Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 12, 2025 Q2 2025

Mount Yale Investment Advisors, LLC

  • AAPL
  • SPYV
  • QUS
  • SPYG
  • COWZ
  • PVAL
  • IVV
Mount Yale Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 1499
Filing on Aug 12, 2025 Q2 2025

Echo45 Advisors LLC

  • VEA
  • RSP
  • BSV
  • PDBC
  • VWO
  • VGSH
  • SJNK
Echo45 Advisors LLC's Q2 2025 Portfolio
Portfolio Value 150 Million
Stocks 52
Filing on Aug 12, 2025 Q2 2025

Riverpark Capital Management LLC

  • NVDA
  • MSFT
  • AMZN
  • META
  • AAPL
  • LLY
  • NFLX
Riverpark Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 61.4 Million
Stocks 36
Filing on Aug 12, 2025 Q2 2025

River Park Advisors, LLC

  • MSFT
  • META
  • AAPL
  • NVDA
  • TSM
  • AMZN
  • GOOGL
River Park Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 121 Million
Stocks 150
Filing on Aug 12, 2025 Q2 2025

Connective Capital Management, LLC

  • ISRG
  • QQQ
  • MSFT
  • AVGO
  • QLD
  • NVDA
  • META
Connective Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 107 Billion
Stocks 50
Filing on Aug 12, 2025 Q2 2025

Drummond Knight Asset Management Pty LTD

  • FCX
  • DD
  • AA
  • CRH.L
  • CCJ
  • EQT
  • AEM
Drummond Knight Asset Management Pty LTD's Q2 2025 Portfolio
Portfolio Value 314 Billion
Stocks 12
Filing on Aug 12, 2025 Q2 2025

Rk Capital Management, Llc/Fl

  • SPY
  • SPY
  • SPY
  • BITO
  • PFEB
  • SKX
  • UNOV
Rk Capital Management, Llc/Fl's Q2 2025 Portfolio
Portfolio Value 9.77 Billion
Stocks 19
Filing on Aug 12, 2025 Q2 2025

Gibson Wealth Advisors LLC

  • VTI
  • BND
  • VOO
  • VXUS
  • NSC
  • XOM
  • VB
Gibson Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 134 Billion
Stocks 40
Filing on Aug 12, 2025 Q2 2025

Epacria Capital Partners, LLC

  • PM
  • BTI
  • VEA
  • BRK-B
  • BSM
  • CNQ
  • BRK-A
Epacria Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 120 Billion
Stocks 34
Filing on Aug 12, 2025 Q2 2025

Davis Asset Management, L.P.

  • META
  • WAL
  • GOOG
  • CB
  • STT
  • CRBG
  • GPN
Davis Asset Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 2.57 Billion
Stocks 31
Filing on Aug 12, 2025 Q2 2025

Svb Capital Management, LLC

  • NU
  • IOT
  • DASH
  • AXSM
  • COIN
  • PL
  • CXM
Svb Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 62.8 Billion
Stocks 11
Filing on Aug 12, 2025 Q2 2025

Lauer Wealth, LLC

  • QQQ
  • USFR
  • DGRW
  • ILCV
  • DFAU
  • TSLA
  • VGSH
Lauer Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 121 Billion
Stocks 52
Filing on Aug 12, 2025 Q2 2025

Thornburg Investment Management Inc

  • T
  • AVGO
  • C
  • MRK
  • CME
  • EQH
  • PFE
Thornburg Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 7.13 Billion
Stocks 177
Filing on Aug 12, 2025 Q2 2025

Wambolt & Associates, LLC

  • NVDA
  • MSFT
  • AAPL
  • EMXC
  • AMZN
  • VB
  • INTU
Wambolt & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 293 Million
Stocks 171
Filing on Aug 12, 2025 Q2 2025

Kennondale Capital Management LLC

  • IBKR
  • BRK-B
  • MPC
  • COF
  • MKL
  • COOP
  • TROW
Kennondale Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 98 Billion
Stocks 82
Filing on Aug 12, 2025 Q2 2025

Te Ahumairangi Investment Management LTD

  • MSFT
  • VZ
  • AAPL
  • GOOGL
  • RE
  • VRSN
  • META
Te Ahumairangi Investment Management LTD's Q2 2025 Portfolio
Portfolio Value 559 Million
Stocks 87
Filing on Aug 12, 2025 Q2 2025

Fortress Financial Solutions, LLC

  • QQQ
  • VCIT
  • IVV
  • PFF
  • IJH
  • ITOT
  • AAPL
Fortress Financial Solutions, LLC's Q2 2025 Portfolio
Portfolio Value 79.7 Billion
Stocks 63
Filing on Aug 12, 2025 Q2 2025

Farnam Financial LLC

  • SCHX
  • SGOV
  • VTI
  • SCHB
  • VEA
  • VOO
  • BSCQ
Farnam Financial LLC's Q2 2025 Portfolio
Portfolio Value 111 Billion
Stocks 48