Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 14, 2025 Q1 2025

Michael A. Dubis Financial Planning, LLC

  • VTI
  • SGOV
  • VGIT
  • VGSH
  • SPTS
  • DFIC
  • SPTM
Michael A. Dubis Financial Planning, LLC's Q1 2025 Portfolio
Portfolio Value 101 Million
Stocks 45
Filing on Apr 14, 2025 Q1 2025

Attessa Capital LLC

  • SPY
  • VEA
  • BND
  • XLK
  • SCHR
  • SCHX
  • VWO
Attessa Capital LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 39
Filing on Apr 14, 2025 Q1 2025

Shira Ridge Wealth Management

  • SUSA
  • DFAU
  • ESGD
  • YLDE
  • DFAI
  • DFSD
  • IGM
Shira Ridge Wealth Management's Q1 2025 Portfolio
Portfolio Value 201 Billion
Stocks 75
Filing on Apr 14, 2025 Q1 2025

Kingstone Capital Partners Texas, LLC

  • NVDA
  • AAPL
  • EVT
  • MSFT
  • JEPI
  • META
  • AMZN
Kingstone Capital Partners Texas, LLC's Q1 2025 Portfolio
Portfolio Value 124 Billion
Stocks 52
Filing on Apr 14, 2025 Q1 2025

Prairie Sky Financial Group LLC

  • AAPL
  • ABBV
  • ABT
  • SPLG
  • VTI
  • BRK-A
  • AMZN
Prairie Sky Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 168 Billion
Stocks 73
Filing on Apr 14, 2025 Q1 2025

Ayrshire Capital Management LLC

  • MSFT
  • APH
  • AAPL
  • MA
  • AMZN
  • AJG
  • COST
Ayrshire Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 194 Million
Stocks 50
Filing on Apr 14, 2025 Q1 2025

Accurate Wealth Management, LLC

  • AAPL
  • SPY
  • PG
  • IEF
  • GLD
  • MSFT
  • NVDA
Accurate Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 482 Million
Stocks 374
Filing on Apr 14, 2025 Q1 2025

Madden Securities Corp

  • JEPQ
  • JEPI
  • MSTR
  • AMZN
  • SCHD
  • NVDA
  • LLY
Madden Securities Corp's Q1 2025 Portfolio
Portfolio Value 239 Million
Stocks 116
Filing on Apr 14, 2025 Q1 2025

Crescent Sterling, Ltd.

  • SCHD
  • AAPL
  • MSFT
  • JPM
  • CVX
  • JNJ
  • ABBV
Crescent Sterling, Ltd.'s Q1 2025 Portfolio
Portfolio Value 97.5 Billion
Stocks 75
Filing on Apr 14, 2025 Q1 2025

Panoramic Capital Partners, LLC

  • IVV
  • OEF
  • SGOV
  • IJR
  • IJH
  • MSFT
  • AAPL
Panoramic Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 97 Billion
Stocks 52
Filing on Apr 14, 2025 Q1 2025

Parisi Gray Wealth Management

  • VOO
  • QQQ
  • VTI
  • IVV
  • NVDA
  • AAPL
  • USFR
Parisi Gray Wealth Management's Q1 2025 Portfolio
Portfolio Value 301 Million
Stocks 110
Filing on Apr 14, 2025 Q1 2025

Regatta Capital Group, LLC

  • ITOT
  • MOAT
  • AAPL
  • VTV
  • AVIG
  • AVUV
  • QUAL
Regatta Capital Group, LLC's Q1 2025 Portfolio
Portfolio Value 489 Million
Stocks 187
Filing on Apr 14, 2025 Q1 2025

Bruce G. Allen Investments, LLC

  • EFV
  • VTV
  • FNDF
  • FNDX
  • SCHD
  • VOE
  • PHYS
Bruce G. Allen Investments, LLC's Q1 2025 Portfolio
Portfolio Value 126 Billion
Stocks 1095
Filing on Apr 14, 2025 Q1 2025

Octavia Wealth Advisors, LLC

  • SPYV
  • SPYG
  • FBND
  • AAPL
  • IEMG
  • EFV
  • EFG
Octavia Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 818 Million
Stocks 231
Filing on Apr 14, 2025 Q1 2025

Objectivity Squared, LLC

  • AVUV
  • IWD
  • VEA
  • DGRO
  • MOAT
  • IWF
  • AVEM
Objectivity Squared, LLC's Q1 2025 Portfolio
Portfolio Value 109 Million
Stocks 44
Filing on Apr 14, 2025 Q1 2025

International Private Wealth Advisors LLC

  • SPY
  • AAPL
  • SPDW
  • XLSR
  • AMZN
  • COST
  • SPLG
International Private Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 104 Billion
Stocks 153
Filing on Apr 14, 2025 Q1 2025

Midland Wealth Advisors LLC

  • IVV
  • MBB
  • JAAA
  • IEFA
  • VGIT
  • JQUA
  • IVW
Midland Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 1.7 Trillion
Stocks 179
Filing on Apr 14, 2025 Q1 2025

Muirfield Wealth Advisors LLC

  • RSP
  • VGSH
  • BRK-B
  • SCHX
  • VIG
  • IJR
  • IJH
Muirfield Wealth Advisors LLC's Q1 2025 Portfolio
Portfolio Value 118 Billion
Stocks 68