Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 30, 2025 Q2 2025

Sharper & Granite LLC

  • USFR
  • XLP
  • VTI
  • XLI
  • VTV
  • VOE
  • VCSH
Sharper & Granite LLC's Q2 2025 Portfolio
Portfolio Value 263 Billion
Stocks 106
Filing on Jul 30, 2025 Q2 2025

Opes Wealth Management LLC

  • AAPL
  • NFLX
  • FNDF
  • CMF
  • GILD
  • FNDB
  • IUSB
Opes Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 553 Million
Stocks 145
Filing on Jul 30, 2025 Q2 2025

Gen Trust, LLC

  • VOO
  • SPY
  • AGG
  • BND
  • VPL
  • VGK
  • QQQ
Gen Trust, LLC's Q2 2025 Portfolio
Portfolio Value 2.08 Billion
Stocks 176
Filing on Jul 30, 2025 Q2 2025

Cardinal Point Capital Management, Ulc

  • VTI
  • USFR
  • VGIT
  • DFAX
  • AAPL
  • VEU
  • LRGF
Cardinal Point Capital Management, Ulc's Q2 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 242
Filing on Jul 30, 2025 Q2 2025

Draper Asset Management, LLC

  • AAPL
  • AMZN
  • NVDA
  • QQQ
  • GOOGL
  • META
  • AAPL
Draper Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 191 Million
Stocks 41
Filing on Jul 30, 2025 Q2 2025

Al Ti Global, Inc.

  • EFA
  • ITOT
  • SPY
  • SPMD
  • IJH
  • VTI
  • GLD
Al Ti Global, Inc.'s Q2 2025 Portfolio
Portfolio Value 3.99 Trillion
Stocks 661
Filing on Jul 30, 2025 Q2 2025

Manuka Financial, LLC

  • VTI
  • VXUS
  • NVDA
  • IXUS
  • VUG
  • VTV
  • BSV
Manuka Financial, LLC's Q2 2025 Portfolio
Portfolio Value 183 Billion
Stocks 51
Filing on Jul 30, 2025 Q2 2025

Japan Science & Technology Agency

  • LQD
  • HYG
  • IVV
  • RSP
  • VCIT
  • IGSB
  • USHY
Japan Science & Technology Agency's Q2 2025 Portfolio
Portfolio Value 6.3 Billion
Stocks 13
Filing on Jul 30, 2025 Q2 2025

Board Of Trustees Of The Leland Stanford Junior University

  • EFA
  • GOOGL
  • EEM
  • EWJ
  • SPY
  • LNW
  • QS
Board Of Trustees Of The Leland Stanford Junior University's Q2 2025 Portfolio
Portfolio Value 906 Million
Stocks 21
Filing on Jul 30, 2025 Q2 2025

Value Star Asset Management (Hong Kong) LTD

  • META
  • AMZN
  • HCA
  • TSM
  • ZS
  • VST
  • GOOGL
Value Star Asset Management (Hong Kong) LTD's Q2 2025 Portfolio
Portfolio Value 32.5 Billion
Stocks 10
Filing on Jul 30, 2025 Q2 2025

Cadinha & CO LLC

  • COST
  • BRK-B
  • ISRG
  • MSFT
  • IAU
  • JPM
  • IVV
Cadinha & CO LLC's Q2 2025 Portfolio
Portfolio Value 603 Million
Stocks 99
Filing on Jul 30, 2025 Q2 2025

Hoge Financial Services, LLC

  • IWB
  • BIV
  • VT
  • VTV
  • EFA
  • VB
  • FLOT
Hoge Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 161 Billion
Stocks 63
Filing on Jul 30, 2025 Q2 2025

Planning Center, Inc.

  • DFSD
  • DFAX
  • DFAC
  • DUHP
  • DIHP
  • DFIP
  • DFIV
Planning Center, Inc.'s Q2 2025 Portfolio
Portfolio Value 645 Million
Stocks 74
Filing on Jul 30, 2025 Q2 2025

Turning Point Benefit Group, Inc.

  • BIL
  • SPLG
  • WWJD
  • FLOT
  • TPSC
  • WPM
  • SPEM
Turning Point Benefit Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 132 Billion
Stocks 78
Filing on Jul 30, 2025 Q2 2025

Gallagher Capital Advisors, LLC

  • IVW
  • IJH
  • NVDA
  • IVV
  • MSFT
  • VYM
  • AMZN
Gallagher Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 124 Billion
Stocks 59
Filing on Jul 30, 2025 Q2 2025

Fsa Investment Group, LLC

  • SCHX
  • RSP
  • SCHP
  • VTHR
  • AGG
  • VXUS
  • VBR
Fsa Investment Group, LLC's Q2 2025 Portfolio
Portfolio Value 135 Billion
Stocks 20
Filing on Jul 30, 2025 Q2 2025

Gill Capital Partners, LLC

  • VUG
  • SCHG
  • KR
  • VEA
  • VTV
  • BSCT
  • QQQ
Gill Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 282 Million
Stocks 145
Filing on Jul 30, 2025 Q2 2025

Longview Financial Advisors, Inc.

  • IQLT
  • COWZ
  • SPGP
  • FYLD
  • ICOW
  • INFL
  • CTA
Longview Financial Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 118 Billion
Stocks 40