Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Summit Wealth Group LLC / CO

  • SPHQ
  • SCHD
  • FTCS
  • DUHP
  • AAPL
  • NVDA
  • VUG
Summit Wealth Group LLC / CO's Q2 2025 Portfolio
Portfolio Value 398 Billion
Stocks 236
Filing on Aug 13, 2025 Q2 2025

Arch Point Investors

  • GOOGL
  • AMZN
  • VTI
  • CW
  • VOOG
  • LZB
  • DMLP
Arch Point Investors's Q2 2025 Portfolio
Portfolio Value 317 Million
Stocks 69
Filing on Aug 13, 2025 Q2 2025

Berry Wealth Group, LP

  • AVGO
  • MSFT
  • JPM
  • AAPL
  • ETN
  • MSI
  • WMT
Berry Wealth Group, LP's Q2 2025 Portfolio
Portfolio Value 143 Billion
Stocks 107
Filing on Aug 13, 2025 Q2 2025

Stablepoint Partners, LLC

  • AAPL
  • AVGO
  • JPM
  • MSFT
  • VNLA
  • SRLN
  • IAU
Stablepoint Partners, LLC's Q2 2025 Portfolio
Portfolio Value 588 Billion
Stocks 249
Filing on Aug 13, 2025 Q2 2025

Tsai Capital Corp

  • TSLA
  • AAPL
  • AMZN
  • MKL
  • CSGP
  • COST
  • MSFT
Tsai Capital Corp's Q2 2025 Portfolio
Portfolio Value 110 Million
Stocks 28
Filing on Aug 13, 2025 Q2 2025

First National Advisers, LLC

  • DFAI
  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • JPM
  • META
First National Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 667 Million
Stocks 221
Filing on Aug 13, 2025 Q2 2025

Pack Private Wealth, LLC

  • VEA
  • IVV
  • VWO
  • IJH
  • GGG
  • IJR
  • GNR
Pack Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 48
Filing on Aug 13, 2025 Q2 2025

Azimuth Capital Investment Management LLC

  • MSFT
  • NVDA
  • AAPL
  • AVGO
  • LLY
  • GOOGL
  • WFC
Azimuth Capital Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 2.62 Billion
Stocks 299
Filing on Aug 13, 2025 Q2 2025

Rwc Asset Management LLP

  • HPQ
  • M
  • EXC
  • CSCO
  • CEG
  • LEA
  • TAP
Rwc Asset Management LLP's Q2 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 172
Filing on Aug 13, 2025 Q2 2025

Gqg Partners LLC

  • PM
  • ENB
  • T
  • CB
  • PBR
  • IBN
  • VZ
Gqg Partners LLC's Q2 2025 Portfolio
Portfolio Value 69.9 Billion
Stocks 95
Filing on Aug 13, 2025 Q2 2025

Union Heritage Capital, LLC

  • MSFT
  • AAPL
  • ORCL
  • APH
  • CPRT
  • AMZN
  • NVDA
Union Heritage Capital, LLC's Q2 2025 Portfolio
Portfolio Value 287 Million
Stocks 64
Filing on Aug 13, 2025 Q2 2025

Glendon Capital Management LP

  • FYBR
  • CHK
  • VST
  • ALLY
  • NRG
  • ACT
  • GASS
Glendon Capital Management LP's Q2 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 24
Filing on Aug 13, 2025 Q2 2025

Capital Analysts, LLC

  • SPLG
  • IVV
  • FBND
  • IEFA
  • MSFT
  • TDTF
  • JCPB
Capital Analysts, LLC's Q2 2025 Portfolio
Portfolio Value 3 Billion
Stocks 1786
Filing on Aug 13, 2025 Q2 2025

Alphinity Investment Management Pty LTD

  • MSFT
  • NVDA
  • NFLX
  • NOW
  • KO
  • AXP
  • MS
Alphinity Investment Management Pty LTD's Q2 2025 Portfolio
Portfolio Value 10.6 Billion
Stocks 51
Filing on Aug 13, 2025 Q2 2025

American Money Management, LLC

  • VGSH
  • VCSH
  • MSFT
  • AAPL
  • BIV
  • VEA
  • JCPB
American Money Management, LLC's Q2 2025 Portfolio
Portfolio Value 557 Million
Stocks 148
Filing on Aug 13, 2025 Q2 2025

Denver Wealth Management, Inc.

  • SPLG
  • QQQM
  • RWL
  • IWF
  • JAAA
  • RDVY
  • SPYV
Denver Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 225 Million
Stocks 87
Filing on Aug 13, 2025 Q2 2025

Meridian Wealth Partners, LLC

  • DFAC
  • AGG
  • DFAU
  • SCHX
  • DFAX
  • EFG
  • MBB
Meridian Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 685 Million
Stocks 111
Filing on Aug 13, 2025 Q2 2025

Balanced Wealth Group LLC

  • SPYV
  • QQQ
  • SPYG
  • AAPL
  • MDYV
  • MDYG
  • SLYV
Balanced Wealth Group LLC's Q2 2025 Portfolio
Portfolio Value 230 Billion
Stocks 70