Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 29, 2025 Q2 2025

Wingate Wealth Advisors, Inc.

  • BRK-B
  • FNDX
  • FNDF
  • DGRW
  • VEA
  • DFAE
  • AGG
Wingate Wealth Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 112 Billion
Stocks 101
Filing on Jul 29, 2025 Q2 2025

Pinnacle Wealth Management, LLC

  • JEPI
  • NVDA
  • PLTR
  • AXON
  • META
  • SPYG
  • APP
Pinnacle Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 82.8 Million
Stocks 39
Filing on Jul 29, 2025 Q2 2025

Financial Symmetry Inc

  • DFAC
  • DFAX
  • DFEM
  • AVDE
  • DFCF
  • VT
  • DFIC
Financial Symmetry Inc's Q2 2025 Portfolio
Portfolio Value 194 Billion
Stocks 52
Filing on Jul 29, 2025 Q2 2025

Flc Capital Advisors

  • SCHO
  • SCHR
  • VTV
  • SCHG
  • SCHF
  • AAPL
  • SPTL
Flc Capital Advisors's Q2 2025 Portfolio
Portfolio Value 476 Million
Stocks 201
Filing on Jul 29, 2025 Q2 2025

Sowa Financial Group, Inc.

  • FBCG
  • IAU
  • AAPL
  • PVAL
  • HGER
  • NVDA
  • V
Sowa Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 27
Filing on Jul 29, 2025 Q2 2025

Orin Green Financial, LLC

  • IVV
  • VEA
  • IJH
  • CMF
  • QCOM
  • MUB
  • EFA
Orin Green Financial, LLC's Q2 2025 Portfolio
Portfolio Value 235 Million
Stocks 78
Filing on Jul 29, 2025 Q2 2025

O Donnell Financial Services, LLC

  • SPLG
  • DSTL
  • MGK
  • PTNQ
  • COWZ
  • EFA
  • RDVY
O Donnell Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 50
Filing on Jul 29, 2025 Q2 2025

Elevation Capital Advisory, LLC

  • MFUL
  • QQQ
  • TCHP
  • SCHG
  • OEF
  • AOK
  • VUG
Elevation Capital Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 249 Billion
Stocks 56
Filing on Jul 29, 2025 Q2 2025

Aigh Capital Management LLC

  • PSNL
  • ADES
  • DOMO
  • SCPH
  • VPG
  • LASR
  • LPTH
Aigh Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 177 Million
Stocks 70
Filing on Jul 29, 2025 Q2 2025

Accretive Wealth Partners, LLC

  • IWF
  • IJH
  • VIG
  • AAPL
  • VYM
  • GLDM
  • MSFT
Accretive Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 294 Million
Stocks 150
Filing on Jul 29, 2025 Q2 2025

Lyell Wealth Management, LP

  • NVDA
  • MSFT
  • META
  • AAPL
  • AMZN
  • PANW
  • JPM
Lyell Wealth Management, LP's Q2 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 219
Filing on Jul 29, 2025 Q2 2025

Members Advisory Group LLC

  • SCHB
  • VOO
  • SCHG
  • JAAA
  • VTV
  • IWR
  • NEAR
Members Advisory Group LLC's Q2 2025 Portfolio
Portfolio Value 244 Million
Stocks 35
Filing on Jul 29, 2025 Q2 2025

Rpoa Advisors, Inc.

  • BKLC
  • BKAG
  • BKMC
  • BKIE
  • BKHY
  • BKEM
  • BKSE
Rpoa Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 3.75 Billion
Stocks 8
Filing on Jul 29, 2025 Q2 2025

Community Bank Of Raymore

  • JPM
  • NRG
  • O
  • CAT
  • GATX
  • VOO
  • BAC
Community Bank Of Raymore's Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 116
Filing on Jul 29, 2025 Q2 2025

Unison Advisors LLC

  • AVUV
  • AVDV
  • VTV
  • FNDE
  • QUAL
  • IQLT
  • DEHP
Unison Advisors LLC's Q2 2025 Portfolio
Portfolio Value 828 Million
Stocks 177
Filing on Jul 29, 2025 Q2 2025

Calamos Wealth Management LLC

  • IVV
  • AAPL
  • NVDA
  • MSFT
  • IVW
  • IVE
  • AMZN
Calamos Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 2.27 Billion
Stocks 355
Filing on Jul 29, 2025 Q2 2025

Northeast Investment Management

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • COST
  • V
Northeast Investment Management's Q2 2025 Portfolio
Portfolio Value 2.27 Billion
Stocks 185
Filing on Jul 29, 2025 Q2 2025

Uhlmann Price Securities, LLC

  • USFR
  • INTU
  • BX
  • JPM
  • GS
  • AAPL
  • MSFT
Uhlmann Price Securities, LLC's Q2 2025 Portfolio
Portfolio Value 140 Billion
Stocks 187