Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 08, 2025 Q2 2025

Cws Financial Advisors, LLC

  • SYK
  • VOO
  • IJR
  • AAPL
  • VXUS
  • VUG
  • VTI
Cws Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 332 Million
Stocks 136
Filing on Aug 08, 2025 Q2 2025

Fusion Capital, LLC

  • FLTR
  • VIG
  • AAPL
  • IVV
  • VUG
  • JPM
  • MSFT
Fusion Capital, LLC's Q2 2025 Portfolio
Portfolio Value 275 Million
Stocks 92
Filing on Aug 08, 2025 Q2 2025

Campbell Deegan Wealth Management, LLC

  • SPGP
  • FDLO
  • VTV
  • VUG
  • JEPI
  • MSFT
  • SPY
Campbell Deegan Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 102 Billion
Stocks 44
Filing on Aug 08, 2025 Q2 2025

Creative Planning

  • IVV
  • BND
  • VEA
  • SPMD
  • SPDW
  • IEMG
  • VV
Creative Planning's Q2 2025 Portfolio
Portfolio Value 116 Billion
Stocks 6216
Filing on Aug 08, 2025 Q2 2025

Omni Star Financial Group, Inc.

  • GLD
  • FBND
  • SPY
  • AAPL
  • JNJ
  • SO
  • SRLN
Omni Star Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 122 Million
Stocks 107
Filing on Aug 08, 2025 Q2 2025

Truepoint, Inc.

  • BSV
  • DFCF
  • IVV
  • VTI
  • VOT
  • AVUV
  • VEA
Truepoint, Inc.'s Q2 2025 Portfolio
Portfolio Value 3.91 Billion
Stocks 138
Filing on Aug 08, 2025 Q2 2025

Pinnbrook Capital Management LP

  • MSFT
  • AMZN
  • SNOW
  • NVDA
  • BA
  • CHK
  • EWY
Pinnbrook Capital Management LP's Q2 2025 Portfolio
Portfolio Value 807 Million
Stocks 87
Filing on Aug 08, 2025 Q2 2025

Capco Asset Management, LLC

  • MAR
  • MKL
  • PGR
  • MSFT
  • GOGO
  • CHTR
  • WBD
Capco Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 445 Million
Stocks 27
Filing on Aug 08, 2025 Q2 2025

Condor Capital Management

  • VOO
  • VUG
  • VTV
  • IEFA
  • VONV
  • VOE
  • IVE
Condor Capital Management's Q2 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 187
Filing on Aug 08, 2025 Q2 2025

Opinicus Capital, Inc.

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • VUG
  • TSM
  • AMZN
Opinicus Capital, Inc.'s Q2 2025 Portfolio
Portfolio Value 132 Billion
Stocks 106
Filing on Aug 08, 2025 Q2 2025

Meridian Wealth Management, LLC

  • NVDA
  • QQQ
  • AAPL
  • MSFT
  • XOM
  • AMZN
  • SPY
Meridian Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 2.26 Billion
Stocks 670
Filing on Aug 08, 2025 Q2 2025

Independence Financial Advisors, LLC

  • ISTB
  • LQD
  • TIP
  • IUSV
  • FTEC
  • IEF
  • IEI
Independence Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 257 Billion
Stocks 51
Filing on Aug 08, 2025 Q2 2025

Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AGG
  • META
  • RSP
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys's Q2 2025 Portfolio
Portfolio Value 18.9 Billion
Stocks 1658
Filing on Aug 08, 2025 Q2 2025

Security Financial Services, Inc.

  • SPLG
  • IVW
  • QUAL
  • DYNF
  • IVE
  • DFUS
  • SPTL
Security Financial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 524 Million
Stocks 181
Filing on Aug 08, 2025 Q2 2025

Empower Advisory Group, LLC

  • SCHF
  • IWM
  • VWO
  • BSV
  • VNQ
  • VGIT
  • SCHP
Empower Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 33.2 Billion
Stocks 497
Filing on Aug 08, 2025 Q2 2025

Kane Investment Management, Inc.

  • NVDA
  • AAPL
  • MSFT
  • CTAS
  • SCHG
  • AMZN
  • SPMO
Kane Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 191 Billion
Stocks 89
Filing on Aug 08, 2025 Q2 2025

Foundations Investment Advisors, LLC

  • IVW
  • SPY
  • QUAL
  • IUSB
  • DYNF
  • IVE
  • EFV
Foundations Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 5.88 Billion
Stocks 1111
Filing on Aug 08, 2025 Q2 2025

Lindsell Train LTD

  • INTU
  • DIS
  • FICO
  • MDLZ
  • GOOGL
  • TMO
  • PYPL
Lindsell Train LTD's Q2 2025 Portfolio
Portfolio Value 3.55 Billion
Stocks 29