Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Omers Administration Corp

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • META
  • AVGO
  • VOO
Omers Administration Corp's Q2 2025 Portfolio
Portfolio Value 12.3 Billion
Stocks 863
Filing on Aug 13, 2025 Q2 2025

Forthright Family Wealth Advisory LLC

  • SPLG
  • IVW
  • QUAL
  • DFAC
  • EFV
  • SCHZ
  • EFG
Forthright Family Wealth Advisory LLC's Q2 2025 Portfolio
Portfolio Value 141 Million
Stocks 49
Filing on Aug 13, 2025 Q2 2025

Round Hill Asset Management

  • SPGI
  • AMGN
  • DIS
  • CMCSA
  • NDAQ
  • PFE
  • MRK
Round Hill Asset Management's Q2 2025 Portfolio
Portfolio Value 144 Million
Stocks 61
Filing on Aug 13, 2025 Q2 2025

Mbm Wealth Consultants, LLC

  • VUG
  • VYM
  • VOO
  • VB
  • PULS
  • VEA
  • JPST
Mbm Wealth Consultants, LLC's Q2 2025 Portfolio
Portfolio Value 358 Million
Stocks 107
Filing on Aug 13, 2025 Q2 2025

Boston Family Office LLC

  • MSFT
  • AAPL
  • AMZN
  • V
  • GOOG
  • VOO
  • ANSS
Boston Family Office LLC's Q2 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 286
Filing on Aug 13, 2025 Q2 2025

Solidarilty Wealth, LLC

  • AAPL
  • MSFT
  • AMZN
  • ALSN
  • BRK-B
  • GOOGL
  • NRP
Solidarilty Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 425 Million
Stocks 83
Filing on Aug 13, 2025 Q2 2025

Capital Counsel LLC

  • V
  • MSFT
  • COST
  • IDXX
  • GOOG
  • CME
  • ADP
Capital Counsel LLC's Q2 2025 Portfolio
Portfolio Value 2.24 Billion
Stocks 57
Filing on Aug 13, 2025 Q2 2025

Advocacy Wealth Management Services, LLC

  • SPLG
  • SPTL
  • DYNF
  • IVW
  • SPDW
  • QUAL
  • EFV
Advocacy Wealth Management Services, LLC's Q2 2025 Portfolio
Portfolio Value 1.29 Billion
Stocks 63
Filing on Aug 13, 2025 Q2 2025

Petiole Usa LTD

  • FCNCA
  • CBAN
  • RNST
  • CARE
  • WAL
  • BANC
  • WBS
Petiole Usa LTD's Q2 2025 Portfolio
Portfolio Value 126 Million
Stocks 37
Filing on Aug 13, 2025 Q2 2025

Kinney Asset Management, LLC

  • ALIT
  • AVTR
  • MHK
Kinney Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 74.3 Billion
Stocks 3
Filing on Aug 13, 2025 Q2 2025

Ballast Asset Management, LP

  • CLMB
  • SOI
  • NRP
  • TPB
  • AGM
  • BELFB
  • CBNK
Ballast Asset Management, LP's Q2 2025 Portfolio
Portfolio Value 192 Billion
Stocks 54
Filing on Aug 13, 2025 Q2 2025

Tom Russo

Gardner Russo & Quinn LLC
  • BRK-A
  • MA
  • GOOG
  • PM
  • NFLX
  • NSRGY
  • BRK-B
Tom Russo's Q2 2025 Portfolio
Portfolio Value 7.3 Billion
Stocks 85
Filing on Aug 13, 2025 Q2 2025

Willis Johnson & Associates, Inc.

  • SPYG
  • SPYV
  • VGK
  • VWO
  • IJK
  • IJJ
  • MBB
Willis Johnson & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 167
Filing on Aug 13, 2025 Q2 2025

Al Mehwar Commercial Investments LLC

  • VIST
Al Mehwar Commercial Investments LLC's Q2 2025 Portfolio
Portfolio Value 613 Billion
Stocks 1
Filing on Aug 13, 2025 Q2 2025

Valued Retirements, Inc.

  • QQQ
  • DFIV
  • FDVV
  • VOO
  • XOM
  • PHYS
  • AAPL
Valued Retirements, Inc.'s Q2 2025 Portfolio
Portfolio Value 88.6 Billion
Stocks 89
Filing on Aug 13, 2025 Q2 2025

Third Avenue Management LLC

  • TDW
  • DB
  • HCC
  • VAL
  • CBRE
  • FPH
  • PLD
Third Avenue Management LLC's Q2 2025 Portfolio
Portfolio Value 421 Million
Stocks 52
Filing on Aug 13, 2025 Q2 2025

Horiko Capital Management LLC

  • META
  • AMZN
  • MSFT
  • GOOGL
  • MCK
  • NVDA
  • AAPL
Horiko Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 382 Million
Stocks 22
Filing on Aug 13, 2025 Q2 2025

Spyglass Capital Management LLC

  • APG
  • AFRM
  • SNOW
  • FOUR
  • APP
  • HOOD
  • MDB
Spyglass Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 1.67 Billion
Stocks 25