Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 01, 2025 Q2 2025

Human Investing LLC

  • VOO
  • VEA
  • VYM
  • IJH
  • BSV
  • VIG
  • BNDX
Human Investing LLC's Q2 2025 Portfolio
Portfolio Value 631 Million
Stocks 118
Filing on Aug 01, 2025 Q2 2025

Beirne Wealth Consulting Services, LLC

  • AGG
  • VEA
  • IVV
  • IWD
  • LRGF
  • VUG
  • IWF
Beirne Wealth Consulting Services, LLC's Q2 2025 Portfolio
Portfolio Value 308 Billion
Stocks 103
Filing on Aug 01, 2025 Q2 2025

L.M. Kohn & Company

  • AAPL
  • NVDA
  • GABC
  • AMZN
  • COST
  • MSFT
  • SPY
L.M. Kohn & Company's Q2 2025 Portfolio
Portfolio Value 359 Million
Stocks 280
Filing on Aug 01, 2025 Q2 2025

Quaker Wealth Management, LLC

  • VTI
  • VCSH
  • VYM
  • IEF
  • TLT
  • VCIT
  • VGT
Quaker Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 282 Million
Stocks 868
Filing on Aug 01, 2025 Q2 2025

Stuart Chaussee & Associates, Inc.

  • BAPR
  • XBAP
  • VGT
  • QJUN
  • IGM
  • BJAN
  • QTAP
Stuart Chaussee & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 300 Million
Stocks 180
Filing on Aug 01, 2025 Q2 2025

Fsa Advisors, Inc.

  • CSHI
  • SVOL
  • CTA
  • NVDA
  • BUCK
  • MIY
  • AZBJ
Fsa Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 123 Billion
Stocks 177
Filing on Aug 01, 2025 Q2 2025

Oarsman Capital, Inc.

  • SPYG
  • VTV
  • IUSB
  • SCHF
  • GVI
  • RSP
  • SPSM
Oarsman Capital, Inc.'s Q2 2025 Portfolio
Portfolio Value 629 Million
Stocks 251
Filing on Aug 01, 2025 Q2 2025

Jennison Associates LLC

  • NVDA
  • MSFT
  • AMZN
  • META
  • NFLX
  • AAPL
  • AVGO
Jennison Associates LLC's Q2 2025 Portfolio
Portfolio Value 167 Billion
Stocks 810
Filing on Aug 01, 2025 Q2 2025

Bull Oak Capital, LLC

  • IVV
  • IEFA
  • SHV
  • SPMO
  • VTI
  • AVUS
  • SGOV
Bull Oak Capital, LLC's Q2 2025 Portfolio
Portfolio Value 215 Million
Stocks 32
Filing on Aug 01, 2025 Q2 2025

Biltmore Family Office, LLC

  • AAPL
  • IAU
  • AVDX
  • RSP
  • MSFT
  • VV
  • ROBO
Biltmore Family Office, LLC's Q2 2025 Portfolio
Portfolio Value 569 Million
Stocks 281
Filing on Aug 01, 2025 Q2 2025

Winebrenner Capital Management LLC

  • DFCF
  • NVDA
  • FTHY
  • FLRT
  • AAPL
  • CVX
  • BRK-B
Winebrenner Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 124 Billion
Stocks 128
Filing on Aug 01, 2025 Q2 2025

Tom Gayner

Markel Corp
  • BRK-A
  • BRK-B
  • GOOG
  • DE
  • AMZN
  • V
  • HD
Tom Gayner's Q2 2025 Portfolio
Portfolio Value 10.7 Billion
Stocks 218
Filing on Aug 01, 2025 Q2 2025

Planning Directions Inc

  • SCHD
  • BSV
  • VIG
  • UITB
  • AAPL
  • MGV
  • FLDR
Planning Directions Inc's Q2 2025 Portfolio
Portfolio Value 175 Million
Stocks 85
Filing on Aug 01, 2025 Q2 2025

Mendel Money Management

  • MSFT
  • AMZN
  • V
  • IBM
  • GOOG
  • PANW
  • ANSS
Mendel Money Management's Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 142
Filing on Aug 01, 2025 Q2 2025

Mizuho Markets Americas LLC

  • CSGP
  • LYV
  • FIS
  • ABC
  • SHY
  • LHX
  • PEP
Mizuho Markets Americas LLC's Q2 2025 Portfolio
Portfolio Value 4.04 Billion
Stocks 170
Filing on Aug 01, 2025 Q2 2025

Mizuho Markets Cayman LP

  • FCX
  • XOM
  • INTC
  • AMGN
  • ADI
  • MCHP
  • HPE
Mizuho Markets Cayman LP's Q2 2025 Portfolio
Portfolio Value 1.39 Trillion
Stocks 77
Filing on Aug 01, 2025 Q2 2025

Redmond Asset Management, LLC

  • MSFT
  • JPM
  • XPO
  • MKL
  • GOOGL
  • V
  • SCHW
Redmond Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 406 Million
Stocks 209
Filing on Aug 01, 2025 Q2 2025

Unconventional Investor, LLC

  • VTI
  • BRK-B
  • VOO
  • VPU
  • VEA
  • VNQ
  • VXUS
Unconventional Investor, LLC's Q2 2025 Portfolio
Portfolio Value 176 Million
Stocks 40