Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 05, 2025 Q2 2025

Atlas Wealth LLC

  • AAPL
  • RSP
  • MSFT
  • PG
  • JAAA
  • GOOG
  • AIRR
Atlas Wealth LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 108
Filing on Aug 05, 2025 Q2 2025

Adg Wealth Management Group, LLC

  • IVW
  • RSP
  • IVE
  • JEPI
  • JEPQ
  • VYMI
  • DGRO
Adg Wealth Management Group, LLC's Q2 2025 Portfolio
Portfolio Value 117 Billion
Stocks 28
Filing on Aug 05, 2025 Q2 2025

Sulzberger Capital Advisors, Inc.

  • SHV
  • MSFT
  • NVDA
  • VOO
  • VTI
  • JEPI
  • QQQM
Sulzberger Capital Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 85.5 Billion
Stocks 51
Filing on Aug 05, 2025 Q2 2025

Dillon & Associates Inc

  • NVDA
  • AAPL
  • V
  • GOOGL
  • SYK
  • ABT
  • PANW
Dillon & Associates Inc's Q2 2025 Portfolio
Portfolio Value 737 Million
Stocks 77
Filing on Aug 05, 2025 Q2 2025

Once Capital Management, LLC

  • NVDA
  • ASTS
  • SPOT
  • CRWD
  • AMD
  • SNOW
  • AAPL
Once Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 303 Million
Stocks 17
Filing on Aug 05, 2025 Q2 2025

Pl Capital Advisors, LLC

  • BANC
  • EFSC
  • FISI
  • FRME
  • HBNC
  • FNB
  • NBTB
Pl Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 263 Million
Stocks 25
Filing on Aug 05, 2025 Q2 2025

Washburn Capital Management, Inc.

  • SPY
  • VTI
  • MDY
  • QQQ
  • DIA
  • NVDA
  • MSFT
Washburn Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 192 Million
Stocks 52
Filing on Aug 05, 2025 Q2 2025

Arch Capital Group Ltd.

  • JAAA
  • SHYG
  • IGSB
  • HYG
Arch Capital Group Ltd.'s Q2 2025 Portfolio
Portfolio Value 293 Million
Stocks 4
Filing on Aug 05, 2025 Q2 2025

Mirae Asset Securities (Usa) Inc.

  • SPY
  • QQQ
  • MSTR
  • MSTR
  • IWM
  • XBI
  • XRT
Mirae Asset Securities (Usa) Inc.'s Q2 2025 Portfolio
Portfolio Value 3.27 Trillion
Stocks 200
Filing on Aug 05, 2025 Q2 2025

Ring Mountain Capital, LLC

  • AAPL
  • META
  • MSFT
  • SCHG
  • SMH
  • NVDA
  • AMZN
Ring Mountain Capital, LLC's Q2 2025 Portfolio
Portfolio Value 164 Billion
Stocks 97
Filing on Aug 05, 2025 Q2 2025

Gps Wealth Strategies Group, LLC

  • NVDA
  • XLG
  • QQQ
  • VGT
  • DGRW
  • AAPL
  • VUG
Gps Wealth Strategies Group, LLC's Q2 2025 Portfolio
Portfolio Value 818 Million
Stocks 1636
Filing on Aug 05, 2025 Q2 2025

Beckerman Institutional, LLC

  • BRK-B
  • DBND
  • DFAI
  • IDEV
  • LDUR
  • DFAC
  • GLDM
Beckerman Institutional, LLC's Q2 2025 Portfolio
Portfolio Value 151 Million
Stocks 108
Filing on Aug 05, 2025 Q2 2025

Arrowroot Family Office, LLC

  • VONG
  • AGG
  • VONV
  • VTI
  • SCHD
  • IJH
  • SPY
Arrowroot Family Office, LLC's Q2 2025 Portfolio
Portfolio Value 223 Billion
Stocks 137
Filing on Aug 05, 2025 Q2 2025

Fourth Dimension Wealth, LLC

  • SPTM
  • XLK
  • AAPL
  • JMBS
  • SPTI
  • DIA
  • NVDA
Fourth Dimension Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 237 Billion
Stocks 637
Filing on Aug 05, 2025 Q2 2025

Jacobson & Schmitt Advisors, LLC

  • IUSB
  • AMZN
  • APH
  • ELF
  • IGSB
  • MSFT
  • STIP
Jacobson & Schmitt Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 550 Million
Stocks 69
Filing on Aug 05, 2025 Q2 2025

Hfg Advisors, Inc.

  • QQQ
  • FV
  • RDVY
  • VOT
  • VOE
  • FDL
  • PG
Hfg Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 122 Million
Stocks 97
Filing on Aug 05, 2025 Q2 2025

Fortress Wealth Group, LLC

  • VTV
  • VUG
  • QQQ
  • FBND
  • SPY
  • MOAT
  • NVDA
Fortress Wealth Group, LLC's Q2 2025 Portfolio
Portfolio Value 203 Million
Stocks 107
Filing on Aug 05, 2025 Q2 2025

Claro Advisors LLC

  • VOO
  • MSFT
  • IWF
  • AAPL
  • IWD
  • NVDA
  • SPY
Claro Advisors LLC's Q2 2025 Portfolio
Portfolio Value 569 Million
Stocks 372