Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 04, 2025 Q2 2025

Keybank National Association

  • IVV
  • K
  • MSFT
  • AAPL
  • NVDA
  • RSP
  • AMZN
Keybank National Association's Q2 2025 Portfolio
Portfolio Value 26.4 Billion
Stocks 1758
Filing on Aug 04, 2025 Q2 2025

Strs Ohio

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOG
Strs Ohio's Q2 2025 Portfolio
Portfolio Value 25.8 Billion
Stocks 2195
Filing on Aug 04, 2025 Q2 2025

Premier Path Wealth Partners, LLC

  • XLK
  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • XLF
  • USIG
Premier Path Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 718 Billion
Stocks 386
Filing on Aug 04, 2025 Q2 2025

Adell Harriman & Carpenter Inc

  • AVGO
  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • PWR
  • PANW
Adell Harriman & Carpenter Inc's Q2 2025 Portfolio
Portfolio Value 1.51 Trillion
Stocks 174
Filing on Aug 04, 2025 Q2 2025

Savvy Advisors, Inc.

  • NVDA
  • VOO
  • IUSB
  • IVV
  • FFIU
  • MSFT
  • AAPL
Savvy Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 648
Filing on Aug 04, 2025 Q2 2025

Spinnaker Trust

  • SPLG
  • XLK
  • ESGD
  • SUSA
  • ISTB
  • MMM
  • MSFT
Spinnaker Trust's Q2 2025 Portfolio
Portfolio Value 1.64 Billion
Stocks 332
Filing on Aug 04, 2025 Q2 2025

Carret Asset Management, LLC

  • AAPL
  • MSFT
  • JPM
  • GOOG
  • BRK-B
  • ORCL
  • PEN
Carret Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 911 Million
Stocks 279
Filing on Aug 04, 2025 Q2 2025

Fortune 45 LLC

  • VOO
  • QQQ
  • SPIB
  • SPSB
  • VTV
  • VCIT
  • NVDA
Fortune 45 LLC's Q2 2025 Portfolio
Portfolio Value 173 Million
Stocks 29
Filing on Aug 04, 2025 Q2 2025

Retirement Systems Of Alabama

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • META
  • EEM
Retirement Systems Of Alabama's Q2 2025 Portfolio
Portfolio Value 27.5 Billion
Stocks 935
Filing on Aug 04, 2025 Q2 2025

Noesis Capital Mangement Corp

  • JPM
  • APH
  • AXP
  • GOOG
  • TSM
  • SYK
  • RCL
Noesis Capital Mangement Corp's Q2 2025 Portfolio
Portfolio Value 576 Billion
Stocks 131
Filing on Aug 04, 2025 Q2 2025

Live Oak Private Wealth LLC

  • BRK-B
  • MSFT
  • SCHW
  • BAC
  • DLTR
  • GOOG
  • AAPL
Live Oak Private Wealth LLC's Q2 2025 Portfolio
Portfolio Value 644 Million
Stocks 191
Filing on Aug 04, 2025 Q2 2025

Investment Management Associates Inc

  • UBER
  • TLT
  • SPY
  • HII
  • BTI
  • LBRDK
  • PM
Investment Management Associates Inc 's Q2 2025 Portfolio
Portfolio Value 371 Million
Stocks 30
Filing on Aug 04, 2025 Q2 2025

Muzinich & Co., Inc.

  • ARCC
  • BXSL
  • ORCC
  • MAIN
  • GBDC
  • FSK
  • TSLX
Muzinich & Co., Inc.'s Q2 2025 Portfolio
Portfolio Value 216 Million
Stocks 59
Filing on Aug 04, 2025 Q2 2025

Shorepath Capital Management LLC

  • GS
  • META
  • BAC
  • AAPL
  • V
  • DELL
  • BRK-B
Shorepath Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 121 Billion
Stocks 23
Filing on Aug 04, 2025 Q2 2025

Frg Family Wealth Advisors LLC

  • MSFT
  • VTI
  • AMZN
  • AVGO
  • SCHG
  • AAPL
  • BA
Frg Family Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 554 Million
Stocks 153
Filing on Aug 04, 2025 Q2 2025

Meadow Brook Investment Advisors LLC

  • VEU
  • FDN
  • MSFT
  • AAPL
  • JPM
  • NBB
  • SCHX
Meadow Brook Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 112 Billion
Stocks 231
Filing on Aug 04, 2025 Q2 2025

Hantz Financial Services, Inc.

  • TLT
  • IVV
  • IEFA
  • MSFT
  • FLCO
  • AMZN
  • FLIA
Hantz Financial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 6.19 Billion
Stocks 2285
Filing on Aug 04, 2025 Q2 2025

Spire Wealth Management

  • IVV
  • NVDA
  • IUSB
  • JPST
  • AAPL
  • AMZN
  • MSFT
Spire Wealth Management's Q2 2025 Portfolio
Portfolio Value 2.7 Billion
Stocks 2539