Filing on Jul 16, 2025 Q2 2025

Form Wealth Advisors, LLC

  • IVV
  • DYNF
  • IEFA
  • AGG
  • QQQ
  • IJH
  • DGRO
Form Wealth Advisors, LLC's Q2 2025 Portfolio
Filing on Oct 21, 2025 Q3 2025

Goldstein Advisors, LLC

  • ITOT
  • GSLC
  • JGRO
  • QUAL
  • DBMF
  • BOND
  • TAXF
Goldstein Advisors, LLC's Q3 2025 Portfolio
Filing on Aug 06, 2025 Q2 2025

Golden State Wealth Management, LLC

  • IVV
  • SPY
  • AAPL
  • AGG
  • FVD
  • QQQ
  • AMZN
Golden State Wealth Management, LLC's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Atlas Capital Advisors LLC

  • PG
  • VGK
  • PLMR
  • VSS
  • SPEM
  • MSFT
  • XLK
Atlas Capital Advisors LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Scopia Capital Management LP

  • CTVA
  • RRX
  • KBR
  • TPX
  • AMZN
  • CC
  • LIVN
Scopia Capital Management LP's Q2 2025 Portfolio
Filing on Aug 13, 2025 Q2 2025

Jpb Foundation

  • SPY
  • RSP
Jpb Foundation's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Blue Stem Wealth Partners, LLC

  • IVV
  • FNDX
  • VUG
  • SCHF
  • SPEM
  • RECS
  • IJH
Blue Stem Wealth Partners, LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025
Filing on Aug 13, 2025 Q2 2025

Westerkirk Capital Inc.

  • AGG
  • VWO
  • VOO
  • MSFT
  • VEA
  • NVDA
  • BND
Westerkirk Capital Inc.'s Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Morgan Stanley Institutional Investment Advisors LLC

  • WM
  • ENB
  • NHC
Morgan Stanley Institutional Investment Advisors LLC's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Savoie Capital LLC

  • NVDA
  • AMZN
  • GOOG
  • LBRDK
  • QQQ
  • XOM
  • AMD
Savoie Capital LLC's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Rit Capital Partners PLC

  • MSFT
  • AMZN
  • ICE
  • CPNG
  • RNR
  • GLNG
  • CRM
Rit Capital Partners PLC's Q2 2025 Portfolio
Filing on Oct 20, 2025 Q3 2025

Absolute Investment Advisers LLC

  • PHD
  • JEQ
  • ZTR
  • JQC
  • UTG
  • RFMZ
  • BHK
Absolute Investment Advisers LLC's Q3 2025 Portfolio
Filing on Jul 16, 2025 Q2 2025

Novem Group

  • SCHG
  • VIG
  • SPLG
  • FMIL
  • BOND
  • USFR
  • IBDS
Novem Group's Q2 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Disciplina Capital Management LLC

  • AGG
  • ITOT
  • TLT
  • IEFA
  • AVUS
  • USRT
  • IVV
Disciplina Capital Management LLC's Q2 2025 Portfolio
Filing on Oct 14, 2025 Q3 2025

Jamison Private Wealth Management, Inc.

  • NVDA
  • AAPL
  • MSFT
  • VMC
  • JPM
  • BX
  • UPS
Jamison Private Wealth Management, Inc.'s Q3 2025 Portfolio
Filing on Aug 14, 2025 Q2 2025

Volterra Technologies LP

  • QQQ
  • SPY
  • QQQ
  • SPY
  • XLK
  • EEM
  • XLK
Volterra Technologies LP's Q2 2025 Portfolio
Filing on Aug 12, 2025 Q2 2025

Quadcap Wealth Management, LLC

  • JQUA
  • DFUS
  • AAPL
  • CGCP
  • MSFT
  • AMZN
  • NVDA
Quadcap Wealth Management, LLC's Q2 2025 Portfolio