Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 08, 2025 Q2 2025

Jacksonville Wealth Management, LLC

  • SPY
  • NVDA
  • QQQ
  • RSP
  • DIA
  • IWM
  • AXON
Jacksonville Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 124 Billion
Stocks 65
Filing on Aug 08, 2025 Q2 2025

Rovida Investment Management LTD

  • BA
  • KTOS
  • NTB
  • IWM
  • IBKR
  • BKNG
  • BEKE
Rovida Investment Management LTD's Q2 2025 Portfolio
Portfolio Value 540 Billion
Stocks 17
Filing on Aug 08, 2025 Q2 2025

Pacific Life Fund Advisors LLC

  • IWD
  • IWP
  • IWN
  • IWS
  • AVIG
  • VONG
  • AVDE
Pacific Life Fund Advisors LLC's Q2 2025 Portfolio
Portfolio Value 933 Billion
Stocks 20
Filing on Aug 08, 2025 Q2 2025

Capstone Financial Advisors, Inc.

  • VTI
  • IWB
  • DFAC
  • NFRA
  • BND
  • VXUS
  • IXUS
Capstone Financial Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 178
Filing on Aug 08, 2025 Q2 2025

Ram Investment Partners, LLC

  • DFAC
  • DFAI
  • MSFT
  • DFSD
  • CORP
  • DFAE
  • DFAR
Ram Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 476 Billion
Stocks 162
Filing on Aug 08, 2025 Q2 2025

L & S Advisors Inc

  • SPY
  • NVDA
  • AAPL
  • SOXX
  • MSFT
  • QQQ
  • IGV
L & S Advisors Inc's Q2 2025 Portfolio
Portfolio Value 862 Million
Stocks 339
Filing on Aug 08, 2025 Q2 2025

Advisors Capital Management, LLC

  • MSFT
  • AVGO
  • AAPL
  • NVDA
  • PM
  • JPM
  • BX
Advisors Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 6.89 Billion
Stocks 516
Filing on Aug 08, 2025 Q2 2025

Grandfield & Dodd, LLC

  • MSFT
  • GE
  • ADI
  • JCI
  • PAYX
  • RTX
  • BRK-B
Grandfield & Dodd, LLC's Q2 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 212
Filing on Aug 08, 2025 Q2 2025

Omega Financial Group, LLC

  • VNQ
  • AGG
  • IVV
  • IJR
  • ISTB
  • IJH
  • SCHM
Omega Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 280 Million
Stocks 101
Filing on Aug 08, 2025 Q2 2025

Family Firm, Inc.

  • IWV
  • VEA
  • BND
  • BRK-B
  • STIP
  • IVV
  • IGE
Family Firm, Inc.'s Q2 2025 Portfolio
Portfolio Value 431 Million
Stocks 87
Filing on Aug 08, 2025 Q2 2025

Wp Advisors, LLC

  • AAPL
  • VB
  • META
  • BRK-B
  • GOOG
  • NVDA
  • NFLX
Wp Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 363 Million
Stocks 116
Filing on Aug 08, 2025 Q2 2025

Leicht Financial Planning & Wealth Management, Inc.

  • SPYG
  • SPYV
  • SPTI
  • SPMB
  • SPDW
  • SPSM
  • SPIB
Leicht Financial Planning & Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 210 Million
Stocks 15
Filing on Aug 08, 2025 Q2 2025

Davies Financial Advisors, Inc.

  • QQQ
  • SPY
  • SFLR
  • AAPL
  • IAU
  • MSFT
  • NVDA
Davies Financial Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 129 Billion
Stocks 76
Filing on Aug 08, 2025 Q2 2025

Aj Advisors, LLC

  • VOO
  • IGRO
  • QQQ
  • VO
  • VB
  • STIP
  • VTV
Aj Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 225 Billion
Stocks 37
Filing on Aug 08, 2025 Q2 2025

Brown University

  • ORCC
  • OWL
  • GLD
  • CMPS
  • ATAI
  • CDRE
  • ASML
Brown University's Q2 2025 Portfolio
Portfolio Value 126 Million
Stocks 9
Filing on Aug 08, 2025 Q2 2025

Ignite Planners, LLC

  • SCHG
  • AAPL
  • BUFR
  • NVDA
  • MSFT
  • AMZN
  • BRK-B
Ignite Planners, LLC's Q2 2025 Portfolio
Portfolio Value 522 Million
Stocks 357
Filing on Aug 08, 2025 Q2 2025

Investment Partners, Ltd.

  • IWF
  • VEA
  • IWD
  • MSFT
  • VWO
  • NVDA
  • AAPL
Investment Partners, Ltd.'s Q2 2025 Portfolio
Portfolio Value 259 Million
Stocks 158
Filing on Aug 08, 2025 Q2 2025

Credit Capital Investments LLC

  • TSM
  • MU
  • VZ
  • WBD
  • GOOGL
  • AMZN
  • FSLR
Credit Capital Investments LLC's Q2 2025 Portfolio
Portfolio Value 71.2 Million
Stocks 41