Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 29, 2025 Q2 2025

Stephens Inc

  • VTI
  • MSFT
  • AAPL
  • QQQ
  • WMT
  • IWD
  • SPY
Stephens Inc 's Q2 2025 Portfolio
Portfolio Value 6.94 Billion
Stocks 1274
Filing on Jul 29, 2025 Q2 2025

Alaska Permanent Capital Management

  • SPY
  • IJH
  • BND
  • IEFA
  • IVV
  • NFRA
  • IEMG
Alaska Permanent Capital Management's Q2 2025 Portfolio
Portfolio Value 1.28 Billion
Stocks 38
Filing on Jul 29, 2025 Q2 2025

West Tower Group, LLC

  • PRGO
  • WBD
  • EHAB
  • PRIM
  • GPS
  • DVY
  • ARCO
West Tower Group, LLC's Q2 2025 Portfolio
Portfolio Value 46.1 Billion
Stocks 77
Filing on Jul 29, 2025 Q2 2025

Robert Wood Johnson Foundation

  • ORCC
  • JNJ
Robert Wood Johnson Foundation's Q2 2025 Portfolio
Portfolio Value 109 Million
Stocks 2
Filing on Jul 29, 2025 Q2 2025

Beverly Hills Private Wealth, LLC

  • MSFT
  • AAPL
  • JPM
  • NVDA
  • AMZN
  • BRK-B
  • META
Beverly Hills Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 533 Billion
Stocks 1050
Filing on Jul 29, 2025 Q2 2025

Apcm Wealth Management For Individuals

  • SPY
  • IJH
  • BND
  • NFRA
  • IEFA
  • QAI
  • IEMG
Apcm Wealth Management For Individuals's Q2 2025 Portfolio
Portfolio Value 694 Million
Stocks 78
Filing on Jul 29, 2025 Q2 2025

Grunden Financial Advisory, Inc.

  • DFAC
  • DFCF
  • DUHP
  • DFSD
  • DFUV
  • DFAX
  • DFSV
Grunden Financial Advisory, Inc.'s Q2 2025 Portfolio
Portfolio Value 226 Billion
Stocks 31
Filing on Jul 29, 2025 Q2 2025

Sentry Investment Management LLC

  • NVDA
  • MSFT
  • VOO
  • AAPL
  • AMZN
  • META
  • AVGO
Sentry Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 498
Filing on Jul 29, 2025 Q2 2025

Members Capital Advisors Inc

  • IGSB
  • JAAA
  • JPST
  • HYG
  • ESGU
  • AVGO
  • WMT
Members Capital Advisors Inc's Q2 2025 Portfolio
Portfolio Value 86.6 Million
Stocks 30
Filing on Jul 29, 2025 Q2 2025

Aull & Monroe Investment Management Corp

  • LLY
  • CAT
  • SO
  • DE
  • CME
  • MSFT
  • ADP
Aull & Monroe Investment Management Corp's Q2 2025 Portfolio
Portfolio Value 184 Million
Stocks 123
Filing on Jul 29, 2025 Q2 2025

Sims Investment Management, LLC

  • SCHX
  • SCHA
  • QYLD
  • SCHD
  • XYLD
  • JHSC
  • QQQM
Sims Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 249 Billion
Stocks 43
Filing on Jul 29, 2025 Q2 2025

Alpha Wealth Funds, LLC

  • SGOV
  • TQQQ
  • SPY
  • LQD
  • GOOG
  • MDY
  • PLTR
Alpha Wealth Funds, LLC's Q2 2025 Portfolio
Portfolio Value 119 Billion
Stocks 46
Filing on Jul 29, 2025 Q2 2025

Sigma Investment Counselors Inc

  • IVV
  • IJH
  • VEA
  • IJR
  • STIP
  • SJNK
  • IWB
Sigma Investment Counselors Inc's Q2 2025 Portfolio
Portfolio Value 1.78 Billion
Stocks 196
Filing on Jul 29, 2025 Q2 2025

Chicago Partners Investment Group LLC

  • VOO
  • VO
  • NVDA
  • BRK-B
  • DFUS
  • VUG
  • EPD
Chicago Partners Investment Group LLC's Q2 2025 Portfolio
Portfolio Value 3.16 Billion
Stocks 1095
Filing on Jul 29, 2025 Q2 2025

Mezzasalma Advisors, LLC

  • META
  • TSLA
  • NVDA
  • AAPL
  • GOOGL
  • BRK-B
  • AMZN
Mezzasalma Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 319 Million
Stocks 145
Filing on Jul 29, 2025 Q2 2025

Regions Financial Corp

  • IVV
  • MSFT
  • IJH
  • VEA
  • IJR
  • FNDF
  • NVDA
Regions Financial Corp's Q2 2025 Portfolio
Portfolio Value 14.3 Billion
Stocks 1023
Filing on Jul 29, 2025 Q2 2025

Axis Capital Holdings LTD

  • VOO
  • VEU
Axis Capital Holdings LTD's Q2 2025 Portfolio
Portfolio Value 245 Million
Stocks 2
Filing on Jul 29, 2025 Q2 2025

Flavin Financial Services, Inc.

  • MSFT
  • JPM
  • JPST
  • AAPL
  • IBTG
  • FDHY
  • WMT
Flavin Financial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 103 Billion
Stocks 65