Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 31, 2025 Q2 2025

Mc Carthy Asset Management, Inc.

  • SPSB
  • SCHD
  • VIG
  • BND
  • SCHG
  • DFAC
  • VXUS
Mc Carthy Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 125 Million
Stocks 27
Filing on Jul 31, 2025 Q2 2025

Forte Asset Management LLC

  • IXUS
  • QUAL
  • IWV
  • DGRO
  • EFG
  • DYNF
  • LRGF
Forte Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 192 Million
Stocks 66
Filing on Jul 31, 2025 Q2 2025

Fiduciary Wealth Partners, LLC

  • VOO
  • VO
  • BIV
  • VEA
  • VB
  • IWD
  • IWF
Fiduciary Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 106 Billion
Stocks 82
Filing on Jul 31, 2025 Q2 2025

Saybrook Capital

  • BRK-B
  • GOOG
  • AAPL
  • GOOGL
  • V
  • ADP
  • FDS
Saybrook Capital 's Q2 2025 Portfolio
Portfolio Value 343 Million
Stocks 42
Filing on Jul 31, 2025 Q2 2025

Conservest Capital Advisors, Inc.

  • SPY
  • MDY
  • XLK
  • XLV
  • JIRE
  • XLP
  • IWB
Conservest Capital Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 1 Billion
Stocks 122
Filing on Jul 31, 2025 Q2 2025

Mcdonald Capital Investors Inc

  • PGR
  • BRK-B
  • NFLX
  • PAYX
  • AMZN
  • REGN
  • MLM
Mcdonald Capital Investors Inc's Q2 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 20
Filing on Jul 31, 2025 Q2 2025

Strait & Sound Wealth Management LLC

  • AAPL
  • MSFT
  • SGOV
  • TBIL
  • NVDA
  • AMZN
  • XHLF
Strait & Sound Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 235 Billion
Stocks 145
Filing on Jul 31, 2025 Q2 2025

Ingalls & Snyder LLC

  • CORT
  • MSFT
  • WMB
  • BRK-B
  • XOM
  • CNQ
  • AAPL
Ingalls & Snyder LLC's Q2 2025 Portfolio
Portfolio Value 2.82 Billion
Stocks 466
Filing on Jul 31, 2025 Q2 2025

Cosner Financial Group, LLC

  • IMCG
  • ITOT
  • USIG
  • IVE
  • IWY
  • IVV
  • IUSV
Cosner Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 180 Billion
Stocks 35
Filing on Jul 31, 2025 Q2 2025

Topsail Wealth Management, LLC

  • VTI
  • VTEB
  • CINF
  • VXUS
  • VOO
  • VEU
  • VEA
Topsail Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 547 Billion
Stocks 240
Filing on Jul 31, 2025 Q2 2025

Prudent Man Advisors, LLC

  • VTI
  • BND
  • HYG
  • ESGU
  • VEA
  • MSFT
  • NVDA
Prudent Man Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 306 Million
Stocks 182
Filing on Jul 31, 2025 Q2 2025

Optimum Investment Advisors

  • AAPL
  • SPY
  • NVDA
  • MSFT
  • VGT
  • COST
  • META
Optimum Investment Advisors's Q2 2025 Portfolio
Portfolio Value 223 Million
Stocks 614
Filing on Jul 31, 2025 Q2 2025

Guardian Wealth Advisors, LLC

  • SPY
  • VEA
  • IWM
  • IJH
  • SPYG
  • SPYV
  • QQQ
Guardian Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 169 Million
Stocks 74
Filing on Jul 31, 2025 Q2 2025

Jordan Park Group LLC

  • GOVT
  • IEMG
  • SPY
  • VGIT
  • IWB
  • IEFA
  • EWT
Jordan Park Group LLC's Q2 2025 Portfolio
Portfolio Value 1.5 Billion
Stocks 69
Filing on Jul 31, 2025 Q2 2025

Orion Capital Management LLC

  • SGOV
  • IVV
  • JAAA
  • AVUS
  • AAPL
  • DSTL
  • VIG
Orion Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 255 Million
Stocks 474
Filing on Jul 31, 2025 Q2 2025

Ballast Advisors LLC

  • SCHX
  • SCHV
  • SCHF
  • SCHG
  • AGG
  • AAPL
  • SCHO
Ballast Advisors LLC's Q2 2025 Portfolio
Portfolio Value 338 Million
Stocks 168
Filing on Jul 31, 2025 Q2 2025

Blake Schutter Theil Wealth Advisors, LLC

  • SCHK
  • SCHR
  • IJH
  • VYM
  • AAPL
  • USMV
  • BRK-B
Blake Schutter Theil Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 88.1 Billion
Stocks 102
Filing on Jul 31, 2025 Q2 2025

Hanlon Investment Management, Inc.

  • SGOV
  • NVDA
  • SHY
  • HYG
  • VB
  • VO
  • VUG
Hanlon Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 165