Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 08, 2025 Q2 2025

Altfest L J & CO Inc

  • QQQM
  • STIP
  • EMLP
  • SCHP
  • VPU
  • AAPL
  • VTIP
Altfest L J & CO Inc's Q2 2025 Portfolio
Portfolio Value 712 Million
Stocks 332
Filing on Aug 08, 2025 Q2 2025

Red Cedar Investment Management, LLC

  • VONE
  • IWB
  • IJH
  • IEMG
  • EWJ
  • SCHF
  • EFA
Red Cedar Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 780 Million
Stocks 81
Filing on Aug 08, 2025 Q2 2025

Chandler Asset Management, Inc.

  • BND
  • IVV
  • IJH
  • VB
  • VEA
  • VNQ
  • VTI
Chandler Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 563 Million
Stocks 25
Filing on Aug 08, 2025 Q2 2025

Intrua Financial, LLC

  • SPLG
  • SPY
  • DGRW
  • QGRO
  • XLK
  • GLD
  • XLY
Intrua Financial, LLC's Q2 2025 Portfolio
Portfolio Value 665 Million
Stocks 372
Filing on Aug 08, 2025 Q2 2025

Schwarz Dygos Wheeler Investment Advisors LLC

  • BRK-B
  • AAPL
  • DFAU
  • PHYS
  • DGRO
  • DVY
  • DFAI
Schwarz Dygos Wheeler Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 428 Million
Stocks 160
Filing on Aug 08, 2025 Q2 2025

Clearstead Trust, LLC

  • QQQ
  • QLD
  • MSFT
  • AAPL
  • NVDA
  • BIL
  • AMZN
Clearstead Trust, LLC's Q2 2025 Portfolio
Portfolio Value 473 Million
Stocks 1489
Filing on Aug 08, 2025 Q2 2025

Wiser Advisor Group LLC

  • VOO
  • AAPL
  • LLY
  • AMZN
  • META
  • GOOGL
  • HFXI
Wiser Advisor Group LLC's Q2 2025 Portfolio
Portfolio Value 57.6 Billion
Stocks 39
Filing on Aug 08, 2025 Q2 2025

Arvest Bank Trust Division

  • MDY
  • EFA
  • IVV
  • VEA
  • IWM
  • SPY
  • GEM
Arvest Bank Trust Division's Q2 2025 Portfolio
Portfolio Value 1.71 Trillion
Stocks 262
Filing on Aug 08, 2025 Q2 2025

Garnet Equity Capital Holdings, Inc.

  • SPY
  • GRPN
  • HEAR
  • GLNG
  • KTOS
  • NTGR
  • ATEX
Garnet Equity Capital Holdings, Inc.'s Q2 2025 Portfolio
Portfolio Value 350 Million
Stocks 28
Filing on Aug 08, 2025 Q2 2025

Cno Financial Group, Inc.

  • BKLN
  • SRLN
  • SPHY
  • PSK
  • LQD
  • JNK
  • USIG
Cno Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 162 Million
Stocks 14
Filing on Aug 08, 2025 Q2 2025

Skylands Capital, LLC

  • UNP
  • GOOGL
  • GM
  • AAPL
  • CCI
  • OSK
  • NSC
Skylands Capital, LLC's Q2 2025 Portfolio
Portfolio Value 607 Million
Stocks 152
Filing on Aug 08, 2025 Q2 2025

North Of South Capital LLP

  • BABA
  • JD
  • TSM
  • YMM
  • KT
  • ATHM
  • BIDU
North Of South Capital LLP's Q2 2025 Portfolio
Portfolio Value 951 Billion
Stocks 21
Filing on Aug 08, 2025 Q2 2025

Allianz Se

  • IVV
  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • NEM
  • QQQ
Allianz Se's Q2 2025 Portfolio
Portfolio Value 4.23 Trillion
Stocks 626
Filing on Aug 08, 2025 Q2 2025

Fiera Capital Corp

  • MSFT
  • TSM
  • GOOGL
  • MCO
  • AZO
  • MA
  • ORCL
Fiera Capital Corp's Q2 2025 Portfolio
Portfolio Value 27.6 Billion
Stocks 694
Filing on Aug 08, 2025 Q2 2025

Fortis Group Advisors, LLC

  • BIL
  • QQQ
  • SPMO
  • QQQM
  • SPLG
  • SPY
  • BILS
Fortis Group Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 551 Billion
Stocks 598
Filing on Aug 08, 2025 Q2 2025

Globe Life Inc.

  • VOO
  • VCLT
Globe Life Inc.'s Q2 2025 Portfolio
Portfolio Value 365 Million
Stocks 2
Filing on Aug 08, 2025 Q2 2025

Larson Financial Group LLC

  • SPLG
  • NVDA
  • VOO
  • AAPL
  • VO
  • QGRO
  • QQQ
Larson Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 2.44 Billion
Stocks 3333
Filing on Aug 08, 2025 Q2 2025

Skaana Management L.P.

  • ASTS
  • ASTS
  • BBAI
  • APO
  • EOSE
  • BBAI
  • BBAI
Skaana Management L.P.'s Q2 2025 Portfolio
Portfolio Value 89.8 Million
Stocks 167