Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 11, 2025 Q2 2025

Gr Financial Group, LLC

  • IVV
  • XLK
  • AAPL
  • META
  • MSFT
  • NVDA
  • SPY
Gr Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 409 Billion
Stocks 25
Filing on Aug 11, 2025 Q2 2025

Rwc Asset Advisors (Us) LLC

  • GFI
  • LI
  • PBR
  • BABA
  • MELI
  • ERJ
  • SCCO
Rwc Asset Advisors (Us) LLC's Q2 2025 Portfolio
Portfolio Value 414 Million
Stocks 16
Filing on Aug 11, 2025 Q2 2025

Von Borstel & Associates, Inc.

  • DFAC
  • DFIC
  • DUHP
  • DFSV
  • DFEM
  • DFAX
  • DISV
Von Borstel & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 379 Million
Stocks 40
Filing on Aug 11, 2025 Q2 2025

Brown Brothers Harriman & CO

  • MSFT
  • ORCL
  • GOOG
  • BRK-B
  • MA
  • IVV
  • KLAC
Brown Brothers Harriman & CO's Q2 2025 Portfolio
Portfolio Value 14.8 Billion
Stocks 1547
Filing on Aug 11, 2025 Q2 2025

Icici Prudential Asset Management CO LTD

  • VTRS
  • CTSH
  • ASHR
  • MSFT
  • AMZN
  • NVDA
  • AAPL
Icici Prudential Asset Management CO LTD's Q2 2025 Portfolio
Portfolio Value 775 Million
Stocks 156
Filing on Aug 11, 2025 Q2 2025

Wp Wealth LLP

  • DFCF
  • DFIC
  • DFAU
  • DFSD
  • DFAE
  • DFUV
  • DFAT
Wp Wealth LLP's Q2 2025 Portfolio
Portfolio Value 554 Billion
Stocks 90
Filing on Aug 11, 2025 Q2 2025

Mill Creek Capital Advisors, LLC

  • VUG
  • VTV
  • IXUS
  • IEFA
  • IEMG
  • AGG
  • GOVT
Mill Creek Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 4.48 Billion
Stocks 263
Filing on Aug 11, 2025 Q2 2025

Pacific Ridge Capital Partners, LLC

  • BBW
  • MCB
  • NBN
  • NGS
  • MPAA
  • ALCO
  • DHX
Pacific Ridge Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 382 Million
Stocks 133
Filing on Aug 11, 2025 Q2 2025

Cascade Wealth Advisors, Inc

  • SPYI
  • JEPI
  • VIG
  • VGSH
  • SHYG
  • FLOT
  • IJH
Cascade Wealth Advisors, Inc's Q2 2025 Portfolio
Portfolio Value 177 Billion
Stocks 56
Filing on Aug 11, 2025 Q2 2025

Alps Advisors Inc

  • PAA
  • ET
  • MPLX
  • WES
  • EPD
  • SUN
  • HESM
Alps Advisors Inc's Q2 2025 Portfolio
Portfolio Value 17.2 Billion
Stocks 1070
Filing on Aug 11, 2025 Q2 2025

Cbiz Investment Advisory Services, LLC

  • BND
  • VUG
  • VEU
  • VTV
  • QQQ
  • VO
  • RSP
Cbiz Investment Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 2.26 Billion
Stocks 742
Filing on Aug 11, 2025 Q2 2025

Independent Advisor Alliance

  • NVDA
  • AAPL
  • ABCB
  • MSFT
  • AMZN
  • META
  • BRK-B
Independent Advisor Alliance's Q2 2025 Portfolio
Portfolio Value 3.36 Billion
Stocks 1541
Filing on Aug 11, 2025 Q2 2025

Wealthgarden F.S. LLC

  • QUAL
  • NVDA
  • IVW
  • IVV
  • SCHG
  • DYNF
  • EFV
Wealthgarden F.S. LLC's Q2 2025 Portfolio
Portfolio Value 120 Billion
Stocks 135
Filing on Aug 11, 2025 Q2 2025

12th Street Asset Management Company, LLC

  • KEX
  • CLH
  • BIL
  • PNFP
  • LKQ
  • AZO
  • CIEN
12th Street Asset Management Company, LLC's Q2 2025 Portfolio
Portfolio Value 527 Million
Stocks 30
Filing on Aug 11, 2025 Q2 2025

Theory Financial LLC

  • VFH
  • XLC
  • SCHZ
  • MBB
  • IGIB
  • QUAL
  • SCHP
Theory Financial LLC's Q2 2025 Portfolio
Portfolio Value 242 Million
Stocks 84
Filing on Aug 11, 2025 Q2 2025

Parametrica Management LTD

  • GOOGL
  • META
  • BABA
  • NVDA
  • AMZN
  • FUTU
  • MELI
Parametrica Management LTD's Q2 2025 Portfolio
Portfolio Value 53.7 Million
Stocks 27
Filing on Aug 11, 2025 Q2 2025

Cfs Investment Advisory Services, LLC

  • PTLC
  • SPLG
  • VUG
  • DYNF
  • QUAL
  • IWD
  • IVV
Cfs Investment Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 324
Filing on Aug 11, 2025 Q2 2025

Prospect Hill Management, LLC

  • AAPL
  • TSLA
  • AMZN
  • NFLX
  • ISRG
  • BAC
  • GOOG
Prospect Hill Management, LLC's Q2 2025 Portfolio
Portfolio Value 193 Million
Stocks 15