Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 05, 2025 Q1 2025

Stordahl Capital Management, Inc.

  • VOO
  • VOOV
  • DFAS
  • DFIC
  • BND
  • DFSV
  • STIP
Stordahl Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 421 Million
Stocks 57
Filing on May 05, 2025 Q1 2025

Paragon Capital Management LLC

  • AAPL
  • IWB
  • COST
  • MSFT
  • CASY
  • AMZN
  • COP
Paragon Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 167 Million
Stocks 50
Filing on May 05, 2025 Q1 2025

Kestra Private Wealth Services, LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • BRK-B
  • QQQ
  • JPM
Kestra Private Wealth Services, LLC's Q1 2025 Portfolio
Portfolio Value 5.74 Billion
Stocks 1506
Filing on May 05, 2025 Q1 2025

Conservest Capital Advisors, Inc.

  • SPY
  • MDY
  • XLK
  • XLV
  • JIRE
  • XLP
  • IWB
Conservest Capital Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 945 Million
Stocks 110
Filing on May 05, 2025 Q1 2025

Denali Advisors LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • GOOG
  • ARCC
Denali Advisors LLC's Q1 2025 Portfolio
Portfolio Value 856 Million
Stocks 274
Filing on May 05, 2025 Q1 2025

Pcg Wealth Advisors, LLC

  • GDX
  • SIL
  • SPY
  • GLD
  • SPLG
  • AVLV
  • FVD
Pcg Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 271 Million
Stocks 133
Filing on May 05, 2025 Q1 2025

Resurgent Financial Advisors LLC

  • AAPL
  • MSFT
  • BRK-B
  • JPM
  • SPY
  • VIG
  • IWD
Resurgent Financial Advisors LLC's Q1 2025 Portfolio
Portfolio Value 161 Million
Stocks 181
Filing on May 05, 2025 Q1 2025

Brogan Financial, Inc.

  • ACIO
  • OSCV
  • DRSK
  • RSP
  • DFAI
  • SPLG
  • AAPL
Brogan Financial, Inc.'s Q1 2025 Portfolio
Portfolio Value 206 Billion
Stocks 60
Filing on May 05, 2025 Q1 2025

Keyes, Stange & Wooten Wealth Management, LLC

  • DFSD
  • DFAI
  • DFAT
  • BIV
  • DFAE
  • AVLV
  • DISV
Keyes, Stange & Wooten Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 176 Billion
Stocks 66
Filing on May 05, 2025 Q1 2025

Rule One Partners, LLC

  • NFLX
  • SFM
  • OXY
  • GOOGL
  • ASML
  • AMAT
  • PYPL
Rule One Partners, LLC's Q1 2025 Portfolio
Portfolio Value 256 Billion
Stocks 18
Filing on May 05, 2025 Q1 2025

Tag Stone Capital, Inc.

  • IVV
  • VCIT
  • BRK-B
  • AMZN
  • VCSH
  • SPYG
  • VTEB
Tag Stone Capital, Inc.'s Q1 2025 Portfolio
Portfolio Value 197 Million
Stocks 97
Filing on May 05, 2025 Q1 2025

Australian Super Pty LTD

  • AAPL
  • AMZN
  • MSFT
  • NVDA
  • V
  • GOOGL
  • META
Australian Super Pty LTD's Q1 2025 Portfolio
Portfolio Value 17.2 Billion
Stocks 228
Filing on May 05, 2025 Q1 2025

Copperwynd Financial, LLC

  • QQQ
  • IWB
  • VEA
  • MGK
  • VTV
  • SPY
  • GBCI
Copperwynd Financial, LLC's Q1 2025 Portfolio
Portfolio Value 361 Million
Stocks 141
Filing on May 05, 2025 Q1 2025

ETF Store, Inc.

  • IVV
  • VEA
  • BAR
  • IJH
  • SCHO
  • SCHX
  • IEI
ETF Store, Inc.'s Q1 2025 Portfolio
Portfolio Value 79.3 Million
Stocks 84
Filing on May 05, 2025 Q1 2025

Prospect Hill Management, LLC

  • AAPL
  • TSLA
  • AMZN
  • BAC
  • ISRG
  • NFLX
  • GOOG
Prospect Hill Management, LLC's Q1 2025 Portfolio
Portfolio Value 191 Million
Stocks 15
Filing on May 05, 2025 Q1 2025

Financial Advisory Service, Inc.

  • JEPI
  • RSP
  • MDYV
  • EFG
  • AVLV
  • MDYG
  • CORT
Financial Advisory Service, Inc.'s Q1 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 429
Filing on May 05, 2025 Q1 2025

Texas County & District Retirement System

  • CCAP
Texas County & District Retirement System's Q1 2025 Portfolio
Portfolio Value 85.6 Million
Stocks 1
Filing on May 05, 2025 Q1 2025

Evergreen Venture Partners Ltd.

  • TBLA
Evergreen Venture Partners Ltd.'s Q1 2025 Portfolio
Portfolio Value 68 Million
Stocks 1