Largest Portfolios by Value

Filing on Apr 24, 2025 Q1 2025

Qsm Asset Management LTD

  • PFE
  • INTC
  • ZBH
  • CAG
  • UHS
  • KHC
  • CNHI
Qsm Asset Management LTD's Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 18
Filing on May 02, 2025 Q1 2025

Ring Mountain Capital, LLC

  • AAPL
  • META
  • SCHG
  • MSFT
  • AMZN
  • SMH
  • NVDA
Ring Mountain Capital, LLC's Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 90
Filing on May 13, 2025 Q1 2025

Wilkins Miller Wealth Management, LLC

  • SCHX
  • SCHG
  • BSCS
  • IVV
  • IBDV
  • BSCT
  • SPDW
Wilkins Miller Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 83
Filing on May 07, 2025 Q1 2025

Bryce Point Capital, LLC

  • PWP
  • DKNG
  • SOI
  • NEOG
  • COIN
  • DOCS
  • DDOG
Bryce Point Capital, LLC's Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 176
Filing on Apr 30, 2025 Q1 2025

Heritage Wealth Management, Inc. /Ca/

  • SPY
  • AVLV
  • SCHG
  • AAPL
  • VGSH
  • SCHR
  • DFAC
Heritage Wealth Management, Inc. /Ca/'s Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 84
Filing on Jan 26, 2023 Q4 2022

True Signal LP

  • MCD
  • SHW
  • CVS
  • ULTA
  • ETSY
  • UPS
  • BURL
True Signal LP's Q4 2022 Portfolio
Portfolio Value 133 Billion
Stocks 75
Filing on Apr 22, 2025 Q1 2025

Envision Financial LLC

  • VOO
  • FNDX
  • SCHX
  • SCHF
  • USFR
  • UITB
  • VO
Envision Financial LLC's Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 40
Filing on May 12, 2025 Q1 2025

Qtr Family Wealth, LLC

  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • VOO
  • BXSL
  • JAAA
Qtr Family Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 162
Filing on Apr 15, 2025 Q1 2025

Members Wealth LLC

  • IVV
  • FBND
  • SPYG
  • SGOV
  • BND
  • IBDV
  • SCHD
Members Wealth LLC's Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 102
Filing on Apr 14, 2025 Q1 2025

Shorepath Capital Management LLC

  • BAC
  • GS
  • META
  • AAPL
  • V
  • BRK-B
  • HON
Shorepath Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 133 Billion
Stocks 23
Filing on May 07, 2025 Q1 2025

Purkiss Capital Advisors LLC

  • BRK-B
  • IAU
  • AAPL
  • MSFT
  • JPM
  • AMZN
  • BMY
Purkiss Capital Advisors LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 109
Filing on Apr 15, 2025 Q1 2025

Sagace Wealth Management LLC

  • VCIT
  • VO
  • SRLN
  • RSP
  • VCSH
  • VB
  • IQLT
Sagace Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 66
Filing on Apr 09, 2025 Q1 2025

Kure Advisory, LLC

  • DFAU
  • DFAI
  • BALT
  • VGSH
  • IJR
  • SCHD
  • VUG
Kure Advisory, LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 43
Filing on Apr 24, 2025 Q1 2025

Salus Financial Advisors, LLC

  • IVV
  • IUSV
  • FBND
  • FBCG
  • FDEM
  • IJS
  • EFV
Salus Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 34
Filing on Apr 21, 2025 Q1 2025

Mc Hugh Group, LLC

  • SPY
  • BRK-B
  • NVDA
  • MSFT
  • V
  • AAPL
  • MA
Mc Hugh Group, LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 66
Filing on May 06, 2025 Q1 2025

Next Level Wealth Planning, LLC

  • VOO
  • VO
  • DFAI
  • VTI
  • SCHD
  • SCHG
  • IJR
Next Level Wealth Planning, LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 49
Filing on May 07, 2025 Q1 2025

Hurley Capital, LLC

  • VTV
  • VONG
  • VGIT
  • IBHE
  • PSLV
  • IBHF
  • VOO
Hurley Capital, LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 502
Filing on Apr 07, 2025 Q1 2025

Silvia Mccoll Wealth Management, LLC

  • SCHD
  • AAPL
  • VBR
  • CVX
  • IJH
  • ANGL
  • CGGO
Silvia Mccoll Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 109