Largest Portfolios by Value

Filing on Aug 04, 2025 Q2 2025

Nbz Investment Advisors LLC

  • DIVO
  • SPLG
  • SSO
  • BALT
  • JAAA
  • XSMO
  • XMHQ
Nbz Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 176 Billion
Stocks 62
Filing on Jul 28, 2025 Q2 2025

Rockbridge Capital Management LLC

  • AMT
  • MKL
  • AMZN
  • MSFT
  • ORLY
  • BRK-B
  • CPRT
Rockbridge Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 176 Billion
Stocks 27
Filing on Oct 28, 2025 Q3 2025

Cypress Capital Advisors, LLC

  • VTI
  • IVV
  • SGOL
  • SPY
  • VXUS
  • SCHD
  • CGGR
Cypress Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 176 Billion
Stocks 74
Filing on Aug 14, 2025 Q2 2025

Potentia Wealth

  • SPY
  • SPYV
  • AAPL
  • MSFT
  • NVDA
  • IWF
  • BRK-B
Potentia Wealth's Q2 2025 Portfolio
Portfolio Value 175 Billion
Stocks 71
Filing on Oct 20, 2025 Q3 2025

Base Wealth Management LLC

  • VOO
  • HCI
  • JQUA
  • VONG
  • QQQ
  • HDV
  • FDVV
Base Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 175 Billion
Stocks 63
Filing on Aug 13, 2025 Q2 2025

Avos Capital Management, LLC

  • SGOV
  • LTPZ
  • TLT
  • VEA
  • DBC
  • IGOV
  • GLDM
Avos Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 175 Billion
Stocks 46
Filing on Oct 16, 2025 Q3 2025

Vestment Financial LLC

  • DFAC
  • DFSD
  • DFIC
  • DFNM
  • DUHP
  • AVLV
  • AVRE
Vestment Financial LLC's Q3 2025 Portfolio
Portfolio Value 175 Billion
Stocks 40
Filing on Oct 17, 2025 Q3 2025

Sar Wealth Management Group, LLC

  • FV
  • FBND
  • VTI
  • RSP
  • SDY
  • SCHD
  • ITOT
Sar Wealth Management Group, LLC's Q3 2025 Portfolio
Portfolio Value 175 Billion
Stocks 54
Filing on Jul 17, 2025 Q2 2025

School Employees Retirement Board Of Ohio

  • IAUM
  • IEI
  • GOVT
  • AMLP
School Employees Retirement Board Of Ohio's Q2 2025 Portfolio
Portfolio Value 175 Billion
Stocks 4
Filing on Aug 05, 2025 Q2 2025

Simplex Trading, LLC

  • NVDA
  • AAPL
  • AVGO
  • GOOGL
  • TLT
  • BKNG
  • GOOG
Simplex Trading, LLC's Q2 2025 Portfolio
Portfolio Value 175 Billion
Stocks 9904
Filing on Oct 10, 2025 Q3 2025

Envision Financial LLC

  • VOO
  • USFR
  • FNDX
  • SCHF
  • SCHX
  • UITB
  • VCIT
Envision Financial LLC's Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 43
Filing on Nov 03, 2025 Q3 2025

Hoge Financial Services, LLC

  • IWB
  • BIV
  • VT
  • VTV
  • EFA
  • VB
  • FLOT
Hoge Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 71
Filing on Nov 05, 2025 Q3 2025

Councilmark Asset Management, LLC

  • AAPL
  • MSFT
  • VIG
  • BRK-B
  • ORCL
  • GOOGL
  • MCK
Councilmark Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 86
Filing on Oct 17, 2025 Q3 2025

Fire Capital Management LLC

  • NVDA
  • IWB
  • MSFT
  • RSP
  • JPM
  • AAPL
  • TSLA
Fire Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 98
Filing on Nov 05, 2025 Q3 2025

Hudson Canyon Capital Management

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • AVGO
  • AMZN
  • NFLX
Hudson Canyon Capital Management's Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 51
Filing on Oct 21, 2025 Q3 2025

Stephenson & Company, Inc.

  • BRK-B
  • RSP
  • IVV
  • VEA
  • BSV
  • BIV
  • IJR
Stephenson & Company, Inc.'s Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 43
Filing on Oct 21, 2025 Q3 2025

Thoma Capital Management LLC

  • SPY
  • IGIB
  • IVE
  • XLK
  • IWO
  • JPC
  • AAPL
Thoma Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 59
Filing on Oct 06, 2025 Q3 2025

Ables, Iannone, Moore & Associates, Inc.

  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • V
  • MSFT
  • JPM
Ables, Iannone, Moore & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 57