Advisors LLC's Q1 2025 Portfolio
Portfolio Value 174 Billion
Stocks 65
Filing on May 09, 2025 Q1 2025

Cary Street Partners Investment Advisory LLC

  • AAPL
  • MSFT
  • NVDA
  • SPYG
  • TRGP
  • SPYV
  • ET
Cary Street Partners Investment Advisory LLC's Q1 2025 Portfolio
Portfolio Value 173 Billion
Stocks 2915
Filing on Apr 14, 2025 Q1 2025

Global Wealth Management, LLC

  • VUSB
  • JMST
  • SCHB
  • SCHD
  • IVV
  • VIG
  • IJR
Global Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 173 Billion
Stocks 28
Filing on Apr 22, 2025 Q1 2025

Team Financial Group, LLC

  • DGRW
  • EPS
  • USFR
  • USMF
  • PTRB
  • SCHG
  • WTV
Team Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 173 Billion
Stocks 39