Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 07, 2025 Q2 2025

Prime Buchholz LLC

  • VT
  • BND
  • VEA
  • ESGV
  • EMXC
  • VSGX
  • VWO
Prime Buchholz LLC's Q2 2025 Portfolio
Portfolio Value 313 Billion
Stocks 23
Filing on Aug 07, 2025 Q2 2025

Guidance Capital, Inc

  • SPY
  • SHV
  • IEFA
  • IEMG
  • GSY
  • BIL
  • ICSH
Guidance Capital, Inc's Q2 2025 Portfolio
Portfolio Value 351 Billion
Stocks 204
Filing on Aug 07, 2025 Q2 2025

Nicollet Investment Management, Inc.

  • MSFT
  • AMZN
  • META
  • AAPL
  • GOOG
  • V
  • NVDA
Nicollet Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 299 Million
Stocks 73
Filing on Aug 07, 2025 Q2 2025

Curtis Advisory Group, LLC

  • SPY
  • NVDA
  • SCHG
  • SPLG
  • IWF
  • AMZN
  • VGT
Curtis Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 378 Million
Stocks 105
Filing on Aug 07, 2025 Q2 2025

Capital Wealth Planning, LLC

  • META
  • GS
  • JPM
  • IBM
  • MSFT
  • V
  • RTX
Capital Wealth Planning, LLC's Q2 2025 Portfolio
Portfolio Value 12.5 Billion
Stocks 172
Filing on Aug 07, 2025 Q2 2025

Resources Investment Advisors, Llc.

  • SPLG
  • IUSB
  • SCHG
  • QUAL
  • DYNF
  • VOO
  • DFAU
Resources Investment Advisors, Llc.'s Q2 2025 Portfolio
Portfolio Value 8.37 Billion
Stocks 1458
Filing on Aug 07, 2025 Q2 2025

1620 Investment Advisors, Inc.

  • SPIB
  • IEF
  • SPTS
  • QEFA
  • JPM
  • TY
  • FRDM
1620 Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 681
Filing on Aug 07, 2025 Q2 2025

Sanchez Wealth Management Group

  • JHML
  • IWF
  • SPY
  • DGRW
  • MTUM
  • IVV
  • QQQ
Sanchez Wealth Management Group's Q2 2025 Portfolio
Portfolio Value 386 Million
Stocks 49
Filing on Aug 07, 2025 Q2 2025

Galibier Capital Management Ltd.

  • RY
  • AEM
  • ENB
  • MFC
  • CNQ
  • CM
  • NTR
Galibier Capital Management Ltd.'s Q2 2025 Portfolio
Portfolio Value 296 Million
Stocks 38
Filing on Aug 07, 2025 Q2 2025

Axiom Investors LLC

  • MSFT
  • NVDA
  • NFLX
  • AMZN
  • META
  • SPOT
  • JPM
Axiom Investors LLC 's Q2 2025 Portfolio
Portfolio Value 11.8 Billion
Stocks 138
Filing on Aug 07, 2025 Q2 2025

Hennion & Walsh Asset Management, Inc.

  • IVV
  • GSLC
  • VTV
  • RSP
  • DDWM
  • IGEB
  • GSIE
Hennion & Walsh Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 2.35 Billion
Stocks 920
Filing on Aug 07, 2025 Q2 2025

Argent Advisors, Inc.

  • IEFA
  • ISTB
  • IJH
  • SHY
  • IWM
  • IVV
  • DGRO
Argent Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 308 Million
Stocks 151
Filing on Aug 07, 2025 Q2 2025

Pinnacle Wealth Management Advisory Group, LLC

  • VTI
  • QUAL
  • AAPL
  • MSFT
  • VYM
  • VB
  • SPY
Pinnacle Wealth Management Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 375
Filing on Aug 07, 2025 Q2 2025

Guardian Partners Inc.

  • RY
  • TD
  • KBWB
  • VUG
  • BMO
  • ENB
  • BNS
Guardian Partners Inc.'s Q2 2025 Portfolio
Portfolio Value 1.11 Trillion
Stocks 174
Filing on Aug 07, 2025 Q2 2025

Reik & Co., LLC

  • CHD
  • CTAS
  • BRK-B
  • WSM
  • MKC
  • USB
  • NFLX
Reik & Co., LLC's Q2 2025 Portfolio
Portfolio Value 378 Million
Stocks 77
Filing on Aug 07, 2025 Q2 2025

Future Fund LLC

  • IWP
  • IJT
  • NVDA
  • IWO
  • GOOGL
  • IQDG
  • META
Future Fund LLC's Q2 2025 Portfolio
Portfolio Value 220 Million
Stocks 170
Filing on Aug 07, 2025 Q2 2025

Sollinda Capital Management LLC

  • SGOV
  • SSO
  • BIL
  • JPST
  • IWM
  • RSP
  • TQQQ
Sollinda Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 384 Billion
Stocks 93
Filing on Aug 07, 2025 Q2 2025

Guardcap Asset Management LTD

  • CME
  • BKNG
  • YUMC
  • MA
  • MSFT
  • CL
  • UNH
Guardcap Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 5.1 Billion
Stocks 27