Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 06, 2025 Q2 2025

Destiny Capital Corp/Co

  • SPYG
  • IVV
  • SPYV
  • QQQ
  • FBND
  • IJH
  • SPAB
Destiny Capital Corp/Co's Q2 2025 Portfolio
Portfolio Value 166 Million
Stocks 47
Filing on Aug 06, 2025 Q2 2025

Nvwm, LLC

  • MSFT
  • AMZN
  • AAPL
  • NVDA
  • VTIP
  • META
  • GLD
Nvwm, LLC's Q2 2025 Portfolio
Portfolio Value 391 Million
Stocks 904
Filing on Aug 06, 2025 Q2 2025

Reston Wealth Management LLC

  • SPYG
  • FNDX
  • SPDW
  • SPAB
  • SPMD
  • SMLF
  • SPYV
Reston Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 285 Million
Stocks 54
Filing on Aug 06, 2025 Q2 2025

Walkner Condon Financial Advisors LLC

  • SPDW
  • SPLG
  • IVV
  • JCPB
  • LMBS
  • VOO
  • IJH
Walkner Condon Financial Advisors LLC's Q2 2025 Portfolio
Portfolio Value 529 Million
Stocks 277
Filing on Aug 06, 2025 Q2 2025

Smh Capital Advisors Inc

  • TRIN
  • SPHY
  • VICI
  • SPY
  • MAIN
  • CSWC
  • CG
Smh Capital Advisors Inc's Q2 2025 Portfolio
Portfolio Value 19 Million
Stocks 46
Filing on Aug 06, 2025 Q2 2025

Maltin Wealth Management, Inc.

  • YJUN
  • IAU
  • VSS
  • BAB
  • HDV
  • SCHO
  • VOE
Maltin Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 179 Million
Stocks 127
Filing on Aug 06, 2025 Q2 2025

Sustainable Insight Capital Management, LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • AVGO
  • PANW
  • DRI
Sustainable Insight Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 219 Million
Stocks 61
Filing on Aug 06, 2025 Q2 2025

Smart Money Group LLC

  • BIL
  • OUNZ
  • MEAR
  • GLD
  • RISR
  • SCHZ
  • BIV
Smart Money Group LLC's Q2 2025 Portfolio
Portfolio Value 109 Million
Stocks 74
Filing on Aug 06, 2025 Q2 2025

Wsfs Capital Management, LLC

  • IVV
  • BND
  • MSFT
  • AAPL
  • IWY
  • VEA
  • JPM
Wsfs Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.79 Billion
Stocks 419
Filing on Aug 06, 2025 Q2 2025

S&T Bank

  • STBA
  • FLEX
  • CORT
  • FFIV
  • ACM
  • SEIM
  • PANW
S&T Bank's Q2 2025 Portfolio
Portfolio Value 309 Million
Stocks 747
Filing on Aug 06, 2025 Q2 2025

Towerview LLC

  • TRC
  • GASS
  • SGA
  • ACI
  • LE
  • ALCO
  • GYRO
Towerview LLC's Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 20
Filing on Aug 06, 2025 Q2 2025

Ipsen Advisor Group LLC

  • FLO
  • DBEF
  • ILCG
  • IMCG
  • IMCV
  • ISCG
  • RWK
Ipsen Advisor Group LLC's Q2 2025 Portfolio
Portfolio Value 131 Billion
Stocks 100
Filing on Aug 06, 2025 Q2 2025

Pekin Hardy Strauss, Inc.

  • PHYS
  • BRK-B
  • CCJ
  • CEF
  • XOM
  • GDX
  • DG
Pekin Hardy Strauss, Inc.'s Q2 2025 Portfolio
Portfolio Value 819 Million
Stocks 360
Filing on Aug 06, 2025 Q2 2025

Cbre Investment Management Listed Real Assets LLC

  • WELL
  • EQIX
  • SPG
  • O
  • INVH
  • EXR
  • VICI
Cbre Investment Management Listed Real Assets LLC's Q2 2025 Portfolio
Portfolio Value 6.49 Billion
Stocks 107
Filing on Aug 06, 2025 Q2 2025

Sja Financial Advisory, LLC

  • IEFA
  • IVV
  • BND
  • IVE
  • IVW
  • IJK
  • IEMG
Sja Financial Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 145 Million
Stocks 40
Filing on Aug 06, 2025 Q2 2025

Forbes Financial Planning, Inc.

  • FBND
  • IVV
  • VCSH
  • VTI
  • VBR
  • SLYG
  • VEA
Forbes Financial Planning, Inc.'s Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 34
Filing on Aug 06, 2025 Q2 2025

Mcrae Capital Management Inc

  • MSFT
  • CHKP
  • NDAQ
  • WSM
  • LOW
  • PWR
  • KEYS
Mcrae Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 458 Million
Stocks 102
Filing on Aug 06, 2025 Q2 2025

Excalibur Management Corp

  • CSL
  • MSFT
  • AAPL
  • BRK-B
  • JPM
  • META
  • JNJ
Excalibur Management Corp's Q2 2025 Portfolio
Portfolio Value 264 Million
Stocks 165