Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 08, 2025 Q2 2025

Western Wealth Management, LLC

  • QQQ
  • AAPL
  • QQQM
  • BRK-B
  • SPLG
  • NVDA
  • MSFT
Western Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 723
Filing on Aug 08, 2025 Q2 2025

Plotkin Financial Advisors, LLC

  • VTI
  • QQQ
  • RDVY
  • MOAT
  • SMH
  • CIBR
  • VIG
Plotkin Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 181 Billion
Stocks 93
Filing on Aug 08, 2025 Q2 2025

Mar Vista Investment Partners LLC

  • MSFT
  • TDG
  • AMZN
  • ORCL
  • INTU
  • META
  • AAPL
Mar Vista Investment Partners LLC's Q2 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 57
Filing on Aug 08, 2025 Q2 2025

Powers Capital, LLC

  • VOO
  • XLK
Powers Capital, LLC's Q2 2025 Portfolio
Portfolio Value 201 Billion
Stocks 2
Filing on Aug 08, 2025 Q2 2025

Anb Bank

  • IJH
  • SPY
  • EFA
  • MSFT
  • AAPL
  • V
  • BRK-B
Anb Bank's Q2 2025 Portfolio
Portfolio Value 223 Billion
Stocks 188
Filing on Aug 08, 2025 Q2 2025

Integrated Quantitative Investments LLC

  • TSM
  • NVDA
  • MSFT
  • SAN
  • GOOGL
  • IBN
  • BBVA
Integrated Quantitative Investments LLC's Q2 2025 Portfolio
Portfolio Value 340 Billion
Stocks 361
Filing on Aug 08, 2025 Q2 2025

Babb Wealth Advisors LLC

  • DFAX
  • DFAC
  • DFAT
  • DFUS
  • DFCF
  • DFSD
  • DFSU
Babb Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 135 Billion
Stocks 18
Filing on Aug 08, 2025 Q2 2025

Paul R. Ried Financial Group, LLC

  • MSFT
  • GSIE
  • GSLC
  • GLTR
  • GSSC
  • QUS
  • AAPL
Paul R. Ried Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 165 Billion
Stocks 33
Filing on Aug 08, 2025 Q2 2025

Samson Rock Capital LLP

  • HES
  • EFC
  • K
Samson Rock Capital LLP's Q2 2025 Portfolio
Portfolio Value 24.8 Billion
Stocks 6
Filing on Aug 08, 2025 Q2 2025

Thomas Story & Son LLC

  • V
  • COST
  • WSM
  • TSCO
  • ORLY
  • GD
  • AMD
Thomas Story & Son LLC's Q2 2025 Portfolio
Portfolio Value 256 Million
Stocks 51
Filing on Aug 08, 2025 Q2 2025

Tortoise Investment Management, LLC

  • IVV
  • STIP
  • AVUS
  • SGOV
  • BTT
  • VGLT
  • SCHP
Tortoise Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 981 Million
Stocks 1311
Filing on Aug 08, 2025 Q2 2025

Summitry LLC

  • TSM
  • AMZN
  • META
  • ULTA
  • SCHW
  • MA
  • LOW
Summitry LLC's Q2 2025 Portfolio
Portfolio Value 2.06 Billion
Stocks 176
Filing on Aug 08, 2025 Q2 2025

Financial Gravity Companies, Inc.

  • IAGG
  • HYLB
  • SHYG
  • EPS
  • STIP
  • HYDW
  • SPIB
Financial Gravity Companies, Inc.'s Q2 2025 Portfolio
Portfolio Value 509 Billion
Stocks 1015
Filing on Aug 08, 2025 Q2 2025

Carlyle Group Inc.

  • PHAT
  • INVH
  • GETY
  • CUBE
  • EM
  • HLVX
  • ACET
Carlyle Group Inc.'s Q2 2025 Portfolio
Portfolio Value 80.7 Million
Stocks 20
Filing on Aug 08, 2025 Q2 2025

Mtm Investment Management, LLC

  • AAPL
  • LOW
  • MSFT
  • JPM
  • KMI
  • LLY
  • MCK
Mtm Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 277 Million
Stocks 731
Filing on Aug 08, 2025 Q2 2025

Alp Invest Partners B.V.

  • NABL
  • HOOD
  • CRWD
  • DNUT
  • RBLX
  • BZ
Alp Invest Partners B.V.'s Q2 2025 Portfolio
Portfolio Value 48.6 Million
Stocks 7
Filing on Aug 08, 2025 Q2 2025

Blankinship & Foster, LLC

  • DFAU
  • VEU
  • VTI
  • VUG
  • HEFA
  • VO
  • DBEF
Blankinship & Foster, LLC's Q2 2025 Portfolio
Portfolio Value 427 Million
Stocks 75
Filing on Aug 08, 2025 Q2 2025

Sequoia Financial Advisors, LLC

  • BRK-A
Sequoia Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 18.2 Billion
Stocks 1