Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 06, 2025 Q2 2025

Sound Financial Strategies Group, LLC

  • AGG
  • IEF
  • SGOV
  • TPIF
  • WWJD
  • TPLC
  • VONG
Sound Financial Strategies Group, LLC's Q2 2025 Portfolio
Portfolio Value 111 Million
Stocks 95
Filing on Aug 06, 2025 Q2 2025

Rothschild & CO Wealth Management Uk LTD

  • AXP
  • BKNG
  • MA
  • BRK-B
  • DE
  • MCO
  • SPGI
Rothschild & CO Wealth Management Uk LTD's Q2 2025 Portfolio
Portfolio Value 6.3 Billion
Stocks 27
Filing on Aug 06, 2025 Q2 2025

Horizon Investment Services, LLC

  • NVDA
  • VCSH
  • MSFT
  • AVGO
  • GOOGL
  • SPHY
  • META
Horizon Investment Services, LLC's Q2 2025 Portfolio
Portfolio Value 226 Million
Stocks 122
Filing on Aug 06, 2025 Q2 2025

One Ascent Wealth Management LLC

  • OACP
  • OAIM
  • OALC
  • OAEM
  • VGIT
  • IBD
  • JAAA
One Ascent Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 271 Million
Stocks 171
Filing on Aug 06, 2025 Q2 2025

Aspetuck Financial Management LLC

  • NVDA
  • FLRN
  • MSFT
  • FTEC
  • IJR
  • SPDW
  • USFR
Aspetuck Financial Management LLC's Q2 2025 Portfolio
Portfolio Value 133 Billion
Stocks 72
Filing on Aug 06, 2025 Q2 2025

Swf LLC

  • VOO
  • BRK-B
  • IJH
  • IJR
  • BRK-A
  • DFAI
Swf LLC's Q2 2025 Portfolio
Portfolio Value 861 Billion
Stocks 13
Filing on Aug 06, 2025 Q2 2025

Cetera Trust Company, N.A

  • AAPL
  • MSFT
  • JPM
  • MCK
  • AMZN
  • WMT
  • V
Cetera Trust Company, N.A's Q2 2025 Portfolio
Portfolio Value 167 Billion
Stocks 359
Filing on Aug 06, 2025 Q2 2025

Summit Creek Advisors LLC

  • ADUS
  • CBZ
  • HQY
  • CWST
  • PSTG
  • QTWO
  • SPSC
Summit Creek Advisors LLC's Q2 2025 Portfolio
Portfolio Value 703 Million
Stocks 68
Filing on Aug 06, 2025 Q2 2025

Donald Yacktman

Yacktman Asset Management LP
  • CNQ
  • MSFT
  • SCHW
  • PG
  • FOX
  • PEP
  • CTSH
Donald Yacktman's Q2 2025 Portfolio
Portfolio Value 6.82 Billion
Stocks 70
Filing on Aug 06, 2025 Q2 2025

Long Run Wealth Advisors, LLC

  • USIG
  • IEFA
  • XLK
  • VYM
  • EFV
  • XLV
  • XLF
Long Run Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 429 Million
Stocks 105
Filing on Aug 06, 2025 Q2 2025

Washington Trust Bank

  • PCAR
  • MSFT
  • AAPL
  • NVDA
  • DFAS
  • PG
  • IVV
Washington Trust Bank's Q2 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 343
Filing on Aug 06, 2025 Q2 2025

Golden State Wealth Management, LLC

  • IVV
  • SPY
  • AAPL
  • AGG
  • FVD
  • QQQ
  • AMZN
Golden State Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 822 Billion
Stocks 1620
Filing on Aug 06, 2025 Q2 2025

Achmea Investment Management B.V.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOGL
  • AVGO
Achmea Investment Management B.V.'s Q2 2025 Portfolio
Portfolio Value 7.75 Billion
Stocks 328
Filing on Aug 06, 2025 Q2 2025

Bullseye Investment Management, LLC

  • KNG
  • MSFT
  • POCT
  • XLV
  • AMLP
  • AVGO
  • FTSL
Bullseye Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 62.4 Million
Stocks 91
Filing on Aug 06, 2025 Q2 2025

Rd Finance LTD

  • TLT
  • AMZN
  • UBER
  • SGOV
  • AMD
  • QCOM
  • CRM
Rd Finance LTD's Q2 2025 Portfolio
Portfolio Value 76.5 Million
Stocks 22
Filing on Aug 06, 2025 Q2 2025

Quaero Capital S.A.

  • TSM
  • ETN
  • NEE
  • HASI
  • VRT
  • HUBB
  • ETR
Quaero Capital S.A.'s Q2 2025 Portfolio
Portfolio Value 21.6 Million
Stocks 65
Filing on Aug 06, 2025 Q2 2025

Souders Financial Advisors

  • CGCP
  • VOO
  • CGDV
  • VXUS
  • CGUS
  • SCHD
  • FBND
Souders Financial Advisors's Q2 2025 Portfolio
Portfolio Value 697 Million
Stocks 200
Filing on Aug 06, 2025 Q2 2025

Soltis Investment Advisors LLC

  • MSFT
  • NVDA
  • AAPL
  • BND
  • AMZN
  • IVV
  • SNFCA
Soltis Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 1.23 Billion
Stocks 398