Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 07, 2025 Q2 2025

Tillman Hartley LLC

  • DFAC
  • DFUV
  • DFAS
  • DFCF
  • DFAT
  • BSV
  • DFSD
Tillman Hartley LLC's Q2 2025 Portfolio
Portfolio Value 354 Billion
Stocks 146
Filing on Aug 07, 2025 Q2 2025

Cypress Capital, LLC

  • VTI
  • BIL
  • USFR
  • TIP
  • SPY
  • VGSH
  • VXUS
Cypress Capital, LLC's Q2 2025 Portfolio
Portfolio Value 344 Billion
Stocks 89
Filing on Aug 07, 2025 Q2 2025

Addison Advisors LLC

  • VIG
  • VGIT
  • VTIP
  • VUG
  • VLUE
  • DFUV
  • AGG
Addison Advisors LLC's Q2 2025 Portfolio
Portfolio Value 364 Million
Stocks 1115
Filing on Aug 07, 2025 Q2 2025

Allworth Financial LP

  • VTI
  • BSV
  • BND
  • SPDW
  • SPYG
  • SPYV
  • GOVT
Allworth Financial LP's Q2 2025 Portfolio
Portfolio Value 20.2 Billion
Stocks 4588
Filing on Aug 07, 2025 Q2 2025

Americana Partners, LLC

  • MSFT
  • AAPL
  • EPD
  • JPM
  • SPLG
  • ETN
  • AVGO
Americana Partners, LLC's Q2 2025 Portfolio
Portfolio Value 2.64 Billion
Stocks 422
Filing on Aug 07, 2025 Q2 2025

Illinois Municipal Retirement Fund

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • GOOGL
  • AVGO
Illinois Municipal Retirement Fund's Q2 2025 Portfolio
Portfolio Value 7.14 Billion
Stocks 1237
Filing on Aug 07, 2025 Q2 2025

Hughes Financial Services, LLC

  • SPTM
  • JCPB
  • JIRE
  • EMXC
  • QUAL
  • DGRO
  • JPIB
Hughes Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 582 Billion
Stocks 1035
Filing on Aug 07, 2025 Q2 2025

Timonier Family Office, Ltd.

  • DUHP
  • DFUV
  • DFAU
  • DFUS
  • DFAS
  • DFIC
  • DFSV
Timonier Family Office, Ltd.'s Q2 2025 Portfolio
Portfolio Value 267 Billion
Stocks 54
Filing on Aug 07, 2025 Q2 2025

General Motors Holdings LLC

  • LAC
  • NMG
  • SES
  • LIDR
General Motors Holdings LLC's Q2 2025 Portfolio
Portfolio Value 63.8 Million
Stocks 5
Filing on Aug 07, 2025 Q2 2025

Bok Financial Private Wealth, Inc.

  • VOO
  • VUG
  • VEA
  • VTV
  • IJH
  • IWB
  • IVV
Bok Financial Private Wealth, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.49 Billion
Stocks 418
Filing on Aug 07, 2025 Q2 2025

Ibex Wealth Advisors

  • NVDA
  • AVGO
  • MSFT
  • PLTR
  • AAPL
  • WMB
  • IBM
Ibex Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 902 Million
Stocks 193
Filing on Aug 07, 2025 Q2 2025

Samalin Investment Counsel, LLC

  • AAPL
  • MSFT
  • SPY
  • OUNZ
  • NVDA
  • IWY
  • BRK-B
Samalin Investment Counsel, LLC's Q2 2025 Portfolio
Portfolio Value 246 Million
Stocks 296
Filing on Aug 07, 2025 Q2 2025

Altman Advisors, Inc.

  • IEUR
  • NVDA
  • SPYG
  • MSFT
  • AMZN
  • AAPL
  • SPYV
Altman Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 254 Million
Stocks 96
Filing on Aug 07, 2025 Q2 2025

Davis R M Inc

  • SPY
  • AAPL
  • NVDA
  • MSFT
  • IJH
  • GOOGL
  • APH
Davis R M Inc's Q2 2025 Portfolio
Portfolio Value 5.31 Billion
Stocks 268
Filing on Aug 07, 2025 Q2 2025

Mediatel Partners

  • CMCSA
  • T
  • WBD
Mediatel Partners's Q2 2025 Portfolio
Portfolio Value 237 Million
Stocks 3
Filing on Aug 07, 2025 Q2 2025

Vise Technologies, Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • IVV
  • GOOGL
Vise Technologies, Inc.'s Q2 2025 Portfolio
Portfolio Value 2.32 Billion
Stocks 1046
Filing on Aug 07, 2025 Q2 2025

Laffer Tengler Investments

  • AVGO
  • MSFT
  • GS
  • AAPL
  • AXP
  • JPM
  • WMT
Laffer Tengler Investments's Q2 2025 Portfolio
Portfolio Value 561 Billion
Stocks 163
Filing on Aug 07, 2025 Q2 2025

Tfo Tdc, LLC

  • VEA
  • DFAC
  • IWB
  • DFUV
  • DFAT
  • SPY
  • IJR
Tfo Tdc, LLC's Q2 2025 Portfolio
Portfolio Value 565 Million
Stocks 42