Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 06, 2025 Q2 2025

Oldfield Partners LLP

  • LEA
  • DIS
  • CB
  • ARW
  • LUV
  • ERJ
  • BVN
Oldfield Partners LLP's Q2 2025 Portfolio
Portfolio Value 292 Million
Stocks 19
Filing on Aug 06, 2025 Q2 2025

Disciplined Investors, L.L.C.

  • IDV
  • SCHB
  • VUG
  • VEU
  • VXUS
  • DFSV
  • CRK
Disciplined Investors, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 128 Billion
Stocks 118
Filing on Aug 06, 2025 Q2 2025

Ironwood Wealth Management, Llc.

  • IEFA
  • VGLT
  • IEF
  • IVV
  • IEMG
  • BSCQ
  • IJH
Ironwood Wealth Management, Llc.'s Q2 2025 Portfolio
Portfolio Value 271 Million
Stocks 42
Filing on Aug 06, 2025 Q2 2025

Jcsd Capital, LLC

  • IVV
  • CCB
  • KBE
  • EWBC
  • NTB
  • BPOP
  • AMTB
Jcsd Capital, LLC's Q2 2025 Portfolio
Portfolio Value 72.3 Million
Stocks 26
Filing on Aug 06, 2025 Q2 2025

Round Rock Advisors, LLC

  • JPST
  • QQQ
  • VYM
  • SMH
  • VO
  • IJR
  • MSFT
Round Rock Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 574 Million
Stocks 215
Filing on Aug 06, 2025 Q2 2025

Bensler, LLC

  • MSFT
  • NVDA
  • AAPL
  • JAAA
  • NFLX
  • UCON
  • FEZ
Bensler, LLC's Q2 2025 Portfolio
Portfolio Value 894 Billion
Stocks 169
Filing on Aug 06, 2025 Q2 2025

Summit Investment Advisors, Inc.

  • BSJP
  • IWF
  • BSCR
  • IBHF
  • BSJQ
  • IBDS
  • IWB
Summit Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 121 Billion
Stocks 55
Filing on Aug 06, 2025 Q2 2025

Cannon Financial Strategists, Inc.

  • DFIC
  • SPYG
  • SLYV
  • AVLV
  • BIV
  • VUG
  • AVEM
Cannon Financial Strategists, Inc.'s Q2 2025 Portfolio
Portfolio Value 633 Billion
Stocks 100
Filing on Aug 06, 2025 Q2 2025

Aflac Inc

  • TRUP
  • PGYWW
Aflac Inc's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 3
Filing on Aug 06, 2025 Q2 2025

Chancellor Financial Group Wb LP

  • AAPL
  • MSFT
  • IVV
  • AMZN
  • NVDA
  • V
  • GOOGL
Chancellor Financial Group Wb LP's Q2 2025 Portfolio
Portfolio Value 129 Billion
Stocks 135
Filing on Aug 06, 2025 Q2 2025

Rovin Capital

  • IEMG
  • BUFR
  • SCHG
  • DVA
  • QQQM
  • IEFA
  • XLK
Rovin Capital 's Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 187
Filing on Aug 06, 2025 Q2 2025

Carnegie Lake Advisors LLC

  • MSFT
  • BRK-B
  • SYK
  • AAPL
  • UNH
  • AMGN
  • JPM
Carnegie Lake Advisors LLC's Q2 2025 Portfolio
Portfolio Value 253 Million
Stocks 163
Filing on Aug 06, 2025 Q2 2025

Harvest Portfolios Group Inc.

  • TLT
  • MSTR
  • NVDA
  • IEF
  • LLY
  • MSFT
  • TSLA
Harvest Portfolios Group Inc.'s Q2 2025 Portfolio
Portfolio Value 4.23 Billion
Stocks 253
Filing on Aug 06, 2025 Q2 2025

Cornerstone Investment Partners, LLC

  • AVGO
  • META
  • GOOGL
  • MU
  • V
  • MSFT
  • KLAC
Cornerstone Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 2.14 Billion
Stocks 210
Filing on Aug 06, 2025 Q2 2025

Vestmark Advisory Solutions, Inc.

  • VTI
  • BBUS
  • DFAC
  • BND
  • VXUS
  • JCPB
  • AGG
Vestmark Advisory Solutions, Inc.'s Q2 2025 Portfolio
Portfolio Value 6.16 Billion
Stocks 1098
Filing on Aug 06, 2025 Q2 2025

Grey Fox Wealth Advisors, LLC

  • VTV
  • VUG
  • VEA
  • AGG
  • VBR
  • VO
  • VCSH
Grey Fox Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 419 Billion
Stocks 167
Filing on Aug 06, 2025 Q2 2025

Bastion Asset Management Inc.

  • PYPL
  • IAG
  • ANGO
  • APEI
  • MNRO
  • KWR
  • RNG
Bastion Asset Management Inc.'s Q2 2025 Portfolio
Portfolio Value 213 Billion
Stocks 54
Filing on Aug 06, 2025 Q2 2025

Aew Capital Management L P

  • WELL
  • PLD
  • EQIX
  • DLR
  • PSA
  • AVB
  • O
Aew Capital Management L P's Q2 2025 Portfolio
Portfolio Value 1.86 Billion
Stocks 92