Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 12, 2025 Q2 2025

Bowie Capital Management, LLC

  • GOOGL
  • FICO
  • META
  • MSFT
  • AMZN
  • MSCI
  • MA
Bowie Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 2.1 Billion
Stocks 34
Filing on Aug 12, 2025 Q2 2025

Apg Asset Management Us Inc.

  • PLD
  • DLR
  • EQIX
  • EQR
  • VTR
  • PSA
  • INVH
Apg Asset Management Us Inc.'s Q2 2025 Portfolio
Portfolio Value 13.1 Billion
Stocks 189
Filing on Aug 12, 2025 Q2 2025

Jmg Financial Group, Ltd.

  • VOO
  • VO
  • VEA
  • SCHX
  • SPY
  • DFSV
  • VWO
Jmg Financial Group, Ltd.'s Q2 2025 Portfolio
Portfolio Value 3.16 Billion
Stocks 124
Filing on Aug 12, 2025 Q2 2025

Twin Focus Capital Partners, LLC

  • IEFA
  • VTI
  • IAU
  • DELL
  • SPYG
  • GLD
  • ITOT
Twin Focus Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 678 Million
Stocks 167
Filing on Aug 12, 2025 Q2 2025

Apg Asset Management N.V.

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • JPM
  • LLY
Apg Asset Management N.V.'s Q2 2025 Portfolio
Portfolio Value 38.2 Billion
Stocks 539
Filing on Aug 12, 2025 Q2 2025

Hanover Advisors Inc

  • VTI
  • SPY
  • BIL
  • VIG
  • IWV
  • BIV
  • MDY
Hanover Advisors Inc's Q2 2025 Portfolio
Portfolio Value 245 Billion
Stocks 97
Filing on Aug 12, 2025 Q2 2025

Cravens & CO Advisors, LLC

  • DFAC
  • DFEM
  • DBND
  • DFIC
  • VMBS
  • SMBK
  • VGIT
Cravens & CO Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 134 Billion
Stocks 55
Filing on Aug 12, 2025 Q2 2025

Strategic Advisors LLC

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • SCHB
  • HD
  • GOOGL
Strategic Advisors LLC's Q2 2025 Portfolio
Portfolio Value 497 Million
Stocks 176
Filing on Aug 12, 2025 Q2 2025

Up Strategic Wealth Investment Advisors LLC

  • VEA
  • SCHX
  • IWB
  • NVDA
  • AAPL
  • MSFT
  • ITOT
Up Strategic Wealth Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 128 Billion
Stocks 95
Filing on Aug 12, 2025 Q2 2025

Zacks Investment Management

  • MSFT
  • NVDA
  • JPM
  • AAPL
  • GOOGL
  • META
  • AMZN
Zacks Investment Management's Q2 2025 Portfolio
Portfolio Value 11.4 Billion
Stocks 692
Filing on Aug 12, 2025 Q2 2025

Rbo & CO LLC

  • ABBV
  • JNJ
  • PM
  • BRK-B
  • MCD
  • ABT
  • MDLZ
Rbo & CO LLC's Q2 2025 Portfolio
Portfolio Value 545 Million
Stocks 54
Filing on Aug 12, 2025 Q2 2025

Enterprise Financial Services Corp

  • EFSC
  • MSFT
  • AAPL
  • PEP
  • BRK-A
  • NVDA
  • META
Enterprise Financial Services Corp's Q2 2025 Portfolio
Portfolio Value 184 Million
Stocks 309
Filing on Aug 12, 2025 Q2 2025

Soundwatch Capital LLC

  • IVV
  • SPY
  • VOO
  • ACGL
  • NOC
  • AAPL
  • SCHG
Soundwatch Capital LLC's Q2 2025 Portfolio
Portfolio Value 588 Billion
Stocks 147
Filing on Aug 12, 2025 Q2 2025

Charles Schwab Investment Management Inc

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • FNDX
  • AVGO
Charles Schwab Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 557 Billion
Stocks 3632
Filing on Aug 12, 2025 Q2 2025

Wayfinding Financial, LLC

  • MSFT
  • NVDA
  • IVV
  • LQD
  • SPIB
  • AGG
  • AAPL
Wayfinding Financial, LLC's Q2 2025 Portfolio
Portfolio Value 224 Million
Stocks 148
Filing on Aug 12, 2025 Q2 2025

Dimensional Fund Advisors LP

  • NVDA
  • MSFT
  • AAPL
  • META
  • AMZN
  • JPM
  • GOOGL
Dimensional Fund Advisors LP's Q2 2025 Portfolio
Portfolio Value 418 Billion
Stocks 13721
Filing on Aug 12, 2025 Q2 2025

Prosperitas Financial LLC

  • SCHG
  • SCHB
  • VTV
  • VOO
  • NVDA
  • QQQ
  • AAPL
Prosperitas Financial LLC's Q2 2025 Portfolio
Portfolio Value 213 Billion
Stocks 59
Filing on Aug 12, 2025 Q2 2025

Heritage Trust CO

  • MSFT
  • AAPL
  • JNJ
  • VEA
  • SPY
  • JPM
  • GOOG
Heritage Trust CO's Q2 2025 Portfolio
Portfolio Value 839 Million
Stocks 453