Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 07, 2025 Q2 2025

Pcg Wealth Advisors, LLC

  • SPY
  • SIL
  • GDX
  • SPLG
  • GLD
  • FVD
  • FTCS
Pcg Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 194 Million
Stocks 89
Filing on Aug 07, 2025 Q2 2025

Stf Management LP

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • META
  • NFLX
Stf Management LP's Q2 2025 Portfolio
Portfolio Value 253 Billion
Stocks 101
Filing on Aug 07, 2025 Q2 2025

Nuance Investments, LLC

  • CLX
  • HOLX
  • EL
  • CWT
  • MRTN
  • GL
  • WERN
Nuance Investments, LLC's Q2 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 46
Filing on Aug 07, 2025 Q2 2025

Arbor Trust Wealth Advisors, LLC

  • JCPB
  • SCHG
  • SCHM
  • SCHF
  • ABBV
  • MDY
  • AAPL
Arbor Trust Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 200 Million
Stocks 84
Filing on Aug 07, 2025 Q2 2025

Sfe Investment Counsel

  • MSFT
  • NVDA
  • JPM
  • AAPL
  • AMZN
  • AVGO
  • PANW
Sfe Investment Counsel's Q2 2025 Portfolio
Portfolio Value 543 Million
Stocks 141
Filing on Aug 07, 2025 Q2 2025

Pfg Advisors

  • VOOG
  • VOO
  • SCHW
  • IAU
  • FDS
  • FDIS
  • QQQ
Pfg Advisors's Q2 2025 Portfolio
Portfolio Value 3 Billion
Stocks 623
Filing on Aug 07, 2025 Q2 2025

Roberts Glore & CO Inc

  • BRK-B
  • MSFT
  • AAPL
  • VTIP
  • GOOG
  • JNJ
  • VTI
Roberts Glore & CO Inc 's Q2 2025 Portfolio
Portfolio Value 333 Million
Stocks 206
Filing on Aug 07, 2025 Q2 2025

Fonville Wealth Management LLC

  • DFAU
  • BND
  • VUSB
  • AVUV
  • DFAI
  • AVLV
  • AVEM
Fonville Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 395 Billion
Stocks 123
Filing on Aug 07, 2025 Q2 2025

Searle & Co.

  • MSFT
  • AAPL
  • AXP
  • PANW
  • PM
  • ABBV
  • IBM
Searle & Co.'s Q2 2025 Portfolio
Portfolio Value 349 Million
Stocks 183
Filing on Aug 07, 2025 Q2 2025

Clarity Wealth Advisors, LLC

  • SPY
  • QQQ
  • VTI
  • AAPL
  • VIG
  • DIA
  • IJH
Clarity Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 399 Million
Stocks 98
Filing on Aug 07, 2025 Q2 2025

Robeco Schweiz Ag

  • ADSK
  • A
  • PWR
  • AVTR
  • XYL
  • NVT
  • FSLR
Robeco Schweiz Ag's Q2 2025 Portfolio
Portfolio Value 3.76 Billion
Stocks 126
Filing on Aug 07, 2025 Q2 2025

Fagan Associates, Inc.

  • GOOGL
  • MSFT
  • AAPL
  • PLTR
  • NVDA
  • AMZN
  • JPM
Fagan Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 610 Million
Stocks 129
Filing on Aug 07, 2025 Q2 2025

Mayport, LLC

  • VOO
  • VGSH
  • VXF
  • VEA
  • VTI
  • VGIT
  • SHV
Mayport, LLC's Q2 2025 Portfolio
Portfolio Value 413 Million
Stocks 98
Filing on Aug 07, 2025 Q2 2025

Boston Partners

  • JPM
  • LPLA
  • AZO
  • USFD
  • PM
  • ORCL
  • MCHP
Boston Partners's Q2 2025 Portfolio
Portfolio Value 83.6 Billion
Stocks 1708
Filing on Aug 07, 2025 Q2 2025

University Of Chicago

  • IVV
  • VOO
  • VT
  • BKNG
  • RACE
  • SPGI
  • PANW
University Of Chicago's Q2 2025 Portfolio
Portfolio Value 117 Billion
Stocks 11
Filing on Aug 07, 2025 Q2 2025

Cascade Financial Partners, LLC

  • LLY
  • AAPL
  • VEA
  • IVV
  • PEP
  • PKI
  • AMZN
Cascade Financial Partners, LLC's Q2 2025 Portfolio
Portfolio Value 832 Billion
Stocks 261
Filing on Aug 07, 2025 Q2 2025

Winch Advisory Services, LLC

  • SPTM
  • NVDA
  • VGSH
  • VCIT
  • AAPL
  • BIL
  • MSFT
Winch Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 387 Million
Stocks 510
Filing on Aug 07, 2025 Q2 2025

Lakeridge Wealth Management LLC

  • FDVV
  • LQD
  • SHW
  • ISTB
  • FNX
  • AVUS
  • IVV
Lakeridge Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 217 Billion
Stocks 149