Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 28, 2025 Q2 2025

Horst & Graben Wealth Management LLC

  • QUAL
  • DYNF
  • SCHZ
  • IUSB
  • SPLG
  • IVW
  • EFV
Horst & Graben Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 547 Million
Stocks 173
Filing on Jul 28, 2025 Q2 2025

Latitude Advisors, LLC

  • IVV
  • QQQ
  • SPY
  • GLD
  • TYL
  • AMZN
  • SPLG
Latitude Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 165 Million
Stocks 204
Filing on Jul 28, 2025 Q2 2025

Barden Capital Management, Inc.

  • SCHF
  • SCHX
  • NVDA
  • SPGM
  • MSFT
  • SPAB
  • SCHG
Barden Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 114 Million
Stocks 56
Filing on Jul 28, 2025 Q2 2025

Werba Rubin Papier Wealth Management

  • AVUS
  • AVDE
  • AVUV
  • AVDV
  • AAPL
  • SCHQ
  • VUG
Werba Rubin Papier Wealth Management's Q2 2025 Portfolio
Portfolio Value 532 Billion
Stocks 230
Filing on Jul 28, 2025 Q2 2025

Semitam Bonam LLC

  • VTI
  • IGIB
  • DFUS
  • IGSB
  • VEA
  • DFAU
  • IEI
Semitam Bonam LLC's Q2 2025 Portfolio
Portfolio Value 106 Billion
Stocks 45
Filing on Jul 28, 2025 Q2 2025

Creekside Partners

  • SCHF
  • AAPL
  • SCHA
  • VO
  • SCHB
  • VIG
  • VB
Creekside Partners's Q2 2025 Portfolio
Portfolio Value 211 Billion
Stocks 171
Filing on Jul 28, 2025 Q2 2025

Wcm Investment Management, LLC

  • SE
  • SPOT
  • TSM
  • PM
  • APP
  • IBN
  • CPNG
Wcm Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 39.8 Billion
Stocks 219
Filing on Jul 28, 2025 Q2 2025

Inca Investments LLC

  • GGAL
  • BAP
  • FMX
  • XP
  • MELI
  • NU
  • LOMA
Inca Investments LLC's Q2 2025 Portfolio
Portfolio Value 257 Million
Stocks 10
Filing on Jul 28, 2025 Q2 2025

Rockbridge Capital Management LLC

  • AMT
  • MKL
  • AMZN
  • MSFT
  • ORLY
  • BRK-B
  • CPRT
Rockbridge Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 176 Billion
Stocks 27
Filing on Jul 28, 2025 Q2 2025

Aire Advisors, LLC

  • AAPL
  • VUG
  • VOT
  • VOE
  • SLYG
  • CMCSA
  • DFIC
Aire Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 480 Million
Stocks 164
Filing on Jul 28, 2025 Q2 2025

Naria Inc.

  • GLNG
Naria Inc.'s Q2 2025 Portfolio
Portfolio Value 424 Billion
Stocks 1
Filing on Jul 28, 2025 Q2 2025

Pb Investment Partners, L.P.

  • COF
  • HGV
  • APO
  • OMF
  • BAC
  • PGR
  • GBTG
Pb Investment Partners, L.P.'s Q2 2025 Portfolio
Portfolio Value 136 Million
Stocks 8
Filing on Jul 28, 2025 Q2 2025

Nestegg Advisors, Inc.

  • IWF
  • IWD
  • IJR
  • IBDV
  • RDVY
  • SCHG
  • VUG
Nestegg Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 104 Billion
Stocks 46
Filing on Jul 28, 2025 Q2 2025

Dixon Fnancial Services, Inc.

  • DFIV
  • DFAS
  • DFUV
  • DFUS
  • IWF
  • IWD
  • BRK-A
Dixon Fnancial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 40
Filing on Jul 28, 2025 Q2 2025

Evernest Financial Advisors, LLC

  • GLDM
  • IVV
  • IJH
  • RSP
  • FSMO
  • IEFA
  • AAPL
Evernest Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 275 Million
Stocks 171
Filing on Jul 28, 2025 Q2 2025

Wealthspan Partners, LLC

  • VUG
  • VTV
  • DE
  • IAU
  • VIG
  • DFCF
  • MSFT
Wealthspan Partners, LLC's Q2 2025 Portfolio
Portfolio Value 222 Million
Stocks 120
Filing on Jul 28, 2025 Q2 2025

Compass Advisory Group LLC

  • SCHB
  • BALT
  • SCHM
  • VTI
  • CALF
  • SCHF
  • VGLT
Compass Advisory Group LLC's Q2 2025 Portfolio
Portfolio Value 234 Million
Stocks 75
Filing on Jul 28, 2025 Q2 2025

Clayton, Dubilier & Rice, LLC

  • AGL
  • REZI
Clayton, Dubilier & Rice, LLC's Q2 2025 Portfolio
Portfolio Value 357 Million
Stocks 2