Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 04, 2025 Q2 2025

Bordeaux Wealth Advisors LLC

  • NVDA
  • VTI
  • GOOG
  • AAPL
  • MSFT
  • BA
  • GOOGL
Bordeaux Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 777 Million
Stocks 158
Filing on Aug 04, 2025 Q2 2025

Nixon Capital, LLC

  • UBER
  • CCL
  • PYPL
  • NU
  • OSW
  • SHOO
  • GTLS
Nixon Capital, LLC's Q2 2025 Portfolio
Portfolio Value 307 Billion
Stocks 24
Filing on Aug 04, 2025 Q2 2025

Gam Holding Ag

  • MSFT
  • NVDA
  • GOOGL
  • META
  • AAPL
  • V
  • RACE
Gam Holding Ag's Q2 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 287
Filing on Aug 04, 2025 Q2 2025

Linscomb & Williams, Inc.

  • VEA
  • IVV
  • IJH
  • DON
  • EFA
  • PRF
  • MSFT
Linscomb & Williams, Inc.'s Q2 2025 Portfolio
Portfolio Value 2.13 Billion
Stocks 304
Filing on Aug 04, 2025 Q2 2025

Bay Colony Advisory Group, Inc D

  • CGDV
  • VTI
  • AMZN
  • VOO
  • AAPL
  • MSFT
  • NVDA
Bay Colony Advisory Group, Inc D's Q2 2025 Portfolio
Portfolio Value 682 Million
Stocks 467
Filing on Aug 04, 2025 Q2 2025

Creative Financial Designs Inc

  • SPYV
  • VTV
  • VCSH
  • VONG
  • SPTS
  • AAPL
  • AMZN
Creative Financial Designs Inc 's Q2 2025 Portfolio
Portfolio Value 1.29 Billion
Stocks 2008
Filing on Aug 04, 2025 Q2 2025

Scholtz & Company, LLC

  • MSFT
  • MA
  • AMZN
  • RNMBY
  • META
  • CMG
  • GOOGL
Scholtz & Company, LLC's Q2 2025 Portfolio
Portfolio Value 224 Million
Stocks 52
Filing on Aug 04, 2025 Q2 2025

Amh Equity LTD

  • LPTH
  • PWFL
  • UEIC
  • DOCN
  • TWIN
  • IDCC
  • DOCN
Amh Equity LTD's Q2 2025 Portfolio
Portfolio Value 72.3 Million
Stocks 53
Filing on Aug 04, 2025 Q2 2025

Canton Hathaway, LLC

  • BRK-A
  • VOO
  • MSFT
  • GLD
  • EFA
  • BRK-B
  • AMZN
Canton Hathaway, LLC's Q2 2025 Portfolio
Portfolio Value 490 Million
Stocks 270
Filing on Aug 04, 2025 Q2 2025

Bridgewealth Advisory Group, LLC

  • JAAA
  • CGSD
  • SPTM
  • FBND
  • JSCP
  • VTV
  • SPYG
Bridgewealth Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 394 Billion
Stocks 125
Filing on Aug 04, 2025 Q2 2025

Joseph P. Lucia & Associates, LLC

  • SMH
  • AAPL
  • NOBL
  • NVDA
  • SCHB
  • AMZN
  • SCHG
Joseph P. Lucia & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 202 Million
Stocks 151
Filing on Aug 04, 2025 Q2 2025

4 J Wealth Management LLC

  • IVV
  • BRK-B
  • BALT
  • IBDQ
  • NVDA
  • IEI
  • AAPL
4 J Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 109 Million
Stocks 94
Filing on Aug 04, 2025 Q2 2025

Integrity Alliance, Llc.

  • IVV
  • DFAC
  • SPLG
  • USFR
  • AAPL
  • IUSB
  • VTV
Integrity Alliance, Llc.'s Q2 2025 Portfolio
Portfolio Value 1.83 Trillion
Stocks 477
Filing on Aug 04, 2025 Q2 2025

Cottage Street Advisors LLC

  • MSFT
  • NVDA
  • BX
  • JPM
  • AAPL
  • MINT
  • GOOG
Cottage Street Advisors LLC's Q2 2025 Portfolio
Portfolio Value 192 Billion
Stocks 114
Filing on Aug 04, 2025 Q2 2025

Kerusso Capital Management LLC

  • ORCL
  • AMP
  • SYF
  • AXP
  • URI
  • CRBG
  • APO
Kerusso Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 162 Billion
Stocks 57
Filing on Aug 04, 2025 Q2 2025

Partners In Financial Planning

  • BND
  • VUG
  • VTV
  • BNDX
  • VEA
  • BSV
  • VBR
Partners In Financial Planning's Q2 2025 Portfolio
Portfolio Value 542 Billion
Stocks 107
Filing on Aug 04, 2025 Q2 2025

Ifg Advisory, LLC

  • SPY
  • QQQ
  • VTI
  • NOBL
  • DFAC
  • AAPL
  • VOO
Ifg Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 1.91 Billion
Stocks 737
Filing on Aug 04, 2025 Q2 2025

Elite Life Management LLC

  • SCHX
  • VEA
  • NVDA
  • MSFT
  • AAPL
  • META
  • AMZN
Elite Life Management LLC's Q2 2025 Portfolio
Portfolio Value 38.9 Billion
Stocks 31