Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Finer Wealth Management, Inc.

  • MSFT
  • AAPL
  • NVDA
  • LLY
  • META
  • AMZN
  • MSTR
Finer Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 182 Million
Stocks 86
Filing on Aug 13, 2025 Q2 2025

Saiph Capital, LLC

  • IWF
  • IVV
  • IVW
  • SPY
  • IVE
  • VOO
  • SPSB
Saiph Capital, LLC's Q2 2025 Portfolio
Portfolio Value 257 Billion
Stocks 65
Filing on Aug 13, 2025 Q2 2025

Archon Capital Management LLC

  • APYX
  • PBPB
  • ORN
  • EZPW
  • TDC
  • ZM
  • LYTS
Archon Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 107 Million
Stocks 48
Filing on Aug 13, 2025 Q2 2025

Proactive Wealth Strategies LLC

  • FV
  • NVDA
  • TBIL
  • FTLS
  • FVD
  • PANW
  • MSFT
Proactive Wealth Strategies LLC's Q2 2025 Portfolio
Portfolio Value 212 Million
Stocks 135
Filing on Aug 13, 2025 Q2 2025

Strategic Family Wealth Counselors, L.L.C.

  • RBLX
  • SCHG
  • SCHD
  • SPY
  • UBER
  • CGGR
  • SCHX
Strategic Family Wealth Counselors, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 332 Million
Stocks 147
Filing on Aug 13, 2025 Q2 2025

North Berkeley Wealth Management, LLC

  • SSD
  • NUSC
  • ACWI
  • IVW
  • IEMG
  • AAPL
  • IVV
North Berkeley Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 109 Billion
Stocks 64
Filing on Aug 13, 2025 Q2 2025

Brown Advisory Inc

  • MSFT
  • NVDA
  • AMZN
  • V
  • INTU
  • MA
  • MRVL
Brown Advisory Inc's Q2 2025 Portfolio
Portfolio Value 71.5 Billion
Stocks 3063
Filing on Aug 13, 2025 Q2 2025

Cmc Financial Group

  • COWZ
  • GDX
  • MSFT
  • BRK-B
  • CALF
  • BIL
  • IWY
Cmc Financial Group's Q2 2025 Portfolio
Portfolio Value 28.1 Million
Stocks 27
Filing on Aug 13, 2025 Q2 2025

Howard Marks

Oaktree Capital Management LP
  • TRMD
  • SPY
  • CHK
  • GTX
  • STKL
  • RWAY
  • CX
Howard Marks's Q2 2025 Portfolio
Portfolio Value 3.68 Billion
Stocks 178
Filing on Aug 13, 2025 Q2 2025

Indus Capital Partners, LLC

  • HDB
  • HTHT
  • KT
Indus Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 78.7 Million
Stocks 4
Filing on Aug 13, 2025 Q2 2025

Jb Capital Partners LP

  • RDNT
  • RYI
  • TPC
  • BLDR
  • OPY
  • DAN
  • BXC
Jb Capital Partners LP's Q2 2025 Portfolio
Portfolio Value 485 Million
Stocks 82
Filing on Aug 13, 2025 Q2 2025

Exor Capital LLP

  • CVNA
  • PARA
  • TEVA
  • RRC
  • HMY
  • SBSW
  • GDXJ
Exor Capital LLP's Q2 2025 Portfolio
Portfolio Value 4.34 Billion
Stocks 45
Filing on Aug 13, 2025 Q2 2025

Capital Advisors Wealth Management, LLC

  • IVV
  • FNDF
  • VIG
  • IWF
  • VCIT
  • VGT
  • JPIE
Capital Advisors Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 623 Million
Stocks 191
Filing on Aug 13, 2025 Q2 2025

New Leaf Venture Partners, L.L.C.

  • EWTX
  • ARVN
  • CRNX
  • COGT
  • RLYB
  • PASG
  • ALEC
New Leaf Venture Partners, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 33.6 Million
Stocks 8
Filing on Aug 13, 2025 Q2 2025

Hengistbury Investment Partners LLP

  • V
  • IBKR
  • BKNG
Hengistbury Investment Partners LLP's Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 3
Filing on Aug 13, 2025 Q2 2025

Morton Community Bank

  • DGRO
  • SCHD
  • AVGO
  • XLU
  • MSFT
  • JPM
  • ORCL
Morton Community Bank's Q2 2025 Portfolio
Portfolio Value 402 Billion
Stocks 193
Filing on Aug 13, 2025 Q2 2025

Harspring Capital Management, LLC

  • CCOI
  • META
  • DAR
  • AMZN
  • ENVA
  • ESGR
  • NWSA
Harspring Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 274 Million
Stocks 17
Filing on Aug 13, 2025 Q2 2025

Shepherd Financial Partners LLC

  • SPY
  • SPTM
  • IEFA
  • QUAL
  • SPYG
  • DYNF
  • SPTL
Shepherd Financial Partners LLC's Q2 2025 Portfolio
Portfolio Value 900 Million
Stocks 240