Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 11, 2025 Q2 2025

Private Advisor Group, LLC

  • AAPL
  • SPY
  • VTI
  • NVDA
  • MSFT
  • SPLG
  • QQQ
Private Advisor Group, LLC's Q2 2025 Portfolio
Portfolio Value 17.5 Billion
Stocks 2510
Filing on Aug 11, 2025 Q2 2025

Elite Financial, Inc.

  • VONG
  • SCHD
  • VTV
  • IWN
  • SCHG
  • IUSB
  • XLK
Elite Financial, Inc.'s Q2 2025 Portfolio
Portfolio Value 203 Million
Stocks 53
Filing on Aug 11, 2025 Q2 2025

Adaptive Financial Consulting, LLC

  • AGG
  • VCSH
  • IVV
  • USMV
  • IVW
  • QQQ
  • VCR
Adaptive Financial Consulting, LLC's Q2 2025 Portfolio
Portfolio Value 238 Million
Stocks 21
Filing on Aug 11, 2025 Q2 2025

Avantax Planning Partners, Inc.

  • SCHG
  • SCHV
  • SCHD
  • SCHZ
  • SCHF
  • SPTL
  • CWI
Avantax Planning Partners, Inc.'s Q2 2025 Portfolio
Portfolio Value 3.11 Billion
Stocks 447
Filing on Aug 11, 2025 Q2 2025

Nicola Wealth Management Ltd.

  • BNS
  • TD
  • MSFT
  • TU
  • AVGO
  • META
  • AMZN
Nicola Wealth Management Ltd.'s Q2 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 104
Filing on Aug 11, 2025 Q2 2025

Eq LLC

  • DYNF
  • VOO
  • IVV
  • IEMG
  • IVW
  • ONEQ
  • EFV
Eq LLC's Q2 2025 Portfolio
Portfolio Value 217 Million
Stocks 72
Filing on Aug 11, 2025 Q2 2025

High Tower Advisors, LLC

  • MSFT
  • AAPL
  • IVV
  • VOO
  • BRK-A
  • SPY
  • BRK-B
High Tower Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 76.8 Billion
Stocks 3752
Filing on Aug 11, 2025 Q2 2025

Core Wealth Partners LLC

  • ROK
  • AAPL
  • MSFT
  • BRK-B
  • CGCP
  • SGOV
  • AMZN
Core Wealth Partners LLC's Q2 2025 Portfolio
Portfolio Value 197 Billion
Stocks 176
Filing on Aug 11, 2025 Q2 2025

Johnson Financial Group, LLC

  • VV
  • MINT
  • VEA
  • VWO
  • VTI
  • SCHC
  • VB
Johnson Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 77
Filing on Aug 11, 2025 Q2 2025

Beaumont Capital Management, LLC

  • SPAB
  • VEA
  • XLK
  • XLC
  • XLI
  • FNCL
  • XLU
Beaumont Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 43
Filing on Aug 11, 2025 Q2 2025

Protective Life Corp

  • JPC
Protective Life Corp's Q2 2025 Portfolio
Portfolio Value 3.53 Million
Stocks 1
Filing on Aug 11, 2025 Q2 2025

Lake Street Financial LLC

  • VTV
  • NVDA
  • VUG
  • AAPL
  • QQQ
  • MSFT
  • AMZN
Lake Street Financial LLC's Q2 2025 Portfolio
Portfolio Value 665 Million
Stocks 256
Filing on Aug 11, 2025 Q2 2025

Fore Capital, LLC

  • SLV
  • SPY
  • GLD
  • IAU
  • HYG
  • GDX
  • CEF
Fore Capital, LLC's Q2 2025 Portfolio
Portfolio Value 238 Million
Stocks 38
Filing on Aug 11, 2025 Q2 2025

Marathon Asset Management LTD

  • CNHI
  • AMZN
  • MSFT
  • CCEP
  • ELV
  • META
  • GOOGL
Marathon Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 2.84 Billion
Stocks 79
Filing on Aug 11, 2025 Q2 2025

Somerset Group LLC

  • QQQ
  • MMM
  • CHRW
  • MSFT
  • AMZN
  • SCHX
  • AAPL
Somerset Group LLC's Q2 2025 Portfolio
Portfolio Value 115 Million
Stocks 60
Filing on Aug 11, 2025 Q2 2025

Pollock Investment Advisors, LLC

  • SELV
  • FTCS
  • DFAC
  • ORLY
  • MA
  • TJX
  • LMT
Pollock Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 123 Billion
Stocks 40
Filing on Aug 11, 2025 Q2 2025

Vitruvian Partners LLP

  • MQ
  • CARG
  • MXCT
  • XMTR
  • GLBE
  • RXST
Vitruvian Partners LLP's Q2 2025 Portfolio
Portfolio Value 99.5 Million
Stocks 7
Filing on Aug 11, 2025 Q2 2025

Martingale Asset Management L P

  • MSFT
  • AMZN
  • GOOGL
  • META
  • BRK-B
  • AAPL
  • T
Martingale Asset Management L P's Q2 2025 Portfolio
Portfolio Value 4.02 Billion
Stocks 1127