Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 11, 2025 Q2 2025

Rpo LLC

  • STEW
  • GLQ
  • GLO
  • DIAX
  • CHW
  • GLV
Rpo LLC's Q2 2025 Portfolio
Portfolio Value 5.65 Million
Stocks 22
Filing on Aug 11, 2025 Q2 2025

Truffle Hound Capital, LLC

  • AMLP
  • GOOGL
  • PAGS
  • STNE
  • KKS.F
  • OPBK
  • EC
Truffle Hound Capital, LLC's Q2 2025 Portfolio
Portfolio Value 391 Billion
Stocks 59
Filing on Aug 11, 2025 Q2 2025

Jw Asset Management, LLC

  • ESTA
  • META
  • HOOD
  • RBLX
  • CPRX
  • COCO
  • HRTX
Jw Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 198 Million
Stocks 19
Filing on Aug 11, 2025 Q2 2025

Primecap Management CO

  • LLY
  • MSFT
  • KLAC
  • MU
  • BSX
  • NVDA
  • AMGN
Primecap Management CO's Q2 2025 Portfolio
Portfolio Value 122 Billion
Stocks 333
Filing on Aug 11, 2025 Q2 2025

Bridger Management, LLC

  • MS
  • UBER
  • AMZN
  • TEVA
  • PFE
  • BBWI
  • NKE
Bridger Management, LLC's Q2 2025 Portfolio
Portfolio Value 158 Million
Stocks 25
Filing on Aug 11, 2025 Q2 2025

North Forty Two & Co.

  • JPST
  • SCHR
  • VFH
  • SCHZ
  • GBIL
  • SCHF
  • SCHO
North Forty Two & Co.'s Q2 2025 Portfolio
Portfolio Value 94.1 Billion
Stocks 98
Filing on Aug 11, 2025 Q2 2025

Ppm America Inc

  • MPLX
  • SANG
  • CCO
  • IHRT
Ppm America Inc's Q2 2025 Portfolio
Portfolio Value 10 Million
Stocks 4
Filing on Aug 11, 2025 Q2 2025

Wescott Financial Advisory Group, LLC

  • VOO
  • QQQ
  • IWP
  • IEFA
  • IVV
  • DFIS
  • DFUV
Wescott Financial Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 932 Million
Stocks 191
Filing on Aug 11, 2025 Q2 2025

Main Street Investment Advisors LLC

  • IJH
  • EFA
  • MSFT
  • AAPL
  • VGSH
  • JPM
  • IJR
Main Street Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 702 Million
Stocks 155
Filing on Aug 11, 2025 Q2 2025

Diversified Portfolios, Inc.

  • VTI
  • AVDE
  • ICSH
  • DFSD
  • AVEM
  • FLOT
  • SPY
Diversified Portfolios, Inc.'s Q2 2025 Portfolio
Portfolio Value 851 Million
Stocks 163
Filing on Aug 11, 2025 Q2 2025

Pfg Private Wealth Management, LLC

  • IVV
  • SPYG
  • VEA
  • IBDX
  • IBDW
  • IBDV
  • VYM
Pfg Private Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 170 Million
Stocks 56
Filing on Aug 11, 2025 Q2 2025

M Wealth Management, LLC

  • DFAU
  • PULS
  • TOTL
  • VXUS
  • USFR
  • SCHP
  • DFAC
M Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 108 Billion
Stocks 46
Filing on Aug 11, 2025 Q2 2025

Factorial Partners, LLC

  • URI
  • FHI
  • SYF
  • TEVA
  • AL
  • SEB
  • GNW
Factorial Partners, LLC's Q2 2025 Portfolio
Portfolio Value 128 Million
Stocks 63
Filing on Aug 11, 2025 Q2 2025

Synergy Investment Management, LLC

  • VOO
  • VUG
  • SCHD
  • IVV
  • SPYG
  • SPTI
  • SPYV
Synergy Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 166 Billion
Stocks 82
Filing on Aug 11, 2025 Q2 2025

Purus Wealth Management, LLC

  • NVDA
  • COST
  • ISRG
  • AVGO
  • AMZN
  • AAPL
  • WM
Purus Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 274 Million
Stocks 140
Filing on Aug 11, 2025 Q2 2025

Semus Wealth Partners LLC

  • AAPL
  • NVDA
  • MSFT
  • IVV
  • AMZN
  • SPY
  • TSLA
Semus Wealth Partners LLC's Q2 2025 Portfolio
Portfolio Value 154 Billion
Stocks 113
Filing on Aug 11, 2025 Q2 2025

Teleios Capital Partners Gmb H

  • NX
Teleios Capital Partners Gmb H's Q2 2025 Portfolio
Portfolio Value 87.4 Billion
Stocks 1
Filing on Aug 11, 2025 Q2 2025

Rockbridge Investment Management, Lcc

  • SCHZ
  • DFAC
  • SPTM
  • DFIC
  • VCSH
  • BND
  • IEFA
Rockbridge Investment Management, Lcc's Q2 2025 Portfolio
Portfolio Value 933 Billion
Stocks 133