Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 04, 2025 Q2 2025

Avant Financial Advisors LLC

  • VTI
  • VEA
  • DFSV
  • AVEM
  • MUB
  • DFUS
  • AVDV
Avant Financial Advisors LLC's Q2 2025 Portfolio
Portfolio Value 121 Billion
Stocks 64
Filing on Aug 04, 2025 Q2 2025

Dravo Bay LLC

  • SCHG
  • SCHV
  • VEA
  • DFCF
  • DFSD
  • VUG
  • DISV
Dravo Bay LLC's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 48
Filing on Aug 04, 2025 Q2 2025

Everest Management Corp.

  • DFUS
  • GOOGL
  • GOOG
  • VOO
  • MSFT
  • DFAC
  • IXUS
Everest Management Corp.'s Q2 2025 Portfolio
Portfolio Value 139 Billion
Stocks 65
Filing on Aug 04, 2025 Q2 2025

Hi Line Capital Management, LLC

  • BRK-A
  • IDEV
  • LBRDK
  • BRK-B
  • RSP
  • COP
  • CMCSA
Hi Line Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 38
Filing on Aug 04, 2025 Q2 2025

Lifeworks Advisors, LLC

  • SPDW
  • GOVT
  • LQD
  • MBB
  • BNDX
  • VTIP
  • FTEC
Lifeworks Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 638 Million
Stocks 312
Filing on Aug 04, 2025 Q2 2025

Summit Investment Advisory Services, LLC

  • BSJP
  • IWF
  • BSCR
  • IBHF
  • BSJQ
  • IBDS
  • IWB
Summit Investment Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 118 Billion
Stocks 53
Filing on Aug 04, 2025 Q2 2025

Uniting Wealth Partners, LLC

  • WMT
  • ACIO
  • NVDA
  • PPA
  • NULG
  • MSFT
  • DRSK
Uniting Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 259 Billion
Stocks 116
Filing on Aug 04, 2025 Q2 2025

Geneva Capital Management LLC

  • ROAD
  • EXLS
  • TXRH
  • ESE
  • KNSL
  • DSGX
  • NOVT
Geneva Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 5.85 Billion
Stocks 258
Filing on Aug 04, 2025 Q2 2025

Hills Bank & Trust CO

  • SPY
  • VEA
  • MDY
  • SPMD
  • BSCQ
  • IBTF
  • VWO
Hills Bank & Trust CO's Q2 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 477
Filing on Aug 04, 2025 Q2 2025

Ciovacco Capital Management LLC

  • VOO
  • SPY
  • SPYG
  • QQQ
  • IYW
  • XLC
  • SPLG
Ciovacco Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 23
Filing on Aug 04, 2025 Q2 2025

Lincoln National Corp

  • VUG
  • BSV
  • VTV
  • VTI
  • VOO
  • VEU
  • SCHP
Lincoln National Corp's Q2 2025 Portfolio
Portfolio Value 3.29 Billion
Stocks 20
Filing on Aug 04, 2025 Q2 2025

Welch & Forbes LLC

  • NVDA
  • MSFT
  • AAPL
  • ORLY
  • V
  • GOOG
  • SYK
Welch & Forbes LLC's Q2 2025 Portfolio
Portfolio Value 7.89 Billion
Stocks 372
Filing on Aug 04, 2025 Q2 2025

Jessup Wealth Management, Inc

  • AMZN
  • NVDA
  • AAPL
  • GOOGL
  • JNK
  • AMD
  • KKR
Jessup Wealth Management, Inc's Q2 2025 Portfolio
Portfolio Value 249 Billion
Stocks 76
Filing on Aug 04, 2025 Q2 2025

Meixler Investment Management, Ltd.

  • PHYS
  • BRK-B
  • DMLP
  • SU
  • NRP
  • CNQ
  • TYG
Meixler Investment Management, Ltd.'s Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 104
Filing on Aug 04, 2025 Q2 2025

Gruss & Co., LLC

  • GLD
  • AMZN
  • MSFT
  • AAXJ
  • NVDA
  • BSM
  • BHC
Gruss & Co., LLC's Q2 2025 Portfolio
Portfolio Value 21.4 Million
Stocks 20
Filing on Aug 04, 2025 Q2 2025

Kesler, Norman & Wride, LLC

  • KR
  • MSFT
  • SPY
  • AAPL
  • NFLX
  • COST
  • NVDA
Kesler, Norman & Wride, LLC's Q2 2025 Portfolio
Portfolio Value 535 Million
Stocks 222
Filing on Aug 04, 2025 Q2 2025

Gould Asset Management LLC

  • SPY
  • STIP
  • VGSH
  • TLT
  • VCSH
  • BAB
  • GLDM
Gould Asset Management LLC 's Q2 2025 Portfolio
Portfolio Value 507 Million
Stocks 166
Filing on Aug 04, 2025 Q2 2025

Aviance Capital Partners, LLC

  • AAPL
  • AVGO
  • AMZN
  • GOOGL
  • ABBV
  • JPM
  • MSFT
Aviance Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 720 Million
Stocks 350