Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 04, 2025 Q2 2025

Benningfield Financial Advisors, LLC

  • DFUV
  • PLTR
  • VTIP
  • IEF
  • VTI
  • DFIV
  • AVUV
Benningfield Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 116 Billion
Stocks 15
Filing on Aug 04, 2025 Q2 2025

Sensible Money, LLC

  • DFAC
  • DFAT
  • DFAX
  • DFEV
  • DFEM
  • DFIC
  • DISV
Sensible Money, LLC's Q2 2025 Portfolio
Portfolio Value 264 Billion
Stocks 87
Filing on Aug 04, 2025 Q2 2025

Atlas Private Wealth Advisors

  • SPMD
  • SPDW
  • SPY
  • SPSM
  • QQQ
  • PWV
  • RSP
Atlas Private Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 731 Million
Stocks 193
Filing on Aug 04, 2025 Q2 2025

Alexander Randolph Advisory, Inc.

  • NEAR
  • ISTB
  • RMT
  • EDD
  • WBD
  • GOOGL
  • CVS
Alexander Randolph Advisory, Inc.'s Q2 2025 Portfolio
Portfolio Value 112 Billion
Stocks 53
Filing on Aug 04, 2025 Q2 2025

Navalign, LLC

  • FBND
  • SCHP
  • IJR
  • VIGI
  • AAPL
  • SPYG
  • SPYV
Navalign, LLC's Q2 2025 Portfolio
Portfolio Value 358 Million
Stocks 115
Filing on Aug 04, 2025 Q2 2025

Marshall Financial Group Inc

  • SCHG
  • SCHX
  • SCHV
  • SCHP
  • VOO
  • VB
  • SCHA
Marshall Financial Group Inc 's Q2 2025 Portfolio
Portfolio Value 334 Million
Stocks 52
Filing on Aug 04, 2025 Q2 2025

Greater Midwest Financial Group, LLC

  • MSFT
  • AMZN
  • GOOGL
  • NFLX
  • CRM
  • META
  • JEPI
Greater Midwest Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 131 Billion
Stocks 55
Filing on Aug 04, 2025 Q2 2025

Pier Capital, LLC

  • MIR
  • ELF
  • FROG
  • STRL
  • ADPT
  • CFLT
  • ATGE
Pier Capital, LLC's Q2 2025 Portfolio
Portfolio Value 613 Million
Stocks 121
Filing on Aug 04, 2025 Q2 2025

Beam Wealth Advisors, Inc.

  • IVV
  • RAAX
  • SHY
  • EMXC
  • NVDA
  • BIL
  • VO
Beam Wealth Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 321 Million
Stocks 107
Filing on Aug 04, 2025 Q2 2025

Center For Financial Planning, Inc.

  • VOO
  • AGG
  • IEFA
  • VB
  • VO
  • VWO
  • QUAL
Center For Financial Planning, Inc.'s Q2 2025 Portfolio
Portfolio Value 869 Million
Stocks 647
Filing on Aug 04, 2025 Q2 2025

Haven Private, LLC

  • MUST
  • USFR
  • BIZD
  • AAPL
  • IFRA
  • GBTC
  • AVEM
Haven Private, LLC's Q2 2025 Portfolio
Portfolio Value 226 Billion
Stocks 186
Filing on Aug 04, 2025 Q2 2025

4 Wealth Advisors, Inc.

  • MPRO
  • JEPI
  • NVDA
  • VGSH
  • VCIT
  • JEPQ
  • GOVT
4 Wealth Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 98.4 Billion
Stocks 132
Filing on Aug 04, 2025 Q2 2025

Mill Capital Management, LLC

  • AAPL
  • MSFT
  • BRK-A
  • V
  • GOOG
  • JPM
  • AMZN
Mill Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 120
Filing on Aug 04, 2025 Q2 2025

Continental Investors Services, Inc.

  • ZECP
  • AGG
  • TSLA
  • VTI
  • IVV
  • VEU
  • BND
Continental Investors Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 52 Million
Stocks 62
Filing on Aug 04, 2025 Q2 2025

Cooke & Bieler LP

  • GIL
  • AER
  • RNR
  • FNF
  • WWD
  • CCI
  • STT
Cooke & Bieler LP's Q2 2025 Portfolio
Portfolio Value 8.93 Billion
Stocks 147
Filing on Aug 04, 2025 Q2 2025

Iat Reinsurance CO Ltd.

  • MERC
  • GS
  • RJF
  • AMGN
  • SRL
  • GLW
  • SIGI
Iat Reinsurance CO Ltd.'s Q2 2025 Portfolio
Portfolio Value 326 Million
Stocks 84
Filing on Aug 04, 2025 Q2 2025

Crescent Sterling, Ltd.

  • SCHD
  • MSFT
  • JPM
  • AAPL
  • JNJ
  • CVX
  • CSCO
Crescent Sterling, Ltd.'s Q2 2025 Portfolio
Portfolio Value 89.4 Billion
Stocks 72
Filing on Aug 04, 2025 Q2 2025

Balentine LLC

  • VUG
  • AGG
  • OMFL
  • VV
  • IEFA
  • SGOV
  • VTV
Balentine LLC's Q2 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 203