Filing on Aug 11, 2025 Q2 2025

Sfi Advisors, LLC

  • BIL
  • IAI
  • FXO
  • IGV
  • CIBR
  • FDN
  • IVE
Sfi Advisors, LLC's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Parr Mcknight Wealth Management Group, LLC

  • IVV
  • MSFT
  • AAPL
  • BND
  • IUSB
  • JPM
  • IEFA
Parr Mcknight Wealth Management Group, LLC's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

White Mountains Insurance Group LTD

  • MAX
White Mountains Insurance Group LTD's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Kingdom Financial Group Llc.

  • IWY
  • IWX
  • MUB
  • EFV
  • EFG
  • IWS
  • V
Kingdom Financial Group Llc.'s Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Westwood Global Investments, LLC

Westwood Global Investments, LLC's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Vsm Wealth Advisory, LLC

  • VV
  • VGSH
  • MGC
  • VTI
  • VYM
  • VBK
  • VO
Vsm Wealth Advisory, LLC's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Anfield Capital Management, LLC

  • SPY
  • XLC
  • AESR
  • IGV
  • ARKW
  • GOVT
  • IYG
Anfield Capital Management, LLC's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

True Private Wealth Advisors

  • IXUS
  • IBTH
  • IBTJ
  • IBTL
  • RSP
  • EMXC
  • FDL
True Private Wealth Advisors's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

English Capital Management LLC

  • ARW
  • AER
  • BKNG
  • SYF
  • CI
  • GL
  • G
English Capital Management LLC's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Tsp Capital Management Group, LLC

  • NGD
  • CIG
  • BVN
  • CTVA
  • SLV
  • CWCO
  • ADEA
Tsp Capital Management Group, LLC's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Fine Mark National Bank & Trust

  • UPS
  • SPY
  • IVV
  • AAPL
  • MSFT
  • AVGO
  • NVDA
Fine Mark National Bank & Trust's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Brown Wealth Management, LLC

  • VTV
  • VUG
  • IVV
  • BIV
  • VEA
  • SUB
  • MUB
Brown Wealth Management, LLC's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Renaissance Group LLC

  • NFLX
  • EME
  • META
  • FIX
  • AVGO
  • MSFT
  • RCL
Renaissance Group LLC's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Nierenberg Investment Management Company, Inc.

  • COOP
  • PBPB
  • EQT
  • CRTO
  • RVSB
  • GDOT
  • QQQ
Nierenberg Investment Management Company, Inc.'s Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Performa LTD (Us), LLC

  • VOO
  • SPY
  • HYLB
  • VO
  • VEU
  • VBR
  • IWN
Performa LTD (Us), LLC's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Copperleaf Capital, LLC

  • IVV
  • IUSB
  • DFAC
  • IVW
  • QUAL
  • DYNF
  • IVE
Copperleaf Capital, LLC's Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Investidor Profissional Gestao De Recursos Ltda.

  • SPY
  • MSFT
  • GOOGL
  • BKNG
  • MA
  • TDG
  • META
Investidor Profissional Gestao De Recursos Ltda.'s Q2 2025 Portfolio
Filing on Aug 11, 2025 Q2 2025

Lepercq De Neuflize Asset Management LLC

  • SPY
  • EFA
  • QRVO
  • CLAR
  • EPIX
  • LVTX
Lepercq De Neuflize Asset Management LLC's Q2 2025 Portfolio