Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 07, 2025 Q2 2025

Gryphon Financial Partners LLC

  • IVV
  • AAPL
  • VTI
  • MSFT
  • META
  • NVDA
  • ABBV
Gryphon Financial Partners LLC's Q2 2025 Portfolio
Portfolio Value 763 Million
Stocks 610
Filing on Aug 07, 2025 Q2 2025

Readystate Asset Management LP

  • IWM
  • TLT
  • IWM
  • HYG
  • HSY
  • EXAS
  • BPMC
Readystate Asset Management LP's Q2 2025 Portfolio
Portfolio Value 3.27 Trillion
Stocks 591
Filing on Aug 07, 2025 Q2 2025

Resolute Advisors LLC

  • U
  • VOO
  • QQQ
  • ACWX
  • RBLX
  • SPY
  • MGK
Resolute Advisors LLC's Q2 2025 Portfolio
Portfolio Value 401 Million
Stocks 72
Filing on Aug 07, 2025 Q2 2025

Latko Wealth Management, Ltd.

  • IVV
  • DIA
  • QQQM
  • SCHD
  • SPY
  • QQQ
  • VO
Latko Wealth Management, Ltd.'s Q2 2025 Portfolio
Portfolio Value 178 Million
Stocks 31
Filing on Aug 07, 2025 Q2 2025

Vista Investment Partners Ii, LLC

  • MSTR
  • LLY
  • NVDA
  • VOO
  • KLAC
  • ORCL
  • SFM
Vista Investment Partners Ii, LLC's Q2 2025 Portfolio
Portfolio Value 207 Billion
Stocks 138
Filing on Aug 07, 2025 Q2 2025

Merrion Investment Management Co, LLC

  • CCJ
  • JEF
  • NVDA
  • GOOG
  • AAPL
  • BRK-B
  • MGM
Merrion Investment Management Co, LLC's Q2 2025 Portfolio
Portfolio Value 146 Million
Stocks 103
Filing on Aug 07, 2025 Q2 2025

Proficio Capital Partners LLC

  • SPY
  • VNQ
  • QQQ
  • VGT
  • HYG
  • XLE
  • EMB
Proficio Capital Partners LLC's Q2 2025 Portfolio
Portfolio Value 20.2 Billion
Stocks 434
Filing on Aug 07, 2025 Q2 2025

Prospect Financial Group LLC

  • BND
  • DFEM
  • DFIC
  • BNDX
  • DFAC
  • VTI
  • VOO
Prospect Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 95.6 Billion
Stocks 64
Filing on Aug 07, 2025 Q2 2025

Meeder Advisory Services, Inc.

  • JMUB
  • IEFA
  • NVDA
  • MSFT
  • IEMG
  • AAPL
  • VEA
Meeder Advisory Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.93 Trillion
Stocks 610
Filing on Aug 07, 2025 Q2 2025

Meeder Asset Management Inc

  • MSFT
  • BRK-B
  • NVDA
  • AMZN
  • IEF
  • META
  • COST
Meeder Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 1966
Filing on Aug 07, 2025 Q2 2025

Payden & Rygel

  • QQQM
  • JPM
  • DUK
  • BAC
  • WFC
  • MS
  • GOOGL
Payden & Rygel's Q2 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 113
Filing on Aug 07, 2025 Q2 2025

Flagship Wealth Advisors, LLC

  • QQQ
  • VUG
  • VYM
  • SPY
  • SCHD
  • VTV
  • FDVV
Flagship Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 265 Billion
Stocks 366
Filing on Aug 07, 2025 Q2 2025

Runnymede Capital Advisors, Inc.

  • ROM
  • AMZN
  • MSFT
  • QQQ
  • NVDA
  • AAPL
  • IYW
Runnymede Capital Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 109 Billion
Stocks 67
Filing on Aug 07, 2025 Q2 2025

All Gen Financial Advisors, Inc.

  • VTI
  • BND
  • VEU
  • IAU
  • QQQM
  • MGV
  • JMBS
All Gen Financial Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 372 Billion
Stocks 42
Filing on Aug 07, 2025 Q2 2025

Sierra Ocean, LLC

  • SPHQ
  • MOAT
  • SPMO
  • JCPB
  • XMHQ
  • SCHE
  • TLT
Sierra Ocean, LLC's Q2 2025 Portfolio
Portfolio Value 139 Billion
Stocks 1028
Filing on Aug 07, 2025 Q2 2025

Greystone Financial Group, LLC

  • VTIP
  • BLV
  • BIV
  • BSV
  • MSFT
  • AVGO
  • JPM
Greystone Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 594 Million
Stocks 94
Filing on Aug 07, 2025 Q2 2025

Alliance Wealth Management Group

  • SCHX
  • IVV
  • SCHZ
  • SCHF
  • FLRN
  • HYG
  • SCHE
Alliance Wealth Management Group's Q2 2025 Portfolio
Portfolio Value 393 Million
Stocks 85
Filing on Aug 07, 2025 Q2 2025

Comgest Global Investors S.A.S.

  • MSFT
  • TSM
  • V
  • INTU
  • JNJ
  • GOOGL
  • AMZN
Comgest Global Investors S.A.S.'s Q2 2025 Portfolio
Portfolio Value 5.42 Billion
Stocks 64