Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 12, 2025 Q2 2025

Walled Lake Planning & Wealth Management, LLC

  • CAPE
  • JQUA
  • USMV
  • SCHD
  • RSP
  • AAPL
  • MO
Walled Lake Planning & Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 257 Million
Stocks 141
Filing on Aug 12, 2025 Q2 2025

Waterloo Capital, L.P.

  • IVV
  • RSP
  • SPYG
  • WMT
  • ACIO
  • GBIL
  • IWD
Waterloo Capital, L.P.'s Q2 2025 Portfolio
Portfolio Value 1.24 Trillion
Stocks 457
Filing on Aug 12, 2025 Q2 2025

Eisler Capital Management Ltd.

  • NVDA
  • IWM
  • IVV
  • MSFT
  • AAPL
  • QQQ
  • AMZN
Eisler Capital Management Ltd.'s Q2 2025 Portfolio
Portfolio Value 16.3 Billion
Stocks 1301
Filing on Aug 12, 2025 Q2 2025

Weik Capital Management

  • MSFT
  • PGR
  • BRK-B
  • TJX
  • GOOG
  • WMT
  • BRK-A
Weik Capital Management's Q2 2025 Portfolio
Portfolio Value 251 Million
Stocks 91
Filing on Aug 12, 2025 Q2 2025

Hfr Wealth Management, LLC

  • APH
  • CTAS
  • AMZN
  • COST
  • INTU
  • AAPL
  • TJX
Hfr Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 412 Million
Stocks 51
Filing on Aug 12, 2025 Q2 2025

Global Retirement Partners, LLC

  • AJG
  • SPLG
  • AAPL
  • NVDA
  • QQQ
  • IVV
  • MSFT
Global Retirement Partners, LLC's Q2 2025 Portfolio
Portfolio Value 3.86 Billion
Stocks 3808
Filing on Aug 12, 2025 Q2 2025

Northwestern Mutual Investment Management Company, LLC

  • EFA
  • IVV
  • IJR
  • IJH
  • VOO
  • LQD
  • NVDA
Northwestern Mutual Investment Management Company, LLC's Q2 2025 Portfolio
Portfolio Value 6.45 Billion
Stocks 879
Filing on Aug 12, 2025 Q2 2025

Blue Stem Wealth Partners, LLC

  • IVV
  • FNDX
  • VUG
  • SCHF
  • SPEM
  • RECS
  • IJH
Blue Stem Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 814 Billion
Stocks 119
Filing on Aug 12, 2025 Q2 2025

Belmont Capital, LLC

  • NVDA
  • META
  • AAPL
  • MSFT
  • AMZN
  • APO
  • SPY
Belmont Capital, LLC's Q2 2025 Portfolio
Portfolio Value 638 Million
Stocks 167
Filing on Aug 12, 2025 Q2 2025

Symetra Investment Management CO

  • VTI
  • SRLN
  • LYB
  • AMPY
  • HYG
Symetra Investment Management CO's Q2 2025 Portfolio
Portfolio Value 382 Million
Stocks 5
Filing on Aug 12, 2025 Q2 2025

Landscape Capital Management, L.L.C.

  • AFRM
  • ELF
  • FOX
  • CRI
  • FIVE
  • TPX
  • PINS
Landscape Capital Management, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 1917
Filing on Aug 12, 2025 Q2 2025

Employees' Retirement Fund Of The City Of Fort Worth

  • MOAT
  • VCLT
  • IQLT
  • SJNK
  • EEMS
  • VCSH
  • VYM
Employees' Retirement Fund Of The City Of Fort Worth's Q2 2025 Portfolio
Portfolio Value 219 Billion
Stocks 13
Filing on Aug 12, 2025 Q2 2025

State Farm Mutual Automobile Insurance CO

  • LLY
  • CAT
  • MSFT
  • ITW
  • AAPL
  • JNJ
  • WMT
State Farm Mutual Automobile Insurance CO's Q2 2025 Portfolio
Portfolio Value 112 Billion
Stocks 207
Filing on Aug 12, 2025 Q2 2025

Entruity Wealth, LLC

  • CGDV
  • CGUS
  • LMBS
  • CGSD
  • UCON
  • PSLV
  • CGMS
Entruity Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 118 Billion
Stocks 41
Filing on Aug 12, 2025 Q2 2025

Pettyjohn, Wood & White, Inc

  • MSFT
  • SPY
  • AAPL
  • JPM
  • GOOGL
  • BRK-B
  • WMT
Pettyjohn, Wood & White, Inc's Q2 2025 Portfolio
Portfolio Value 557 Million
Stocks 197
Filing on Aug 12, 2025 Q2 2025

Nemes Rush Group LLC

  • AVGO
  • AAPL
  • MSFT
  • JPM
  • NVDA
  • META
  • GOOGL
Nemes Rush Group LLC's Q2 2025 Portfolio
Portfolio Value 918 Billion
Stocks 722
Filing on Aug 12, 2025 Q2 2025

American Century Companies Inc

  • NVDA
  • MSFT
  • AMZN
  • AAPL
  • META
  • GOOGL
  • MA
American Century Companies Inc's Q2 2025 Portfolio
Portfolio Value 176 Billion
Stocks 2847
Filing on Aug 12, 2025 Q2 2025

Covalis Capital LLP

  • PCG
  • ES
  • PEG
  • CAT
  • PCG
  • PCAR
  • CMI
Covalis Capital LLP's Q2 2025 Portfolio
Portfolio Value 745 Million
Stocks 57