Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 08, 2025 Q2 2025

Cornerstone Advisors Asset Management, Inc

  • SCHX
  • SPAB
  • VEU
  • HTRB
  • IVV
  • JAAA
  • SPLG
Cornerstone Advisors Asset Management, Inc's Q2 2025 Portfolio
Portfolio Value 519 Billion
Stocks 113
Filing on Aug 08, 2025 Q2 2025

Prospector Partners LLC

  • BRK-B
  • BRO
  • GL
  • AJG
  • PNC
  • ETN
  • RE
Prospector Partners LLC's Q2 2025 Portfolio
Portfolio Value 835 Million
Stocks 94
Filing on Aug 08, 2025 Q2 2025

Vestcor Inc

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • WMT
  • T
Vestcor Inc's Q2 2025 Portfolio
Portfolio Value 3.31 Billion
Stocks 1154
Filing on Aug 08, 2025 Q2 2025

Laurel Wealth Planning LLC

  • VOO
  • BWZ
  • EFIV
  • ESGU
  • IFRA
  • SPYV
  • ESGD
Laurel Wealth Planning LLC's Q2 2025 Portfolio
Portfolio Value 169 Million
Stocks 56
Filing on Aug 08, 2025 Q2 2025

Starr Indemnity & Liability CO

  • GLD
  • IDEV
  • IVOO
  • IJR
Starr Indemnity & Liability CO's Q2 2025 Portfolio
Portfolio Value 273 Billion
Stocks 4
Filing on Aug 08, 2025 Q2 2025

Beacon Harbor Wealth Advisors, Inc.

  • VOO
  • VXF
  • BND
  • IEFA
  • IETC
  • GCOW
  • FXU
Beacon Harbor Wealth Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 387 Million
Stocks 73
Filing on Aug 08, 2025 Q2 2025

Massachusetts Financial Services CO

  • MSFT
  • NVDA
  • AMZN
  • META
  • AAPL
  • JPM
  • GOOGL
Massachusetts Financial Services CO 's Q2 2025 Portfolio
Portfolio Value 296 Billion
Stocks 3634
Filing on Aug 08, 2025 Q2 2025

Financial Life Planners

  • QQQ
  • IVV
  • NVDA
  • AAPL
  • MSFT
  • AXON
  • BRK-B
Financial Life Planners's Q2 2025 Portfolio
Portfolio Value 123 Billion
Stocks 54
Filing on Aug 08, 2025 Q2 2025

Carl P. Sherr & Co., LLC

  • IVW
  • IUSV
  • IGIB
  • AAPL
  • IXUS
  • MSFT
  • BIV
Carl P. Sherr & Co., LLC's Q2 2025 Portfolio
Portfolio Value 195 Million
Stocks 118
Filing on Aug 08, 2025 Q2 2025

Spectrum Asset Management, Inc.

  • PGX
  • VRP
Spectrum Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 60.4 Million
Stocks 4
Filing on Aug 08, 2025 Q2 2025

Cfo4 Life Group, LLC

  • VOO
  • DYNF
  • QUAL
  • UPS
  • IEFA
  • AAPL
  • MSFT
Cfo4 Life Group, LLC's Q2 2025 Portfolio
Portfolio Value 604 Million
Stocks 228
Filing on Aug 08, 2025 Q2 2025

Arcadia Investment Management Corp

  • AVGO
  • NVDA
  • MSFT
  • PANW
  • SYK
  • COST
  • AAPL
Arcadia Investment Management Corp's Q2 2025 Portfolio
Portfolio Value 623 Million
Stocks 254
Filing on Aug 08, 2025 Q2 2025

Phoenix Wealth Advisors

  • JPST
  • VEA
  • ISCF
  • MSFT
  • JMST
  • GOVT
  • DIVO
Phoenix Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 235 Million
Stocks 125
Filing on Aug 08, 2025 Q2 2025

Your Advocates Ltd., LLP

  • DFIC
  • DFEM
  • BOND
  • DFAS
  • SCHR
  • FNDX
  • GLD
Your Advocates Ltd., LLP's Q2 2025 Portfolio
Portfolio Value 210 Million
Stocks 204
Filing on Aug 08, 2025 Q2 2025

Donoghue Forlines LLC

  • SRLN
  • SPHY
  • JPST
  • BIL
  • BKLN
  • STX
  • NRG
Donoghue Forlines LLC's Q2 2025 Portfolio
Portfolio Value 348 Million
Stocks 102
Filing on Aug 08, 2025 Q2 2025

King Wealth

  • IVV
  • QQQ
  • MSFT
  • SPY
  • NVDA
  • AAPL
  • V
King Wealth's Q2 2025 Portfolio
Portfolio Value 737 Million
Stocks 158
Filing on Aug 08, 2025 Q2 2025

Burling Wealth Partners, LLC

  • MSFT
  • AMZN
  • AAPL
  • NVDA
  • VO
  • JPM
  • BX
Burling Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 542 Billion
Stocks 173
Filing on Aug 08, 2025 Q2 2025

Oak Harvest Investment Services

  • VGSH
  • VOO
  • JPM
  • VYM
  • AAPL
  • MS
  • AVGO
Oak Harvest Investment Services's Q2 2025 Portfolio
Portfolio Value 771 Million
Stocks 217