Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 05, 2025 Q2 2025

5 T Wealth, LLC

  • IUSB
  • QUAL
  • BBUS
  • SPY
  • PLTR
  • IVV
  • JCPB
5 T Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 211 Billion
Stocks 103
Filing on Aug 05, 2025 Q2 2025

Ltg Capital LLC

  • RSP
  • IJR
  • IJH
  • SSO
  • MVV
  • SCZ
  • IJT
Ltg Capital LLC's Q2 2025 Portfolio
Portfolio Value 109 Million
Stocks 27
Filing on Aug 05, 2025 Q2 2025

Palogic Value Management, L.P.

  • LPRO
  • AAPL
  • BIL
  • AVGO
  • MSFT
  • GOOG
  • SRLN
Palogic Value Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 245 Billion
Stocks 163
Filing on Aug 05, 2025 Q2 2025

Smith Shellnut Wilson LLC

  • IVV
  • VOO
  • ORCL
  • QQQ
  • ITOT
  • AGG
  • NOBL
Smith Shellnut Wilson LLC 's Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 138
Filing on Aug 05, 2025 Q2 2025

Meridian Management CO

  • VEA
  • IVV
  • VCIT
  • GVI
  • IJH
  • VWO
  • TIP
Meridian Management CO's Q2 2025 Portfolio
Portfolio Value 355 Million
Stocks 98
Filing on Aug 05, 2025 Q2 2025

Mission Wealth Management, LP

  • VUG
  • VTV
  • IEFA
  • VB
  • MSFT
  • AAPL
  • NVDA
Mission Wealth Management, LP's Q2 2025 Portfolio
Portfolio Value 4.6 Billion
Stocks 683
Filing on Aug 05, 2025 Q2 2025

Tredje Ap Fonden

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • GOOGL
  • VOO
Tredje Ap Fonden's Q2 2025 Portfolio
Portfolio Value 12.1 Billion
Stocks 371
Filing on Aug 05, 2025 Q2 2025

Westwood Wealth Management

  • NVDA
  • META
  • AAPL
  • QLD
  • AVGO
  • MSFT
  • GOOGL
Westwood Wealth Management's Q2 2025 Portfolio
Portfolio Value 288 Million
Stocks 48
Filing on Aug 05, 2025 Q2 2025

Lind Value Ii Ap S

  • SNX
  • AVT
  • ARW
  • M
  • TRMD
  • NVO
  • INMD
Lind Value Ii Ap S's Q2 2025 Portfolio
Portfolio Value 227 Billion
Stocks 10
Filing on Aug 05, 2025 Q2 2025

Cambiar Investors LLC

  • UBER
  • DAL
  • GOOGL
  • AMZN
  • ELV
  • JPM
  • ABNB
Cambiar Investors LLC's Q2 2025 Portfolio
Portfolio Value 2.18 Billion
Stocks 148
Filing on Aug 05, 2025 Q2 2025

Versor Investments LP

  • BPMC
  • FARO
  • SKX
  • SPTN
  • FYBR
  • GTLS
  • SCHN
Versor Investments LP's Q2 2025 Portfolio
Portfolio Value 532 Million
Stocks 683
Filing on Aug 05, 2025 Q2 2025

Prosperity Wealth Management, Inc.

  • SCHX
  • SCHG
  • VOO
  • QQQ
  • MSFT
  • IUS
  • NVDA
Prosperity Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 270 Billion
Stocks 235
Filing on Aug 05, 2025 Q2 2025

Elm Partners Management LLC

  • VTI
  • VWO
  • VGK
  • SGOV
  • SCHP
  • VPL
  • IEMG
Elm Partners Management LLC's Q2 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 97
Filing on Aug 05, 2025 Q2 2025

Harel Insurance Investments & Financial Services Ltd.

  • XLF
  • TEVA
  • XLK
  • VGT
  • NVMI
  • XLV
  • XLP
Harel Insurance Investments & Financial Services Ltd.'s Q2 2025 Portfolio
Portfolio Value 8.74 Billion
Stocks 437
Filing on Aug 05, 2025 Q2 2025

Swisspartners Advisors LTD

  • GXC
  • GLD
  • DHI
  • EDIV
  • IMCV
  • STLA
  • ALK
Swisspartners Advisors LTD's Q2 2025 Portfolio
Portfolio Value 98.7 Million
Stocks 25
Filing on Aug 05, 2025 Q2 2025

Triglav Skladi, D.O.O.

  • NVDA
  • MSFT
  • AMZN
  • META
  • AAPL
  • AVGO
  • JPM
Triglav Skladi, D.O.O.'s Q2 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 132
Filing on Aug 05, 2025 Q2 2025

Accuvest Global Advisors

  • MSTR
  • AMZN
  • MSFT
  • COST
  • META
  • WMT
  • SPOT
Accuvest Global Advisors's Q2 2025 Portfolio
Portfolio Value 151 Million
Stocks 78
Filing on Aug 05, 2025 Q2 2025

Sebold Capital Management, Inc.

  • RSP
  • VO
  • VIG
  • FNDE
  • VEA
  • VGT
  • BND
Sebold Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 162 Billion
Stocks 78