Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on May 13, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
True Wealth Design, LLC
- DFAC
- DFIC
- DUHP
- DFEV
- DIHP
- AVUV
- AVDE
Filing on May 13, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Lyrical Asset Management LP
- AMP
- URI
- NRG
- AER
- FIS
- JCI
- EXPE
Filing on May 13, 2025
Q1 2025
Long Island Wealth Management, Inc.
- VTI
- SCHB
- MOAT
- IJAN
- BALT
- CALF
- VXF
Filing on May 13, 2025
Q1 2025
Silicon Valley Community Foundation
- SPY
- BRK-A
- SQ
- BRK-B
Filing on May 13, 2025
Q1 2025
Vestmark Advisory Solutions, Inc.
- VTI
- DFAC
- BBUS
- BND
- VXUS
- JCPB
- VOO
Filing on May 13, 2025
Q1 2025
One Ascent Investment Solutions LLC
- VGIT
- VGSH
- VMBS
- IBD
- OACP
- OAIM
- MSFT
Filing on May 13, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Oak Ridge Investments LLC
- AAPL
- MSFT
- NVDA
- AMZN
- META
- LLY
- GOOG
Filing on May 13, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025
Lord, Abbett & Co. LLC
- NVDA
- META
- MSFT
- AAPL
- JPM
- AMZN
- GOOGL
Filing on May 13, 2025
Q1 2025
Filing on May 13, 2025
Q1 2025