Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 12, 2025 Q2 2025

Blueprint Financial Advisors LLC

  • SPTM
  • VV
  • SPDW
  • HEGD
  • IEI
  • RSP
  • BWX
Blueprint Financial Advisors LLC's Q2 2025 Portfolio
Portfolio Value 312 Billion
Stocks 57
Filing on Aug 12, 2025 Q2 2025

Four Thought Financial Partners, LLC

  • MSFT
  • AVGO
  • NVDA
  • AMT
  • JPM
  • V
  • AAPL
Four Thought Financial Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.01 Trillion
Stocks 302
Filing on Aug 12, 2025 Q2 2025

Manchester Capital Management LLC

  • SPY
  • AAPL
  • UPS
  • AMZN
  • VOO
  • MSFT
  • DSI
Manchester Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 733 Million
Stocks 1206
Filing on Aug 12, 2025 Q2 2025

Farmers National Bank

  • MSFT
  • AAPL
  • AVGO
  • JPM
  • TDTF
  • GUNR
  • JNJ
Farmers National Bank's Q2 2025 Portfolio
Portfolio Value 379 Billion
Stocks 235
Filing on Aug 12, 2025 Q2 2025

Summit Global Investments

  • AGG
  • SPDW
  • MSFT
  • HD
  • AAPL
  • META
  • CL
Summit Global Investments's Q2 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 458
Filing on Aug 12, 2025 Q2 2025

Atlantic Family Wealth, LLC

  • IVV
  • CDL
  • CDC
  • IVW
  • VGT
  • COWZ
  • BRK-B
Atlantic Family Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 115 Billion
Stocks 52
Filing on Aug 12, 2025 Q2 2025

Picton Mahoney Asset Management

  • RY
  • TD
  • SHOP
  • CNQ
  • WCN
  • AEM
  • NVDA
Picton Mahoney Asset Management's Q2 2025 Portfolio
Portfolio Value 9.71 Billion
Stocks 963
Filing on Aug 12, 2025 Q2 2025

Eley Financial Management, Inc

  • AGG
  • IVV
  • IJH
  • IEI
  • IGLB
  • NVDA
  • MSFT
Eley Financial Management, Inc's Q2 2025 Portfolio
Portfolio Value 261 Billion
Stocks 66
Filing on Aug 12, 2025 Q2 2025

Longfellow Investment Management CO LLC

  • EPD
  • MPLX
  • WES
  • ET
  • PAA
  • CNQ
  • HESM
Longfellow Investment Management CO LLC's Q2 2025 Portfolio
Portfolio Value 394 Million
Stocks 265
Filing on Aug 12, 2025 Q2 2025

Contrarius Group Holdings LTD

  • PARA
  • TSLA
  • WBD
  • NVDA
  • COIN
  • TSM
  • CZR
Contrarius Group Holdings LTD's Q2 2025 Portfolio
Portfolio Value 1.77 Trillion
Stocks 65
Filing on Aug 12, 2025 Q2 2025

Vantage Consulting Group Inc

  • BW
  • ADCT
Vantage Consulting Group Inc's Q2 2025 Portfolio
Portfolio Value 4.15 Million
Stocks 3
Filing on Aug 12, 2025 Q2 2025

Proem Advisors LLC

  • QQQ
  • IWM
  • MSFT
  • NVDA
  • AMZN
  • HOOD
  • HOOD
Proem Advisors LLC's Q2 2025 Portfolio
Portfolio Value 669 Million
Stocks 40
Filing on Aug 12, 2025 Q2 2025

Boreal Capital Management LLC

  • QUAL
  • SPY
  • NVDA
  • AAPL
  • QQQ
  • MSFT
  • AMZN
Boreal Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 121 Billion
Stocks 488
Filing on Aug 12, 2025 Q2 2025

Founders Financial Alliance, LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • PULS
  • JPM
  • BIL
Founders Financial Alliance, LLC's Q2 2025 Portfolio
Portfolio Value 419 Million
Stocks 544
Filing on Aug 12, 2025 Q2 2025

Clark Financial Services Group Inc

  • VOO
  • SPY
  • VTV
  • VUG
  • IVW
  • AAPL
  • MSFT
Clark Financial Services Group Inc 's Q2 2025 Portfolio
Portfolio Value 159 Million
Stocks 168
Filing on Aug 12, 2025 Q2 2025

Calton & Associates, Inc.

  • QQQ
  • SPY
  • SPLG
  • AAPL
  • FDVV
  • USFR
  • BIL
Calton & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 542 Million
Stocks 385
Filing on Aug 12, 2025 Q2 2025

Virtu Financial LLC

  • GLD
  • BRK-A
  • GOOGL
  • GLDM
  • RDFN
  • AAPL
  • FOX
Virtu Financial LLC's Q2 2025 Portfolio
Portfolio Value 1.96 Billion
Stocks 1394
Filing on Aug 12, 2025 Q2 2025

Briar Hall Management LLC

  • ITW
Briar Hall Management LLC's Q2 2025 Portfolio
Portfolio Value 6.39 Trillion
Stocks 2