Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 29, 2025 Q2 2025

Curbstone Financial Management Corp

  • FLRN
  • MDY
  • SCHF
  • VOO
  • VCSH
  • SCHG
  • SCHM
Curbstone Financial Management Corp's Q2 2025 Portfolio
Portfolio Value 481 Million
Stocks 200
Filing on Jul 29, 2025 Q2 2025

Stanley Laman Group, Ltd.

  • MSFT
  • CCJ
  • RTX
  • LIN
  • ETR
  • AAPL
  • FRSH
Stanley Laman Group, Ltd.'s Q2 2025 Portfolio
Portfolio Value 537 Million
Stocks 284
Filing on Jul 29, 2025 Q2 2025

Spreng Capital Management, Inc.

  • IVV
  • SCHG
  • VUG
  • SCHD
  • VIG
  • VYM
  • MSFT
Spreng Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 239 Million
Stocks 76
Filing on Jul 29, 2025 Q2 2025

Curative Ventures V LLC

  • TIL
Curative Ventures V LLC's Q2 2025 Portfolio
Portfolio Value 39.6 Million
Stocks 1
Filing on Jul 29, 2025 Q2 2025

Foster & Motley Inc

  • FNDF
  • SCHF
  • JMBS
  • RODM
  • AAPL
  • FNDE
  • EYLD
Foster & Motley Inc's Q2 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 386
Filing on Jul 29, 2025 Q2 2025

Lutz Financial Services LLC

  • VOO
  • SPYV
  • IJH
  • BND
  • VTEB
  • MDYV
  • VCSH
Lutz Financial Services LLC's Q2 2025 Portfolio
Portfolio Value 1.29 Billion
Stocks 97
Filing on Jul 29, 2025 Q2 2025

Tradewinds Capital Management, LLC

  • EWS
  • EWG
  • EWI
  • EWP
  • GLDM
  • EZA
  • IEUR
Tradewinds Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 395 Million
Stocks 642
Filing on Jul 29, 2025 Q2 2025

Shore Haven Wealth Partners, LLC

  • IVW
  • AVLV
  • QUAL
  • DYNF
  • EFV
  • TLT
  • DNL
Shore Haven Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 220 Million
Stocks 98
Filing on Jul 29, 2025 Q2 2025

Ariston Services Group

  • VIG
  • VYM
  • TSLA
  • VWO
  • IAU
  • VIGI
  • VYMI
Ariston Services Group's Q2 2025 Portfolio
Portfolio Value 141 Billion
Stocks 71
Filing on Jul 29, 2025 Q2 2025

Robinson Value Management, Ltd.

  • SSO
  • NEM
  • WFC
  • ADM
  • MTB
  • GLW
  • MDT
Robinson Value Management, Ltd.'s Q2 2025 Portfolio
Portfolio Value 156 Million
Stocks 69
Filing on Jul 29, 2025 Q2 2025

Kondo Wealth Advisors, Inc.

  • ITOT
  • AVUV
  • VGIT
  • AVDV
  • IDEV
  • DFSD
  • DFEM
Kondo Wealth Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 226 Billion
Stocks 67
Filing on Jul 29, 2025 Q2 2025

Bell & Brown Wealth Advisors, LLC

  • AVGO
  • AAPL
  • META
  • GOOGL
  • GS
  • JPM
  • LLY
Bell & Brown Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 278 Million
Stocks 70
Filing on Jul 29, 2025 Q2 2025

Hoese & CO LLP

  • IEI
  • IVV
  • SPHQ
  • QUAL
  • DGRO
  • IUSB
  • VOO
Hoese & CO LLP's Q2 2025 Portfolio
Portfolio Value 123 Million
Stocks 177
Filing on Jul 29, 2025 Q2 2025

Vista Finance, LLC

  • GLD
  • ARCC
  • AMLP
  • EEM
  • XLU
  • FSK
  • XLP
Vista Finance, LLC's Q2 2025 Portfolio
Portfolio Value 92.7 Million
Stocks 54
Filing on Jul 29, 2025 Q2 2025

Progressive Investment Management Corp

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOG
  • COST
  • MCO
Progressive Investment Management Corp's Q2 2025 Portfolio
Portfolio Value 387 Million
Stocks 56
Filing on Jul 29, 2025 Q2 2025

Manchester Financial Inc

  • SCHB
  • BSCT
  • RSP
  • SCHX
  • FDD
  • BSCS
  • NVDA
Manchester Financial Inc's Q2 2025 Portfolio
Portfolio Value 431 Million
Stocks 121
Filing on Jul 29, 2025 Q2 2025

Private Wealth Management Group, LLC

  • DFAC
  • VGIT
  • DFIC
  • DFAU
  • DFEM
  • DFUS
  • DFSV
Private Wealth Management Group, LLC's Q2 2025 Portfolio
Portfolio Value 301 Billion
Stocks 1503
Filing on Jul 29, 2025 Q2 2025

Marathon Strategic Advisors, LLC

  • SPLG
  • SPMD
  • SPDW
  • SPEM
  • IVV
  • VEA
  • VNQI
Marathon Strategic Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 108 Billion
Stocks 40