Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 29, 2025 Q2 2025

Fiduciary Planning LLC

  • DGRW
  • VTIP
  • VRIG
  • EQWL
  • XLK
  • SMH
  • OEF
Fiduciary Planning LLC's Q2 2025 Portfolio
Portfolio Value 235 Million
Stocks 77
Filing on Jul 29, 2025 Q2 2025

Canvas Wealth Advisors, LLC

  • MSFT
  • CTOS
  • ITOT
  • AAPL
  • GOOGL
  • NVDA
  • PLTR
Canvas Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 470 Million
Stocks 207
Filing on Jul 29, 2025 Q2 2025

Drive Wealth Management, LLC

  • IVV
  • VEA
  • BBUS
  • AAPL
  • VWO
  • NVDA
  • MSFT
Drive Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 440 Million
Stocks 346
Filing on Jul 29, 2025 Q2 2025

Cmg Global Holdings, LLC

  • FBND
  • BND
  • QQQ
  • BA
  • SPY
  • AAPL
  • IWM
Cmg Global Holdings, LLC's Q2 2025 Portfolio
Portfolio Value 172 Million
Stocks 90
Filing on Jul 29, 2025 Q2 2025

Wbh Advisory Inc

  • VTI
  • VGT
  • SCHB
  • SPLG
  • XLK
  • VXUS
  • FBND
Wbh Advisory Inc's Q2 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 334
Filing on Jul 29, 2025 Q2 2025

Asset Management Advisors, LLC

  • BRK-B
  • WMB
  • BEPC
  • NEE
  • AAPL
  • ALLY
  • LEN
Asset Management Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 134 Million
Stocks 17
Filing on Jul 29, 2025 Q2 2025

Family Capital Trust CO

  • ADBE
  • IEFA
  • JPM
  • AGG
  • IMTM
  • AXP
  • GOOGL
Family Capital Trust CO's Q2 2025 Portfolio
Portfolio Value 289 Million
Stocks 62
Filing on Jul 29, 2025 Q2 2025

Arbor Investment Advisors, LLC

  • IWB
  • PRF
  • VEA
  • TFLO
  • BSV
  • AGG
  • PRFZ
Arbor Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 778 Million
Stocks 112
Filing on Jul 29, 2025 Q2 2025

Evermay Wealth Management LLC

  • SPTI
  • SCHX
  • VOO
  • SPTS
  • IJH
  • SPY
  • IVV
Evermay Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 806 Million
Stocks 573
Filing on Jul 29, 2025 Q2 2025

Conestoga Capital Advisors, LLC

  • CWST
  • ROAD
  • DSGX
  • NOVT
  • FSV
  • MMSI
  • EXPO
Conestoga Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 6.72 Billion
Stocks 122
Filing on Jul 29, 2025 Q2 2025

Lorne Steinberg Wealth Management Inc.

  • RY
  • MSFT
  • CM
  • BRK-B
  • JPM
  • TD
  • GOOGL
Lorne Steinberg Wealth Management Inc.'s Q2 2025 Portfolio
Portfolio Value 359 Million
Stocks 70
Filing on Jul 29, 2025 Q2 2025

Fairway Wealth LLC

  • VOO
  • QQQ
  • RSP
  • DLN
  • IVV
  • VTIP
  • VEA
Fairway Wealth LLC's Q2 2025 Portfolio
Portfolio Value 313 Billion
Stocks 180
Filing on Jul 29, 2025 Q2 2025

Alexis Investment Partners, LLC

  • LEXI
  • GLD
  • IOO
  • QQQ
  • MTUM
  • RSP
  • MGK
Alexis Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 232 Billion
Stocks 43
Filing on Jul 29, 2025 Q2 2025

Demars Financial Group, LLC

  • SPHQ
  • FLOT
  • XLG
  • OEF
  • BRK-B
  • FLTR
  • NVDA
Demars Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 260 Billion
Stocks 85
Filing on Jul 29, 2025 Q2 2025

First Interstate Bank

  • VCIT
  • FIBK
  • RSP
  • IVV
  • VGIT
  • IJH
  • PFF
First Interstate Bank's Q2 2025 Portfolio
Portfolio Value 1.65 Billion
Stocks 307
Filing on Jul 29, 2025 Q2 2025

Financial Perspectives, Inc

  • MDT
  • VGT
  • VYM
  • MSFT
  • BSX
  • AAPL
  • IVW
Financial Perspectives, Inc's Q2 2025 Portfolio
Portfolio Value 331 Billion
Stocks 724
Filing on Jul 29, 2025 Q2 2025

Strategic Investment Management, LLC

  • IEMG
  • AGG
  • IWV
  • IEFA
  • GSG
  • GLD
  • JNK
Strategic Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 12
Filing on Jul 29, 2025 Q2 2025

Nottingham Advisors, Inc.

  • IEFA
  • MBB
  • SPYV
  • SPYG
  • JEPI
  • IVV
  • JAAA
Nottingham Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 627 Million
Stocks 113