Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 11, 2025 Q2 2025

Pax Financial Group, LLC

  • IUSB
  • IVV
  • QUAL
  • IVW
  • EFV
  • DYNF
  • WWJD
Pax Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 476 Million
Stocks 234
Filing on Aug 11, 2025 Q2 2025

Sofi Wealth, LLC

  • IVW
  • IVV
  • IVE
  • DYNF
  • VEA
  • IYW
  • MUB
Sofi Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 1.35 Billion
Stocks 46
Filing on Aug 11, 2025 Q2 2025

Farrow Financial Inc.

  • ITOT
  • SUSA
  • MOAT
  • IVLU
  • SGOV
  • AAPL
  • ICSH
Farrow Financial Inc.'s Q2 2025 Portfolio
Portfolio Value 165 Billion
Stocks 51
Filing on Aug 11, 2025 Q2 2025

Midwest Professional Planners, Ltd.

  • SPY
  • SHV
  • NVDA
  • AVGO
  • EFA
  • JPM
  • IEI
Midwest Professional Planners, Ltd.'s Q2 2025 Portfolio
Portfolio Value 368 Million
Stocks 149
Filing on Aug 11, 2025 Q2 2025

Kazazian Asset Management, LLC

  • C
  • DIS
  • GOOG
  • AMZN
  • EAT
  • CHWY
  • ETSY
Kazazian Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 72.7 Billion
Stocks 46
Filing on Aug 11, 2025 Q2 2025

Alfreton Capital LLP

  • CACC
  • NET
  • V
  • CCCS
  • PCOR
Alfreton Capital LLP's Q2 2025 Portfolio
Portfolio Value 345 Million
Stocks 5
Filing on Aug 11, 2025 Q2 2025

Mosaic Family Wealth Partners, LLC

  • VUG
  • DBEF
  • VBK
  • VTV
  • DFEM
  • DFSV
  • DFAT
Mosaic Family Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 785 Billion
Stocks 229
Filing on Aug 11, 2025 Q2 2025

Intrust Bank Na

  • VOO
  • IEFA
  • IJH
  • MSFT
  • VEA
  • NVDA
  • VLUE
Intrust Bank Na's Q2 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 730
Filing on Aug 11, 2025 Q2 2025

Bulltick Wealth Management, LLC

  • SHV
  • SPY
  • IEF
  • NVDA
  • EZU
  • MSFT
  • AMZN
Bulltick Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 405 Billion
Stocks 121
Filing on Aug 11, 2025 Q2 2025

Landaas & CO

  • VTI
  • IWD
  • QUAL
  • TFLO
  • STLG
  • VOO
  • IWF
Landaas & CO 's Q2 2025 Portfolio
Portfolio Value 413 Million
Stocks 116
Filing on Aug 11, 2025 Q2 2025

Poehling Capital Management, Inc.

  • FRFHF
  • BRK-B
  • MKL
  • CNNE
  • SCHW
  • MSFT
  • GOOG
Poehling Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 414 Million
Stocks 135
Filing on Aug 11, 2025 Q2 2025

Rothschild Investment LLC

  • NVDA
  • AAPL
  • JPM
  • MSFT
  • BRK-B
  • GOOGL
  • BX
Rothschild Investment LLC's Q2 2025 Portfolio
Portfolio Value 1.6 Trillion
Stocks 3016
Filing on Aug 11, 2025 Q2 2025

Nomura Asset Management CO LTD

  • NVDA
  • MSFT
  • AVGO
  • AAPL
  • AMZN
  • META
  • GOOGL
Nomura Asset Management CO LTD's Q2 2025 Portfolio
Portfolio Value 35.5 Billion
Stocks 2318
Filing on Aug 11, 2025 Q2 2025

Sierra Capital LLC

  • VOO
  • BRK-B
  • AAPL
  • VO
  • AMZN
  • IVV
  • VGK
Sierra Capital LLC's Q2 2025 Portfolio
Portfolio Value 866 Million
Stocks 246
Filing on Aug 11, 2025 Q2 2025

Citigroup Inc

  • NVDA
  • MSFT
  • AAPL
  • IWM
  • AMZN
  • TSLA
  • TSLA
Citigroup Inc's Q2 2025 Portfolio
Portfolio Value 196 Billion
Stocks 15854
Filing on Aug 11, 2025 Q2 2025

Thames Capital Management LLC

  • SPOT
  • MSFT
  • MA
  • META
  • V
  • GE
  • VRT
Thames Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 362 Million
Stocks 43
Filing on Aug 11, 2025 Q2 2025

Bank Of Finland

  • IDEV
  • PABU
  • IVV
Bank Of Finland's Q2 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 4
Filing on Aug 11, 2025 Q2 2025

Inkwell Capital LLC

  • BRK-B
  • RSP
  • MKL
  • GOOGL
  • DG
  • META
  • DIS
Inkwell Capital LLC's Q2 2025 Portfolio
Portfolio Value 93.4 Billion
Stocks 29