Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 07, 2025 Q2 2025

Verity Wealth Advisors

  • VTI
  • IVV
  • VEU
  • VWO
  • MSFT
  • VEA
  • ACWX
Verity Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 148 Million
Stocks 75
Filing on Aug 07, 2025 Q2 2025

Wealth Quarterback LLC

  • IVV
  • QQQ
  • QUAL
  • DIA
  • AAPL
  • SMH
  • DYNF
Wealth Quarterback LLC's Q2 2025 Portfolio
Portfolio Value 204 Million
Stocks 138
Filing on Aug 07, 2025 Q2 2025

Nan Fung Trinity (Hk) LTD

  • EWY
  • BIDU
  • AMCR
  • KRE
  • PPG
  • INTU
  • INTC
Nan Fung Trinity (Hk) LTD's Q2 2025 Portfolio
Portfolio Value 811 Million
Stocks 59
Filing on Aug 07, 2025 Q2 2025

Andar Capital Management Hk LTD

  • CRDO
  • AMD
  • SMTC
  • NOW
  • TER
  • MSTR
  • MNDY
Andar Capital Management Hk LTD's Q2 2025 Portfolio
Portfolio Value 64.3 Million
Stocks 19
Filing on Aug 07, 2025 Q2 2025

Vera Bank, N.A.

  • QDF
  • DFAU
  • VIGI
  • IVV
  • VUG
  • DFIC
  • MSFT
Vera Bank, N.A.'s Q2 2025 Portfolio
Portfolio Value 445 Million
Stocks 279
Filing on Aug 07, 2025 Q2 2025

Tiemann Investment Advisors, LLC

  • AGG
  • MSFT
  • IUSB
  • AAPL
  • IEFA
  • JPST
  • GSST
Tiemann Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 242 Million
Stocks 199
Filing on Aug 07, 2025 Q2 2025

Ima Wealth, Inc.

  • SCHD
  • VV
  • SUSA
  • DMXF
  • DSI
  • SCHX
  • VXUS
Ima Wealth, Inc.'s Q2 2025 Portfolio
Portfolio Value 914 Million
Stocks 559
Filing on Aug 07, 2025 Q2 2025

Ibex Investors LLC

  • ITRN
  • ELF
  • BRFH
  • INCR
  • SLM
  • URG
  • NYAX
Ibex Investors LLC's Q2 2025 Portfolio
Portfolio Value 55.3 Million
Stocks 8
Filing on Aug 07, 2025 Q2 2025

Compass Group LLC

  • BAP
  • BVN
  • LAUR
  • NU
  • SQM
  • GPRK
  • STNE
Compass Group LLC's Q2 2025 Portfolio
Portfolio Value 15.9 Million
Stocks 8
Filing on Aug 07, 2025 Q2 2025

Call To Action Foundation

  • VOO
Call To Action Foundation's Q2 2025 Portfolio
Portfolio Value 522 Billion
Stocks 1
Filing on Aug 07, 2025 Q2 2025

Advyzon Investment Management, LLC

  • VTI
  • BND
  • SPDW
  • STXG
  • STXV
  • BAR
  • VO
Advyzon Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 452 Billion
Stocks 433
Filing on Aug 07, 2025 Q2 2025

Turn8 Private Wealth Inc.

  • SPY
  • JEPI
  • MSFT
  • CCJ
  • RY
  • XLE
  • LQD
Turn8 Private Wealth Inc.'s Q2 2025 Portfolio
Portfolio Value 138 Billion
Stocks 44
Filing on Aug 07, 2025 Q2 2025

Jfg Wealth Management, LLC

  • VV
  • MINT
  • VEA
  • VWO
  • SCHC
  • VB
  • SPY
Jfg Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 478 Million
Stocks 62
Filing on Aug 07, 2025 Q2 2025

Diana Davis Spencer Foundation

  • BND
  • BIV
  • VCLT
  • VOO
Diana Davis Spencer Foundation's Q2 2025 Portfolio
Portfolio Value 292 Million
Stocks 4
Filing on Aug 07, 2025 Q2 2025

Ironwood Investment Counsel, LLC

  • MSFT
  • SPGI
  • FNDA
  • AAPL
  • MA
  • XOM
  • AXP
Ironwood Investment Counsel, LLC's Q2 2025 Portfolio
Portfolio Value 641 Million
Stocks 267
Filing on Aug 07, 2025 Q2 2025

E Cio, Inc.

  • AGG
  • SCHD
  • SCHF
  • BSV
  • IJR
  • SUSA
  • EAGG
E Cio, Inc.'s Q2 2025 Portfolio
Portfolio Value 237 Billion
Stocks 71
Filing on Aug 07, 2025 Q2 2025

Westbourne Investment Advisors, Inc.

  • MSFT
  • META
  • AAPL
  • UBER
  • GOOGL
  • GS
  • BAC
Westbourne Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 329 Million
Stocks 107
Filing on Aug 07, 2025 Q2 2025

Fairbanks Capital Management, Inc.

  • ORCL
  • TDG
  • MSFT
  • AVGO
  • ARLP
  • AMZN
  • NXST
Fairbanks Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 54