Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 30, 2025 Q2 2025

Blume Capital Management, Inc.

  • AAPL
  • DFIC
  • DFCF
  • SCHW
  • UBER
  • GOOG
  • SGOV
Blume Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 481 Million
Stocks 436
Filing on Jul 30, 2025 Q2 2025

Gables Capital Management Inc.

  • NVDA
  • AAPL
  • PLTR
  • CPRX
  • JPM
  • HD
  • MSFT
Gables Capital Management Inc.'s Q2 2025 Portfolio
Portfolio Value 207 Million
Stocks 443
Filing on Jul 30, 2025 Q2 2025

Decision Map Wealth Management, LLC

  • IVV
  • SPYG
  • IEFA
  • SPYV
  • TTAC
  • HEFA
  • MSFT
Decision Map Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 146 Billion
Stocks 123
Filing on Jul 30, 2025 Q2 2025

Green Square Capital Advisors LLC

  • VOO
  • QQQ
  • NVDA
  • GOOGL
  • DIA
  • DSTL
  • IVV
Green Square Capital Advisors LLC's Q2 2025 Portfolio
Portfolio Value 836 Million
Stocks 178
Filing on Jul 30, 2025 Q2 2025

Onyx Bridge Wealth Group LLC

  • IVV
  • AGG
  • QQQ
  • COWZ
  • AAPL
  • SHV
  • WTV
Onyx Bridge Wealth Group LLC's Q2 2025 Portfolio
Portfolio Value 684 Million
Stocks 350
Filing on Jul 30, 2025 Q2 2025

Tfb Advisors LLC

  • VOO
  • MGK
  • NVDA
  • IVV
  • MGV
  • MSFT
  • IEFA
Tfb Advisors LLC's Q2 2025 Portfolio
Portfolio Value 373 Million
Stocks 334
Filing on Jul 30, 2025 Q2 2025

Mtc Wealth Management LLC

  • AGG
  • SPY
  • IEFA
  • VTV
  • LQD
  • IGSB
  • IJH
Mtc Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 207 Million
Stocks 13
Filing on Jul 30, 2025 Q2 2025

Patten Group, Inc.

  • NVDA
  • MSFT
  • V
  • AAPL
  • KO
  • AVGO
  • IWF
Patten Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 460 Million
Stocks 253
Filing on Jul 30, 2025 Q2 2025

Fingerlakes Wealth Management, Inc.

  • MGK
  • QQQ
  • AAPL
  • XLK
  • SCHG
  • MGV
  • VGT
Fingerlakes Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 92
Filing on Jul 30, 2025 Q2 2025

Fiduciary Family Office, LLC

  • AAPL
  • JEPI
  • NVDA
  • MSFT
  • GOOGL
  • VTV
  • META
Fiduciary Family Office, LLC's Q2 2025 Portfolio
Portfolio Value 305 Billion
Stocks 187
Filing on Jul 30, 2025 Q2 2025

Wedgewood Investors Inc

  • ERIE
  • MSFT
  • NVDA
  • PM
  • SPY
  • WAB
  • UNP
Wedgewood Investors Inc 's Q2 2025 Portfolio
Portfolio Value 85.5 Million
Stocks 101
Filing on Jul 30, 2025 Q2 2025

Retirement Planning Group

  • VOO
  • FSMD
  • DIVO
  • FDVV
  • FRDM
  • FBND
  • NFLT
Retirement Planning Group's Q2 2025 Portfolio
Portfolio Value 1.64 Billion
Stocks 304
Filing on Jul 30, 2025 Q2 2025

Paul Damon & Associates, Inc.

  • QQQ
  • SPY
  • IWY
  • AMZN
  • SCHD
  • DGRW
  • BUFR
Paul Damon & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 191 Billion
Stocks 91
Filing on Jul 30, 2025 Q2 2025

Members Trust CO

  • AGG
  • SPY
  • VTV
  • IEFA
  • LQD
  • IGSB
  • IJH
Members Trust CO's Q2 2025 Portfolio
Portfolio Value 2.89 Billion
Stocks 222
Filing on Jul 30, 2025 Q2 2025

Pacific Heights Asset Management LLC

  • PLTR
  • TPL
  • NVDA
  • META
  • FCX
  • AVGO
  • COST
Pacific Heights Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 1.79 Billion
Stocks 78
Filing on Jul 30, 2025 Q2 2025

Lionsbridge Wealth Management LLC

  • AGG
  • JPIE
  • JCPB
  • QQQ
  • PWR
  • XLF
  • SPMO
Lionsbridge Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 87.5 Million
Stocks 58
Filing on Jul 30, 2025 Q2 2025

Advantage Trust CO

  • JGRO
  • VUG
  • VO
  • VTV
  • SDVY
  • DFAI
  • AVLV
Advantage Trust CO's Q2 2025 Portfolio
Portfolio Value 203 Billion
Stocks 264
Filing on Jul 30, 2025 Q2 2025

Dupont Capital Management Corp

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • VWO
  • JPM
Dupont Capital Management Corp's Q2 2025 Portfolio
Portfolio Value 917 Million
Stocks 109