Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 11, 2025 Q2 2025

Lowe Brockenbrough & CO Inc

  • IVV
  • MSFT
  • ACWI
  • AAPL
  • AGG
  • IXUS
  • VEA
Lowe Brockenbrough & CO Inc's Q2 2025 Portfolio
Portfolio Value 1.74 Billion
Stocks 314
Filing on Aug 11, 2025 Q2 2025

Summit Wealth Partners, LLC

  • QUAL
  • IWF
  • QQQ
  • BRO
  • IVV
  • AGG
  • USMV
Summit Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 524 Billion
Stocks 213
Filing on Aug 11, 2025 Q2 2025

O'Neil Global Advisors, Inc.

  • TSLA
  • NVDA
  • META
  • AMZN
  • SNOW
  • CRWD
  • NOW
O'Neil Global Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 435 Million
Stocks 57
Filing on Aug 11, 2025 Q2 2025

New Edge Wealth, LLC

  • MSFT
  • AAPL
  • NVDA
  • META
  • GOOGL
  • JPM
  • AVGO
New Edge Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 5.97 Billion
Stocks 964
Filing on Aug 11, 2025 Q2 2025

New Age Alpha Advisors, LLC

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • TSM
  • AVGO
  • GOOG
New Age Alpha Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 2.27 Trillion
Stocks 830
Filing on Aug 11, 2025 Q2 2025

Hauser Brothers Gmb H

  • TFII
  • WBD
  • BLDR
  • XPO
  • WCC
  • UNFI
  • RXO
Hauser Brothers Gmb H's Q2 2025 Portfolio
Portfolio Value 100 Billion
Stocks 7
Filing on Aug 11, 2025 Q2 2025

Blue Bell Private Wealth Management, LLC

  • SPY
  • GAM
  • SCHX
  • ADX
  • SCHB
  • TY
  • IWM
Blue Bell Private Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 569 Million
Stocks 728
Filing on Aug 11, 2025 Q2 2025

Mach 1 Financial Group, LLC

  • JCPB
  • QQQ
  • AVLV
  • SDVY
  • RDVY
  • UCON
  • CWI
Mach 1 Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 288 Million
Stocks 216
Filing on Aug 11, 2025 Q2 2025

Birnam Oak Advisors, LP

  • HES
  • K
  • CHX
  • ACWI
  • IPG
  • FYBR
  • ANSS
Birnam Oak Advisors, LP's Q2 2025 Portfolio
Portfolio Value 338 Billion
Stocks 36
Filing on Aug 11, 2025 Q2 2025

Covestor LTD

  • VTI
  • VEA
  • NVDA
  • VWO
  • MSFT
  • VYM
  • KD
Covestor LTD's Q2 2025 Portfolio
Portfolio Value 170 Million
Stocks 2892
Filing on Aug 11, 2025 Q2 2025

Plum Street Advisors, LLC

  • SCHZ
  • SCHK
  • VTV
  • VB
  • SPY
  • VEA
  • VBR
Plum Street Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 227 Billion
Stocks 84
Filing on Aug 11, 2025 Q2 2025

Insight 2811, Inc.

  • VGSH
  • TLT
  • IVV
  • AGG
  • SHY
  • IWD
  • IEFA
Insight 2811, Inc.'s Q2 2025 Portfolio
Portfolio Value 210 Million
Stocks 87
Filing on Aug 11, 2025 Q2 2025

Summit Rock Advisors, LP

  • VSS
Summit Rock Advisors, LP's Q2 2025 Portfolio
Portfolio Value 355 Million
Stocks 1
Filing on Aug 11, 2025 Q2 2025

Mosaic Advisors LLC

  • VIG
  • VXUS
  • VB
  • VWO
  • IYW
  • ITOT
  • VRT
Mosaic Advisors LLC's Q2 2025 Portfolio
Portfolio Value 63.3 Million
Stocks 17
Filing on Aug 11, 2025 Q2 2025

Lcnb Corp

  • IEFA
  • SCHG
  • SCHV
  • MSFT
  • PG
  • IWV
  • LCNB
Lcnb Corp's Q2 2025 Portfolio
Portfolio Value 280 Million
Stocks 186
Filing on Aug 11, 2025 Q2 2025

Conquis Financial LLC

  • VOO
  • DFAX
  • BIV
  • VIG
  • SCHF
  • DFAC
  • IJR
Conquis Financial LLC's Q2 2025 Portfolio
Portfolio Value 103 Billion
Stocks 55
Filing on Aug 11, 2025 Q2 2025

Wilkinson Global Asset Management LLC

  • MSFT
  • JPM
  • TJX
  • NVDA
  • AAPL
  • SHW
  • AMGN
Wilkinson Global Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 1.53 Billion
Stocks 106
Filing on Aug 11, 2025 Q2 2025

Aviso Wealth Management

  • AAPL
  • NFLX
  • NVDA
  • META
  • MSFT
  • GOOGL
  • AMZN
Aviso Wealth Management's Q2 2025 Portfolio
Portfolio Value 209 Million
Stocks 144