Largest Portfolios by Value

Filing on Apr 16, 2025 Q1 2025

Meritas Wealth Management, LLC

  • DFUV
  • DFAT
  • DFUS
  • AVUV
  • DFIV
  • AAPL
  • AVLV
Meritas Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 171 Billion
Stocks 53
Filing on Apr 08, 2025 Q1 2025

Nipun Capital, L.P.

  • INDA
  • MCHI
  • FXI
  • SMIN
  • VWO
  • PDD
  • TSM
Nipun Capital, L.P.'s Q1 2025 Portfolio
Portfolio Value 170 Billion
Stocks 10
Filing on Apr 18, 2025 Q1 2025

Mn Wealth Advisors, LLC

  • BBUS
  • JGRO
  • JAVA
  • AVUS
  • JIRE
  • JCPB
  • BBIN
Mn Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 170 Billion
Stocks 106
Filing on Apr 29, 2025 Q1 2025

Flagship Wealth Advisors, LLC

  • QQQ
  • VUG
  • VYM
  • SPY
  • VTV
  • SCHD
  • DGRO
Flagship Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 170 Billion
Stocks 379
Filing on May 08, 2025 Q1 2025

Aegis Wealth Management LLC

  • IVV
  • DFAI
  • DFAS
  • DFUV
  • DFAU
  • ITOT
  • VEA
Aegis Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 170 Billion
Stocks 119
Filing on Apr 28, 2025 Q1 2025

Able Wealth Management LLC

  • SHV
  • ACWI
  • EQWL
  • USMV
  • IVV
  • SPMO
  • JQUA
Able Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 169 Billion
Stocks 97
Filing on Apr 09, 2025 Q1 2025

Whipplewood Advisors, LLC

  • JAAA
  • VEA
  • AAPL
  • JEPI
  • VIG
  • MSFT
  • VT
Whipplewood Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 169 Billion
Stocks 2067
Filing on May 15, 2025 Q1 2025

Night Squared LP

  • ECL
  • TOST
  • EAT
  • AMZN
  • TT
  • TXRH
  • MELI
Night Squared LP's Q1 2025 Portfolio
Portfolio Value 169 Billion
Stocks 44
Filing on Feb 14, 2025 Q4 2024

Cigogne Management Sa

  • EDR
  • HCP
  • JNPR
  • DB
  • SMAR
  • FYBR
  • ZUO
Cigogne Management Sa's Q4 2024 Portfolio
Portfolio Value 169 Billion
Stocks 86
Filing on Apr 14, 2025 Q1 2025

Wynn Capital, LLC

  • SCHB
  • MSFT
  • AAPL
  • TSLA
  • JPM
  • GOOG
  • META
Wynn Capital, LLC's Q1 2025 Portfolio
Portfolio Value 168 Billion
Stocks 108
Filing on Apr 14, 2025 Q1 2025

Prairie Sky Financial Group LLC

  • AAPL
  • ABBV
  • ABT
  • SPLG
  • VTI
  • BRK-A
  • AMZN
Prairie Sky Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 168 Billion
Stocks 73
Filing on Apr 21, 2025 Q1 2025

Kentucky Trust CO

  • MSFT
  • AAPL
  • USB
  • DNP
  • JPM
  • PFF
  • PG
Kentucky Trust CO's Q1 2025 Portfolio
Portfolio Value 168 Billion
Stocks 299
Filing on May 13, 2025 Q1 2025

Kaleidoscope Capital LP

  • SPY
  • VEA
  • IEFA
Kaleidoscope Capital LP's Q1 2025 Portfolio
Portfolio Value 168 Billion
Stocks 9
Filing on May 15, 2025 Q1 2025

Sovereign'S Capital Management, LLC

  • LOPE
  • PRI
  • EEFT
  • PAYC
  • CBRE
  • ALKT
  • RPAY
Sovereign'S Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 168 Billion
Stocks 124
Filing on May 01, 2025 Q1 2025

Hippocratic Financial Advisors, LLC

  • DFAC
  • DFSD
  • DUHP
  • VYM
  • BIL
  • DFIC
  • DFCF
Hippocratic Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 168 Billion
Stocks 20
Filing on Apr 24, 2025 Q1 2025

Centerline Wealth Advisors, LLC

  • FBND
  • FBCG
  • AOR
  • VO
  • VEA
  • AAPL
  • CGGR
Centerline Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 168 Billion
Stocks 36
Filing on May 05, 2025 Q1 2025

Evergreen Wealth Management, LLC

  • VIG
  • VTI
  • VYM
  • BRK-B
  • BLV
  • JEPI
  • MKL
Evergreen Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 167 Billion
Stocks 54
Filing on May 13, 2025 Q1 2025

Ranmore Fund Management LTD

  • PBRA
  • MAT
  • SHG
  • GOOGL
  • SBH
  • TAP
  • KB
Ranmore Fund Management LTD's Q1 2025 Portfolio
Portfolio Value 167 Billion
Stocks 15