Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 05, 2025 Q2 2025

Flynn Zito Capital Management, LLC

  • HFXI
  • PRF
  • FLQM
  • AAPL
  • IWF
  • NVDA
  • MSFT
Flynn Zito Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 224 Million
Stocks 128
Filing on Aug 05, 2025 Q2 2025

Seelaus Asset Management LLC

  • AAPL
  • SPY
  • MSFT
  • AMZN
  • BRK-B
  • GOOGL
  • CCJ
Seelaus Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 104 Million
Stocks 178
Filing on Aug 05, 2025 Q2 2025

Ninepoint Partners LP

  • EQT
  • ALG
  • CHK
  • RRC
  • AR
  • SPY
  • KGC
Ninepoint Partners LP's Q2 2025 Portfolio
Portfolio Value 529 Million
Stocks 87
Filing on Aug 05, 2025 Q2 2025

Agh Wealth Advisors, LLC

  • SPY
  • AVDE
  • MSFT
  • QQQM
  • GLD
  • NVDA
  • AAPL
Agh Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 121 Billion
Stocks 193
Filing on Aug 05, 2025 Q2 2025

Hapanowicz & Associates Financial Services, Inc

  • VONG
  • VONV
  • SPY
  • VIG
  • VOT
  • VONE
  • ACWX
Hapanowicz & Associates Financial Services, Inc's Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 34
Filing on Aug 05, 2025 Q2 2025

Gibraltar Capital Management, Inc.

  • VB
  • VV
  • VO
  • MSFT
  • SGOV
  • AAPL
  • VTI
Gibraltar Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 653 Million
Stocks 110
Filing on Aug 05, 2025 Q2 2025

Bcgm Wealth Management, LLC

  • IVV
  • QUAL
  • ITOT
  • QQQ
  • IWF
  • VEA
  • DYNF
Bcgm Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 322 Million
Stocks 163
Filing on Aug 05, 2025 Q2 2025

Continuum Wealth Advisors, LLC

  • AVUS
  • IVV
  • VEA
  • DFCF
  • GLDM
  • VOO
  • XLC
Continuum Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 167 Million
Stocks 62
Filing on Aug 05, 2025 Q2 2025

Dunhill Financial, LLC

  • VOO
  • VEU
  • VGLT
  • BND
  • VB
  • NFLX
  • VTI
Dunhill Financial, LLC's Q2 2025 Portfolio
Portfolio Value 345 Billion
Stocks 1002
Filing on Aug 05, 2025 Q2 2025

Verity Asset Management, Inc.

  • SPY
  • JEPI
  • BSJQ
  • BSJP
  • IVV
  • IBM
  • MSFT
Verity Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 209 Billion
Stocks 201
Filing on Aug 05, 2025 Q2 2025

Machina Capital S.A.S.

  • LBRDK
  • AVGO
  • CMCSA
  • PFE
  • MSI
  • AME
  • NRG
Machina Capital S.A.S.'s Q2 2025 Portfolio
Portfolio Value 447 Million
Stocks 304
Filing on Aug 05, 2025 Q2 2025

Astra Wealth Partners LLC

  • IVV
  • IEFA
  • VTI
  • DISV
  • VEA
  • VOO
  • IEMG
Astra Wealth Partners LLC's Q2 2025 Portfolio
Portfolio Value 130 Billion
Stocks 85
Filing on Aug 05, 2025 Q2 2025

K.J. Harrison & Partners Inc

  • AAPL
  • MSFT
  • AMZN
  • RY
  • META
  • BRK-B
  • NVDA
K.J. Harrison & Partners Inc's Q2 2025 Portfolio
Portfolio Value 556 Million
Stocks 183
Filing on Aug 05, 2025 Q2 2025

Ag Asset Advisory, LLC

  • META
  • DFUS
  • DFUV
  • DFIV
  • DFAT
  • MINT
  • DFAS
Ag Asset Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 115 Billion
Stocks 21
Filing on Aug 05, 2025 Q2 2025

Mid Atlantic Capital Management, Inc.

  • SPY
  • IVV
  • VUG
  • VYM
  • IWF
  • VEA
  • SPYG
Mid Atlantic Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 141 Billion
Stocks 80
Filing on Aug 05, 2025 Q2 2025

Chase Investment Counsel Corp

  • NVDA
  • META
  • CRS
  • HWM
  • AVGO
  • AMZN
  • VRT
Chase Investment Counsel Corp's Q2 2025 Portfolio
Portfolio Value 313 Million
Stocks 130
Filing on Aug 05, 2025 Q2 2025

Allodium Investment Consultants, LLC

  • DFUS
  • DFAI
  • DFAS
  • VNQ
  • AVIG
  • DFAE
  • DFIS
Allodium Investment Consultants, LLC's Q2 2025 Portfolio
Portfolio Value 158 Billion
Stocks 49
Filing on Aug 05, 2025 Q2 2025

Mathes Company, Inc.

  • IGM
  • NVDA
  • AAPL
  • AMZN
  • VUG
  • GOOGL
  • VTI
Mathes Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 270 Million
Stocks 122