Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 04, 2025 Q2 2025

Buck Wealth Strategies, LLC

  • IVV
  • AGG
  • BOND
  • VO
  • MSFT
  • VNLA
  • AAPL
Buck Wealth Strategies, LLC's Q2 2025 Portfolio
Portfolio Value 631 Million
Stocks 154
Filing on Aug 04, 2025 Q2 2025

Horizon Wealth Management, LLC

  • QQQ
  • PULS
  • DGRW
  • IVV
  • DYNF
  • QQQM
  • VTI
Horizon Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 526 Million
Stocks 109
Filing on Aug 04, 2025 Q2 2025

Emerald Mutual Fund Advisers Trust

  • CRDO
  • AVAV
  • KTOS
  • TMDX
  • TTMI
  • PLMR
  • BBIO
Emerald Mutual Fund Advisers Trust's Q2 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 212
Filing on Aug 04, 2025 Q2 2025

Emerald Advisers, LLC

  • CRDO
  • AVAV
  • KTOS
  • TMDX
  • TTMI
  • PLMR
  • VRNS
Emerald Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 2.53 Billion
Stocks 248
Filing on Aug 04, 2025 Q2 2025

Arkadios Wealth Advisors

  • NVDA
  • AAPL
  • MSFT
  • IVV
  • AMZN
  • QQQ
  • OMFL
Arkadios Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 3.16 Billion
Stocks 2540
Filing on Aug 04, 2025 Q2 2025

Barnes Dennig Private Wealth Management LLC

  • BK
  • SCHW
  • AMAT
  • MDT
  • AMGN
  • AAPL
  • BWA
Barnes Dennig Private Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 83.5 Billion
Stocks 293
Filing on Aug 04, 2025 Q2 2025

Daymark Wealth Partners, LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • JPM
  • PG
  • GOOGL
Daymark Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 2.5 Billion
Stocks 560
Filing on Aug 04, 2025 Q2 2025

Flagship Harbor Advisors, LLC

  • SPYG
  • SGOV
  • SPYV
  • NVDA
  • SPY
  • SPLG
  • AAPL
Flagship Harbor Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.97 Billion
Stocks 771
Filing on Aug 04, 2025 Q2 2025

Northwest Financial Advisors

  • VIG
  • AAPL
  • QQQ
  • SPHQ
  • GTO
  • BOND
  • CGGO
Northwest Financial Advisors's Q2 2025 Portfolio
Portfolio Value 71.7 Billion
Stocks 95
Filing on Aug 04, 2025 Q2 2025

Deuterium Capital Management, LLC

  • ORCL
  • PLTR
  • ISRG
  • GOOG
  • ENVX
  • URA
  • URNM
Deuterium Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 40.5 Million
Stocks 18
Filing on Aug 04, 2025 Q2 2025

Eubel Brady & Suttman Asset Management Inc

  • BRK-B
  • PYPL
  • DIS
  • GTX
  • MDT
  • IFF
  • WBD
Eubel Brady & Suttman Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 791 Million
Stocks 97
Filing on Aug 04, 2025 Q2 2025

Yorktown Management & Research CO Inc

  • AXON
  • LPLA
  • FIX
  • IESC
  • CYBR
  • HOOD
  • SRAD
Yorktown Management & Research CO Inc's Q2 2025 Portfolio
Portfolio Value 97.4 Million
Stocks 208
Filing on Aug 04, 2025 Q2 2025

Municipal Employees' Retirement System Of Michigan

  • SPTI
  • IVV
  • VGK
  • SPTS
  • SCHP
  • SPIB
  • QVMM
Municipal Employees' Retirement System Of Michigan's Q2 2025 Portfolio
Portfolio Value 8.31 Billion
Stocks 54
Filing on Aug 04, 2025 Q2 2025

Bristlecone Advisors, LLC

  • MSFT
  • IVV
  • NVDA
  • AAPL
  • AGG
  • SPDW
  • AMZN
Bristlecone Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 296
Filing on Aug 04, 2025 Q2 2025

Pensionmark Financial Group, LLC

  • AAPL
  • VOO
  • MSFT
  • SPLG
  • IVW
  • BSV
  • JPM
Pensionmark Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 4.23 Billion
Stocks 2131
Filing on Aug 04, 2025 Q2 2025

Mc Mill Wealth Management

  • SPIB
  • SPLG
  • DFIV
  • AVUV
  • DFUS
  • DFAT
  • AVDV
Mc Mill Wealth Management's Q2 2025 Portfolio
Portfolio Value 302 Billion
Stocks 51
Filing on Aug 04, 2025 Q2 2025

Lathrop Investment Management Corp

  • WMT
  • MSFT
  • KMI
  • SYK
  • RTX
  • MLM
  • SCHW
Lathrop Investment Management Corp's Q2 2025 Portfolio
Portfolio Value 529 Million
Stocks 83
Filing on Aug 04, 2025 Q2 2025

Robocap Asset Management LTD

  • NVDA
  • NOW
  • AMD
  • DDOG
  • DT
  • SNPS
  • TSM
Robocap Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 159 Billion
Stocks 25