Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 01, 2025 Q2 2025

Legacy Wealth Management, LLC / Ms

  • SPY
  • NVDA
  • MSFT
  • AAPL
  • SPLG
  • PANW
  • WMT
Legacy Wealth Management, LLC / Ms's Q2 2025 Portfolio
Portfolio Value 329 Billion
Stocks 90
Filing on Jul 01, 2025 Q2 2025

Harbor Investment Advisory, LLC

  • MAR
  • BRK-B
  • MSFT
  • AAPL
  • AMZN
  • HUBS
  • GOOGL
Harbor Investment Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 1.31 Billion
Stocks 1176
Filing on Jul 01, 2025 Q2 2025

First National Bank Sioux Falls

  • VOO
  • AVDE
  • IDEV
  • AVLV
  • VO
  • RSP
  • VTV
First National Bank Sioux Falls's Q2 2025 Portfolio
Portfolio Value 266 Million
Stocks 166
Filing on Jul 01, 2025 Q2 2025

Kera Capital Partners, Inc.

  • NVDA
  • SPY
  • RSP
  • CGDV
  • COIN
  • GSIE
  • HOOD
Kera Capital Partners, Inc.'s Q2 2025 Portfolio
Portfolio Value 483 Million
Stocks 351
Filing on Jul 01, 2025 Q2 2025

Burkett Financial Services, LLC

  • SCHG
  • SCHD
  • VEA
  • DBEF
  • EEMV
  • IJH
  • IJR
Burkett Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 278 Billion
Stocks 225
Filing on Jul 01, 2025 Q2 2025

Stonebridge Capital Management Inc

  • MSFT
  • AAPL
  • ORCL
  • SYK
  • INTU
  • GD
  • NVDA
Stonebridge Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 256 Million
Stocks 91
Filing on Jul 01, 2025 Q2 2025

Bush Investment Group, LLC

  • VTI
  • IWY
  • SCHF
  • SCHM
  • SPLG
  • SPSB
  • BNDX
Bush Investment Group, LLC's Q2 2025 Portfolio
Portfolio Value 149 Billion
Stocks 36
Filing on Jul 01, 2025 Q2 2025

Private Client Services, LLC

  • IVV
  • IEFA
  • RSP
  • OEF
  • SPY
  • QQQ
  • BIL
Private Client Services, LLC's Q2 2025 Portfolio
Portfolio Value 257 Billion
Stocks 197
Filing on Jul 01, 2025 Q2 2025

Banc First Trust & Investment Management

  • BANF
  • XOM
  • VBR
  • BND
  • VOO
  • BSV
  • LEVI
Banc First Trust & Investment Management's Q2 2025 Portfolio
Portfolio Value 213 Million
Stocks 55
Filing on Jul 01, 2025 Q2 2025

Rowland & CO Investment Counsel

  • PGR
  • AAPL
  • MSFT
  • ADP
  • WMT
  • GOOG
  • KO
Rowland & CO Investment Counsel's Q2 2025 Portfolio
Portfolio Value 473 Million
Stocks 187
Filing on Jul 01, 2025 Q2 2025

Cullen Investment Group, Ltd.

  • BRK-B
  • MSFT
  • AAPL
  • WMT
  • JPM
  • ETN
  • AVGO
Cullen Investment Group, Ltd.'s Q2 2025 Portfolio
Portfolio Value 708 Billion
Stocks 177
Filing on Jul 01, 2025 Q2 2025

Stonehearth Capital Management, LLC

  • MTUM
  • VLUE
  • DFAI
  • OUSM
  • SCHD
  • VWO
  • VEA
Stonehearth Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 224 Million
Stocks 93
Filing on Jul 01, 2025 Q2 2025

Pensionfund Dsm Netherlands

  • PLD
  • EQIX
  • WELL
  • DLR
  • O
  • SPG
  • PSA
Pensionfund Dsm Netherlands's Q2 2025 Portfolio
Portfolio Value 148 Million
Stocks 71
Filing on Jun 30, 2025 Q2 2025

Gp Brinson Investments LLC

  • VTI
  • VEA
  • AGG
  • EPD
  • VWO
  • FSK
  • AAPL
Gp Brinson Investments LLC's Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 16
Filing on Jun 30, 2025 Q1 2025

Pensionfund Sabic

  • MSFT
  • AAPL
  • META
  • PLD
  • JPM
  • O
  • NVDA
Pensionfund Sabic's Q1 2025 Portfolio
Portfolio Value 335 Million
Stocks 215
Filing on Jun 27, 2025 Q1 2025

Copley Financial Group, Inc.

  • SECT
  • SPAB
  • COWZ
  • MOAT
  • GLDM
  • RAAX
  • CALF
Copley Financial Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 131 Billion
Stocks 127
Filing on Jun 27, 2025 Q1 2025

Advice One Advisory Services, LLC

  • RTX
  • CARR
  • OTIS
  • TSLA
  • AAPL
  • LECO
  • NVDA
Advice One Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 122 Billion
Stocks 32
Filing on Jun 26, 2025 Q1 2025

Goldman Sachs Group Inc

  • AAPL
  • SPY
  • MSFT
  • NVDA
  • SPY
  • AMZN
  • META
Goldman Sachs Group Inc's Q1 2025 Portfolio
Portfolio Value 596 Billion
Stocks 12510