Largest Portfolios by Value

Filing on Aug 11, 2025 Q2 2025

Aegis Financial Corp

  • HNRG
  • EQX
  • NGS
  • PBF
  • TDW
  • ASTL
  • PDS
Aegis Financial Corp's Q2 2025 Portfolio
Portfolio Value 170 Billion
Stocks 25
Filing on Oct 24, 2025 Q3 2025

Monument Group Wealth Advisors, LLC

  • DFAC
  • DFAI
  • VTI
  • VEA
  • DFAE
  • VTV
  • VB
Monument Group Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 170 Billion
Stocks 47
Filing on Aug 14, 2025 Q2 2025

Corient Ia LLC

  • VRT
  • TT
  • HWM
  • PANW
  • NFLX
  • AMZN
  • NVDA
Corient Ia LLC's Q2 2025 Portfolio
Portfolio Value 170 Billion
Stocks 308
Filing on Oct 30, 2025 Q3 2025

Birch Financial Group, LLC

  • AXP
  • BRK-A
  • VOO
  • AAPL
  • BRK-B
  • HD
  • AMP
Birch Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 170 Billion
Stocks 130
Filing on Oct 30, 2025 Q3 2025

Bank Plus Wealth Management LLC

  • IVV
  • JCPB
  • JPIE
  • AAPL
  • BND
  • MSFT
  • IWM
Bank Plus Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 170 Billion
Stocks 108
Filing on Aug 14, 2025 Q2 2025

First International Bank Of Israel Ltd.

  • IBDT
  • IBDS
  • BSCS
  • BSCT
  • SPY
  • IBDU
  • QQQ
First International Bank Of Israel Ltd.'s Q2 2025 Portfolio
Portfolio Value 170 Billion
Stocks 56
Filing on Oct 30, 2025 Q3 2025

Hara Capital LLC

  • PBF
  • VAL
  • VGSH
  • VGIT
  • NBR
  • CRC
  • GBIL
Hara Capital LLC's Q3 2025 Portfolio
Portfolio Value 170 Billion
Stocks 294
Filing on Oct 28, 2025 Q3 2025

Attessa Capital LLC

  • SPY
  • VEA
  • BND
  • XLK
  • SCHR
  • SCHX
  • VOO
Attessa Capital LLC's Q3 2025 Portfolio
Portfolio Value 170 Billion
Stocks 34
Filing on Oct 06, 2025 Q3 2025

Beacon Financial Strategies Corp

  • VTI
  • DFAC
  • VCSH
  • VTV
  • VEA
  • VB
  • VO
Beacon Financial Strategies Corp's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 41
Filing on Aug 14, 2025 Q2 2025

Kmt Wealth Management, LLC

  • VTI
  • IVV
  • VXUS
  • DFAS
  • SPY
  • VOO
  • IJR
Kmt Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 169 Billion
Stocks 16
Filing on Nov 03, 2025 Q3 2025

Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group

  • AMD
  • GOOGL
  • MU
  • DASH
  • MELI
  • DECK
  • PAAS
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 26
Filing on Aug 27, 2025 Q2 2025

Barnes Wealth Management Group, Inc

  • IUSB
  • IVV
  • IVW
  • QUAL
  • DYNF
  • EFV
  • IVE
Barnes Wealth Management Group, Inc's Q2 2025 Portfolio
Portfolio Value 169 Billion
Stocks 167
Filing on Aug 12, 2025 Q2 2025

Viawealth, LLC

  • NVDA
  • MSFT
  • NOBL
  • VCIT
  • FTLS
  • GGG
  • RSP
Viawealth, LLC's Q2 2025 Portfolio
Portfolio Value 169 Billion
Stocks 149
Filing on Oct 23, 2025 Q3 2025

Ledgewood Wealth Advisors, LLC

  • DFAU
  • MSEX
  • PFS
  • DFAI
  • DFCF
  • BSCP
  • BSCS
Ledgewood Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 74
Filing on Nov 04, 2025 Q3 2025

Anderson Financial Strategies, LLC

  • WTV
  • QGRO
  • IAGG
  • SKOR
  • CWB
  • USVM
  • PFFA
Anderson Financial Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 39
Filing on Nov 07, 2025 Q3 2025

Conscious Wealth Investments, LLC

  • SPY
  • HD
  • NVDA
  • IUSB
  • KLAC
  • VCIT
  • GOOG
Conscious Wealth Investments, LLC's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 57
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 Aug 14, 2025 Q2 2025

Ctc LLC

  • SPY
  • SPY
  • QQQ
  • QQQ
  • IWM
  • TSLA
  • TSLA
Ctc LLC's Q2 2025 Portfolio
Portfolio Value 169 Billion
Stocks 165