Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 07, 2025 Q2 2025

Brickley Wealth Management

  • VTV
  • AAPL
  • VUG
  • IEFA
  • AVDV
  • VBK
  • VBR
Brickley Wealth Management's Q2 2025 Portfolio
Portfolio Value 511 Million
Stocks 48
Filing on Aug 07, 2025 Q2 2025

Certares Management LLC

  • TRIP
Certares Management LLC's Q2 2025 Portfolio
Portfolio Value 62 Million
Stocks 1
Filing on Aug 07, 2025 Q2 2025

Pioneer Trust Bank N A

  • MSFT
  • AAPL
  • BRK-B
  • SPY
  • ORCL
  • GOOG
  • VMI
Pioneer Trust Bank N A's Q2 2025 Portfolio
Portfolio Value 381 Million
Stocks 125
Filing on Aug 07, 2025 Q2 2025

Glynn Capital Management LLC

  • OSCR
  • TSM
  • SNOW
  • TOST
  • NU
  • CRWD
  • MDB
Glynn Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 355 Million
Stocks 47
Filing on Aug 07, 2025 Q2 2025

National Pension Service

  • NVDA
  • MSFT
  • AAPL
  • PBUS
  • AMZN
  • META
  • IVV
National Pension Service's Q2 2025 Portfolio
Portfolio Value 113 Billion
Stocks 534
Filing on Aug 07, 2025 Q2 2025

Generation Investment Management LLP

  • MSFT
  • SCHW
  • MELI
  • DHR
  • STE
  • TRMB
  • A
Generation Investment Management LLP's Q2 2025 Portfolio
Portfolio Value 15.5 Billion
Stocks 37
Filing on Aug 07, 2025 Q2 2025

Retirement Solution Inc.

  • DUHP
  • DFUS
  • DFAC
  • DFSV
  • MSFT
  • QQQ
  • DFAU
Retirement Solution Inc.'s Q2 2025 Portfolio
Portfolio Value 153 Million
Stocks 43
Filing on Aug 07, 2025 Q2 2025

Grange Capital, LLC

  • SPGP
  • BX
  • VGK
  • VEU
  • RSP
  • STWD
  • NVDA
Grange Capital, LLC's Q2 2025 Portfolio
Portfolio Value 95.6 Billion
Stocks 48
Filing on Aug 07, 2025 Q2 2025

S Squared Technology, LLC

  • SYM
  • LSCC
  • KRYS
  • OLED
  • ALGM
  • SLAB
  • PRLB
S Squared Technology, LLC's Q2 2025 Portfolio
Portfolio Value 218 Million
Stocks 35
Filing on Aug 07, 2025 Q2 2025

Topel & Distasi Wealth Management, LLC

  • VUG
  • VTV
  • IEFA
  • GOVT
  • LQD
  • IJR
  • BNDX
Topel & Distasi Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 191 Million
Stocks 60
Filing on Aug 07, 2025 Q2 2025

First Dallas Securities Inc.

  • NVDA
  • TPL
  • AAPL
  • AMZN
  • MSFT
  • UBER
  • META
First Dallas Securities Inc.'s Q2 2025 Portfolio
Portfolio Value 245 Million
Stocks 123
Filing on Aug 07, 2025 Q2 2025

Essex Woodlands Management, Inc.

  • MDXG
  • BVS
  • EYPT
  • TELA
  • MNOV
Essex Woodlands Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 279 Million
Stocks 6
Filing on Aug 07, 2025 Q2 2025

Cahill Financial Advisors Inc

  • VUG
  • VTV
  • MOAT
  • VEA
  • BND
  • IVW
  • DFAC
Cahill Financial Advisors Inc's Q2 2025 Portfolio
Portfolio Value 774 Million
Stocks 312
Filing on Aug 07, 2025 Q2 2025

Alpha Cubed Investments, LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • PWR
  • PANW
  • AVGO
Alpha Cubed Investments, LLC's Q2 2025 Portfolio
Portfolio Value 2.62 Billion
Stocks 297
Filing on Aug 07, 2025 Q2 2025

Mosaic Financial Group, LLC

  • IVV
  • VIG
  • MSFT
  • UNP
  • AAPL
  • T
  • RSP
Mosaic Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 112
Filing on Aug 07, 2025 Q2 2025

Dalton Investments LLC

  • IBN
  • NVDA
  • MMYT
  • CTSH
  • G
  • HDB
  • RDY
Dalton Investments LLC's Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 20
Filing on Aug 07, 2025 Q2 2025

Valence8 Us LP

  • QUAL
  • QQQ
  • IQLT
  • EFV
  • VTV
  • SMH
  • XLP
Valence8 Us LP's Q2 2025 Portfolio
Portfolio Value 238 Billion
Stocks 12
Filing on Aug 07, 2025 Q2 2025

Garda Capital Partners LP

  • SPY
  • GDX
  • QQQ
  • BRK-B
  • KRE
  • OIH
  • ADBE
Garda Capital Partners LP's Q2 2025 Portfolio
Portfolio Value 352 Million
Stocks 563