Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 31, 2025 Q2 2025

Guardian Financial Partners, LLC

  • VOO
  • SCHF
  • BRK-A
  • SCHX
  • VYMI
  • VYM
  • SCHD
Guardian Financial Partners, LLC's Q2 2025 Portfolio
Portfolio Value 169 Million
Stocks 56
Filing on Jul 31, 2025 Q2 2025

Mason & Associates Inc

  • JQUA
  • RECS
  • DFUS
  • VCSH
  • SMH
  • AGZ
  • AVDE
Mason & Associates Inc's Q2 2025 Portfolio
Portfolio Value 414 Million
Stocks 120
Filing on Jul 31, 2025 Q2 2025

Ramsay, Stattman, Vela & Price, Inc.

  • MSFT
  • AAPL
  • NVDA
  • BRK-B
  • V
  • SYK
  • GOOG
Ramsay, Stattman, Vela & Price, Inc.'s Q2 2025 Portfolio
Portfolio Value 523 Million
Stocks 80
Filing on Jul 31, 2025 Q2 2025

Oppenheimer & CO Inc

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • JPM
  • BRK-B
Oppenheimer & CO Inc's Q2 2025 Portfolio
Portfolio Value 7.23 Billion
Stocks 1603
Filing on Jul 31, 2025 Q2 2025

Allied Investment Advisors, LLC

  • SCHD
  • VHT
  • MSFT
  • VPU
  • JPM
  • AAON
  • CAT
Allied Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 572 Million
Stocks 87
Filing on Jul 31, 2025 Q2 2025

Hobart Private Capital, LLC

  • SPY
  • RDVY
  • BND
  • FTLS
  • VFQY
  • SPYG
  • QEFA
Hobart Private Capital, LLC's Q2 2025 Portfolio
Portfolio Value 441 Billion
Stocks 220
Filing on Jul 31, 2025 Q2 2025

Ranch Capital Advisors Inc.

  • BIL
  • MSFT
  • NVDA
  • AAPL
  • VYM
  • AVGO
  • VGIT
Ranch Capital Advisors Inc.'s Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 142
Filing on Jul 31, 2025 Q2 2025

Richards, Merrill & Peterson, Inc.

  • MSFT
  • COST
  • AAPL
  • QQQ
  • AMZN
  • NVDA
  • SPY
Richards, Merrill & Peterson, Inc.'s Q2 2025 Portfolio
Portfolio Value 210 Billion
Stocks 200
Filing on Jul 31, 2025 Q2 2025

Peterson Wealth Services

  • VUG
  • NVDA
  • AAPL
  • JPM
  • TSLA
  • COST
  • AMZN
Peterson Wealth Services's Q2 2025 Portfolio
Portfolio Value 362 Million
Stocks 221
Filing on Jul 31, 2025 Q2 2025

Fielder Capital Group LLC

  • COPX
  • SLVP
  • IAU
  • GDX
  • TPL
  • IAUM
  • REFI
Fielder Capital Group LLC's Q2 2025 Portfolio
Portfolio Value 375 Billion
Stocks 242
Filing on Jul 31, 2025 Q2 2025

Buckingham Strategic Partners

  • ITOT
  • DFAC
  • VGIT
  • AVDV
  • DFAT
  • DFIV
  • IDEV
Buckingham Strategic Partners's Q2 2025 Portfolio
Portfolio Value 7.02 Billion
Stocks 1099
Filing on Jul 31, 2025 Q2 2025

Peapod Lane Capital LLC

  • HURC
  • FSP
  • ALCO
  • BH
  • SENEA
  • FLGT
  • UFI
Peapod Lane Capital LLC's Q2 2025 Portfolio
Portfolio Value 99.9 Billion
Stocks 57
Filing on Jul 31, 2025 Q2 2025

Aspen Capital Management, LLC

  • DFIC
  • SGOV
  • DFAC
  • DFCF
  • DFAT
  • DFAS
  • DFEM
Aspen Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 357 Billion
Stocks 72
Filing on Jul 31, 2025 Q2 2025

Curio Wealth, LLC

  • DFSD
  • DFAU
  • AVDE
  • DFAI
  • AVUS
  • DFAS
  • DFAR
Curio Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 228 Billion
Stocks 358
Filing on Jul 31, 2025 Q2 2025

Insight Wealth Partners, LLC

  • SPY
  • SPXL
  • JPST
  • LQD
  • FBND
  • IAU
  • TIP
Insight Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 630 Million
Stocks 108
Filing on Jul 31, 2025 Q2 2025

Keeler T Homas Management LLC

  • IBDQ
  • IBDR
  • IBHG
  • IBHF
  • IBHH
  • IBHI
  • IBHE
Keeler T Homas Management LLC's Q2 2025 Portfolio
Portfolio Value 221 Million
Stocks 108
Filing on Jul 31, 2025 Q2 2025

State Of New Jersey Common Pension Fund D

  • NVDA
  • MSFT
  • IEMG
  • VTI
  • AAPL
  • VNQ
  • AMZN
State Of New Jersey Common Pension Fund D's Q2 2025 Portfolio
Portfolio Value 24.9 Billion
Stocks 1473
Filing on Jul 31, 2025 Q2 2025

Northstar Asset Management Inc

  • MSFT
  • COST
  • ADP
  • SYK
  • UL
  • INTU
  • AAPL
Northstar Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 336 Million
Stocks 61