Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Goodwin Investment Advisory

  • FBCG
  • FBND
  • FVAL
  • ESGU
  • VOO
  • IVV
  • XLG
Goodwin Investment Advisory's Q2 2025 Portfolio
Portfolio Value 86.6 Million
Stocks 214
Filing on Aug 13, 2025 Q2 2025

Prestige Wealth Management Group LLC

  • DGRW
  • ICVT
  • BND
  • AGGY
  • USHY
  • AAPL
  • CL
Prestige Wealth Management Group LLC's Q2 2025 Portfolio
Portfolio Value 465 Million
Stocks 1299
Filing on Aug 13, 2025 Q2 2025

Tandem Financial, LLC

  • GDX
  • SPY
  • FNDE
  • VGLT
  • IMCG
  • QQQ
  • IWF
Tandem Financial, LLC's Q2 2025 Portfolio
Portfolio Value 107 Billion
Stocks 50
Filing on Aug 13, 2025 Q2 2025

Sentinus, LLC

  • QUAL
  • EFV
  • IVV
  • VTI
  • IVW
  • DYNF
  • IVE
Sentinus, LLC's Q2 2025 Portfolio
Portfolio Value 370 Million
Stocks 210
Filing on Aug 13, 2025 Q2 2025

Seaview Investment Managers LLC

  • QQQ
  • NVDA
  • META
  • MSFT
  • SPY
  • AMZN
  • GOOGL
Seaview Investment Managers LLC's Q2 2025 Portfolio
Portfolio Value 451 Million
Stocks 341
Filing on Aug 13, 2025 Q2 2025

Vance Wealth, Inc.

  • DFAC
  • DFAX
  • PG
  • VONG
  • DUHP
  • DFAT
  • AAPL
Vance Wealth, Inc.'s Q2 2025 Portfolio
Portfolio Value 287 Million
Stocks 118
Filing on Aug 13, 2025 Q2 2025

Cresset Asset Management, LLC

  • SPY
  • ERIE
  • IVV
  • RSP
  • AAPL
  • META
  • IEFA
Cresset Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 19.6 Billion
Stocks 1624
Filing on Aug 13, 2025 Q2 2025

Innovator Capital Management, LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • META
  • NFLX
Innovator Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 6.51 Billion
Stocks 11
Filing on Aug 13, 2025 Q2 2025

Sage View Advisory Group, LLC

  • AGG
  • VONG
  • VONV
  • SCHF
  • VXF
  • SCHE
  • IAGG
Sage View Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 2.64 Trillion
Stocks 615
Filing on Aug 13, 2025 Q2 2025

Cheviot Value Management, LLC

  • BRK-B
  • SGOV
  • AEM
  • TOTL
  • GOOGL
  • META
  • MSFT
Cheviot Value Management, LLC's Q2 2025 Portfolio
Portfolio Value 840 Million
Stocks 433
Filing on Aug 13, 2025 Q2 2025

Seven Springs Wealth Group, LLC

  • NU
  • DGRO
  • CI
  • IBDU
  • IBDS
  • FNDF
  • FNDE
Seven Springs Wealth Group, LLC's Q2 2025 Portfolio
Portfolio Value 395 Million
Stocks 84
Filing on Aug 13, 2025 Q2 2025

Knollwood Investment Advisory, LLC

  • NVDA
  • MSFT
  • AMZN
  • META
  • AAPL
  • GOOG
  • NOW
Knollwood Investment Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 1.04 Trillion
Stocks 354
Filing on Aug 13, 2025 Q2 2025

Tcm Advisors, LLC

  • IWM
  • DIA
  • QQQ
  • TLT
  • GLD
  • BIL
  • IYR
Tcm Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 66
Filing on Aug 13, 2025 Q2 2025

Ftv Management Company, L.P.

  • CWAN
Ftv Management Company, L.P.'s Q2 2025 Portfolio
Portfolio Value 5.41 Billion
Stocks 1
Filing on Aug 13, 2025 Q2 2025

Tema Etfs LLC

  • ETN
  • LLY
  • ROK
  • CGNX
  • TKR
  • APG
  • AIT
Tema Etfs LLC's Q2 2025 Portfolio
Portfolio Value 377 Billion
Stocks 165
Filing on Aug 13, 2025 Q2 2025

Carroll Investors, Inc

  • PLTR
  • NVDA
  • TSLA
  • AAPL
  • MSFT
  • CMG
  • PANW
Carroll Investors, Inc's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 31
Filing on Aug 13, 2025 Q2 2025

Oaktree Fund Advisors, LLC

  • INDA
  • HDB
  • FCX
  • ITUB
  • GRAB
  • EC
  • BZ
Oaktree Fund Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 40.8 Million
Stocks 46
Filing on Aug 13, 2025 Q2 2025

Gateway Wealth Partners, LLC

  • SPY
  • SPLG
  • AVUS
  • FTCS
  • IVV
  • MSFT
  • SPAB
Gateway Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 527 Billion
Stocks 355