Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 06, 2025 Q2 2025

Twin Capital Management Inc

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • AVGO
  • GOOGL
  • META
Twin Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 920 Million
Stocks 256
Filing on Aug 06, 2025 Q2 2025

Price Capital Management, Inc.

  • FLRT
Price Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 1
Filing on Aug 06, 2025 Q2 2025

Paladin Advisory Group, LLC

  • IWF
  • IEFA
  • JPST
  • IVV
  • NOBL
  • QQQ
  • AVLV
Paladin Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 128 Million
Stocks 250
Filing on Aug 06, 2025 Q2 2025

Mascagni Wealth Management, Inc.

  • ICVT
  • XMHQ
  • NVDA
  • HYDB
  • MSFT
  • AAPL
  • CGDV
Mascagni Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 117 Billion
Stocks 121
Filing on Aug 06, 2025 Q2 2025

Regimen Wealth, LLC

  • HDV
  • FBND
  • VTEB
  • USFR
  • AGG
  • FDVV
  • SCHD
Regimen Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 322 Billion
Stocks 74
Filing on Aug 06, 2025 Q2 2025

Tradewinds, Llc.

  • SPLG
  • SCHD
  • IUSG
  • FBND
  • IJH
  • QQQ
  • JEPI
Tradewinds, Llc.'s Q2 2025 Portfolio
Portfolio Value 120 Million
Stocks 570
Filing on Aug 06, 2025 Q2 2025

Spurstone Advisory Services, LLC

  • AAPL
  • HCA
  • XOM
  • RTX
  • UPS
  • SPY
  • CVX
Spurstone Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 6.6 Billion
Stocks 157
Filing on Aug 06, 2025 Q2 2025

Scf Partners, Inc.

  • NESR
Scf Partners, Inc.'s Q2 2025 Portfolio
Portfolio Value 48.1 Million
Stocks 1
Filing on Aug 06, 2025 Q2 2025

Flagship Private Wealth, LLC

  • IVV
  • SGOV
  • USMV
  • SPY
  • IOO
  • QUAL
  • MINT
Flagship Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 103
Filing on Aug 06, 2025 Q2 2025

Thompson Siegel & Walmsley LLC

  • AER
  • D
  • CHKP
  • HII
  • CNHI
  • KHC
  • EVRG
Thompson Siegel & Walmsley LLC's Q2 2025 Portfolio
Portfolio Value 6.01 Billion
Stocks 395
Filing on Aug 06, 2025 Q2 2025

Settian Capital LP

  • MA
  • AAPL
  • CDNS
  • MSFT
  • PWR
  • V
  • WHG
Settian Capital LP's Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 23
Filing on Aug 06, 2025 Q2 2025

Commonwealth Equity Services, LLC

  • AAPL
  • NVDA
  • IVV
  • MSFT
  • QQQ
  • AMZN
  • SPY
Commonwealth Equity Services, LLC's Q2 2025 Portfolio
Portfolio Value 75.7 Billion
Stocks 4248
Filing on Aug 06, 2025 Q2 2025

Ing Groep Nv

  • NVDA
  • MSFT
  • AAPL
  • MA
  • AVGO
  • AMZN
  • GOOGL
Ing Groep Nv's Q2 2025 Portfolio
Portfolio Value 15.5 Billion
Stocks 472
Filing on Aug 06, 2025 Q2 2025

Hoxton Planning & Management, LLC

  • IVV
  • IUSB
  • NVDA
  • IWR
  • ISTB
  • VOO
  • EFG
Hoxton Planning & Management, LLC's Q2 2025 Portfolio
Portfolio Value 282 Million
Stocks 209
Filing on Aug 06, 2025 Q2 2025

Nicholas Hoffman & Company, Llc.

  • VOO
  • VEA
  • INTU
  • VO
  • VWO
  • BRK-B
  • VB
Nicholas Hoffman & Company, Llc.'s Q2 2025 Portfolio
Portfolio Value 3.84 Billion
Stocks 305
Filing on Aug 06, 2025 Q2 2025

Modera Wealth Management, LLC

  • VUG
  • VEA
  • VTV
  • IEFA
  • VIG
  • STIP
  • MSFT
Modera Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 7.91 Billion
Stocks 648
Filing on Aug 06, 2025 Q2 2025

Le Clair Wealth Partners LLC

  • FIXD
  • AAPL
  • BUFR
  • MSFT
  • RDVY
  • CTAS
  • SDVY
Le Clair Wealth Partners LLC's Q2 2025 Portfolio
Portfolio Value 147 Billion
Stocks 100
Filing on Aug 06, 2025 Q2 2025

One Ascent Family Office, LLC

  • OAIM
  • OACP
  • XLE
  • OALC
  • MSFT
  • DFAC
  • EMB
One Ascent Family Office, LLC's Q2 2025 Portfolio
Portfolio Value 106 Million
Stocks 142