Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 04, 2025 Q2 2025

Redw Wealth LLC

  • VTI
  • JQUA
  • VEA
  • AVUS
  • JPST
  • IVV
  • BSV
Redw Wealth LLC's Q2 2025 Portfolio
Portfolio Value 249 Million
Stocks 106
Filing on Aug 04, 2025 Q2 2025

Ledyard National Bank

  • IVV
  • DGRO
  • MSFT
  • IEFA
  • AAPL
  • AVGO
  • DFAE
Ledyard National Bank's Q2 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 307
Filing on Aug 04, 2025 Q2 2025

Evergreen Advisors, LLC

  • SCHB
  • SCHF
  • VCIT
  • SCHD
  • VGIT
  • VMBS
  • IJR
Evergreen Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 377 Million
Stocks 22
Filing on Aug 04, 2025 Q2 2025

Jabodon Pt CO

  • SPY
  • APTMW
Jabodon Pt CO's Q2 2025 Portfolio
Portfolio Value 87.7 Million
Stocks 2
Filing on Aug 04, 2025 Q2 2025

Arbor Capital Management Inc

  • ARKK
  • AMZN
  • MSFT
  • COIN
  • MMM
  • QCOM
  • AVGO
Arbor Capital Management Inc 's Q2 2025 Portfolio
Portfolio Value 106 Million
Stocks 103
Filing on Aug 04, 2025 Q2 2025

Capital Today Evergreen Fund, L.P.

  • PDD
  • DDL
  • BZ
Capital Today Evergreen Fund, L.P.'s Q2 2025 Portfolio
Portfolio Value 286 Million
Stocks 3
Filing on Aug 04, 2025 Q2 2025

Virtus Family Office LLC

  • TSM
  • CPA
  • PDD
  • BABA
  • VCSH
  • ZTO
  • INMD
Virtus Family Office LLC's Q2 2025 Portfolio
Portfolio Value 74.8 Million
Stocks 43
Filing on Aug 04, 2025 Q2 2025

Impact Partnership Wealth, LLC

  • QQQ
  • VGK
  • BIL
  • SPEM
  • SPMD
  • VUG
  • VTV
Impact Partnership Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 542 Billion
Stocks 292
Filing on Aug 04, 2025 Q2 2025

Heritage Investors Management Corp

  • AVGO
  • AAPL
  • MSFT
  • PANW
  • NVDA
  • GOOGL
  • MA
Heritage Investors Management Corp's Q2 2025 Portfolio
Portfolio Value 3.16 Billion
Stocks 252
Filing on Aug 04, 2025 Q2 2025

One Day In July LLC

  • VOO
  • SPTI
  • VYM
  • VUG
  • SPTL
  • SPLG
  • SGOV
One Day In July LLC's Q2 2025 Portfolio
Portfolio Value 1.1 Billion
Stocks 139
Filing on Aug 04, 2025 Q2 2025

Prairie Wealth Advisors, Inc.

  • LNN
  • NVDA
  • GLD
  • AMZN
  • IAU
  • BALT
  • SHOP
Prairie Wealth Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 234 Billion
Stocks 152
Filing on Aug 04, 2025 Q2 2025

Amalgamated Bank

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Amalgamated Bank's Q2 2025 Portfolio
Portfolio Value 12.6 Billion
Stocks 3014
Filing on Aug 04, 2025 Q2 2025

Atria Investments LLC

  • MSFT
  • NVDA
  • IVV
  • AMZN
  • META
  • VOO
  • AAPL
Atria Investments LLC's Q2 2025 Portfolio
Portfolio Value 7.93 Billion
Stocks 1982
Filing on Aug 04, 2025 Q2 2025

Field & Main Bank

  • MSFT
  • AAPL
  • WMT
  • VO
  • NVDA
  • AVGO
  • JPM
Field & Main Bank's Q2 2025 Portfolio
Portfolio Value 302 Million
Stocks 258
Filing on Aug 04, 2025 Q2 2025

Grant Street Asset Management, Inc.

  • JCPB
  • IVV
  • WINN
  • EFA
  • VOOV
  • VO
  • SCHX
Grant Street Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 362 Million
Stocks 84
Filing on Aug 04, 2025 Q2 2025

Templeton & Phillips Capital Management, LLC

  • BRK-B
  • AMZN
  • HDB
  • DG
  • V
  • UL
  • PZZA
Templeton & Phillips Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 138 Billion
Stocks 47
Filing on Aug 04, 2025 Q2 2025

Assetmark, Inc

  • MGK
  • MGV
  • VOO
  • NVDA
  • MSFT
  • VBR
  • MINT
Assetmark, Inc's Q2 2025 Portfolio
Portfolio Value 41.6 Billion
Stocks 3003
Filing on Aug 04, 2025 Q2 2025

Hbk Sorce Advisory LLC

  • SCHX
  • VEA
  • SCHB
  • AAPL
  • OMFL
  • VOO
  • DFCF
Hbk Sorce Advisory LLC's Q2 2025 Portfolio
Portfolio Value 2.75 Billion
Stocks 596