Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 04, 2025 Q2 2025

Twin City Private Wealth, LLC

  • PM
  • JPM
  • WFC
  • MSFT
  • META
  • BKNG
  • CMCSA
Twin City Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 122 Billion
Stocks 102
Filing on Aug 04, 2025 Q2 2025

Thoma Bravo, L.P.

  • MLNK
  • NABL
Thoma Bravo, L.P.'s Q2 2025 Portfolio
Portfolio Value 875 Million
Stocks 4
Filing on Aug 04, 2025 Q2 2025

Nbz Investment Advisors LLC

  • DIVO
  • SPLG
  • SSO
  • BALT
  • JAAA
  • XSMO
  • XMHQ
Nbz Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 176 Billion
Stocks 62
Filing on Aug 04, 2025 Q2 2025

Great Lakes Retirement, Inc.

  • SPAB
  • NVDA
  • GSEW
  • VCIT
  • MSFT
  • FIXD
  • AMZN
Great Lakes Retirement, Inc.'s Q2 2025 Portfolio
Portfolio Value 844 Billion
Stocks 201
Filing on Aug 04, 2025 Q2 2025

Saxony Capital Management, LLC

  • IUSB
  • BND
  • VOO
  • NVDA
  • QQQ
  • JEPI
  • SCHX
Saxony Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 123 Million
Stocks 128
Filing on Aug 04, 2025 Q2 2025

Leeward Financial Partners, LLC

  • MSFT
  • VUG
  • VGT
  • AAPL
  • VTV
  • AMZN
  • SCHG
Leeward Financial Partners, LLC's Q2 2025 Portfolio
Portfolio Value 307 Million
Stocks 100
Filing on Aug 04, 2025 Q2 2025

Nwk Group, Inc.

  • NVDA
  • AVGO
  • NFLX
  • MSFT
  • COST
  • AMZN
  • GOOGL
Nwk Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 278 Million
Stocks 66
Filing on Aug 04, 2025 Q2 2025

Jim Saulnier & Associates, LLC

  • AOR
  • AOA
  • VEA
  • BIL
  • BIV
  • ILCG
  • GVI
Jim Saulnier & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 147 Billion
Stocks 113
Filing on Aug 04, 2025 Q2 2025

Presima Inc.

  • EQIX
  • VTR
  • GLPI
  • BRX
  • INVH
  • FR
  • DLR
Presima Inc.'s Q2 2025 Portfolio
Portfolio Value 430 Million
Stocks 51
Filing on Aug 04, 2025 Q2 2025

B&L Asset Management LLC

  • AVGO
  • MSFT
  • AZO
  • MA
  • TJX
  • COST
  • TRV
B&L Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 175 Billion
Stocks 187
Filing on Aug 04, 2025 Q2 2025

Alpha Star Capital Management, LLC

  • SGOV
  • SPYG
  • SPYV
  • SPLG
  • SPDW
  • SPAB
  • SPMD
Alpha Star Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 360
Filing on Aug 04, 2025 Q2 2025

Hutchinson Financial Advisors, Inc

  • MSFT
  • SPLG
  • HON
  • V
  • BRK-B
  • GOOGL
  • ENB
Hutchinson Financial Advisors, Inc's Q2 2025 Portfolio
Portfolio Value 88 Billion
Stocks 58
Filing on Aug 04, 2025 Q2 2025

Syverson Strege & CO

  • DFAC
  • DFIC
  • DFEM
  • DUHP
  • DFAU
  • DFAS
  • JPST
Syverson Strege & CO's Q2 2025 Portfolio
Portfolio Value 400 Million
Stocks 168
Filing on Aug 04, 2025 Q2 2025

Amansa Capital Pte. Ltd.

  • IBN
  • MMYT
Amansa Capital Pte. Ltd.'s Q2 2025 Portfolio
Portfolio Value 386 Billion
Stocks 2
Filing on Aug 04, 2025 Q2 2025

Roble, Belko & Company, Inc

  • VTI
  • VXUS
  • VEA
  • BND
  • VEU
  • VYM
  • SPTM
Roble, Belko & Company, Inc's Q2 2025 Portfolio
Portfolio Value 687 Million
Stocks 463
Filing on Aug 04, 2025 Q2 2025

Rede Wealth, LLC

  • BRK-A
  • AAPL
  • ITOT
  • IVV
  • JNJ
  • AMZN
  • NVDA
Rede Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 274 Million
Stocks 159
Filing on Aug 04, 2025 Q2 2025

Gray Foundation

  • HLT
  • IGM
  • INDA
  • GOOG
  • ROBO
  • INVH
  • HGV
Gray Foundation's Q2 2025 Portfolio
Portfolio Value 353 Billion
Stocks 9
Filing on Aug 04, 2025 Q2 2025

Fisher Funds Management LTD

  • MSFT
  • AMZN
  • GOOGL
  • MA
  • ISRG
  • META
  • DHR
Fisher Funds Management LTD's Q2 2025 Portfolio
Portfolio Value 4.21 Trillion
Stocks 168