Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Kilter Howling LLC

  • SCHZ
  • VOO
  • VIG
  • QQQ
  • SHYG
  • USMV
  • VEA
Kilter Howling LLC's Q2 2025 Portfolio
Portfolio Value 168 Billion
Stocks 46
Filing on Aug 13, 2025 Q2 2025

New York Life Insurance CO

  • VOO
  • SPY
New York Life Insurance CO's Q2 2025 Portfolio
Portfolio Value 299 Million
Stocks 5
Filing on Aug 13, 2025 Q2 2025

Elios Financial Group Inc.

  • FIXD
  • VOO
  • SPY
  • VIGI
  • QQQM
  • BND
  • RDVY
Elios Financial Group Inc.'s Q2 2025 Portfolio
Portfolio Value 220 Billion
Stocks 121
Filing on Aug 13, 2025 Q2 2025

Jt Stratford LLC

  • IWB
  • AGG
  • NVDA
  • VIG
  • SPDW
  • VCIT
  • QQQ
Jt Stratford LLC's Q2 2025 Portfolio
Portfolio Value 630 Million
Stocks 302
Filing on Aug 13, 2025 Q2 2025

Virtus Fixed Income Advisers, LLC

  • VABS
  • SEIX
  • BLHY
  • BKLN
  • HYG
  • JNK
  • FLOT
Virtus Fixed Income Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 110 Billion
Stocks 27
Filing on Aug 13, 2025 Q2 2025

Peloton Wealth Strategists

  • IBDT
  • AMZN
  • MA
  • IBDS
  • MSFT
  • IBDU
  • GOOGL
Peloton Wealth Strategists's Q2 2025 Portfolio
Portfolio Value 242 Million
Stocks 89
Filing on Aug 13, 2025 Q2 2025

Phar Vision Advisers, LLC

  • EXLS
  • META
  • CRUS
  • MNST
  • VEEV
  • CLX
  • OKTA
Phar Vision Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 69.6 Billion
Stocks 267
Filing on Aug 13, 2025 Q2 2025

Latash Investments, LLC

  • WFC
  • MSFT
  • GOOG
  • GOOGL
  • WLFC
  • BX
  • ITW
Latash Investments, LLC's Q2 2025 Portfolio
Portfolio Value 129 Million
Stocks 18
Filing on Aug 13, 2025 Q2 2025

Triavera Capital LLC

  • AMZN
  • KKR
  • TSM
  • BKNG
  • RBLX
  • META
  • PM
Triavera Capital LLC's Q2 2025 Portfolio
Portfolio Value 190 Billion
Stocks 18
Filing on Aug 13, 2025 Q2 2025

Mc Collum Christoferson Group LLC

  • MSFT
  • COST
  • AAPL
  • ECL
  • V
  • HLT
  • AMZN
Mc Collum Christoferson Group LLC's Q2 2025 Portfolio
Portfolio Value 319 Million
Stocks 68
Filing on Aug 13, 2025 Q2 2025

Argyle Capital Partners, LLC

  • AAPL
  • MSFT
  • IWD
  • IWF
  • LQD
  • AMZN
  • TLT
Argyle Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 121 Billion
Stocks 169
Filing on Aug 13, 2025 Q2 2025

Invesco Senior Secured Management Inc

  • ASTL
  • TALO
  • IHRT
  • BRW
  • CZR
  • PTEN
  • SDRL
Invesco Senior Secured Management Inc 's Q2 2025 Portfolio
Portfolio Value 51.4 Million
Stocks 7
Filing on Aug 13, 2025 Q2 2025

Allie Family Office LLC

  • SPY
  • EFA
  • BABA
  • FEZ
  • EEM
  • VNQ
  • GLD
Allie Family Office LLC's Q2 2025 Portfolio
Portfolio Value 216 Million
Stocks 97
Filing on Aug 13, 2025 Q2 2025

Hutner Capital Management Inc

  • BRK-A
  • BRK-B
  • COST
  • PM
  • KO
  • MCD
  • PG
Hutner Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 220 Million
Stocks 44
Filing on Aug 13, 2025 Q2 2025

Dai Ichi Life Insurance Company, LTD

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • GOOGL
  • META
Dai Ichi Life Insurance Company, LTD's Q2 2025 Portfolio
Portfolio Value 3.47 Billion
Stocks 483
Filing on Aug 13, 2025 Q2 2025

Iag Wealth Partners, LLC

  • SPLG
  • GSLC
  • AVIV
  • DLN
  • IVV
  • DIVB
  • MMIT
Iag Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 681 Million
Stocks 495
Filing on Aug 13, 2025 Q2 2025

Westerkirk Capital Inc.

  • AGG
  • VWO
  • VOO
  • MSFT
  • VEA
  • NVDA
  • BND
Westerkirk Capital Inc.'s Q2 2025 Portfolio
Portfolio Value 811 Billion
Stocks 231
Filing on Aug 13, 2025 Q2 2025

D L Carlson Investment Group Inc

  • SCHB
  • GVI
  • MSFT
  • AAPL
  • NVDA
  • IGSB
  • GOOGL
D L Carlson Investment Group Inc's Q2 2025 Portfolio
Portfolio Value 528 Million
Stocks 130