Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Quest Investment Management LLC

  • NVDA
  • MSFT
  • IVE
  • AMZN
  • EFA
  • AAPL
  • SPYG
Quest Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 785 Million
Stocks 129
Filing on Aug 13, 2025 Q2 2025

Formula Growth LTD

  • SWIM
  • SSYS
  • UA
  • JHX
  • PODD
  • U
  • BILL
Formula Growth LTD's Q2 2025 Portfolio
Portfolio Value 242 Million
Stocks 119
Filing on Aug 13, 2025 Q2 2025

Technology Crossover Management Ix, Ltd.

  • SRAD
  • Z
  • LZ
  • TRIP
  • PTON
  • ZG
Technology Crossover Management Ix, Ltd.'s Q2 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 6
Filing on Aug 13, 2025 Q2 2025

Vertex Planning Partners, LLC

  • SPLG
  • JQUA
  • USFR
  • AAPL
  • SPYG
  • TFLO
  • SPY
Vertex Planning Partners, LLC's Q2 2025 Portfolio
Portfolio Value 479 Billion
Stocks 188
Filing on Aug 13, 2025 Q2 2025

Ally Financial Inc.

  • RSP
  • TLT
  • IJR
  • GOOGL
  • AMZN
  • FXI
  • AAPL
Ally Financial Inc.'s Q2 2025 Portfolio
Portfolio Value 875 Million
Stocks 105
Filing on Aug 13, 2025 Q2 2025

Technology Crossover Management X, Ltd.

  • NU
  • RKT
  • TOST
  • PTON
  • GTLB
  • GDRX
Technology Crossover Management X, Ltd.'s Q2 2025 Portfolio
Portfolio Value 897 Million
Stocks 6
Filing on Aug 13, 2025 Q2 2025

Kaleidoscope Capital LP

  • SPY
  • VEA
  • IEFA
Kaleidoscope Capital LP's Q2 2025 Portfolio
Portfolio Value 252 Billion
Stocks 9
Filing on Aug 13, 2025 Q2 2025

Fiduciary Group LLC

  • MSFT
  • AAPL
  • VOO
  • SHY
  • GOOG
  • JPM
  • BRK-B
Fiduciary Group LLC's Q2 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 285
Filing on Aug 13, 2025 Q2 2025

Tranquilli Financial Advisor LLC

  • SPYG
  • DFAX
  • BSV
  • IDEV
  • RSP
  • SPDW
  • VGT
Tranquilli Financial Advisor LLC's Q2 2025 Portfolio
Portfolio Value 157 Million
Stocks 115
Filing on Aug 13, 2025 Q2 2025

R Pg Family Wealth Advisory, LLC

  • GE
  • HWM
  • UBER
  • META
  • JPST
  • NVDA
  • MRSK
R Pg Family Wealth Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 340 Million
Stocks 96
Filing on Aug 13, 2025 Q2 2025

Nicolet Bankshares Inc

  • NIC
  • SPYV
  • SPYG
  • VOO
  • MSFT
  • SPY
  • AAPL
Nicolet Bankshares Inc's Q2 2025 Portfolio
Portfolio Value 567 Million
Stocks 212
Filing on Aug 13, 2025 Q2 2025

Twin Peaks Wealth Advisors, LLC

  • AAPL
  • META
  • FIXD
  • IVV
  • QUAL
  • BUFR
  • IUSB
Twin Peaks Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 309 Billion
Stocks 2274
Filing on Aug 13, 2025 Q2 2025

Millstone Evans Group, LLC

  • NVDA
  • AAPL
  • MSFT
  • BRK-B
  • ORCL
  • JPM
  • RJF
Millstone Evans Group, LLC's Q2 2025 Portfolio
Portfolio Value 147 Billion
Stocks 763
Filing on Aug 13, 2025 Q2 2025

Balance Wealth, LLC

  • SCHX
  • VOO
  • SPAB
  • WFC
  • DFAC
  • BIV
  • MSFT
Balance Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 171 Billion
Stocks 101
Filing on Aug 13, 2025 Q2 2025

Geo Capital Gestora De Recursos LTD

  • MSFT
  • DE
  • ABNB
  • GOOGL
  • EFX
  • ADBE
  • NVO
Geo Capital Gestora De Recursos LTD's Q2 2025 Portfolio
Portfolio Value 66.1 Million
Stocks 35
Filing on Aug 13, 2025 Q2 2025

Serenus Wealth Advisors, LLC

  • USFR
  • SPY
  • QQQ
  • IVV
  • DGRW
  • IJH
  • MDY
Serenus Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 591 Billion
Stocks 60
Filing on Aug 13, 2025 Q2 2025

Texas Treasury Safekeeping Trust CO

  • SPY
  • VNLA
  • BND
  • VT
Texas Treasury Safekeeping Trust CO's Q2 2025 Portfolio
Portfolio Value 631 Million
Stocks 4
Filing on Aug 13, 2025 Q2 2025

Guide Stone Capital Management, LLC

  • AAPL
Guide Stone Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 60.2 Million
Stocks 1