Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 11, 2025 Q2 2025

Schiavi & CO LLC

  • MFDX
  • MFUS
  • BIV
  • MFEM
  • VTEB
  • IEFA
  • JPEM
Schiavi & CO LLC's Q2 2025 Portfolio
Portfolio Value 256 Million
Stocks 40
Filing on Aug 11, 2025 Q2 2025

Monashee Investment Management LLC

  • BRO
  • LLY
  • KTOS
  • BBIO
  • ACHR
  • CHWY
  • RIOT
Monashee Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 57
Filing on Aug 11, 2025 Q2 2025

Oder Investment Management, LLC

  • AAPL
  • PLTR
  • SPY
  • AMZN
  • HOOD
  • BSJQ
  • TSLA
Oder Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 130 Million
Stocks 97
Filing on Aug 11, 2025 Q2 2025

Nikko Asset Management Americas, Inc.

  • COIN
  • HOOD
  • SHOP
  • RBLX
  • PLTR
  • TSLA
  • ROKU
Nikko Asset Management Americas, Inc.'s Q2 2025 Portfolio
Portfolio Value 9.43 Billion
Stocks 190
Filing on Aug 11, 2025 Q2 2025

Cape Ann Asset Management LTD

  • KGC
  • BAP
  • VIST
  • TX
  • CPA
  • LAUR
  • BMA
Cape Ann Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 234 Million
Stocks 9
Filing on Aug 11, 2025 Q2 2025

Culbertson A N & CO Inc

  • BRK-B
  • MSFT
  • AAPL
  • JPM
  • GS
  • ORCL
  • CAT
Culbertson A N & CO Inc's Q2 2025 Portfolio
Portfolio Value 643 Million
Stocks 127
Filing on Aug 11, 2025 Q2 2025

Invenio Wealth Partners LLC

  • JMUB
  • SCHG
  • DHS
  • SPDW
  • VOO
  • PTLC
  • PTMC
Invenio Wealth Partners LLC's Q2 2025 Portfolio
Portfolio Value 252 Billion
Stocks 94
Filing on Aug 11, 2025 Q2 2025

Greykasell Wealth Strategies, Inc.

  • IOO
  • GLD
  • IVV
  • FBND
  • AGG
  • MSFT
  • AAPL
Greykasell Wealth Strategies, Inc.'s Q2 2025 Portfolio
Portfolio Value 209 Billion
Stocks 311
Filing on Aug 11, 2025 Q2 2025

Guidance Point Advisors, LLC

  • JPM
  • IVV
  • IVW
  • IEFA
  • IJH
  • IJR
  • IVE
Guidance Point Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 375 Million
Stocks 86
Filing on Aug 11, 2025 Q2 2025

Alterna Wealth Management, Inc

  • SHV
  • SHY
  • SLQD
  • QUAL
  • SPY
  • SGOV
  • QQQ
Alterna Wealth Management, Inc's Q2 2025 Portfolio
Portfolio Value 120 Million
Stocks 105
Filing on Aug 11, 2025 Q2 2025

Lighthouse Financial LLC

  • NVDA
  • QQQ
  • VCSH
  • VCLT
  • IVV
  • JEPQ
  • IVE
Lighthouse Financial LLC's Q2 2025 Portfolio
Portfolio Value 131 Billion
Stocks 68
Filing on Aug 11, 2025 Q2 2025

Mc Donough Capital Management, Inc

  • AAPL
  • AMZN
  • NVDA
  • GOOG
  • MSFT
  • VV
  • V
Mc Donough Capital Management, Inc's Q2 2025 Portfolio
Portfolio Value 237 Million
Stocks 51
Filing on Aug 11, 2025 Q2 2025

Frank, Rimerman Advisors LLC

  • QQQM
  • NVDA
  • QQQ
  • NFLX
  • MSFT
  • AAPL
  • IVE
Frank, Rimerman Advisors LLC's Q2 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 561
Filing on Aug 11, 2025 Q2 2025

Washington State Investment Board

  • FIP
Washington State Investment Board's Q2 2025 Portfolio
Portfolio Value 72.7 Million
Stocks 2
Filing on Aug 11, 2025 Q2 2025

Pinnacle Wealth Planning Services, Inc.

  • FLTR
  • SPSM
  • ET
  • SPYV
  • SPAB
  • MSFT
  • AAPL
Pinnacle Wealth Planning Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 748 Million
Stocks 453
Filing on Aug 11, 2025 Q2 2025

Nordwand Advisors, LLC

  • BRK-A
  • JNJ
  • AVGO
  • VV
  • MSFT
  • ORCL
  • ETN
Nordwand Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 637 Billion
Stocks 174
Filing on Aug 11, 2025 Q2 2025

Kirtland Hills Capital Management, LLC

  • RSP
  • AMZN
  • NVDA
  • PLTR
  • MA
  • SNOW
  • MSFT
Kirtland Hills Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 203 Million
Stocks 148
Filing on Aug 11, 2025 Q2 2025

Promethium Advisors,Llc

  • AAPL
  • BILS
  • TPL
  • CME
  • GOOGL
  • GOOG
  • MO
Promethium Advisors,Llc's Q2 2025 Portfolio
Portfolio Value 165 Billion
Stocks 114