Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 12, 2025 Q2 2025

Weitzel Financial Services, Inc.

  • SPTM
  • VEA
  • SPAB
  • SCHD
  • AOM
  • BNDX
  • LMBS
Weitzel Financial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 48
Filing on Aug 12, 2025 Q2 2025

Sherwood Financial Partners, LLC

  • SCHX
  • BND
  • SCHF
  • SCHM
  • SCHE
  • VOO
  • NVDA
Sherwood Financial Partners, LLC's Q2 2025 Portfolio
Portfolio Value 109 Billion
Stocks 8
Filing on Aug 12, 2025 Q2 2025

Burk Holdings LLC

  • DFIC
  • DUHP
  • DFAS
  • DFUV
  • DFEM
  • AVUV
  • AVDE
Burk Holdings LLC's Q2 2025 Portfolio
Portfolio Value 160 Billion
Stocks 60
Filing on Aug 12, 2025 Q2 2025

Clifford Capital Partners LLC

  • CAH
  • JNJ
  • KDP
  • PRDO
  • DLB
  • DIS
  • GBCI
Clifford Capital Partners LLC's Q2 2025 Portfolio
Portfolio Value 458 Million
Stocks 46
Filing on Aug 12, 2025 Q2 2025

South Plains Financial, Inc.

  • IEFA
  • MSFT
  • IJH
  • AAPL
  • IEMG
  • NVDA
  • IVV
South Plains Financial, Inc.'s Q2 2025 Portfolio
Portfolio Value 142 Billion
Stocks 321
Filing on Aug 12, 2025 Q2 2025

Lasalle Investment Management Securities LLC

  • EQIX
  • WELL
  • PLD
  • O
  • PSA
  • AMT
  • COLD
Lasalle Investment Management Securities LLC's Q2 2025 Portfolio
Portfolio Value 2.35 Billion
Stocks 44
Filing on Aug 12, 2025 Q2 2025

Naspers LTD

  • RELY
  • UDMY
  • SMWB
  • SKIL
Naspers LTD's Q2 2025 Portfolio
Portfolio Value 712 Million
Stocks 4
Filing on Aug 12, 2025 Q2 2025

Kaye Capital Management

  • IVV
  • VTV
  • QQQ
  • IOO
  • PID
  • QDEC
  • FVD
Kaye Capital Management's Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 41
Filing on Aug 12, 2025 Q2 2025

Jaffetilchin Investment Partners, LLC

  • ITOT
  • AAPL
  • VTI
  • NVDA
  • SCHX
  • VV
  • MSFT
Jaffetilchin Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.49 Billion
Stocks 427
Filing on Aug 12, 2025 Q2 2025

Pfc Capital Group, Inc.

  • MSFT
  • AAPL
  • NVDA
  • SPY
  • QCOM
  • AMZN
  • HD
Pfc Capital Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 216 Million
Stocks 82
Filing on Aug 12, 2025 Q2 2025

Sharp Capital Gestora De Recursos Ltda.

  • NU
  • STNE
  • INTR
  • EWZS
  • EWZ
Sharp Capital Gestora De Recursos Ltda.'s Q2 2025 Portfolio
Portfolio Value 111 Million
Stocks 6
Filing on Aug 12, 2025 Q2 2025

Adalta Capital Management LLC

  • MSFT
  • JPM
  • BX
  • HD
  • QCOM
  • UNP
  • GOOGL
Adalta Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 176 Million
Stocks 121
Filing on Aug 12, 2025 Q2 2025

Insigneo Advisory Services, LLC

  • AAPL
  • NVDA
  • SPY
  • AMZN
  • MSFT
  • BRK-B
  • TT
Insigneo Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 1.16 Trillion
Stocks 678
Filing on Aug 12, 2025 Q2 2025

Regents Of The University Of California

  • OWL
  • SRZNW
Regents Of The University Of California's Q2 2025 Portfolio
Portfolio Value 115 Million
Stocks 5
Filing on Aug 12, 2025 Q2 2025

Edgar Lomax CO

  • CVS
  • VZ
  • IBM
  • MDLZ
  • KO
  • JNJ
  • T
Edgar Lomax CO's Q2 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 58
Filing on Aug 12, 2025 Q2 2025

Dcf Advisers, LLC

  • MU
  • GOOG
  • AMZN
  • ARGX
  • ORCL
  • IAU
  • BAC
Dcf Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 84
Filing on Aug 12, 2025 Q2 2025

Quadcap Wealth Management, LLC

  • JQUA
  • DFUS
  • AAPL
  • CGCP
  • MSFT
  • AMZN
  • NVDA
Quadcap Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 788 Billion
Stocks 393
Filing on Aug 12, 2025 Q2 2025

Discerene Group LP

  • BABA
  • JD
  • WU
  • EDU
  • SABR
  • SLB
  • INTC
Discerene Group LP's Q2 2025 Portfolio
Portfolio Value 970 Million
Stocks 13