Largest Portfolios by Value

Filing on May 15, 2025 Q1 2025

Serenity Capital LLC

  • ZTO
  • BZ
  • QFIN
  • EDU
  • MNSO
  • ATAT
  • TAL
Serenity Capital LLC's Q1 2025 Portfolio
Portfolio Value 167 Billion
Stocks 7
Filing on May 15, 2025 Q1 2025

Serenity Capital Management Pte. Ltd.

  • ZTO
  • BZ
  • QFIN
  • EDU
  • MNSO
  • ATAT
  • TAL
Serenity Capital Management Pte. Ltd.'s Q1 2025 Portfolio
Portfolio Value 167 Billion
Stocks 7
Filing on Apr 22, 2025 Q1 2025

Friday Financial

  • ITOT
  • SCHG
  • VGIT
  • IDEV
  • CWI
  • DFSD
  • SCHV
Friday Financial's Q1 2025 Portfolio
Portfolio Value 167 Billion
Stocks 71
Filing on Apr 30, 2025 Q1 2025

True Vision Mn LLC

  • IUSB
  • IVV
  • QUAL
  • IVW
  • DYNF
  • IVE
  • EFV
True Vision Mn LLC's Q1 2025 Portfolio
Portfolio Value 167 Billion
Stocks 101
Filing on Apr 28, 2025 Q1 2025

Principal Financial Group Inc

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • TDG
  • ORLY
  • HLT
Principal Financial Group Inc's Q1 2025 Portfolio
Portfolio Value 167 Billion
Stocks 4516
Filing on May 09, 2025 Q1 2025

Glass Wealth Management CO LLC

  • AVGO
  • MSFT
  • AAPL
  • XOM
  • AMZN
  • GOOGL
  • NVDA
Glass Wealth Management CO LLC's Q1 2025 Portfolio
Portfolio Value 167 Billion
Stocks 59
Filing on May 01, 2025 Q1 2025

Valued Wealth Advisors LLC

  • DFAU
  • DFAI
  • DFSD
  • AVUV
  • AVDV
  • AVEM
  • AVLV
Valued Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 167 Billion
Stocks 665
Filing on Apr 18, 2024 Q1 2024

Keating Wealth Management LLC

  • VTI
  • VXUS
  • JPST
  • KRC
  • DFAI
  • VOO
  • ITOT
Keating Wealth Management LLC's Q1 2024 Portfolio
Portfolio Value 167 Billion
Stocks 45
Filing on Apr 16, 2025 Q1 2025

Tudor Financial Inc.

  • VOO
  • DIA
  • HYG
  • IWB
  • SCHD
  • SCHF
  • CTAS
Tudor Financial Inc.'s Q1 2025 Portfolio
Portfolio Value 167 Billion
Stocks 135
Filing on Oct 30, 2024 Q3 2024

Family Asset Management, LLC

  • SCHG
  • QUAL
  • IEFA
  • IVW
  • DGRO
  • AAPL
  • EFA
Family Asset Management, LLC's Q3 2024 Portfolio
Portfolio Value 166 Billion
Stocks 209
Filing on Apr 23, 2025 Q1 2025

Gray Private Wealth, LLC

  • IVV
  • IWB
  • EFA
  • IWM
  • VNQ
  • DGRW
  • HDV
Gray Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 166 Billion
Stocks 40
Filing on Apr 23, 2025 Q1 2025

Mokan Wealth Management Inc.

  • VGSH
  • BIL
  • BILS
  • BRK-B
  • VGT
  • AAPL
  • MSFT
Mokan Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 166 Billion
Stocks 74
Filing on May 21, 2025 Q1 2025

Westbourne Investments, Inc.

  • MSFT
  • GE
  • NVDA
  • AMZN
  • META
  • AAPL
  • BRK-B
Westbourne Investments, Inc.'s Q1 2025 Portfolio
Portfolio Value 166 Billion
Stocks 136
Filing on May 06, 2025 Q1 2025

Abel Hall, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFSV
  • DFAU
  • SPY
  • DISV
Abel Hall, LLC's Q1 2025 Portfolio
Portfolio Value 166 Billion
Stocks 202
Filing on Apr 16, 2025 Q1 2025

Retirement Financial Solutions, LLC

  • SPLG
  • VO
  • VBR
  • SPSM
  • IEF
  • QQQM
  • EEM
Retirement Financial Solutions, LLC's Q1 2025 Portfolio
Portfolio Value 165 Billion
Stocks 38
Filing on Apr 08, 2025 Q1 2025

Hfg Wealth Management, LLC

  • IAPR
  • MRSK
  • FTGC
  • IGLD
  • BUFR
  • DFAU
  • SFLR
Hfg Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 165 Billion
Stocks 51
Filing on May 07, 2025 Q1 2025

Advantage Trust CO

  • JGRO
  • VUG
  • VO
  • VTV
  • SDVY
  • DFAI
  • AVLV
Advantage Trust CO's Q1 2025 Portfolio
Portfolio Value 165 Billion
Stocks 197
Filing on May 14, 2025 Q1 2025

Quartz Partners, LLC

  • NVDA
  • AAPL
  • IVV
  • AVGO
  • BIL
  • QQQ
  • META
Quartz Partners, LLC's Q1 2025 Portfolio
Portfolio Value 165 Billion
Stocks 146