Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 05, 2025 Q2 2025

Snider Financial Group

  • IVV
  • AGG
  • MSFT
  • VIG
  • GOVT
  • AMZN
  • LLY
Snider Financial Group's Q2 2025 Portfolio
Portfolio Value 343 Million
Stocks 116
Filing on Aug 05, 2025 Q2 2025

Intellectus Partners, LLC

  • AMZN
  • TSLA
  • META
  • GOOG
  • NVDA
  • FDD
  • MSFT
Intellectus Partners, LLC's Q2 2025 Portfolio
Portfolio Value 447 Million
Stocks 279
Filing on Aug 05, 2025 Q2 2025

Prospect Financial Services LLC

  • VCLT
  • SLG
  • AAPL
  • BA
  • VCIT
  • GOOG
  • NVDA
Prospect Financial Services LLC's Q2 2025 Portfolio
Portfolio Value 180 Billion
Stocks 112
Filing on Aug 05, 2025 Q2 2025

Hutchens & Kramer Investment Management Group, LLC

  • DFAC
  • AVUS
  • DFIC
  • BOND
  • LLY
  • VOO
  • SCHX
Hutchens & Kramer Investment Management Group, LLC's Q2 2025 Portfolio
Portfolio Value 187 Million
Stocks 159
Filing on Aug 05, 2025 Q2 2025

W.G. Shaheen & Associates Dba Whitney & CO

  • AAPL
  • MSFT
  • META
  • FBND
  • AMZN
  • AVGO
  • ITOT
W.G. Shaheen & Associates Dba Whitney & CO's Q2 2025 Portfolio
Portfolio Value 963 Million
Stocks 137
Filing on Aug 05, 2025 Q2 2025

Burney CO

  • AAPL
  • VGIT
  • MSFT
  • COF
  • META
  • NVDA
  • AVGO
Burney CO's Q2 2025 Portfolio
Portfolio Value 2.55 Billion
Stocks 650
Filing on Aug 05, 2025 Q2 2025

Benchmark Financial Wealth Advisors, LLC

  • SPY
  • SCHF
  • VTI
  • ITOT
  • DBND
  • COWZ
  • IWY
Benchmark Financial Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 300 Million
Stocks 117
Filing on Aug 05, 2025 Q2 2025

Carrhae Capital LLP

  • SLV
  • ERJ
  • ASHR
  • EEM
  • EGO
  • SE
  • BABA
Carrhae Capital LLP's Q2 2025 Portfolio
Portfolio Value 1.37 Trillion
Stocks 28
Filing on Aug 05, 2025 Q2 2025

Israel Discount Bank Of New York

  • IEF
  • IGSB
  • IEUR
  • IGIB
  • EEM
  • IVV
  • IGLB
Israel Discount Bank Of New York's Q2 2025 Portfolio
Portfolio Value 26.3 Million
Stocks 36
Filing on Aug 05, 2025 Q2 2025

Montanaro Asset Management LTD

  • BSY
  • TYL
  • NVMI
  • LRN
  • TMDX
  • TREX
  • TECH
Montanaro Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 388 Million
Stocks 39
Filing on Aug 05, 2025 Q2 2025

Torray LLC

  • AVGO
  • TXN
  • RPRX
  • PSX
  • HD
  • BX
  • CNA
Torray LLC's Q2 2025 Portfolio
Portfolio Value 660 Million
Stocks 99
Filing on Aug 05, 2025 Q2 2025

Mma Asset Management LLC

  • IVE
  • SPYG
  • GOVT
  • IVV
  • SPLG
  • VOT
  • VCIT
Mma Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 256 Million
Stocks 163
Filing on Aug 05, 2025 Q2 2025

Shaker Financial Services, LLC

  • CET
  • RMT
  • RVT
  • JCE
  • BME
  • ETB
  • ASG
Shaker Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 268 Million
Stocks 147
Filing on Aug 05, 2025 Q2 2025

Aaf Wealth Management, LLC

  • IVV
  • IDEV
  • VTV
  • QQQM
  • USMV
  • VYMI
  • IJH
Aaf Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 217 Million
Stocks 66
Filing on Aug 05, 2025 Q2 2025

Landmark Wealth Management, Inc.

  • VOO
  • IUSB
  • SPDW
  • SPY
  • IAGG
  • XLSR
  • SPEM
Landmark Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 233 Billion
Stocks 71
Filing on Aug 05, 2025 Q2 2025

Capital Management Associates

  • NVDA
  • MSFT
  • META
  • JPM
  • AMZN
  • WMT
  • PWR
Capital Management Associates 's Q2 2025 Portfolio
Portfolio Value 53.2 Million
Stocks 43
Filing on Aug 05, 2025 Q2 2025

Epg Wealth Management LLC

  • IVV
  • NVDA
  • AAPL
  • IVW
  • VYM
  • VGSH
  • IQLT
Epg Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 333 Billion
Stocks 310
Filing on Aug 05, 2025 Q2 2025

Financial Sense Advisors, Inc.

  • VOO
  • PAAS
  • TSLA
  • GOOG
  • NEM
  • HESM
  • TEVA
Financial Sense Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 343 Million
Stocks 141