Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 11, 2025 Q2 2025

Scott Capital Advisors, LLC

  • VOO
  • SCHD
  • VUG
  • VB
  • QQQ
  • BIV
  • DGRO
Scott Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 365 Million
Stocks 51
Filing on Jul 11, 2025 Q2 2025

Ullmann Wealth Partners Group, LLC

  • IVV
  • LRGF
  • ITOT
  • DFIC
  • DFCF
  • SMLF
  • IWF
Ullmann Wealth Partners Group, LLC's Q2 2025 Portfolio
Portfolio Value 840 Million
Stocks 146
Filing on Jul 11, 2025 Q2 2025

Colorado Capital Management, Inc.

  • USSG
  • DFAI
  • MGC
  • VTIP
  • DFAS
  • SPY
  • NUEM
Colorado Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 101
Filing on Jul 11, 2025 Q2 2025

Bouvel Investment Partners, LLC

  • BOND
  • NVDA
  • PLTR
  • CGDV
  • MSFT
  • AVGO
  • AMZN
Bouvel Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 267 Million
Stocks 73
Filing on Jul 11, 2025 Q2 2025

Enhancing Capital LLC

  • MSFT
  • JPM
  • LLY
  • NVDA
  • SGOV
  • NEE
  • COST
Enhancing Capital LLC's Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 92
Filing on Jul 11, 2025 Q2 2025

Quad Cities Investment Group, LLC

  • AAPL
  • FPE
  • RSP
  • JAAA
  • IJH
  • DGRO
  • AMZN
Quad Cities Investment Group, LLC's Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 184
Filing on Jul 11, 2025 Q2 2025

Wolfstich Capital, LLC

  • DFAC
  • DFAX
  • DFCF
  • DUHP
  • DFSU
  • IBM
  • VIG
Wolfstich Capital, LLC's Q2 2025 Portfolio
Portfolio Value 45.6 Billion
Stocks 13
Filing on Jul 11, 2025 Q2 2025

Westfuller Advisors, LLC

  • SGOV
  • VOO
  • VSGX
  • ESGV
  • EAGG
  • NUBD
  • AMZN
Westfuller Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 175 Billion
Stocks 114
Filing on Jul 11, 2025 Q2 2025

Halter Ferguson Financial Inc.

  • TSLA
  • QQQ
  • TSLA
  • SPY
  • LMND
  • BE
  • NVDA
Halter Ferguson Financial Inc.'s Q2 2025 Portfolio
Portfolio Value 288 Billion
Stocks 30
Filing on Jul 11, 2025 Q2 2025

Lincoln Capital LLC

  • BRK-B
  • BRK-A
  • MKL
  • COST
  • MA
  • GOOGL
  • MSFT
Lincoln Capital LLC's Q2 2025 Portfolio
Portfolio Value 501 Million
Stocks 123
Filing on Jul 11, 2025 Q2 2025

Compass Ion Advisors, LLC

  • VTI
  • SPLG
  • IXUS
  • IUSB
  • DRSK
  • FBND
  • DGRO
Compass Ion Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 851 Million
Stocks 266
Filing on Jul 11, 2025 Q2 2025

Oak Asset Management, LLC

  • AAPL
  • AMGN
  • NVDA
  • CVX
  • QCOM
  • RTX
  • ORCL
Oak Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 278 Million
Stocks 103
Filing on Jul 11, 2025 Q2 2025

Baugh & Associates, LLC

  • MSFT
  • AAPL
  • COST
  • JPM
  • HD
  • WMT
  • MS
Baugh & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 206 Million
Stocks 42
Filing on Jul 11, 2025 Q2 2025

Skyline Advisors, Inc.

  • VTI
  • IXUS
  • MSFT
  • IUSB
  • QUAL
  • SCHG
  • SCHD
Skyline Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 271 Billion
Stocks 96
Filing on Jul 11, 2025 Q2 2025

Wealth Management Partners, LLC

  • NVDA
  • QQQ
  • IAU
  • IVV
  • AAPL
  • MSFT
  • FDN
Wealth Management Partners, LLC's Q2 2025 Portfolio
Portfolio Value 253 Million
Stocks 136
Filing on Jul 11, 2025 Q2 2025

Annex Advisory Services, LLC

  • AVUS
  • AVDE
  • IOO
  • AVEM
  • META
  • NVDA
  • AMZN
Annex Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 3.04 Billion
Stocks 321
Filing on Jul 11, 2025 Q2 2025

Petredis Investment Advisors LLC

  • XLF
  • MGK
  • NVDA
  • MSFT
  • VEA
  • MGV
  • AAPL
Petredis Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 1.14 Trillion
Stocks 103
Filing on Jul 11, 2025 Q2 2025

Vanguard Capital Wealth Advisors

  • AAPL
  • NVDA
  • AMZN
  • AEF
  • URI
  • GOOG
  • META
Vanguard Capital Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 98.5 Million
Stocks 115