Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 04, 2025 Q2 2025

Waterfront Wealth Inc.

  • BRK-B
  • DFAC
  • AAPL
  • BGY
  • ADX
  • CBSH
  • JEF
Waterfront Wealth Inc.'s Q2 2025 Portfolio
Portfolio Value 417 Million
Stocks 262
Filing on Aug 04, 2025 Q2 2025

Mayflower Financial Advisors, LLC

  • IVV
  • SPLG
  • MSFT
  • QUAL
  • AAPL
  • IVW
  • SPY
Mayflower Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 680 Million
Stocks 390
Filing on Aug 04, 2025 Q2 2025

Econ Financial Services Corp

  • JCPB
  • IJR
  • IJH
  • BNDX
  • XLE
  • IEFA
  • VWO
Econ Financial Services Corp's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 82
Filing on Aug 04, 2025 Q2 2025

626 Financial, LLC

  • SYK
  • DTD
  • AAPL
  • MSFT
  • CALF
  • IWY
  • AMZN
626 Financial, LLC's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 114
Filing on Aug 04, 2025 Q2 2025

Arcadia Wealth Management, Inc.

  • DFAC
  • AVUS
  • DFAI
  • AVUV
  • DFSD
  • DFEM
  • DFCF
Arcadia Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 147 Billion
Stocks 53
Filing on Aug 04, 2025 Q2 2025

Golden Road Advisors LLC

  • VUG
  • VTV
  • VB
  • VOO
  • VONG
  • VONV
  • VEA
Golden Road Advisors LLC's Q2 2025 Portfolio
Portfolio Value 150 Billion
Stocks 41
Filing on Aug 04, 2025 Q2 2025

Lightrock Netherlands B.V.

  • LITE
  • BC
  • WTFC
  • SBH
  • LNN
  • PFSI
  • GMED
Lightrock Netherlands B.V.'s Q2 2025 Portfolio
Portfolio Value 364 Billion
Stocks 39
Filing on Aug 04, 2025 Q2 2025

Evergreen Wealth Management, LLC

  • VIG
  • VTI
  • VYM
  • BLV
  • AMZN
  • DIS
  • BIV
Evergreen Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 178 Billion
Stocks 51
Filing on Aug 04, 2025 Q2 2025

Wny Asset Management, LLC

  • CGCP
  • CGGR
  • CGDV
  • DFAC
  • DFAI
  • FBND
  • JEPI
Wny Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 865 Million
Stocks 222
Filing on Aug 04, 2025 Q2 2025

Elco Management Co., LLC

  • LNG
  • WMB
  • TRGP
  • ET
  • MSFT
  • AMZN
  • AAPL
Elco Management Co., LLC's Q2 2025 Portfolio
Portfolio Value 187 Million
Stocks 186
Filing on Aug 04, 2025 Q2 2025

Whalen Wealth Management Inc.

  • SHV
  • NVDA
  • SLQD
  • JAAA
  • IBTJ
  • META
  • IEI
Whalen Wealth Management Inc.'s Q2 2025 Portfolio
Portfolio Value 159 Billion
Stocks 198
Filing on Aug 04, 2025 Q2 2025

Ownership Capital B.V.

  • MA
  • EW
  • ANSS
  • INTU
  • WDAY
  • PTC
  • ICE
Ownership Capital B.V.'s Q2 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 21
Filing on Aug 04, 2025 Q2 2025

Analyst Ims Investment Management Services Ltd.

  • SPY
  • QQQ
  • VOO
  • IVV
  • AAXJ
  • WIX
  • ARE
Analyst Ims Investment Management Services Ltd.'s Q2 2025 Portfolio
Portfolio Value 2.93 Billion
Stocks 196
Filing on Aug 04, 2025 Q2 2025

Tmt General Partner LTD

  • XPEV
  • API
Tmt General Partner LTD's Q2 2025 Portfolio
Portfolio Value 309 Billion
Stocks 3
Filing on Aug 04, 2025 Q2 2025

Migdal Insurance & Financial Holdings Ltd.

  • XLK
  • XLI
  • TEVA
  • KBWB
  • NVMI
  • AMZN
  • NICE
Migdal Insurance & Financial Holdings Ltd.'s Q2 2025 Portfolio
Portfolio Value 8.42 Billion
Stocks 356
Filing on Aug 04, 2025 Q2 2025

Wealth Management Associates, Inc.

  • AAPL
  • TLT
  • IVV
  • MSFT
  • NVDA
  • VTI
  • DVY
Wealth Management Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 257 Billion
Stocks 219
Filing on Aug 01, 2025 Q2 2025

Jdm Financial Group LLC

  • VOO
  • BKLC
  • SPDW
  • IVV
  • XHLF
  • VO
  • VB
Jdm Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 212 Billion
Stocks 260
Filing on Aug 01, 2025 Q2 2025

Deseret Mutual Benefit Administrators

  • OMFL
  • HYG
  • FLTR
  • CLOI
  • AAPL
  • META
  • ORCL
Deseret Mutual Benefit Administrators's Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 499