Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 28, 2025 Q2 2025

Omnia Family Wealth, LLC

  • VTI
  • GLD
  • SGOV
  • VEA
  • IEFA
  • VOO
  • AAPL
Omnia Family Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 275 Million
Stocks 102
Filing on Jul 28, 2025 Q2 2025

Tower Wealth Partners, Inc.

  • VSMV
  • SPYG
  • RECS
  • JAAA
  • IJH
  • BUFR
  • DIVO
Tower Wealth Partners, Inc.'s Q2 2025 Portfolio
Portfolio Value 168 Million
Stocks 86
Filing on Jul 28, 2025 Q2 2025

Forth Right Wealth Management, LLC

  • VOO
  • SCHD
  • IUSV
  • IUSG
  • NOBL
  • SCHA
  • BIV
Forth Right Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 314 Million
Stocks 65
Filing on Jul 28, 2025 Q2 2025

Pandi, LLC

  • VOO
  • VB
  • VO
Pandi, LLC's Q2 2025 Portfolio
Portfolio Value 747 Billion
Stocks 4
Filing on Jul 28, 2025 Q2 2025

Wealth Plan Partners, LLC

  • AAPL
  • BRK-B
  • SECT
  • NVDA
  • DGRO
  • BUFR
  • AMZN
Wealth Plan Partners, LLC's Q2 2025 Portfolio
Portfolio Value 552 Million
Stocks 303
Filing on Jul 28, 2025 Q2 2025

5th Street Advisors, LLC

  • VEU
  • VTI
  • JSCP
  • LQD
  • VTV
  • TDTT
  • SPHY
5th Street Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 38
Filing on Jul 28, 2025 Q2 2025

Stegner Investment Associates Inc.

  • IVW
  • IWR
  • VONE
  • IWB
  • VOO
  • IWD
  • VONG
Stegner Investment Associates Inc.'s Q2 2025 Portfolio
Portfolio Value 163 Million
Stocks 26
Filing on Jul 28, 2025 Q2 2025

Turtle Creek Wealth Advisors, LLC

  • VOO
  • IEFA
  • MSFT
  • NVDA
  • AAPL
  • OWL
  • IJH
Turtle Creek Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 847 Billion
Stocks 269
Filing on Jul 28, 2025 Q2 2025

Toews Corp

  • IVV
  • USHY
  • JNK
  • HYG
  • VEA
  • SPHY
  • HYLB
Toews Corp 's Q2 2025 Portfolio
Portfolio Value 677 Million
Stocks 15
Filing on Jul 28, 2025 Q2 2025

Wj Wealth Management, LLC

  • JPST
  • CGDV
  • SHY
  • QUAL
  • NVDA
  • WINN
  • QQQ
Wj Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 270 Million
Stocks 99
Filing on Jul 28, 2025 Q2 2025

Tlwm

  • SPY
  • IWV
  • ACWX
  • SGOV
  • BSCQ
  • BSCS
  • BSCU
Tlwm's Q2 2025 Portfolio
Portfolio Value 521 Million
Stocks 70
Filing on Jul 28, 2025 Q2 2025

Pettinga Financial Advisors, LLC

  • QUAL
  • IVV
  • IVW
  • LRGF
  • IVE
  • EFV
  • PRF
Pettinga Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 436 Million
Stocks 133
Filing on Jul 28, 2025 Q2 2025

Cushing Capital Partners, LLC

  • ACIO
  • DRSK
  • CGUS
  • SPLG
  • VEA
  • IAU
  • VXUS
Cushing Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 118 Billion
Stocks 86
Filing on Jul 28, 2025 Q2 2025

Alta Capital Management LLC

  • NVDA
  • AMZN
  • GOOGL
  • MSFT
  • AAPL
  • APH
  • AVGO
Alta Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 94
Filing on Jul 28, 2025 Q2 2025

Wealth Plan Investment Management, LLC

  • AAPL
  • VTI
  • BRK-B
  • NVDA
  • SCHF
  • GOOG
  • DGRO
Wealth Plan Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.27 Billion
Stocks 405
Filing on Jul 28, 2025 Q2 2025

Nvest Financial, LLC

  • IWF
  • SPY
  • IVE
  • AAPL
  • BRK-B
  • MSFT
  • WMT
Nvest Financial, LLC's Q2 2025 Portfolio
Portfolio Value 177 Million
Stocks 106
Filing on Jul 28, 2025 Q2 2025

Verisail Partners, LLC

  • DFAC
  • DFIC
  • DFCF
  • DFSD
  • DFEM
  • MAR
  • DFNM
Verisail Partners, LLC's Q2 2025 Portfolio
Portfolio Value 236 Billion
Stocks 35
Filing on Jul 28, 2025 Q2 2025

Allianz Asset Management Gmb H

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • META
  • AVGO
Allianz Asset Management Gmb H's Q2 2025 Portfolio
Portfolio Value 74.9 Billion
Stocks 3727