Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 29, 2025 Q2 2025

Swan Global Investments, LLC

  • SPY
  • IVV
  • XLK
  • PSMR
  • PSMD
  • HEGD
  • PSMJ
Swan Global Investments, LLC's Q2 2025 Portfolio
Portfolio Value 2.08 Billion
Stocks 80
Filing on Jul 29, 2025 Q2 2025

Cohalo Advisory LLC

  • GAA
  • ACWF
  • SVIX
  • SGOV
  • GBIL
  • GVIP
  • VNQ
Cohalo Advisory LLC's Q2 2025 Portfolio
Portfolio Value 1.31 Billion
Stocks 14
Filing on Jul 29, 2025 Q2 2025

Socha Financial Group, LLC

  • SPY
  • QQQ
  • FMIL
  • SCHB
  • XLK
  • IBM
  • GLW
Socha Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 225 Billion
Stocks 24
Filing on Jul 29, 2025 Q2 2025

Salomon & Ludwin, LLC

  • IVW
  • SUB
  • XLK
  • JMST
  • VOO
  • BIL
  • IVE
Salomon & Ludwin, LLC's Q2 2025 Portfolio
Portfolio Value 1 Billion
Stocks 1121
Filing on Jul 29, 2025 Q2 2025

Cidel Asset Management Inc

  • MSFT
  • RY
  • V
  • ABT
  • FTS
  • QSR
  • AZN
Cidel Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 1.49 Billion
Stocks 360
Filing on Jul 29, 2025 Q2 2025

Parthenon LLC

  • MSFT
  • BRK-B
  • META
  • PAYX
  • GOOGL
  • AAPL
  • GOOG
Parthenon LLC's Q2 2025 Portfolio
Portfolio Value 859 Million
Stocks 126
Filing on Jul 29, 2025 Q2 2025

Forvis Wealth Advisors, LLC

  • VTI
  • VEU
  • SCHB
  • VOO
  • AGG
  • FBND
  • IVV
Forvis Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 4.41 Billion
Stocks 396
Filing on Jul 29, 2025 Q2 2025

Crux Wealth Advisors

  • BKAG
  • SPYG
  • MSFT
  • BKLC
  • NVDA
  • META
  • AMZN
Crux Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 235 Billion
Stocks 166
Filing on Jul 29, 2025 Q2 2025

Wendell David Associates Inc

  • MSFT
  • MA
  • AAPL
  • ADP
  • TJX
  • SYK
  • LLY
Wendell David Associates Inc's Q2 2025 Portfolio
Portfolio Value 994 Million
Stocks 147
Filing on Jul 29, 2025 Q2 2025

Northwest Quadrant Wealth Management, LLC

  • SCHX
  • VO
  • TFLO
  • IJR
  • IEFA
  • SCHD
  • SHV
Northwest Quadrant Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 448 Million
Stocks 70
Filing on Jul 29, 2025 Q2 2025

Disciplined Investments, LLC

  • DFIV
  • VCSH
  • VGSH
  • SJNK
  • DFAT
  • DFAE
  • VUG
Disciplined Investments, LLC's Q2 2025 Portfolio
Portfolio Value 226 Million
Stocks 124
Filing on Jul 29, 2025 Q2 2025

John G Ullman & Associates Inc

  • EMR
  • TSM
  • GLW
  • IBM
  • AVGO
  • CSCO
  • OGE
John G Ullman & Associates Inc's Q2 2025 Portfolio
Portfolio Value 624 Million
Stocks 174
Filing on Jul 29, 2025 Q2 2025

Financial Synergies Wealth Advisors, Inc.

  • IVV
  • VUG
  • VO
  • VTV
  • EFV
  • EFG
  • VEA
Financial Synergies Wealth Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 918 Billion
Stocks 108
Filing on Jul 29, 2025 Q2 2025

Kelman Lazarov, Inc.

  • FNDX
  • SCHG
  • MOAT
  • GSIE
  • GSLC
  • STIP
  • SPLG
Kelman Lazarov, Inc.'s Q2 2025 Portfolio
Portfolio Value 575 Million
Stocks 122
Filing on Jul 29, 2025 Q2 2025

Mb, Levis & Associates, LLC

  • VV
  • VEU
  • DHS
  • VTEB
  • DGRW
  • IBDW
  • IBDV
Mb, Levis & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 228 Billion
Stocks 266
Filing on Jul 29, 2025 Q2 2025

Violich Capital Management, Inc.

  • MSFT
  • GOOG
  • GOOGL
  • V
  • COST
  • ORCL
  • AAPL
Violich Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 696 Million
Stocks 99
Filing on Jul 29, 2025 Q2 2025

Dumont & Blake Investment Advisors LLC

  • SPY
  • QQQ
  • RSP
  • MSFT
  • AAPL
  • MDY
  • DVY
Dumont & Blake Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 358 Million
Stocks 209
Filing on Jul 29, 2025 Q2 2025

Shelter Ins Retirement Plan

  • IVV
  • IEFA
  • IEMG
  • BKNG
  • OTIS
  • MKL
  • HAS
Shelter Ins Retirement Plan's Q2 2025 Portfolio
Portfolio Value 84.4 Million
Stocks 8