Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 05, 2025 Q2 2025

Mkp Capital Management, L.L.C.

  • IVV
  • AMZN
  • BAC
  • HD
  • BSV
  • MSFT
  • PG
Mkp Capital Management, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 1.95 Billion
Stocks 8
Filing on Aug 05, 2025 Q2 2025

Pacific Wealth Strategies Group, Inc.

  • SPY
  • NOBL
  • NVDA
  • PKW
  • AAPL
  • AMZN
  • MSFT
Pacific Wealth Strategies Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 148 Million
Stocks 59
Filing on Aug 05, 2025 Q2 2025

Holistic Financial Partners

  • LLY
  • SCHF
  • FVD
  • FTCS
  • FTA
  • IWF
  • UCON
Holistic Financial Partners's Q2 2025 Portfolio
Portfolio Value 222 Million
Stocks 128
Filing on Aug 05, 2025 Q2 2025

Northcape Wealth Management, LLC

  • GLD
  • JAAA
  • LQD
  • IEFA
  • IQLT
  • KMI
  • MSFT
Northcape Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 323 Million
Stocks 137
Filing on Aug 05, 2025 Q2 2025

Optivise Advisory Services LLC

  • TFLO
  • QQH
  • LGH
  • IVV
  • SPY
  • CWB
  • MSFT
Optivise Advisory Services LLC's Q2 2025 Portfolio
Portfolio Value 196 Billion
Stocks 205
Filing on Aug 05, 2025 Q2 2025

Next Capital Management LLC

  • IVV
  • META
  • QQQ
  • IEFA
  • AMZN
  • AAPL
  • VOO
Next Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 268 Million
Stocks 137
Filing on Aug 05, 2025 Q2 2025

Worth Pointe, LLC

  • DFAC
  • AVUS
  • DFUV
  • VOO
  • AVDE
  • AVRE
  • DFAS
Worth Pointe, LLC's Q2 2025 Portfolio
Portfolio Value 232 Million
Stocks 95
Filing on Aug 05, 2025 Q2 2025

American Capital Advisory, LLC

  • DFAC
  • DFUS
  • DFIC
  • DFAI
  • GTO
  • DFAU
  • AAPL
American Capital Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 200 Billion
Stocks 8652
Filing on Aug 05, 2025 Q2 2025

Elyxium Wealth, LLC

  • AAPL
  • IVV
  • MSFT
  • NVDA
  • IJH
  • AFRM
  • SPY
Elyxium Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 267 Billion
Stocks 566
Filing on Aug 05, 2025 Q2 2025

Plante Moran Financial Advisors, LLC

  • VOO
  • VXF
  • VEA
  • VV
  • MUB
  • VBR
  • SCHM
Plante Moran Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 772
Filing on Aug 05, 2025 Q2 2025

Simplex Trading, LLC

  • NVDA
  • AAPL
  • AVGO
  • GOOGL
  • TLT
  • BKNG
  • GOOG
Simplex Trading, LLC's Q2 2025 Portfolio
Portfolio Value 175 Billion
Stocks 9904
Filing on Aug 05, 2025 Q2 2025

Homestead Advisers Corp

  • JPM
  • GS
  • META
  • ABBV
  • PH
  • ABT
  • MSFT
Homestead Advisers Corp's Q2 2025 Portfolio
Portfolio Value 3.99 Billion
Stocks 101
Filing on Aug 05, 2025 Q2 2025

Tme Financial, Inc.

  • TIP
  • VWO
  • SPYV
  • DBEF
  • VTIP
  • VBR
  • DGRO
Tme Financial, Inc.'s Q2 2025 Portfolio
Portfolio Value 124 Billion
Stocks 74
Filing on Aug 05, 2025 Q2 2025

Code Waechter LLC

  • SCHG
  • CGDV
  • SGOV
  • VB
  • VIOV
  • SCHR
  • VIOG
Code Waechter LLC's Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 111
Filing on Aug 05, 2025 Q2 2025

Prosperity Consulting Group, LLC

  • IVV
  • AAPL
  • JEPI
  • AGG
  • XLK
  • MSFT
  • SCHD
Prosperity Consulting Group, LLC's Q2 2025 Portfolio
Portfolio Value 1.35 Billion
Stocks 448
Filing on Aug 05, 2025 Q2 2025

Magnolia Capital Advisors LLC

  • VTI
  • VUG
  • ITOT
  • AAPL
  • QUAL
  • MSFT
  • VTV
Magnolia Capital Advisors LLC's Q2 2025 Portfolio
Portfolio Value 378 Million
Stocks 241
Filing on Aug 05, 2025 Q2 2025

Sheridan Capital Management, LLC

  • IWF
  • AGG
  • MGV
  • BOND
  • USMV
  • IWV
  • VGT
Sheridan Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 145 Billion
Stocks 28
Filing on Aug 05, 2025 Q2 2025

Transatlantique Private Wealth LLC

  • MSFT
  • AAPL
  • VGT
  • PRCT
  • IUSG
  • AMZN
  • JPM
Transatlantique Private Wealth LLC's Q2 2025 Portfolio
Portfolio Value 264 Million
Stocks 216