Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 05, 2025 Q2 2025

Counterweight Ventures, LLC

  • NVDA
  • IWF
  • IJR
  • MSFT
  • AAPL
  • AVGO
  • AMZN
Counterweight Ventures, LLC's Q2 2025 Portfolio
Portfolio Value 153 Billion
Stocks 71
Filing on Aug 05, 2025 Q2 2025

Citadel Investment Advisory, Inc.

  • BRK-B
  • MKL
  • ABT
  • GOOGL
  • MSFT
  • PM
  • IPMLF
Citadel Investment Advisory, Inc.'s Q2 2025 Portfolio
Portfolio Value 214 Million
Stocks 83
Filing on Aug 05, 2025 Q2 2025

Dahring | Cusmano LLC

  • SCHG
  • FMIL
  • FBND
  • HYDB
  • XMHQ
  • FBCG
  • IAU
Dahring | Cusmano LLC's Q2 2025 Portfolio
Portfolio Value 128 Billion
Stocks 55
Filing on Aug 05, 2025 Q2 2025

Nichols & Pratt Advisers LLP

  • AAPL
  • ADP
  • MSFT
  • GOOG
  • MA
  • JNJ
  • PG
Nichols & Pratt Advisers LLP 's Q2 2025 Portfolio
Portfolio Value 1.44 Billion
Stocks 192
Filing on Aug 05, 2025 Q2 2025

Telos Capital Management, Inc.

  • AAPL
  • VTI
  • QCOM
  • VEU
  • HD
  • V
  • AMZN
Telos Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 954 Million
Stocks 196
Filing on Aug 05, 2025 Q2 2025

Ceera Investments, LLC

  • MOAT
  • META
  • JPST
  • AXP
  • GOOGL
  • NICE
  • FRSH
Ceera Investments, LLC's Q2 2025 Portfolio
Portfolio Value 298 Million
Stocks 112
Filing on Aug 05, 2025 Q2 2025

X Square Capital, LLC

  • HIMS
  • SPY
  • MSTR
  • META
  • OFG
  • JPM
  • IREN
X Square Capital, LLC's Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 177
Filing on Aug 05, 2025 Q2 2025

South Dakota Investment Council

  • VWO
  • AGG
  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • VTOL
South Dakota Investment Council's Q2 2025 Portfolio
Portfolio Value 5.22 Billion
Stocks 613
Filing on Aug 05, 2025 Q2 2025

Sigma Planning Corp

  • IVV
  • AAPL
  • NVDA
  • AMZN
  • QQQ
  • MSFT
  • VOO
Sigma Planning Corp's Q2 2025 Portfolio
Portfolio Value 3.18 Billion
Stocks 1244
Filing on Aug 05, 2025 Q2 2025

Inlet Private Wealth, LLC

  • MSFT
  • AAPL
  • BRK-B
  • MCK
  • JPM
  • CSCO
  • WM
Inlet Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 385 Million
Stocks 127
Filing on Aug 05, 2025 Q2 2025

Dynasty Wealth Management, LLC

  • TTAC
  • IVV
  • SPYG
  • FBND
  • FBCG
  • DYNF
  • IEFA
Dynasty Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 5.87 Trillion
Stocks 228
Filing on Aug 05, 2025 Q2 2025

Allstate Corp

  • MUB
  • IGSB
  • IGIB
  • IVV
  • ITOT
  • SPSB
  • EEM
Allstate Corp's Q2 2025 Portfolio
Portfolio Value 1.34 Billion
Stocks 193
Filing on Aug 05, 2025 Q2 2025

Scarborough Advisors, LLC

  • SPYV
  • QQQM
  • QUAL
  • DYNF
  • IEMG
  • SPLG
  • FTCS
Scarborough Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 452 Million
Stocks 468
Filing on Aug 05, 2025 Q2 2025

Regents Gate Capital LLP

  • AMZN
  • CMI
  • FAST
  • MLM
  • ITW
  • IEX
  • PH
Regents Gate Capital LLP's Q2 2025 Portfolio
Portfolio Value 283 Billion
Stocks 39
Filing on Aug 05, 2025 Q2 2025

Bard Associates Inc

  • ENSG
  • WLDN
  • BIZD
  • FFC
  • PFF
  • FIP
  • ODC
Bard Associates Inc's Q2 2025 Portfolio
Portfolio Value 266 Million
Stocks 173
Filing on Aug 05, 2025 Q2 2025

Cherry Tree Wealth Management, LLC

  • SPIB
  • BND
  • SPSB
  • VTV
  • VEA
  • IVV
  • FLRN
Cherry Tree Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 430 Billion
Stocks 606
Filing on Aug 05, 2025 Q2 2025

Core Alternative Capital

  • MSFT
  • AAPL
  • JPM
  • GOOG
  • LLY
  • WMT
  • XOM
Core Alternative Capital's Q2 2025 Portfolio
Portfolio Value 359 Million
Stocks 345
Filing on Aug 05, 2025 Q2 2025

State Of Michigan Retirement System

  • NVDA
  • MSFT
  • AAPL
  • SPY
  • AMZN
  • META
  • AVGO
State Of Michigan Retirement System's Q2 2025 Portfolio
Portfolio Value 18.9 Billion
Stocks 944