Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 07, 2025 Q2 2025

Tru Wealth Advisors, LLC

  • JAAA
  • VTI
  • FBND
  • BSCS
  • IWF
  • BSCU
  • AVUV
Tru Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 176
Filing on Jul 07, 2025 Q2 2025

Guo Line Advisory Pte LTD

  • MSFT
  • GOOGL
  • AAPL
  • AMZN
  • ZS
  • NOW
  • KLAC
Guo Line Advisory Pte LTD's Q2 2025 Portfolio
Portfolio Value 943 Billion
Stocks 21
Filing on Jul 03, 2025 Q2 2025

Rda Financial Network

  • NVDA
  • MSFT
  • AMZN
  • AVGO
  • QQQ
  • AAPL
  • META
Rda Financial Network's Q2 2025 Portfolio
Portfolio Value 363 Million
Stocks 256
Filing on Jul 03, 2025 Q2 2025

Wilson & Boucher Capital Management, LLC

  • VTI
  • AAPL
  • SCHB
  • VB
  • VO
  • VEU
  • MSFT
Wilson & Boucher Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 143 Billion
Stocks 110
Filing on Jul 03, 2025 Q2 2025

Medici Capital LLC

  • SPY
  • AEM
  • GLDM
  • AEM
  • AGI
  • EMX
  • ASA
Medici Capital LLC's Q2 2025 Portfolio
Portfolio Value 104 Billion
Stocks 25
Filing on Jul 03, 2025 Q2 2025

Rb Capital Management, LLC

  • AAPL
  • BRK-B
  • NVDA
  • COST
  • MSFT
  • META
  • SPY
Rb Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 417 Million
Stocks 177
Filing on Jul 03, 2025 Q2 2025

Neumann Advisory Hong Kong LTD

  • TSLA
  • META
  • API
  • GOOGL
  • ESTC
  • MRNA
  • TWLO
Neumann Advisory Hong Kong LTD's Q2 2025 Portfolio
Portfolio Value 280 Million
Stocks 9
Filing on Jul 03, 2025 Q2 2025

First Hawaiian Bank

  • IVV
  • IEFA
  • IVW
  • VYMI
  • IVE
  • AGG
  • VYM
First Hawaiian Bank's Q2 2025 Portfolio
Portfolio Value 729 Million
Stocks 155
Filing on Jul 03, 2025 Q2 2025

Trinity Financial Advisors LLC

  • SPY
  • DFIV
  • VEA
  • BRK-B
  • DFUS
  • ORCC
  • VTI
Trinity Financial Advisors LLC's Q2 2025 Portfolio
Portfolio Value 322 Million
Stocks 91
Filing on Jul 03, 2025 Q2 2025

Cpa Asset Management LLC

  • FBND
  • DFAE
  • DFIP
  • IAU
  • DUHP
  • DFAI
  • BRK-A
Cpa Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 238 Billion
Stocks 83
Filing on Jul 03, 2025 Q2 2025

Arvest Investments, Inc.

  • VEA
  • RSP
  • GIGB
  • JMBS
  • MBB
  • CMBS
  • IVV
Arvest Investments, Inc.'s Q2 2025 Portfolio
Portfolio Value 664 Billion
Stocks 175
Filing on Jul 03, 2025 Q2 2025

Whitcomb & Hess, Inc.

  • SPYV
  • VEA
  • SPYG
  • IJH
  • VWO
  • IJR
  • VMBS
Whitcomb & Hess, Inc.'s Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 54
Filing on Jul 03, 2025 Q2 2025

Lam Group, Inc.

  • VXF
  • VEU
  • IBND
  • DFAS
  • DISV
  • DFUV
  • VBR
Lam Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 73
Filing on Jul 03, 2025 Q2 2025

Garde Capital, Inc.

  • VUG
  • VTV
  • VV
  • BND
  • VTI
  • VGK
  • MSFT
Garde Capital, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.87 Billion
Stocks 854
Filing on Jul 03, 2025 Q2 2025

Collective Family Office LLC

  • JMUB
  • DFAE
  • AVLV
  • AVDV
  • VTV
  • AVUV
  • FNDF
Collective Family Office LLC's Q2 2025 Portfolio
Portfolio Value 383 Million
Stocks 158
Filing on Jul 03, 2025 Q2 2025

Higgins & Schmidt Wealth Strategies LLC

  • SPYG
  • SPYV
  • SPDW
  • SPMD
  • AVEM
  • SPTI
  • IVW
Higgins & Schmidt Wealth Strategies LLC's Q2 2025 Portfolio
Portfolio Value 181 Billion
Stocks 50
Filing on Jul 03, 2025 Q2 2025

True Wealth Advisors, LLC

  • SPY
  • ACIO
  • DRSK
  • QQQ
  • DBEF
  • SDVY
  • FBND
True Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 217
Filing on Jul 03, 2025 Q2 2025

Mc Lean Asset Management Corp

  • DFUS
  • DFUV
  • AAPL
  • DFAS
  • DFIV
  • AVUS
  • DFAT
Mc Lean Asset Management Corp's Q2 2025 Portfolio
Portfolio Value 381 Billion
Stocks 161