Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 06, 2025 Q2 2025

Quadrant Private Wealth Management, LLC

  • NVDA
  • META
  • SNOW
  • SPLG
  • NFLX
  • TLT
  • MSFT
Quadrant Private Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 468 Million
Stocks 250
Filing on Aug 06, 2025 Q2 2025

Garrison Point Advisors, LLC

  • MSFT
  • AAPL
  • BRK-A
  • IVV
  • NVDA
  • ORCL
  • PG
Garrison Point Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 216 Million
Stocks 165
Filing on Aug 06, 2025 Q2 2025

Stokes Family Office, LLC

  • VIG
  • AAPL
  • IUSB
  • IVW
  • SCHR
  • MSFT
  • INTF
Stokes Family Office, LLC's Q2 2025 Portfolio
Portfolio Value 900 Million
Stocks 234
Filing on Aug 06, 2025 Q2 2025

Ae Wealth Management LLC

  • NVDA
  • MSFT
  • AAPL
  • VNLA
  • AMZN
  • SPYG
  • IVV
Ae Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 11.7 Billion
Stocks 18962
Filing on Aug 06, 2025 Q2 2025

Stilwell Value LLC

  • KFS
  • IROQ
  • NECB
  • PVBC
  • LSBK
  • HFBL
  • CLST
Stilwell Value LLC's Q2 2025 Portfolio
Portfolio Value 92.5 Million
Stocks 30
Filing on Aug 06, 2025 Q2 2025

Marco Investment Management LLC

  • AVGO
  • AAPL
  • JPM
  • MSFT
  • COST
  • GS
  • QCOM
Marco Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 220
Filing on Aug 06, 2025 Q2 2025

Kcm Investment Advisors LLC

  • AAPL
  • XLK
  • MSFT
  • COST
  • XLC
  • AMZN
  • VTI
Kcm Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 2.93 Billion
Stocks 378
Filing on Aug 06, 2025 Q2 2025

Rialto Wealth Management, LLC

  • SPTM
  • VOO
  • IEFA
  • VEA
  • VCSH
  • BND
  • VONE
Rialto Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 342 Million
Stocks 1702
Filing on Aug 06, 2025 Q2 2025

Capasso Planning Partners LLC

  • SPY
  • SPTM
  • FTSM
  • VEA
  • SPTI
  • SLYV
  • VCIT
Capasso Planning Partners LLC's Q2 2025 Portfolio
Portfolio Value 170 Million
Stocks 83
Filing on Aug 06, 2025 Q2 2025

Miller Investment Management, LP

  • SPY
  • BILS
  • BRK-B
  • EFA
  • VGSH
  • META
  • SMH
Miller Investment Management, LP's Q2 2025 Portfolio
Portfolio Value 948 Million
Stocks 96
Filing on Aug 06, 2025 Q2 2025

Kinsale Capital Group, Inc.

  • VTI
  • VOO
  • ORCL
  • JPM
  • PM
  • WMT
  • V
Kinsale Capital Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 485 Million
Stocks 37
Filing on Aug 06, 2025 Q2 2025

Menlo Advisors LLC

  • BRK-B
  • GLD
  • GOOG
  • MSFT
  • GDX
  • GOOGL
  • QVAL
Menlo Advisors LLC's Q2 2025 Portfolio
Portfolio Value 186 Million
Stocks 29
Filing on Aug 06, 2025 Q2 2025

Wedbush Securities Inc

  • VOO
  • AAPL
  • NVDA
  • COST
  • MSFT
  • AMZN
  • QQQ
Wedbush Securities Inc's Q2 2025 Portfolio
Portfolio Value 2.86 Billion
Stocks 1155
Filing on Aug 06, 2025 Q2 2025

Florin Court Capital LLP

  • CWB
  • DVY
  • ECH
  • IVW
  • ICLN
  • ICVT
  • VCSH
Florin Court Capital LLP's Q2 2025 Portfolio
Portfolio Value 94.2 Million
Stocks 31
Filing on Aug 06, 2025 Q2 2025

True Wealth Design, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFEV
  • DIHP
  • TYA
  • AVUV
True Wealth Design, LLC's Q2 2025 Portfolio
Portfolio Value 284 Billion
Stocks 2565
Filing on Aug 06, 2025 Q2 2025

Van Cleef Asset Management,Inc

  • PGR
  • AAPL
  • VXF
  • MSFT
  • PLTR
  • GOOGL
  • LAMR
Van Cleef Asset Management,Inc's Q2 2025 Portfolio
Portfolio Value 900 Million
Stocks 117
Filing on Aug 06, 2025 Q2 2025

Decker Retirement Planning Inc.

  • SGOV
  • XME
  • SMH
  • IWM
  • GDX
  • ESGU
  • SPY
Decker Retirement Planning Inc.'s Q2 2025 Portfolio
Portfolio Value 173 Billion
Stocks 304
Filing on Aug 06, 2025 Q2 2025

Agf Management LTD

  • NVDA
  • META
  • AVGO
  • GOOGL
  • AMZN
  • HOOD
  • RY
Agf Management LTD's Q2 2025 Portfolio
Portfolio Value 20.6 Billion
Stocks 1009