Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 31, 2025 Q2 2025

Core Wealth Management, Inc.

  • DFAC
  • DFAX
  • DFCF
  • DFAR
  • DFIP
  • DFNM
  • AGG
Core Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 284 Billion
Stocks 31
Filing on Jul 31, 2025 Q2 2025

Bip Alliance, LLC

  • VOO
  • VEA
  • VTEB
  • BND
  • VXF
  • VGT
  • VWO
Bip Alliance, LLC's Q2 2025 Portfolio
Portfolio Value 260 Billion
Stocks 49
Filing on Jul 31, 2025 Q2 2025

B & T Capital Management Dba Alpha Capital Management

  • QQQ
  • VIGI
  • KRE
  • SCHG
  • SCHX
  • VNQ
  • XLE
B & T Capital Management Dba Alpha Capital Management's Q2 2025 Portfolio
Portfolio Value 553 Million
Stocks 112
Filing on Jul 31, 2025 Q2 2025

Brian Low Financial Group, LLC

  • MSFT
  • XOM
  • AAPL
  • MBB
  • EFA
  • JPM
  • SPSB
Brian Low Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 107 Billion
Stocks 100
Filing on Jul 31, 2025 Q2 2025

Hartford Financial Management Inc.

  • JCPB
  • JPSE
  • JMUB
  • MSFT
  • VGT
  • AAPL
  • NVDA
Hartford Financial Management Inc.'s Q2 2025 Portfolio
Portfolio Value 332 Million
Stocks 347
Filing on Jul 31, 2025 Q2 2025

Bip Wealth, LLC

  • SPY
  • USFR
  • VTI
  • TFLO
  • VTV
  • EFA
  • VT
Bip Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 1.62 Trillion
Stocks 380
Filing on Jul 31, 2025 Q2 2025

Schoolcraft Capital LLC

  • QUAL
  • DFUV
  • IVV
  • DBEF
  • IWB
  • IEF
  • DFIV
Schoolcraft Capital LLC's Q2 2025 Portfolio
Portfolio Value 490 Billion
Stocks 63
Filing on Jul 31, 2025 Q2 2025

Darden Wealth Group Inc

  • NVDA
  • MSFT
  • AMZN
  • AAPL
  • GOOGL
  • AVGO
  • FLOT
Darden Wealth Group Inc's Q2 2025 Portfolio
Portfolio Value 155 Million
Stocks 132
Filing on Jul 31, 2025 Q2 2025

Whipplewood Advisors, LLC

  • JAAA
  • VEA
  • BALT
  • MSFT
  • JEPI
  • VIG
  • VT
Whipplewood Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 182 Billion
Stocks 2034
Filing on Jul 31, 2025 Q2 2025

Ndwm LLC

  • IVV
  • SPY
  • BILS
  • BIL
  • RSP
  • GLD
  • CMF
Ndwm LLC's Q2 2025 Portfolio
Portfolio Value 137 Billion
Stocks 31
Filing on Jul 31, 2025 Q2 2025

Fsr Wealth Management Ltd.

  • AZBJ
  • AZBO
  • AZAJ
  • AZAO
  • META
  • SPLG
  • NVDA
Fsr Wealth Management Ltd.'s Q2 2025 Portfolio
Portfolio Value 77.9 Billion
Stocks 35
Filing on Jul 31, 2025 Q2 2025

Schneider Downs Wealth Management Advisors, LP

  • SPDW
  • VO
  • SCHG
  • MMIT
  • SCHX
  • IEMG
  • MUB
Schneider Downs Wealth Management Advisors, LP's Q2 2025 Portfolio
Portfolio Value 649 Million
Stocks 146
Filing on Jul 31, 2025 Q2 2025

Leeward Investments, LLC Ma

  • LITE
  • EHC
  • FHN
  • CLH
  • PNFP
  • ADC
  • WTFC
Leeward Investments, LLC Ma's Q2 2025 Portfolio
Portfolio Value 1.85 Billion
Stocks 141
Filing on Jul 31, 2025 Q2 2025

Heirloom Wealth Management

  • DFIP
  • BOND
  • NVDA
  • MSFT
  • V
  • GOOG
  • RSG
Heirloom Wealth Management's Q2 2025 Portfolio
Portfolio Value 358 Million
Stocks 43
Filing on Jul 31, 2025 Q2 2025

Interchange Capital Partners, LLC

  • SMLR
  • JMST
  • JAAA
  • AAPL
  • IQLT
  • MSFT
  • VTV
Interchange Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 417 Million
Stocks 280
Filing on Jul 31, 2025 Q2 2025

Anthracite Investment Company, Inc.

  • REVG
  • EWZ
  • NXE
  • GDX
  • VST
  • CCJ
  • DAKT
Anthracite Investment Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 198 Billion
Stocks 64
Filing on Jul 31, 2025 Q2 2025

Brighton Jones LLC

  • AMZN
  • MSFT
  • AAPL
  • VTI
  • NVDA
  • DFAC
  • IWB
Brighton Jones LLC's Q2 2025 Portfolio
Portfolio Value 3.5 Billion
Stocks 927
Filing on Jul 31, 2025 Q2 2025

Cabot Wealth Management Inc

  • AAPL
  • MELI
  • BRK-B
  • IEI
  • MBB
  • TSM
  • HDB
Cabot Wealth Management Inc's Q2 2025 Portfolio
Portfolio Value 836 Million
Stocks 128