Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 29, 2025 Q2 2025

Assured Partners Investment Advisors, LLC

  • FBCG
  • FDVV
  • VOO
  • SPTM
  • BIL
  • XMMO
  • MSFT
Assured Partners Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 409 Billion
Stocks 239
Filing on Jul 29, 2025 Q2 2025

Stratos Wealth Partners, Ltd.

  • AAPL
  • SPY
  • VOO
  • NVDA
  • IVV
  • MSFT
  • AMZN
Stratos Wealth Partners, Ltd.'s Q2 2025 Portfolio
Portfolio Value 7.06 Billion
Stocks 1418
Filing on Jul 29, 2025 Q2 2025

Arista Wealth Management, LLC

  • DFAU
  • VOOG
  • DFSV
  • VCIT
  • DFAI
  • VGSH
  • VGIT
Arista Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 723 Billion
Stocks 249
Filing on Jul 29, 2025 Q2 2025

Straight Path Wealth Management

  • DFAC
  • TSLA
  • DFIC
  • MTUM
  • IMTM
  • DFEM
  • BSCR
Straight Path Wealth Management's Q2 2025 Portfolio
Portfolio Value 262 Million
Stocks 117
Filing on Jul 29, 2025 Q2 2025

Private Trust CO Na

  • MSFT
  • AAPL
  • NVDA
  • SPY
  • AMZN
  • AVGO
  • IVV
Private Trust CO Na's Q2 2025 Portfolio
Portfolio Value 998 Million
Stocks 2468
Filing on Jul 29, 2025 Q2 2025

Stratos Wealth Advisors, LLC

  • SPY
  • NVDA
  • AAPL
  • VOO
  • AMZN
  • META
  • MSFT
Stratos Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.82 Billion
Stocks 669
Filing on Jul 29, 2025 Q2 2025

Bxm Wealth LLC

  • AAPL
  • QQQ
  • AVGO
  • TQQQ
  • SPXL
  • MOAT
  • IGM
Bxm Wealth LLC's Q2 2025 Portfolio
Portfolio Value 84.2 Billion
Stocks 108
Filing on Jul 29, 2025 Q2 2025

Koa Wealth Management, LLC

  • BRK-B
  • AAPL
  • GOOGL
  • SGOV
  • SHY
  • HALO
  • DHR
Koa Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 126 Billion
Stocks 53
Filing on Jul 29, 2025 Q2 2025

First National Bank Of Mount Dora, Trust Investment Services

  • NVDA
  • SPY
  • MSFT
  • AVGO
  • AAPL
  • JPM
  • COST
First National Bank Of Mount Dora, Trust Investment Services's Q2 2025 Portfolio
Portfolio Value 425 Million
Stocks 222
Filing on Jul 29, 2025 Q2 2025

Mattson Financial Services, LLC

  • MSFT
  • NVDA
  • AMZN
  • SPLG
  • META
  • GOOG
  • AAPL
Mattson Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 371 Billion
Stocks 164
Filing on Jul 29, 2025 Q2 2025

Silver Oak Wealth Management LLC

  • VOO
  • IVW
  • VO
  • SPYG
  • IJR
  • VEA
  • SPYV
Silver Oak Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 533 Billion
Stocks 118
Filing on Jul 29, 2025 Q2 2025

Mine & Arao Wealth Creation & Management, Llc.

  • QQQ
  • SPY
  • DIA
  • AAPL
  • NVDA
  • AMZN
  • JPM
Mine & Arao Wealth Creation & Management, Llc.'s Q2 2025 Portfolio
Portfolio Value 223 Million
Stocks 74
Filing on Jul 29, 2025 Q2 2025

Fundamentun, LLC

  • ITOT
  • DFAC
  • DGRW
  • RECS
  • DFCF
  • DYNF
  • SPAB
Fundamentun, LLC's Q2 2025 Portfolio
Portfolio Value 1.98 Billion
Stocks 355
Filing on Jul 29, 2025 Q2 2025

Values First Advisors, Inc.

  • MINT
  • VGSH
  • SHY
  • ISTB
  • IEI
  • IEF
  • NEAR
Values First Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 177 Million
Stocks 283
Filing on Jul 29, 2025 Q2 2025

Master'S Wealth Management Inc.

  • DFAC
  • DFAX
  • DUHP
  • DFAT
  • DFCF
  • BWZ
  • DIHP
Master'S Wealth Management Inc.'s Q2 2025 Portfolio
Portfolio Value 214 Billion
Stocks 45
Filing on Jul 29, 2025 Q2 2025

Smithbridge Asset Management Inc

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • SPY
  • DIA
  • APO
Smithbridge Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 560 Million
Stocks 122
Filing on Jul 29, 2025 Q2 2025

Tide Cove Capital Partners LLC

  • VTI
  • BND
  • AGG
  • VUG
  • QQQM
  • VYM
  • VIG
Tide Cove Capital Partners LLC's Q2 2025 Portfolio
Portfolio Value 126 Billion
Stocks 11
Filing on Jul 29, 2025 Q2 2025

Oxbow Advisors, LLC

  • IAU
  • EPD
  • MSFT
  • AAPL
  • GOOG
  • MPLX
  • AEM
Oxbow Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 773 Million
Stocks 209