Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 06, 2025 Q2 2025

Aspect Partners, LLC

  • SPY
  • SCZ
  • VTI
  • IEFA
  • IAGG
  • GLD
  • PDBC
Aspect Partners, LLC's Q2 2025 Portfolio
Portfolio Value 203 Billion
Stocks 712
Filing on Aug 06, 2025 Q2 2025

Juniper Hill Capital Management LP

  • SPY
  • AGG
  • IEF
  • QQQ
Juniper Hill Capital Management LP's Q2 2025 Portfolio
Portfolio Value 410 Million
Stocks 4
Filing on Aug 06, 2025 Q2 2025

Zega Investments, LLC

  • SPY
  • SPY
  • AAPL
  • SPY
  • HYBL
  • AAPL
  • AMZN
Zega Investments, LLC's Q2 2025 Portfolio
Portfolio Value 733 Billion
Stocks 141
Filing on Aug 06, 2025 Q2 2025

Paulson Wealth Management Inc.

  • IWF
  • IWD
  • EFA
  • IWM
  • AAPL
  • VCSH
  • SPY
Paulson Wealth Management Inc.'s Q2 2025 Portfolio
Portfolio Value 373 Million
Stocks 142
Filing on Aug 06, 2025 Q2 2025

Shade Tree Advisors LLC

  • VTI
  • VXUS
  • BND
  • GFS
  • VTEB
  • VOO
  • VT
Shade Tree Advisors LLC's Q2 2025 Portfolio
Portfolio Value 114 Billion
Stocks 17
Filing on Aug 06, 2025 Q2 2025

Prospera Financial Services Inc

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • BRK-B
  • QQQ
  • SPY
Prospera Financial Services Inc's Q2 2025 Portfolio
Portfolio Value 5.11 Billion
Stocks 1313
Filing on Aug 06, 2025 Q2 2025

American Assets Capital Advisers, LLC

  • VGSH
  • FIP
  • AMT
  • EQIX
  • PLD
  • DLR
  • SPG
American Assets Capital Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 92 Million
Stocks 40
Filing on Aug 06, 2025 Q2 2025

Adviser Investments LLC

  • VUG
  • VEA
  • AGG
  • VTV
  • MUB
  • VGSH
  • VWO
Adviser Investments LLC's Q2 2025 Portfolio
Portfolio Value 7.85 Billion
Stocks 930
Filing on Aug 06, 2025 Q2 2025

Titan Global Capital Management Usa LLC

  • IVV
  • MSFT
  • TDG
  • NVDA
  • MA
  • SPGI
  • META
Titan Global Capital Management Usa LLC's Q2 2025 Portfolio
Portfolio Value 563 Million
Stocks 59
Filing on Aug 06, 2025 Q2 2025

Prodigy Asset Management LLC

  • VIG
  • TSPA
  • DFAI
  • DFAU
  • VTI
  • BRK-B
  • MSFT
Prodigy Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 153 Billion
Stocks 24
Filing on Aug 06, 2025 Q2 2025

Sage Advisory Services, Ltd.Co.

  • MBB
  • SPYG
  • IVV
  • IEFA
  • PSK
  • FLBL
  • USHY
Sage Advisory Services, Ltd.Co.'s Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 43
Filing on Aug 06, 2025 Q2 2025

Zevin Asset Management LLC

  • MELI
  • MSFT
  • V
  • ADP
  • AAPL
  • AMZN
  • COST
Zevin Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 695 Million
Stocks 84
Filing on Aug 06, 2025 Q2 2025

ETF Store, Inc.

  • IVV
  • VEA
  • IJH
  • BAR
  • SCHX
  • SCHO
  • FLOT
ETF Store, Inc.'s Q2 2025 Portfolio
Portfolio Value 83.5 Million
Stocks 88
Filing on Aug 06, 2025 Q2 2025

North Capital, Inc.

  • BIL
  • DFAU
  • AAPL
  • DFAI
  • SPY
  • DFAE
  • VGSH
North Capital, Inc.'s Q2 2025 Portfolio
Portfolio Value 116 Billion
Stocks 612
Filing on Aug 06, 2025 Q2 2025

Princeton Capital Management LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • CRWD
  • GOOGL
  • LLY
Princeton Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 127
Filing on Aug 06, 2025 Q2 2025

Longview Financial Advisors LLC

  • VCSH
  • DFAC
  • JPIE
  • VGIT
  • VCIT
  • DFEM
  • DISV
Longview Financial Advisors LLC's Q2 2025 Portfolio
Portfolio Value 160 Billion
Stocks 125
Filing on Aug 06, 2025 Q2 2025

First Eagle Investment Management, LLC

  • META
  • ORCL
  • IMO
  • WPM
  • HCA
  • BDX
  • TSM
First Eagle Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 49.3 Billion
Stocks 527
Filing on Aug 06, 2025 Q2 2025

Innealta Capital, LLC

  • XLK
  • XLF
  • XLC
  • XLV
  • XLY
  • FLJP
  • XLI
Innealta Capital, LLC's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 105