Largest Portfolios by Value

Filing on Apr 23, 2025 Q1 2025

Vannoy Advisory Group, Inc.

  • DFAC
  • DFIC
  • BND
  • DFEM
  • VTI
  • AVUS
  • DFAR
Vannoy Advisory Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 135 Billion
Stocks 26
Filing on May 15, 2025 Q1 2025

Pingora Partners LLC

  • CRGY
  • FIP
  • NFE
  • BABA
  • CTRA
  • T
  • WBA
Pingora Partners LLC's Q1 2025 Portfolio
Portfolio Value 135 Billion
Stocks 207
Filing on May 09, 2025 Q1 2025

Palacios Wealth Management, LLC

  • PFE
  • PG
  • NVDA
  • JEPQ
  • RYLD
  • AVGO
  • META
Palacios Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 135 Billion
Stocks 64
Filing on May 13, 2025 Q1 2025

Caitong International Asset Management Co., LTD

  • META
  • TSLA
  • CORT
  • AMZN
  • IONQ
  • VST
  • MELI
Caitong International Asset Management Co., LTD's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 2122
Filing on Jul 07, 2025 Q2 2025

Accelerate Investment Advisors LLC

  • SPLG
  • IDEV
  • AGG
  • FBND
  • VO
  • IVV
  • VWO
Accelerate Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 134 Billion
Stocks 115
Filing on May 14, 2025 Q1 2025

Graney & King, LLC

  • SPYG
  • SPYV
  • SLYV
  • VLU
  • SLYG
  • BBIN
  • SPLB
Graney & King, LLC's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 346
Filing on May 13, 2025 Q1 2025

Glenorchy Capital LTD

  • KWEB
  • URNM
  • GREK
  • GDX
  • PAM
  • CHK
  • BBAR
Glenorchy Capital LTD's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 58
Filing on Apr 14, 2025 Q1 2025

Pillar Financial Advisors, LLC

  • DFAS
  • DFUS
  • DFUV
  • DFIC
  • DFAT
  • DFAR
  • DFSV
Pillar Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 111
Filing on May 13, 2025 Q1 2025

English Capital Management LLC

  • AER
  • ARW
  • G
  • CI
  • GL
  • BKNG
  • SYF
English Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 31
Filing on May 01, 2025 Q1 2025

Peregrine Investment Management Inc

  • CPRT
  • MSFT
  • NVDA
  • SITM
  • META
  • OLED
  • LSCC
Peregrine Investment Management Inc's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 22
Filing on May 02, 2025 Q1 2025

Mb Generational Wealth, LLC

  • AVUV
  • DUHP
  • QUAL
  • OEF
  • DISV
  • AVLV
  • DIHP
Mb Generational Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 51
Filing on Apr 14, 2025 Q1 2025

Patrick M Sweeney & Associates, Inc

  • ABT
  • AAPL
  • JPM
  • ABBV
  • BAC
  • MRK
  • MSFT
Patrick M Sweeney & Associates, Inc's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 147
Filing on Nov 02, 2023 Q3 2023

Wealth Spring Partners, LLC

  • AGG
  • DFAC
  • IYK
  • IVV
  • PHO
  • BNDX
  • AAPL
Wealth Spring Partners, LLC's Q3 2023 Portfolio
Portfolio Value 134 Billion
Stocks 70
Filing on Apr 08, 2025 Q1 2025

St. Louis Financial Planners Asset Management, LLC

  • BIL
  • TFLO
  • SPY
  • BSCP
  • PLTR
  • TSLA
  • AAPL
St. Louis Financial Planners Asset Management, LLC's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 26
Filing on Apr 16, 2025 Q1 2025

Seros Financial, LLC

  • SPMO
  • QQQ
  • BRK-B
  • IVE
  • AUSF
  • FPE
  • DJUN
Seros Financial, LLC's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 55
Filing on Apr 30, 2025 Q1 2025

Robocap Asset Management LTD

  • NVDA
  • AMD
  • SNPS
  • DT
  • NOW
  • PANW
  • PRCT
Robocap Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 134 Billion
Stocks 24
Filing on Jul 07, 2025 Q2 2025

Schulz Wealth, Ltd.

  • DFAC
  • VXUS
  • BUFR
  • VUSB
  • FDEC
  • AVDV
  • FSEP
Schulz Wealth, Ltd.'s Q2 2025 Portfolio
Portfolio Value 134 Billion
Stocks 66
Filing on Apr 23, 2025 Q1 2025

Inman Jager Wealth Management, LLC

  • MSFT
  • IVV
  • TOTL
  • BND
  • IJH
  • DVY
  • IWM
Inman Jager Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 83