Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 29, 2025 Q2 2025

Kanawha Capital Management LLC

  • MSFT
  • AAPL
  • ORCL
  • JPM
  • LOW
  • BRK-B
  • ADP
Kanawha Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 1.34 Billion
Stocks 213
Filing on Jul 29, 2025 Q2 2025

Applied Finance Capital Management, LLC

  • AAPL
  • ORCL
  • META
  • GOOGL
  • KLAC
  • AMAT
  • IBM
Applied Finance Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.46 Trillion
Stocks 308
Filing on Jul 29, 2025 Q2 2025

Hartline Investment Corp

  • NVDA
  • BRK-A
  • AAPL
  • FLOT
  • MSFT
  • AMZN
  • MRVL
Hartline Investment Corp's Q2 2025 Portfolio
Portfolio Value 851 Million
Stocks 104
Filing on Jul 29, 2025 Q2 2025

Riverbend Wealth Management, LLC

  • IVV
  • DGRW
  • QQQ
  • AAPL
  • MSFT
  • NVDA
  • DGRO
Riverbend Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 132 Billion
Stocks 135
Filing on Jul 29, 2025 Q2 2025

Financial Guidance Group, Inc.

  • QQQ
  • SCHD
  • SPY
  • JEPI
  • QEFA
  • ACIO
  • RSP
Financial Guidance Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 176 Million
Stocks 84
Filing on Jul 29, 2025 Q2 2025

Ws Portfolio Advisory, LLC

  • APH
  • NVDA
  • TSM
  • META
  • AMZN
  • MSFT
  • AER
Ws Portfolio Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 1.1 Billion
Stocks 17
Filing on Jul 29, 2025 Q2 2025

Sage Private Wealth Group, LLC

  • DGRW
  • AIRR
  • DBEF
  • DBMF
  • GLDM
  • MLPX
  • IAU
Sage Private Wealth Group, LLC's Q2 2025 Portfolio
Portfolio Value 156 Million
Stocks 86
Filing on Jul 29, 2025 Q2 2025

Interactive Financial Advisors

  • IVV
  • AGG
  • VEA
  • QQQ
  • VIG
  • RAVI
  • TLT
Interactive Financial Advisors's Q2 2025 Portfolio
Portfolio Value 197 Million
Stocks 87
Filing on Jul 29, 2025 Q2 2025

Kraft, Davis & Associates, LLC

  • VTI
  • SMH
  • IVV
  • QUAL
  • VIG
  • VUG
  • DGRW
Kraft, Davis & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 365 Billion
Stocks 139
Filing on Jul 29, 2025 Q2 2025

Coho Partners, Ltd.

  • ROST
  • DIS
  • KDP
  • SYY
  • LOW
  • MCHP
  • AZO
Coho Partners, Ltd.'s Q2 2025 Portfolio
Portfolio Value 1.31 Billion
Stocks 34
Filing on Jul 29, 2025 Q2 2025

Roof Eidam & Maycock

  • JPST
  • VEA
  • JQUA
  • VUG
  • VB
  • VIG
  • VO
Roof Eidam & Maycock's Q2 2025 Portfolio
Portfolio Value 398 Million
Stocks 125
Filing on Jul 29, 2025 Q2 2025

Aubrey Capital Management LTD

  • MELI
  • SE
  • GRAB
  • IBN
  • ERJ
  • DIDIY
  • FUTU
Aubrey Capital Management LTD's Q2 2025 Portfolio
Portfolio Value 251 Million
Stocks 46
Filing on Jul 29, 2025 Q2 2025

Two West Capital Advisors LLC

  • DFAU
  • BNDW
  • DFAC
  • DFAI
  • SCHP
  • DFAE
  • IVV
Two West Capital Advisors LLC's Q2 2025 Portfolio
Portfolio Value 153 Billion
Stocks 91
Filing on Jul 29, 2025 Q2 2025

Angeles Wealth Management, LLC

  • MGK
  • VT
  • SPYV
  • VXUS
  • VOO
  • SCHG
  • MUB
Angeles Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 429
Filing on Jul 29, 2025 Q2 2025

Vectors Research Management, LLC

  • RSP
  • IEI
  • VMBS
  • MSFT
  • BND
  • VRIG
  • IJH
Vectors Research Management, LLC's Q2 2025 Portfolio
Portfolio Value 291 Million
Stocks 119
Filing on Jul 29, 2025 Q2 2025

Portland Financial Advisors Inc

  • USFR
  • VO
  • STIP
  • SPY
  • OHI
  • VYM
  • ACWV
Portland Financial Advisors Inc's Q2 2025 Portfolio
Portfolio Value 41.7 Billion
Stocks 67
Filing on Jul 29, 2025 Q2 2025

S Bank Fund Management LTD

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • AVGO
  • V
  • LLY
S Bank Fund Management LTD's Q2 2025 Portfolio
Portfolio Value 677 Billion
Stocks 209
Filing on Jul 29, 2025 Q2 2025

Primoris Wealth Advisors, LLC

  • VOO
  • FTEC
  • META
  • FBND
  • AMZN
  • CRWD
  • AAPL
Primoris Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 135 Million
Stocks 100