Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 01, 2025 Q2 2025

Winmill & Co. Inc

  • AZO
  • GOOGL
  • LPLA
  • WSM
  • IBKR
  • NMIH
  • STLD
Winmill & Co. Inc's Q2 2025 Portfolio
Portfolio Value 344 Million
Stocks 90
Filing on Aug 01, 2025 Q2 2025

Garland Capital Management Inc

  • JPM
  • BK
  • ABBV
  • IBM
  • CSCO
  • PG
  • RTX
Garland Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 31.6 Million
Stocks 29
Filing on Aug 01, 2025 Q2 2025

Mc Carthy Grittinger Financial Group, LLC

  • VV
  • VB
  • VEU
  • VCIT
  • VGIT
  • DFAC
  • BNDX
Mc Carthy Grittinger Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 388 Billion
Stocks 68
Filing on Aug 01, 2025 Q2 2025

Schmidt P J Investment Management Inc

  • MSFT
  • AAPL
  • AVGO
  • IGIB
  • SNDR
  • GOVT
  • GOOG
Schmidt P J Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 562 Million
Stocks 187
Filing on Aug 01, 2025 Q2 2025

Koss Olinger Consulting, LLC

  • SCHX
  • BOND
  • JPSE
  • SPMD
  • USHY
  • BLV
  • SPEM
Koss Olinger Consulting, LLC's Q2 2025 Portfolio
Portfolio Value 1.2 Billion
Stocks 314
Filing on Aug 01, 2025 Q2 2025

Financial Counselors Inc

  • SCHG
  • SCHV
  • IVV
  • VEA
  • VBR
  • VWO
  • IJR
Financial Counselors Inc's Q2 2025 Portfolio
Portfolio Value 70.7 Billion
Stocks 15
Filing on Aug 01, 2025 Q2 2025

Independent Order Of Foresters

  • ITOT
  • VTI
Independent Order Of Foresters's Q2 2025 Portfolio
Portfolio Value 156 Million
Stocks 2
Filing on Aug 01, 2025 Q2 2025

Ccla Investment Management LTD

  • ABT
  • MSFT
  • AMZN
  • GOOG
  • V
  • ROP
  • SPGI
Ccla Investment Management LTD's Q2 2025 Portfolio
Portfolio Value 125 Billion
Stocks 53
Filing on Aug 01, 2025 Q2 2025

Brookwood Investment Group LLC

  • NVDA
  • VTI
  • VUG
  • AAPL
  • AMZN
  • MSFT
  • AVGO
Brookwood Investment Group LLC's Q2 2025 Portfolio
Portfolio Value 620 Billion
Stocks 456
Filing on Aug 01, 2025 Q2 2025

Goal Vest Advisory LLC

  • VOO
  • VUG
  • SPIB
  • VTI
  • IEFA
  • XNTK
  • PLTR
Goal Vest Advisory LLC's Q2 2025 Portfolio
Portfolio Value 393 Million
Stocks 358
Filing on Aug 01, 2025 Q2 2025

Yukon Wealth Management, Inc.

  • IVV
  • NVDA
  • DVY
  • AAPL
  • SCHD
  • VIG
  • MSFT
Yukon Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 280 Billion
Stocks 117
Filing on Aug 01, 2025 Q2 2025

Belvedere Trading LLC

  • SPY
  • SPY
  • QQQ
  • NVDA
  • QQQ
  • NVDA
  • TSLA
Belvedere Trading LLC's Q2 2025 Portfolio
Portfolio Value 84.4 Billion
Stocks 807
Filing on Aug 01, 2025 Q2 2025

Wesleyan Assurance Society

  • MSFT
  • GOOGL
  • META
  • NVDA
  • AAPL
  • AMZN
  • JPM
Wesleyan Assurance Society's Q2 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 108
Filing on Aug 01, 2025 Q2 2025

Sycomore Asset Management

  • MSFT
  • NVDA
  • WCN
  • WDAY
  • NOW
  • MA
  • AVGO
Sycomore Asset Management's Q2 2025 Portfolio
Portfolio Value 644 Million
Stocks 65
Filing on Aug 01, 2025 Q2 2025

Pasadena Private Wealth, LLC

  • VUG
  • VTV
  • VEU
  • VBR
  • AVEM
  • CTA
  • FNDX
Pasadena Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 500 Million
Stocks 208
Filing on Aug 01, 2025 Q2 2025

First Command Advisory Services, Inc.

  • IVV
  • QQQM
  • IJR
  • IJH
  • EWJ
  • IEFA
  • VO
First Command Advisory Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 11.5 Billion
Stocks 622
Filing on Aug 01, 2025 Q2 2025

Curat Global, LLC

  • XLK
  • IJH
  • AVGO
  • IVV
  • AMAT
  • MSFT
  • IJR
Curat Global, LLC's Q2 2025 Portfolio
Portfolio Value 77.7 Billion
Stocks 297
Filing on Aug 01, 2025 Q2 2025

Red Lighthouse Investment Management, LLC

  • AVUS
  • DFAC
  • AVUV
  • AVDE
  • AAPL
  • AVDV
  • AVES
Red Lighthouse Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 262 Billion
Stocks 114