Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 11, 2025 Q2 2025

Lanham O'Dell & Company, Inc.

  • BRK-B
  • SPY
  • VEU
  • VOO
  • VT
  • VTI
  • SDY
Lanham O'Dell & Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 229 Million
Stocks 41
Filing on Aug 11, 2025 Q2 2025

Tidemark, LLC

  • GTO
  • SPHQ
  • DDWM
  • SPYG
  • SPLG
  • AUSF
  • IVE
Tidemark, LLC's Q2 2025 Portfolio
Portfolio Value 290 Million
Stocks 697
Filing on Aug 11, 2025 Q2 2025

Empirical Finance, LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Empirical Finance, LLC's Q2 2025 Portfolio
Portfolio Value 1.86 Billion
Stocks 508
Filing on Aug 11, 2025 Q2 2025

Vista Cima Wealth Management LLC

  • QQQ
  • SCHG
  • NVDA
  • MSFT
  • VO
  • AAPL
  • DGRO
Vista Cima Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 107 Billion
Stocks 53
Filing on Aug 11, 2025 Q2 2025

B. Metzler Seel. Sohn & Co. Ag

  • MSFT
  • AMZN
  • AAPL
  • GOOGL
  • NVDA
  • META
  • V
B. Metzler Seel. Sohn & Co. Ag's Q2 2025 Portfolio
Portfolio Value 10.3 Billion
Stocks 1146
Filing on Aug 11, 2025 Q2 2025

Axs Investments LLC

  • MSFT
  • META
  • NFLX
  • PLTR
  • NVDA
  • JAAA
  • REZ
Axs Investments LLC's Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 145
Filing on Aug 11, 2025 Q2 2025

One Capital Management, LLC

  • IGIB
  • MUB
  • NVDA
  • IQDG
  • FFND
  • USHY
  • IGSB
One Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 2.59 Billion
Stocks 467
Filing on Aug 11, 2025 Q2 2025

Vanguard Group Inc

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Vanguard Group Inc's Q2 2025 Portfolio
Portfolio Value 5.97 Trillion
Stocks 16643
Filing on Aug 11, 2025 Q2 2025

State Of Wisconsin Board Of Commissioners Of Public Lands

  • PSK
  • PFXF
  • PFFD
  • USHY
State Of Wisconsin Board Of Commissioners Of Public Lands's Q2 2025 Portfolio
Portfolio Value 156 Billion
Stocks 6
Filing on Aug 11, 2025 Q2 2025

Empowered Funds, LLC

  • NVDA
  • MSFT
  • AAPL
  • VEA
  • XOM
  • AVUV
  • IDEV
Empowered Funds, LLC's Q2 2025 Portfolio
Portfolio Value 8.46 Billion
Stocks 4275
Filing on Aug 11, 2025 Q2 2025

United Capital Financial Advisers, LLC

  • VOO
  • IVV
  • IEFA
  • BSV
  • MSFT
  • AAPL
  • NVDA
United Capital Financial Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 12.1 Billion
Stocks 1098
Filing on Aug 11, 2025 Q2 2025

Wittenberg Investment Management, Inc.

  • BRK-B
  • AAPL
  • GOOG
  • GOOGL
  • WBD
  • MSFT
  • JPM
Wittenberg Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 187 Million
Stocks 76
Filing on Aug 11, 2025 Q2 2025

Arrow Financial Corp

  • VOO
  • QQQ
  • IJH
  • AROW
  • IJR
  • SPYV
  • IDEV
Arrow Financial Corp's Q2 2025 Portfolio
Portfolio Value 924 Million
Stocks 286
Filing on Aug 11, 2025 Q2 2025

Comprehensive Wealth Management, LLC

  • LGOV
  • KORP
  • SPTI
  • XLK
  • AIRR
  • EDIV
  • XLF
Comprehensive Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 115 Million
Stocks 39
Filing on Aug 11, 2025 Q2 2025

Bluescape Energy Partners LLC

  • EVRG
  • REPX
  • NRG
Bluescape Energy Partners LLC's Q2 2025 Portfolio
Portfolio Value 357 Million
Stocks 6
Filing on Aug 11, 2025 Q2 2025

Ams Capital Ltda

  • MSFT
  • IVV
  • AMZN
  • META
  • NU
  • V
  • TDG
Ams Capital Ltda's Q2 2025 Portfolio
Portfolio Value 265 Million
Stocks 16
Filing on Aug 11, 2025 Q2 2025

Trajan Wealth LLC

  • VOO
  • AGG
  • MSFT
  • GOOGL
  • META
  • BND
  • MA
Trajan Wealth LLC's Q2 2025 Portfolio
Portfolio Value 2.04 Trillion
Stocks 143
Filing on Aug 11, 2025 Q2 2025

Blue Owl Capital Holdings LP

  • ORCC
  • CGEM
  • EVCM
  • LRMR
  • CNDT
  • RARE
  • EMLD
Blue Owl Capital Holdings LP's Q2 2025 Portfolio
Portfolio Value 185 Million
Stocks 73