Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 08, 2025 Q2 2025

Nixon Peabody Trust CO

  • IDEV
  • MSFT
  • AVLV
  • MSA
  • NVDA
  • AAPL
  • IWB
Nixon Peabody Trust CO's Q2 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 148
Filing on Aug 08, 2025 Q2 2025

Sittner & Nelson, LLC

  • AAPL
  • BRK-B
  • MSFT
  • NVDA
  • CGDV
  • MINT
  • BRK-A
Sittner & Nelson, LLC's Q2 2025 Portfolio
Portfolio Value 240 Million
Stocks 507
Filing on Aug 08, 2025 Q2 2025

Daido Life Insurance CO

  • SPY
  • IVV
  • IWB
  • SPLG
  • OMFL
  • VOO
Daido Life Insurance CO's Q2 2025 Portfolio
Portfolio Value 668 Million
Stocks 6
Filing on Aug 08, 2025 Q2 2025

Banco Bilbao Vizcaya Argentaria, S.A.

  • SPY
  • MSFT
  • NVDA
  • AAPL
  • META
  • GOOGL
  • AMZN
Banco Bilbao Vizcaya Argentaria, S.A.'s Q2 2025 Portfolio
Portfolio Value 10.9 Billion
Stocks 691
Filing on Aug 08, 2025 Q2 2025

Glassman Wealth Services

  • VOO
  • FNDX
  • VEU
  • DGRW
  • DFAX
  • DFAC
  • SNA
Glassman Wealth Services's Q2 2025 Portfolio
Portfolio Value 650 Million
Stocks 182
Filing on Aug 08, 2025 Q2 2025

Tanglewood Legacy Advisors, LLC

  • IUSV
  • IUSG
  • IWR
  • IWF
  • FMAY
  • DMAY
  • IWD
Tanglewood Legacy Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 244 Billion
Stocks 283
Filing on Aug 08, 2025 Q2 2025

Evolution Wealth Advisors, LLC

  • SPY
  • XLK
  • XLF
  • PAVE
  • QQQ
  • AMZN
  • GLD
Evolution Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 660 Million
Stocks 170
Filing on Aug 08, 2025 Q2 2025

Trustco Bank Corp N Y

  • GE
  • JPM
  • MSFT
  • AMAT
  • AAPL
  • XOM
  • TRST
Trustco Bank Corp N Y's Q2 2025 Portfolio
Portfolio Value 97.4 Million
Stocks 130
Filing on Aug 08, 2025 Q2 2025

Strategies Wealth Advisors, LLC

  • SPDW
  • VTV
  • VUG
  • DGRO
  • QUAL
  • VBK
  • IEFA
Strategies Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 916 Billion
Stocks 185
Filing on Aug 08, 2025 Q2 2025

Sawgrass Asset Management LLC

  • MSFT
  • AMZN
  • NVDA
  • AVGO
  • AAPL
  • GOOGL
  • SCHX
Sawgrass Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 872 Million
Stocks 181
Filing on Aug 08, 2025 Q2 2025

1776 Wealth LLC

  • AAPL
  • AMZN
  • PLTR
  • ADBE
  • MSFT
  • NVDA
  • FTSM
1776 Wealth LLC's Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 143
Filing on Aug 08, 2025 Q2 2025

Compass Wealth Management LLC

  • AVGO
  • RSP
  • JPM
  • DHR
  • AEIS
  • APD
  • STZ
Compass Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 420 Billion
Stocks 152
Filing on Aug 08, 2025 Q2 2025

Empower Annuity Insurance CO

  • LQD
Empower Annuity Insurance CO's Q2 2025 Portfolio
Portfolio Value 269 Billion
Stocks 1
Filing on Aug 08, 2025 Q2 2025

Sensible Financial Planning & Management, Llc.

  • SCHP
  • BNDX
  • USIG
  • MBB
  • VOO
  • VTI
  • STIP
Sensible Financial Planning & Management, Llc.'s Q2 2025 Portfolio
Portfolio Value 524 Million
Stocks 37
Filing on Aug 08, 2025 Q2 2025

Tiff Advisory Services Inc

  • XLF
  • VT
  • NVDA
  • VFH
  • AAPL
  • XLK
  • PR
Tiff Advisory Services Inc's Q2 2025 Portfolio
Portfolio Value 423 Million
Stocks 22
Filing on Aug 08, 2025 Q2 2025

Principal Financial Group Inc

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • TDG
  • HLT
  • META
Principal Financial Group Inc's Q2 2025 Portfolio
Portfolio Value 176 Billion
Stocks 4603
Filing on Aug 08, 2025 Q2 2025

Oak Thistle LLC

  • TSLA
  • PLTR
  • AMD
  • GWRE
  • NVDA
  • LNG
  • ADP
Oak Thistle LLC's Q2 2025 Portfolio
Portfolio Value 647 Million
Stocks 444
Filing on Aug 08, 2025 Q2 2025

Pom Investment Strategies, LLC

  • SPLG
  • XLG
  • QQQ
  • EEM
  • MTUM
  • IEV
  • SVOL
Pom Investment Strategies, LLC's Q2 2025 Portfolio
Portfolio Value 140 Billion
Stocks 141