Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 05, 2025 Q2 2025

Orba Wealth Advisors, L.L.C.

  • AAPL
  • SPY
  • ULST
  • SPDW
  • QQQ
  • DGRW
  • FPE
Orba Wealth Advisors, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 110 Billion
Stocks 70
Filing on Aug 05, 2025 Q2 2025

Financial Alternatives, Inc

  • DFAC
  • DFAI
  • VWOB
  • VTI
  • JEPI
  • DFAE
  • VNQ
Financial Alternatives, Inc's Q2 2025 Portfolio
Portfolio Value 154 Billion
Stocks 86
Filing on Aug 05, 2025 Q2 2025

Stonebridge Financial Planning Group, LLC

  • IWY
  • IYW
  • SPHQ
  • DGRO
  • IVV
  • AMZN
  • IUSG
Stonebridge Financial Planning Group, LLC's Q2 2025 Portfolio
Portfolio Value 229 Million
Stocks 165
Filing on Aug 05, 2025 Q2 2025

Sns Financial Group, LLC

  • QUAL
  • SCHF
  • IEI
  • DGRW
  • OEF
  • SCHB
  • SPY
Sns Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 300
Filing on Aug 05, 2025 Q2 2025

Wealthspring Capital LLC

  • SVIIW
  • SVIIR
Wealthspring Capital LLC's Q2 2025 Portfolio
Portfolio Value 378 Billion
Stocks 144
Filing on Aug 05, 2025 Q2 2025

Genus Capital Management Inc.

  • NVDA
  • GOVT
  • RY
  • IBM
  • AGG
  • CSCO
  • GILD
Genus Capital Management Inc.'s Q2 2025 Portfolio
Portfolio Value 785 Billion
Stocks 183
Filing on Aug 05, 2025 Q2 2025

Matthew 25 Management Corp

  • NVDA
  • MELI
  • AMZN
  • GS
  • JPM
  • TSM
  • TSLA
Matthew 25 Management Corp's Q2 2025 Portfolio
Portfolio Value 283 Million
Stocks 20
Filing on Aug 05, 2025 Q2 2025

Axim Planning & Wealth

  • EH
  • HPF
  • CLF
  • BTAL
  • MSFT
  • XLK
  • PG
Axim Planning & Wealth's Q2 2025 Portfolio
Portfolio Value 107 Million
Stocks 71
Filing on Aug 05, 2025 Q2 2025

Csenge Advisory Group

  • SPY
  • RSP
  • FTSM
  • FDL
  • QQQ
  • RDVY
  • LMBS
Csenge Advisory Group's Q2 2025 Portfolio
Portfolio Value 1.91 Billion
Stocks 682
Filing on Aug 05, 2025 Q2 2025

Roi Financial Advisors, LLC

  • NVDA
  • AVGO
  • COST
  • LLY
  • AAPL
  • MSFT
  • AMZN
Roi Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 157 Billion
Stocks 71
Filing on Aug 05, 2025 Q2 2025

Phocas Financial Corp.

  • SKYW
  • TTMI
  • ATGE
  • WTFC
  • NXST
  • CASH
  • PRIM
Phocas Financial Corp.'s Q2 2025 Portfolio
Portfolio Value 695 Billion
Stocks 142
Filing on Aug 05, 2025 Q2 2025

Highlander Partners, L.P.

  • BX
  • VRT
  • AMZN
  • YMM
  • TCBI
  • KEYS
  • KRE
Highlander Partners, L.P.'s Q2 2025 Portfolio
Portfolio Value 243 Million
Stocks 53
Filing on Aug 05, 2025 Q2 2025

O'Dell Group, LLC

  • SPLG
  • DGRO
  • VTV
  • FDN
  • SPY
  • FXR
  • QQXT
O'Dell Group, LLC's Q2 2025 Portfolio
Portfolio Value 398 Million
Stocks 24
Filing on Aug 05, 2025 Q2 2025

Blue Barn Wealth, LLC

  • SCHF
  • VONG
  • BNDX
  • SCHD
  • AGG
  • SHYG
  • SLYG
Blue Barn Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 157
Filing on Aug 05, 2025 Q2 2025

Centennial Bank/Ar/

  • IWB
  • DFAU
  • ACWI
  • VEA
  • SPY
  • MSFT
  • IJH
Centennial Bank/Ar/'s Q2 2025 Portfolio
Portfolio Value 239 Billion
Stocks 343
Filing on Aug 05, 2025 Q2 2025

Main Street Research LLC

  • NVDA
  • JPM
  • PG
  • PLTR
  • COST
  • V
  • AAPL
Main Street Research LLC's Q2 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 115
Filing on Aug 05, 2025 Q2 2025

Integrity Wealth Solutions LLC

  • VEA
  • VUG
  • VTV
  • AVUV
  • SLYG
  • PTRB
  • NVDA
Integrity Wealth Solutions LLC's Q2 2025 Portfolio
Portfolio Value 205 Billion
Stocks 113
Filing on Aug 05, 2025 Q2 2025

Corps Capital Advisors, LLC

  • NVDA
  • MSFT
  • AAPL
  • OKE
  • NFLX
  • CRWD
  • AMZN
Corps Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 62.2 Billion
Stocks 52