Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 30, 2025 Q2 2025

Strategic Value Bank Partners LLC

  • FFWM
  • SSBK
  • GBCI
  • BHLB
  • CFG
  • PGC
  • WNEB
Strategic Value Bank Partners LLC's Q2 2025 Portfolio
Portfolio Value 152 Million
Stocks 15
Filing on Jul 30, 2025 Q2 2025

Ardent Capital Management, Inc.

  • BRK-B
  • JNJ
  • META
  • GOOG
  • SYK
  • AAPL
  • PM
Ardent Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 207 Million
Stocks 43
Filing on Jul 30, 2025 Q2 2025

Matson Money. Inc.

  • IGSB
  • IAGG
  • IVV
  • DFIS
  • VLUE
  • IEFA
  • IGIB
Matson Money. Inc.'s Q2 2025 Portfolio
Portfolio Value 2.87 Billion
Stocks 9
Filing on Jul 30, 2025 Q2 2025

Maj Invest Holding A

  • AMAT
  • CSX
  • QCOM
  • GOOGL
  • BRK-B
  • AMP
  • ELV
Maj Invest Holding A's Q2 2025 Portfolio
Portfolio Value 2.86 Billion
Stocks 42
Filing on Jul 30, 2025 Q2 2025

Capstone Triton Financial Group, LLC

  • AAPL
  • NVDA
  • AMZN
  • WMT
  • MSFT
  • COST
  • GOOGL
Capstone Triton Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 136 Million
Stocks 87
Filing on Jul 30, 2025 Q2 2025

Vci Wealth Management LLC

  • IAU
  • MSFT
  • VEA
  • JPST
  • NVDA
  • AAPL
  • SCHP
Vci Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 286 Billion
Stocks 103
Filing on Jul 30, 2025 Q2 2025

Wespac Advisors So Cal, LLC

  • MSFT
  • SMH
  • AVGO
  • IAI
  • WMT
  • AAPL
  • TMUS
Wespac Advisors So Cal, LLC's Q2 2025 Portfolio
Portfolio Value 423 Million
Stocks 103
Filing on Jul 30, 2025 Q2 2025

Avidian Wealth Solutions, LLC

  • IVV
  • IEFA
  • NVDA
  • USIG
  • MBB
  • IJH
  • EMXC
Avidian Wealth Solutions, LLC's Q2 2025 Portfolio
Portfolio Value 2.37 Billion
Stocks 550
Filing on Jul 30, 2025 Q2 2025

Groupe Bruxelles Lambert

  • CNXC
Groupe Bruxelles Lambert's Q2 2025 Portfolio
Portfolio Value 464 Billion
Stocks 1
Filing on Jul 30, 2025 Q2 2025

Bck Partners, Inc.

  • VOO
  • VCSH
  • VO
  • IGIB
  • VB
  • SCHF
  • SCHE
Bck Partners, Inc.'s Q2 2025 Portfolio
Portfolio Value 170 Million
Stocks 26
Filing on Jul 30, 2025 Q2 2025

Deka Bank Deutsche Girozentrale

  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • META
  • JPM
  • MA
Deka Bank Deutsche Girozentrale's Q2 2025 Portfolio
Portfolio Value 56.1 Billion
Stocks 1983
Filing on Jul 30, 2025 Q2 2025

Southern Farm Bureau Life Insurance

  • VOO
  • IEMG
  • SPY
  • MOAT
  • TUA
  • RSP
  • IEFA
Southern Farm Bureau Life Insurance's Q2 2025 Portfolio
Portfolio Value 782 Million
Stocks 16
Filing on Jul 30, 2025 Q2 2025

Journey Advisory Group, LLC

  • RIO
  • MSFT
  • IJH
  • BND
  • VEA
  • AAPL
  • PG
Journey Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 276
Filing on Jul 30, 2025 Q2 2025

Berkeley Capital Partners, LLC

  • SPY
  • VYM
  • VCIT
  • VCLT
  • QQQ
  • VEU
  • GDX
Berkeley Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 381 Million
Stocks 174
Filing on Jul 30, 2025 Q2 2025

Powszechne Towarzystwo Emerytalne Allianz Polska S.A.

  • AMZN
  • CF
  • GOOG
  • WFC
  • UMBF
  • DIS
  • RTX
Powszechne Towarzystwo Emerytalne Allianz Polska S.A.'s Q2 2025 Portfolio
Portfolio Value 245 Billion
Stocks 12
Filing on Jul 30, 2025 Q2 2025

Towneley Capital Management, Inc / De

  • VTI
  • VXUS
  • WINN
  • VGIT
  • JMBS
  • VCSH
  • SGOL
Towneley Capital Management, Inc / De's Q2 2025 Portfolio
Portfolio Value 436 Billion
Stocks 34
Filing on Jul 30, 2025 Q2 2025

North Point Portfolio Managers Corp

  • APH
  • COST
  • V
  • AMZN
  • AJG
  • GS
  • HD
North Point Portfolio Managers Corp's Q2 2025 Portfolio
Portfolio Value 534 Million
Stocks 72
Filing on Jul 30, 2025 Q2 2025

Trb Advisors LP

  • VOO
  • MSFT
  • AAPL
  • META
  • V
  • KKR
  • AMZN
Trb Advisors LP's Q2 2025 Portfolio
Portfolio Value 407 Million
Stocks 11