Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 06, 2025 Q2 2025

Savant Capital, LLC

  • AVEM
  • AVDV
  • VTI
  • DFUV
  • DIHP
  • JQUA
  • BND
Savant Capital, LLC's Q2 2025 Portfolio
Portfolio Value 15.3 Billion
Stocks 1850
Filing on Aug 06, 2025 Q2 2025

Atlas Legacy Advisors, LLC

  • IYW
  • VOO
  • IVV
  • QQQM
  • RWL
  • IWR
  • CMF
Atlas Legacy Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 454 Billion
Stocks 174
Filing on Aug 06, 2025 Q2 2025

Coleford Investment Management Ltd.

  • MSFT
  • WMT
  • ORCL
  • AXP
  • GOOGL
  • RY
  • V
Coleford Investment Management Ltd.'s Q2 2025 Portfolio
Portfolio Value 387 Billion
Stocks 20
Filing on Aug 06, 2025 Q2 2025

Raelipskie Partnership

  • SPY
  • VEA
  • RSP
  • QQQ
  • VWO
  • IWM
  • MSFT
Raelipskie Partnership's Q2 2025 Portfolio
Portfolio Value 218 Billion
Stocks 117
Filing on Aug 06, 2025 Q2 2025

Malaga Cove Capital, LLC

  • BIL
  • AMZN
  • ON
  • SPOT
  • JPM
  • SGOV
  • PWR
Malaga Cove Capital, LLC's Q2 2025 Portfolio
Portfolio Value 239 Million
Stocks 167
Filing on Aug 06, 2025 Q2 2025

Warm Springs Advisors Inc.

  • NVDA
  • AVGO
  • MSFT
  • AMZN
  • GOOGL
  • AAPL
  • NET
Warm Springs Advisors Inc.'s Q2 2025 Portfolio
Portfolio Value 117 Billion
Stocks 45
Filing on Aug 06, 2025 Q2 2025

Yelin Lapidot Holdings Management Ltd.

  • QQQM
  • XLF
  • SPY
  • GLBE
  • META
  • MSFT
  • ZIM
Yelin Lapidot Holdings Management Ltd.'s Q2 2025 Portfolio
Portfolio Value 548 Billion
Stocks 111
Filing on Aug 06, 2025 Q2 2025

Omni Event Management LTD

  • HES
  • AZEK
  • FYBR
  • SKX
  • SWTX
  • CHX
  • BPMC
Omni Event Management LTD's Q2 2025 Portfolio
Portfolio Value 540 Million
Stocks 16
Filing on Aug 06, 2025 Q2 2025

Sterling Capital Management LLC

  • MSFT
  • NVDA
  • VOO
  • SCHW
  • AAPL
  • AMZN
  • ADI
Sterling Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 7.04 Trillion
Stocks 3270
Filing on Aug 06, 2025 Q2 2025

New Dimensions Wealth Management, LLC

  • DFAC
  • DFIC
  • DFUV
  • DFEM
  • DFIP
  • DFSD
  • VTIP
New Dimensions Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 109 Billion
Stocks 19
Filing on Aug 06, 2025 Q2 2025

Hallmark Capital Management Inc

  • VONG
  • AVGO
  • AAPL
  • MSFT
  • ORCL
  • HAS
  • MS
Hallmark Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 1.34 Billion
Stocks 491
Filing on Aug 06, 2025 Q2 2025

Parnassus Investments, LLC

  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • DE
  • WM
  • AVGO
Parnassus Investments, LLC's Q2 2025 Portfolio
Portfolio Value 41.1 Billion
Stocks 148
Filing on Aug 06, 2025 Q2 2025

Eukles Asset Management

  • NVDA
  • MSFT
  • AAPL
  • IWF
  • MA
  • CBOE
  • URI
Eukles Asset Management's Q2 2025 Portfolio
Portfolio Value 239 Million
Stocks 237
Filing on Aug 06, 2025 Q2 2025

O'Brien Greene & Co. Inc

  • IBKR
  • BRK-B
  • PHYS
  • AAPL
  • WMT
  • MSFT
  • WMB
O'Brien Greene & Co. Inc's Q2 2025 Portfolio
Portfolio Value 289 Million
Stocks 198
Filing on Aug 06, 2025 Q2 2025

Geometric Wealth Advisors

  • DFAC
  • DFAX
  • AVUS
  • DFIP
  • CVNA
  • VTI
  • AAPL
Geometric Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 614 Million
Stocks 73
Filing on Aug 06, 2025 Q2 2025

Rps Advisory Solutions LLC

  • AAPL
  • SGOV
  • BIL
  • SPY
  • QQQ
  • IVW
  • NVDA
Rps Advisory Solutions LLC's Q2 2025 Portfolio
Portfolio Value 182 Billion
Stocks 107
Filing on Aug 06, 2025 Q2 2025

Texas Yale Capital Corp.

  • JBL
  • CTAS
  • EPD
  • BRK-B
  • HD
  • AAPL
  • QQQ
Texas Yale Capital Corp.'s Q2 2025 Portfolio
Portfolio Value 3.03 Billion
Stocks 465
Filing on Aug 06, 2025 Q2 2025

Valtinson Bruner Financial Planning LLC

  • ICSH
  • BUFR
  • EDV
  • SPLG
  • BUFQ
  • SPYV
  • BMAY
Valtinson Bruner Financial Planning LLC's Q2 2025 Portfolio
Portfolio Value 257 Million
Stocks 159