Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 06, 2025 Q2 2025

Middleton & CO Inc

  • AMZN
  • AAPL
  • GOOGL
  • AVGO
  • IVV
  • MSFT
  • V
Middleton & CO Inc's Q2 2025 Portfolio
Portfolio Value 875 Million
Stocks 161
Filing on Aug 06, 2025 Q2 2025

Aia Group LTD

  • IVV
  • MSFT
  • TLT
  • SHY
  • SPY
  • META
  • V
Aia Group LTD's Q2 2025 Portfolio
Portfolio Value 4.23 Billion
Stocks 355
Filing on Aug 06, 2025 Q2 2025

Bruni J V & CO

  • COF
  • AMG
  • RDN
  • RHP
  • TMHC
  • KMI
  • CFG
Bruni J V & CO 's Q2 2025 Portfolio
Portfolio Value 814 Million
Stocks 32
Filing on Aug 06, 2025 Q2 2025

Legacy Bridge, LLC

  • NVDA
  • AVGO
  • PLTR
  • WTBA
  • STRL
  • MSFT
  • BRK-B
Legacy Bridge, LLC's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 303
Filing on Aug 06, 2025 Q2 2025

Vantage Financial Partners, LLC

  • ITOT
  • IXUS
  • IVV
  • DIVO
  • AGG
  • IUSG
  • HEGD
Vantage Financial Partners, LLC's Q2 2025 Portfolio
Portfolio Value 354 Million
Stocks 203
Filing on Aug 06, 2025 Q2 2025

Baillie Gifford & CO

  • MELI
  • NVDA
  • SPOT
  • AMZN
  • SE
  • NFLX
  • NET
Baillie Gifford & CO's Q2 2025 Portfolio
Portfolio Value 128 Billion
Stocks 911
Filing on Aug 06, 2025 Q2 2025

Altrius Capital Management Inc

  • ETN
  • BBVA
  • BAESY
  • ABEV
  • TTE
  • NVS
  • NXPI
Altrius Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 414 Million
Stocks 84
Filing on Aug 06, 2025 Q2 2025

Founders Financial Securities LLC

  • SPYG
  • SPYV
  • NVDA
  • VO
  • VEA
  • AGG
  • SCHD
Founders Financial Securities LLC's Q2 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 491
Filing on Aug 06, 2025 Q2 2025

Richard Bernstein Advisors LLC

  • JMBS
  • IQLT
  • VTV
  • FTEC
  • SPTI
  • SPTS
  • EMXC
Richard Bernstein Advisors LLC's Q2 2025 Portfolio
Portfolio Value 4.02 Billion
Stocks 212
Filing on Aug 06, 2025 Q2 2025

Context Capital Management, LLC

  • DECAW
  • CLRCR
  • AIMAW
  • EMLDW
  • CELUW
  • IVCAW
  • PBAXW
Context Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 64,000
Stocks 251
Filing on Aug 06, 2025 Q2 2025

Outfitter Financial LLC

  • EPD
  • JPM
  • META
  • AMZN
  • AAPL
  • SCHA
  • VTI
Outfitter Financial LLC's Q2 2025 Portfolio
Portfolio Value 116 Million
Stocks 73
Filing on Aug 06, 2025 Q2 2025

Ddfg, Inc

  • IEI
  • IUSG
  • IDEV
  • IUSV
  • IVE
  • GOVT
  • VIG
Ddfg, Inc's Q2 2025 Portfolio
Portfolio Value 398 Billion
Stocks 80
Filing on Aug 06, 2025 Q2 2025

Black Swift Group, LLC

  • SPYG
  • SPY
  • IWF
  • XLK
  • SMH
  • AMZN
  • IGV
Black Swift Group, LLC's Q2 2025 Portfolio
Portfolio Value 458 Million
Stocks 104
Filing on Aug 06, 2025 Q2 2025

Sprucegrove Investment Management LTD

  • RYAAY
  • CPA
  • MKL
  • DIS
  • HSIC
  • BRK-B
  • META
Sprucegrove Investment Management LTD's Q2 2025 Portfolio
Portfolio Value 997 Million
Stocks 43
Filing on Aug 06, 2025 Q2 2025

Summit Wealth Group, LLC

  • VOO
  • BND
  • IGIB
  • VEA
  • DFAC
  • VXF
  • BNDX
Summit Wealth Group, LLC's Q2 2025 Portfolio
Portfolio Value 389 Million
Stocks 111
Filing on Aug 06, 2025 Q2 2025

Strategic Financial Partners, Ltd.

  • SPLG
  • SPYV
  • VONG
  • SPDW
  • AGG
  • IWR
  • SPTI
Strategic Financial Partners, Ltd.'s Q2 2025 Portfolio
Portfolio Value 209 Million
Stocks 76
Filing on Aug 06, 2025 Q2 2025

Graphene Investments Sas

  • MSFT
  • AVGO
  • NVDA
  • GOOGL
  • AAPL
  • IRDM
  • PFE
Graphene Investments Sas's Q2 2025 Portfolio
Portfolio Value 153 Billion
Stocks 45
Filing on Aug 06, 2025 Q2 2025

Ethos Financial Group, LLC

  • SCHB
  • VOO
  • SGOL
  • SCHX
  • VT
  • MOOD
  • SCHG
Ethos Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 475