Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 12, 2025 Q2 2025

Barings LLC

  • IVV
  • QQQ
  • IWO
  • VCSH
  • IGSB
  • BBDC
  • VT
Barings LLC's Q2 2025 Portfolio
Portfolio Value 4.07 Billion
Stocks 216
Filing on Aug 12, 2025 Q2 2025

Shakespeare Wealth Management, Inc.

  • VOOV
  • VOOG
  • FBND
  • VOE
  • VBR
  • SCZ
  • EFV
Shakespeare Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 371 Million
Stocks 95
Filing on Aug 12, 2025 Q2 2025

Cornerstone Select Advisors, LLC

  • AVGO
  • NVDA
  • T
  • AAPL
  • MSFT
  • ARCC
  • BAC
Cornerstone Select Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 114 Billion
Stocks 110
Filing on Aug 12, 2025 Q2 2025

Barnes Pettey Financial Advisors, LLC

  • CGGR
  • RDVY
  • CGDV
  • DIVO
  • SCHD
  • WMT
  • DFIV
Barnes Pettey Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 110
Filing on Aug 12, 2025 Q2 2025

Titleist Asset Management, LLC

  • SGOV
  • TSLA
  • NVDA
  • IJH
  • IWM
  • RSP
  • SPY
Titleist Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.01 Trillion
Stocks 320
Filing on Aug 12, 2025 Q2 2025

Patrick Mauro Investment Advisor, Inc.

  • CME
  • IXUS
  • WSO
  • PFE
  • MSFT
  • VZ
  • LMT
Patrick Mauro Investment Advisor, Inc.'s Q2 2025 Portfolio
Portfolio Value 177 Million
Stocks 40
Filing on Aug 12, 2025 Q2 2025

Boston Research & Management Inc

  • MSFT
  • IVV
  • WMT
  • AAPL
  • MA
  • JPM
  • CSCO
Boston Research & Management Inc's Q2 2025 Portfolio
Portfolio Value 418 Million
Stocks 116
Filing on Aug 12, 2025 Q2 2025

Providence Wealth Advisors, LLC

  • MSFT
  • LLY
  • AAPL
  • AVGO
  • JPM
  • HON
  • CAT
Providence Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 141 Million
Stocks 87
Filing on Aug 12, 2025 Q2 2025

Centric Wealth Management

  • UPS
  • VOO
  • UNH
  • AAPL
  • HSUN
  • PALC
  • MSFT
Centric Wealth Management's Q2 2025 Portfolio
Portfolio Value 399 Million
Stocks 195
Filing on Aug 12, 2025 Q2 2025

Rock Creek Group, LP

  • RSP
  • ITOT
  • CHH
  • ISHG
  • JPST
  • GLD
  • IDEV
Rock Creek Group, LP's Q2 2025 Portfolio
Portfolio Value 849 Million
Stocks 58
Filing on Aug 12, 2025 Q2 2025

Sierra Summit Advisors LLC

  • NVDA
  • AAPL
  • GOOGL
  • HOOD
  • TSLA
  • AMZN
  • META
Sierra Summit Advisors LLC's Q2 2025 Portfolio
Portfolio Value 562 Billion
Stocks 177
Filing on Aug 12, 2025 Q2 2025

Legacy Financial Group, Inc.

  • VUG
  • AVUS
  • DFAC
  • DFAI
  • DFSD
  • DFUV
  • DFAX
Legacy Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 338 Billion
Stocks 85
Filing on Aug 12, 2025 Q2 2025

Councilmark Asset Management, LLC

  • AAPL
  • MSFT
  • BRK-B
  • MCK
  • VIG
  • ORCL
  • HD
Councilmark Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 158 Billion
Stocks 86
Filing on Aug 12, 2025 Q2 2025

Forum Private Client Group LLC

  • JCPB
  • VYM
  • IWY
  • DFAS
  • DFAI
  • IUSB
  • IXUS
Forum Private Client Group LLC's Q2 2025 Portfolio
Portfolio Value 259 Billion
Stocks 80
Filing on Aug 12, 2025 Q2 2025

Left Brain Wealth Management, LLC

  • NVDA
  • META
  • NFLX
  • PLTR
  • AXON
  • TSM
  • CRWD
Left Brain Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 284 Billion
Stocks 96
Filing on Aug 12, 2025 Q2 2025

Pring Turner Capital Group Inc

  • ORCL
  • SCHW
  • NOBL
  • TXN
  • CMI
  • MAA
  • PSA
Pring Turner Capital Group Inc's Q2 2025 Portfolio
Portfolio Value 153 Million
Stocks 67
Filing on Aug 12, 2025 Q2 2025

Coldstream Capital Management Inc

  • IVV
  • MSFT
  • VUG
  • HEFA
  • VOO
  • DFAI
  • REGL
Coldstream Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 5.98 Billion
Stocks 1105
Filing on Aug 12, 2025 Q2 2025

Prudential Financial Inc

  • NVDA
  • MSFT
  • IVV
  • AAPL
  • DFUS
  • AMZN
  • META
Prudential Financial Inc's Q2 2025 Portfolio
Portfolio Value 74.4 Billion
Stocks 3827