Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Wcg Wealth Advisors LLC

  • NVDA
  • AVUS
  • AAPL
  • MSFT
  • IVV
  • SNPE
  • JAVA
Wcg Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 527
Filing on Aug 13, 2025 Q2 2025

Isthmus Partners, LLC

  • MSFT
  • TT
  • AAPL
  • AMCR
  • AVGO
  • AZO
  • EBAY
Isthmus Partners, LLC's Q2 2025 Portfolio
Portfolio Value 851 Million
Stocks 217
Filing on Aug 13, 2025 Q2 2025

Long Path Partners LP

  • NCNO
  • ALKT
  • IIIV
  • PCOR
Long Path Partners LP's Q2 2025 Portfolio
Portfolio Value 215 Million
Stocks 6
Filing on Aug 13, 2025 Q2 2025

Amj Financial Wealth Management

  • PULS
  • META
  • GS
  • EAT
  • NDAQ
  • SAP
  • HEI
Amj Financial Wealth Management's Q2 2025 Portfolio
Portfolio Value 394 Million
Stocks 85
Filing on Aug 13, 2025 Q2 2025

M3 F, Inc.

  • WLFC
  • AL
  • PBFS
  • SNFCA
  • ASLE
  • AER
  • RBKB
M3 F, Inc.'s Q2 2025 Portfolio
Portfolio Value 354 Million
Stocks 30
Filing on Aug 13, 2025 Q2 2025

Granite Investment Partners, LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • ETN
  • GE
  • WTFC
Granite Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.93 Billion
Stocks 255
Filing on Aug 13, 2025 Q2 2025

Arjuna Capital

  • SGOV
  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • SPTI
  • AMZN
Arjuna Capital's Q2 2025 Portfolio
Portfolio Value 368 Million
Stocks 117
Filing on Aug 13, 2025 Q2 2025

P Squared Asset Management Ag

  • HES
  • K
  • TGI
  • SLSSF
  • SWTX
  • ETWO
  • HOLX
P Squared Asset Management Ag's Q2 2025 Portfolio
Portfolio Value 148 Million
Stocks 8
Filing on Aug 13, 2025 Q2 2025

Grove Street Fiduciary, LLC

  • EMQQ
  • VOE
  • BNDX
  • FMQQ
  • SCHP
  • SCHZ
  • VSS
Grove Street Fiduciary, LLC's Q2 2025 Portfolio
Portfolio Value 207 Billion
Stocks 73
Filing on Aug 13, 2025 Q2 2025

Beacon Pointe Advisors, LLC

  • VOO
  • AAPL
  • NVDA
  • MSFT
  • LII
  • IVV
  • VO
Beacon Pointe Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 9.37 Billion
Stocks 1250
Filing on Aug 13, 2025 Q2 2025

Pinkerton Retirement Specialists, LLC

  • SPY
  • GLD
  • IYZ
  • IYC
  • IYW
  • IYF
  • BIV
Pinkerton Retirement Specialists, LLC's Q2 2025 Portfolio
Portfolio Value 835 Million
Stocks 137
Filing on Aug 13, 2025 Q2 2025

Groupe Des Assurances Du Credit Mutuel

  • STLA
  • RACE
  • MSFT
  • CRH.L
Groupe Des Assurances Du Credit Mutuel's Q2 2025 Portfolio
Portfolio Value 354 Billion
Stocks 5
Filing on Aug 13, 2025 Q2 2025

Crescent Park Management, L.P.

  • AVGO
  • KKR
  • AMZN
  • CCCS
  • WIX
  • SBAC
  • PCOR
Crescent Park Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 243 Million
Stocks 34
Filing on Aug 13, 2025 Q2 2025

Atlas Frm LLC

  • SLVM
  • SUZ
  • IP
  • PKG
  • MHK
  • SEE
  • ODP
Atlas Frm LLC's Q2 2025 Portfolio
Portfolio Value 859 Million
Stocks 15
Filing on Aug 13, 2025 Q2 2025

Holos Integrated Wealth LLC

  • BUFR
  • BUFF
  • UCON
  • VO
  • HYLS
  • FLTB
  • FBND
Holos Integrated Wealth LLC's Q2 2025 Portfolio
Portfolio Value 166 Billion
Stocks 308
Filing on Aug 13, 2025 Q2 2025

Minerva Advisors LLC

  • GLDD
  • TG
  • EML
  • VIRC
  • ATRO
  • ESCA
  • DLHC
Minerva Advisors LLC's Q2 2025 Portfolio
Portfolio Value 143 Million
Stocks 102
Filing on Aug 13, 2025 Q2 2025

Blueshift Asset Management, LLC

  • SPY
  • IWM
  • BBWI
  • AFRM
  • RBLX
  • ROKU
  • SFM
Blueshift Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 311 Million
Stocks 430
Filing on Aug 13, 2025 Q2 2025

Argi Investment Services, LLC

  • VOO
  • IEF
  • BWX
  • SCHP
  • VT
  • VWO
  • GLD
Argi Investment Services, LLC's Q2 2025 Portfolio
Portfolio Value 1.74 Billion
Stocks 2626