Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 06, 2025 Q2 2025

Drystone LLC

  • VXUS
  • TT
  • MSFT
  • ROK
  • HLT
  • VNQ
  • TXN
Drystone LLC's Q2 2025 Portfolio
Portfolio Value 91.5 Million
Stocks 18
Filing on Aug 06, 2025 Q2 2025

Summit Wealth & Retirement Planning, Inc.

  • MGC
  • SCHV
  • SCHG
  • SCHF
  • GLTR
  • SCHE
  • SCHA
Summit Wealth & Retirement Planning, Inc.'s Q2 2025 Portfolio
Portfolio Value 356 Million
Stocks 101
Filing on Aug 06, 2025 Q2 2025

Tabor Asset Management, LP

  • LZ
  • FIVE
  • CCL
  • URBN
  • WSM
  • ZGN
  • JHX
Tabor Asset Management, LP's Q2 2025 Portfolio
Portfolio Value 126 Million
Stocks 40
Filing on Aug 06, 2025 Q2 2025

Penserra Capital Management LLC

  • AVGO
  • CSCO
  • NET
  • NOC
  • CRWD
  • PANW
  • GD
Penserra Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 7.17 Billion
Stocks 1478
Filing on Aug 06, 2025 Q2 2025

Cm Wealth Advisors LLC

  • OEF
  • DIA
  • LECO
  • VOO
  • IWD
  • VIG
  • IVV
Cm Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 328 Million
Stocks 82
Filing on Aug 06, 2025 Q2 2025

Paradigm Asset Management CO LLC

  • JPM
  • NVDA
  • GOOGL
  • ORCL
  • MSFT
  • RELX
  • AAPL
Paradigm Asset Management CO LLC's Q2 2025 Portfolio
Portfolio Value 265 Million
Stocks 495
Filing on Aug 06, 2025 Q2 2025

Fox Run Management, L.L.C.

  • XLF
  • RL
  • XLE
  • MDB
  • DT
  • BBIO
  • BOOT
Fox Run Management, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 553 Million
Stocks 813
Filing on Aug 06, 2025 Q2 2025

Bonfire Financial

  • XLK
  • USFR
  • VUG
  • XLF
  • BRK-B
  • VCR
  • XLV
Bonfire Financial's Q2 2025 Portfolio
Portfolio Value 122 Billion
Stocks 53
Filing on Aug 06, 2025 Q2 2025

Legacy Wealth Managment, Llc/Id

  • NEOV
  • BITO
  • BIL
  • UCON
  • ICSH
  • ECC
  • GLDX
Legacy Wealth Managment, Llc/Id's Q2 2025 Portfolio
Portfolio Value 120 Million
Stocks 791
Filing on Aug 06, 2025 Q2 2025

Mark Sheptoff Financial Planning, LLC

  • MSFT
  • NEE
  • PLTR
  • AAPL
  • VEEV
  • PEP
  • ABT
Mark Sheptoff Financial Planning, LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 512
Filing on Aug 06, 2025 Q2 2025

Metis Global Partners, LLC

  • NVDA
  • MSFT
  • AAPL
  • SGOL
  • BCI
  • PBUS
  • AMZN
Metis Global Partners, LLC's Q2 2025 Portfolio
Portfolio Value 3.79 Billion
Stocks 768
Filing on Aug 06, 2025 Q2 2025

Equitec Proprietary Markets, LLC

  • BPMC
  • PARA
  • K
  • BPMC
  • K
  • FL
  • K
Equitec Proprietary Markets, LLC's Q2 2025 Portfolio
Portfolio Value 102 Million
Stocks 65
Filing on Aug 06, 2025 Q2 2025

One Wealth Capital Management, LLC

  • MSFT
  • IVV
  • IUSB
  • MUB
  • DYNF
  • EFV
  • QUAL
One Wealth Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 213 Billion
Stocks 110
Filing on Aug 06, 2025 Q2 2025

Legacy Investment Solutions, LLC

  • NEOV
  • BITO
  • BIL
  • UCON
  • ICSH
  • ECC
  • GLDX
Legacy Investment Solutions, LLC's Q2 2025 Portfolio
Portfolio Value 120 Million
Stocks 791
Filing on Aug 06, 2025 Q2 2025

Christian Investment Advisors, Inc.

  • TPLC
  • TPHD
  • IBD
  • USFR
  • ISMD
  • TPSC
  • TPIF
Christian Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 145 Billion
Stocks 12
Filing on Aug 06, 2025 Q2 2025

Mmcap International Inc. Spc

  • UEC
  • ASTL
  • POET
  • DNN
  • NXE
  • URG
  • UUUU
Mmcap International Inc. Spc's Q2 2025 Portfolio
Portfolio Value 274 Million
Stocks 144
Filing on Aug 06, 2025 Q2 2025

Thomas H Lee Partners LP

  • DNB
Thomas H Lee Partners LP's Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 1
Filing on Aug 06, 2025 Q2 2025

Valued Wealth Advisors LLC

  • DFAU
  • DFAI
  • DFSD
  • AVUV
  • AVDV
  • AVEM
  • AVLV
Valued Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 192 Billion
Stocks 620