Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 30, 2025 Q2 2025

Fsm Wealth Advisors, LLC

  • JPIB
  • BOND
  • JMST
  • JAVA
  • VTI
  • VT
  • VWO
Fsm Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 603 Million
Stocks 289
Filing on Jul 30, 2025 Q2 2025

Intelligent Financial Strategies

  • BRK-B
  • VOO
  • VT
  • VTI
  • BRK-A
  • DFUV
  • IVV
Intelligent Financial Strategies's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 85
Filing on Jul 30, 2025 Q2 2025

Briaud Financial Planning, Inc

  • VTI
  • GLD
  • QQQ
  • PDBC
  • IAU
  • IVV
  • AAPL
Briaud Financial Planning, Inc's Q2 2025 Portfolio
Portfolio Value 254 Million
Stocks 365
Filing on Jul 30, 2025 Q2 2025

Arrien Investments, Inc.

  • SPAB
  • EFA
  • SPLG
  • QEFA
  • IVV
  • ITA
  • IDU
Arrien Investments, Inc.'s Q2 2025 Portfolio
Portfolio Value 158 Billion
Stocks 40
Filing on Jul 30, 2025 Q2 2025

Silver Oak Advisory Group, Inc.

  • BND
  • BNDX
  • BSV
  • DFAC
  • DFAX
  • VTEB
  • VTI
Silver Oak Advisory Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 206 Million
Stocks 73
Filing on Jul 30, 2025 Q2 2025

Wfa Asset Management Corp

  • SCHD
  • SPYG
  • XMHQ
  • BBLU
  • IWL
  • XLP
  • RWJ
Wfa Asset Management Corp's Q2 2025 Portfolio
Portfolio Value 177 Billion
Stocks 209
Filing on Jul 30, 2025 Q2 2025

Avion Wealth

  • VUSB
  • VEA
  • VOO
  • BNDX
  • VOE
  • VYM
  • VEU
Avion Wealth's Q2 2025 Portfolio
Portfolio Value 439 Million
Stocks 1488
Filing on Jul 30, 2025 Q2 2025

Strata Wealth Advisors, LLC

  • FNDF
  • VGSH
  • VUG
  • BRK-B
  • DFEV
  • FNDX
  • CGXU
Strata Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 363 Billion
Stocks 79
Filing on Jul 30, 2025 Q2 2025

Principle Wealth Partners LLC

  • XLG
  • JPM
  • AAPL
  • VUG
  • MSFT
  • NVDA
  • VIG
Principle Wealth Partners LLC's Q2 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 358
Filing on Jul 30, 2025 Q2 2025

Red Crane Wealth Management, LLC

  • SIXJ
  • SPYV
  • SGOV
  • SPYG
  • VOO
  • VO
  • KAPR
Red Crane Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 110 Billion
Stocks 63
Filing on Jul 30, 2025 Q2 2025

Silver Oak Wealth Advisors Services, LLC

  • VTIP
  • GSIE
  • ESGV
  • DUHP
  • AVLV
  • AVEM
  • IMCG
Silver Oak Wealth Advisors Services, LLC's Q2 2025 Portfolio
Portfolio Value 139 Billion
Stocks 38
Filing on Jul 30, 2025 Q2 2025

Farley Capital L.P.

  • MA
  • GOOG
  • MSFT
  • META
  • BABA
  • ATGE
  • MCHI
Farley Capital L.P.'s Q2 2025 Portfolio
Portfolio Value 121 Million
Stocks 17
Filing on Jul 30, 2025 Q2 2025

Durante & Waters, LLC

  • IVV
  • ITOT
  • IVE
  • AGG
  • SHY
  • VTI
  • BRK-A
Durante & Waters, LLC's Q2 2025 Portfolio
Portfolio Value 127 Billion
Stocks 32
Filing on Jul 30, 2025 Q2 2025

Prosperity Financial Group, Inc.

  • AAPL
  • NVDA
  • MSFT
  • QMAR
  • PVAL
  • PGRO
  • AMZN
Prosperity Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 235 Billion
Stocks 164
Filing on Jul 30, 2025 Q2 2025

Sonata Capital Group Inc

  • IWF
  • IWR
  • MSFT
  • IWD
  • VTI
  • IWN
  • VYM
Sonata Capital Group Inc's Q2 2025 Portfolio
Portfolio Value 250 Million
Stocks 121
Filing on Jul 30, 2025 Q2 2025

Clifford Swan Investment Counsel LLC

  • MSFT
  • AAPL
  • COST
  • UPS
  • BRK-B
  • GOOGL
  • ORCL
Clifford Swan Investment Counsel LLC's Q2 2025 Portfolio
Portfolio Value 2.71 Billion
Stocks 387
Filing on Jul 30, 2025 Q2 2025

New Mexico Educational Retirement Board

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
New Mexico Educational Retirement Board's Q2 2025 Portfolio
Portfolio Value 3.06 Billion
Stocks 906
Filing on Jul 30, 2025 Q2 2025

Strategic Blueprint, LLC

  • VTV
  • VOO
  • SCHG
  • AVUS
  • VUG
  • VT
  • QUAL
Strategic Blueprint, LLC's Q2 2025 Portfolio
Portfolio Value 1.82 Billion
Stocks 679