Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 29, 2025 Q2 2025

Virginia Retirement Systems Et Al

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOGL
  • GOOG
Virginia Retirement Systems Et Al's Q2 2025 Portfolio
Portfolio Value 14.2 Billion
Stocks 933
Filing on Jul 29, 2025 Q2 2025

Swmg, LLC

  • IVV
  • QUAL
  • IVW
  • EFV
  • SPSB
  • DYNF
  • IVE
Swmg, LLC's Q2 2025 Portfolio
Portfolio Value 279 Million
Stocks 122
Filing on Jul 29, 2025 Q2 2025

United Bank

  • NVDA
  • MSFT
  • HYGV
  • AAPL
  • XLK
  • NFRA
  • GOOGL
United Bank's Q2 2025 Portfolio
Portfolio Value 259 Million
Stocks 116
Filing on Jul 29, 2025 Q2 2025

Signature Estate & Investment Advisors LLC

  • GSLC
  • VUG
  • IGM
  • TOTL
  • FNDX
  • CGGR
  • MSFT
Signature Estate & Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 4.21 Billion
Stocks 918
Filing on Jul 29, 2025 Q2 2025

Level Wealth Management LLC

  • VTI
  • BND
  • VEA
  • ITOT
  • VTEB
  • VWO
  • DFAU
Level Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 172 Billion
Stocks 61
Filing on Jul 29, 2025 Q2 2025

Arcus Capital Partners, LLC

  • KO
  • DFH
  • DVY
  • QQQ
  • IJH
  • IVV
  • SPY
Arcus Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 215 Million
Stocks 124
Filing on Jul 29, 2025 Q2 2025

Goldstein Advisors, LLC

  • ITOT
  • GSLC
  • JGRO
  • QUAL
  • SPDW
  • DBMF
  • XLK
Goldstein Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 744 Billion
Stocks 210
Filing on Jul 29, 2025 Q2 2025

Independence Asset Advisors, LLC

  • IWD
  • CLOI
  • FLRT
  • VNQ
  • VFMV
  • UPS
  • CVS
Independence Asset Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 161 Billion
Stocks 17
Filing on Jul 29, 2025 Q2 2025

Burford Brothers, Inc.

  • AAPL
  • VNLA
  • CGUS
  • BRK-B
  • MSFT
  • CGGR
  • TSLA
Burford Brothers, Inc.'s Q2 2025 Portfolio
Portfolio Value 218 Billion
Stocks 161
Filing on Jul 29, 2025 Q2 2025

Millburn Ridgefield Corp

  • IWB
  • IJH
  • IWM
  • VWO
  • USMV
  • SPY
  • IJR
Millburn Ridgefield Corp's Q2 2025 Portfolio
Portfolio Value 4.15 Billion
Stocks 38
Filing on Jul 29, 2025 Q2 2025

Systelligence, LLC

  • VFMO
  • VOO
  • VOT
  • WTV
  • IWP
  • SCHG
  • FSMD
Systelligence, LLC's Q2 2025 Portfolio
Portfolio Value 486 Million
Stocks 55
Filing on Jul 29, 2025 Q2 2025

International Assets Investment Management, LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • QQQ
  • PLTR
  • SPY
International Assets Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.24 Trillion
Stocks 849
Filing on Jul 29, 2025 Q2 2025

Wealthstream Advisors, Inc.

  • DFAC
  • DFIC
  • DFEM
  • DUHP
  • DFUS
  • IWV
  • IEFA
Wealthstream Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 575 Million
Stocks 184
Filing on Jul 29, 2025 Q2 2025

Ballast, Inc.

  • SMH
  • AAPL
  • NVDA
  • NOBL
  • SCHB
  • AMZN
  • SCHG
Ballast, Inc.'s Q2 2025 Portfolio
Portfolio Value 202 Million
Stocks 151
Filing on Jul 29, 2025 Q2 2025

Sam Advisors, LLC

  • VTI
  • VXUS
  • QQQ
  • VB
  • SPHY
  • JPEM
  • IYG
Sam Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 287 Million
Stocks 42
Filing on Jul 29, 2025 Q2 2025

De Dora Capital, Inc.

  • VUG
  • VYM
  • FBND
  • IVV
  • VB
  • CGXU
  • VOO
De Dora Capital, Inc.'s Q2 2025 Portfolio
Portfolio Value 373 Million
Stocks 115
Filing on Jul 29, 2025 Q2 2025

Magnolia Group, LLC

  • NNI
  • CRMT
  • BOC
  • ARLP
  • ABG
  • CCOI
  • RMAX
Magnolia Group, LLC's Q2 2025 Portfolio
Portfolio Value 587 Million
Stocks 10
Filing on Jul 29, 2025 Q2 2025

Morgan Dempsey Capital Management LLC

  • T
  • C
  • CSCO
  • WEC
  • XOM
  • IBM
  • ETR
Morgan Dempsey Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 237 Million
Stocks 153