Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 28, 2025 Q2 2025

Rcs Financial Planning, LLC

  • DFAC
  • DFCF
  • FBND
  • DFIC
  • DUHP
  • DFSV
  • DFSD
Rcs Financial Planning, LLC's Q2 2025 Portfolio
Portfolio Value 201 Billion
Stocks 83
Filing on Jul 28, 2025 Q2 2025

Wendel Se

  • IHS
Wendel Se's Q2 2025 Portfolio
Portfolio Value 350 Billion
Stocks 1
Filing on Jul 28, 2025 Q2 2025

Bridges Investment Management Inc

  • MSFT
  • AMZN
  • AAPL
  • IJH
  • GOOGL
  • BRK-A
  • NVDA
Bridges Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 7.23 Billion
Stocks 888
Filing on Jul 28, 2025 Q2 2025

Variant Private Wealth, LLC

  • GBTC
  • AAPL
  • MSFT
  • IVV
  • ARKK
  • IUSV
  • FBCG
Variant Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 96.4 Billion
Stocks 37
Filing on Jul 28, 2025 Q2 2025

Lexington Partners L.P.

  • NABL
Lexington Partners L.P.'s Q2 2025 Portfolio
Portfolio Value 10 Million
Stocks 1
Filing on Jul 28, 2025 Q2 2025

Callahan Advisors, LLC

  • META
  • MSFT
  • AMZN
  • GOOG
  • AAPL
  • JPM
  • BRK-B
Callahan Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 173
Filing on Jul 28, 2025 Q2 2025

Patten & Patten Inc

  • AAPL
  • MSFT
  • IXN
  • VGSH
  • PGR
  • GOOGL
  • V
Patten & Patten Inc's Q2 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 323
Filing on Jul 28, 2025 Q2 2025

New York State Teachers Retirement System

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
New York State Teachers Retirement System's Q2 2025 Portfolio
Portfolio Value 47.8 Billion
Stocks 1631
Filing on Jul 28, 2025 Q2 2025

Holistic Planning, LLC

  • USFR
  • STXV
  • STXG
  • FTSM
  • VOO
  • STRV
  • VUG
Holistic Planning, LLC's Q2 2025 Portfolio
Portfolio Value 349 Billion
Stocks 275
Filing on Jul 28, 2025 Q2 2025

Davidson Investment Advisors

  • IXUS
  • MSFT
  • AMZN
  • GOOG
  • AAPL
  • RTX
  • TSM
Davidson Investment Advisors's Q2 2025 Portfolio
Portfolio Value 2.13 Billion
Stocks 121
Filing on Jul 28, 2025 Q2 2025

Prairie Sky Financial Group LLC

  • AAPL
  • ABBV
  • ABT
  • SPLG
  • VTI
  • BIL
  • AMZN
Prairie Sky Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 182 Billion
Stocks 71
Filing on Jul 28, 2025 Q2 2025

Morris Financial Concepts, Inc.

  • IVV
  • SCHX
  • IEFA
  • IJR
  • SHY
  • ISTB
  • SHV
Morris Financial Concepts, Inc.'s Q2 2025 Portfolio
Portfolio Value 247 Million
Stocks 197
Filing on Jul 28, 2025 Q2 2025

Smart Portfolios, LLC

  • BOND
  • XLC
  • AVGO
  • COWZ
  • INDA
  • PKW
  • MSFT
Smart Portfolios, LLC's Q2 2025 Portfolio
Portfolio Value 90 Million
Stocks 99
Filing on Jul 28, 2025 Q2 2025

Sagace Wealth Management LLC

  • VCIT
  • VO
  • RSP
  • SRLN
  • VCSH
  • VOT
  • VEA
Sagace Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 134 Billion
Stocks 62
Filing on Jul 28, 2025 Q2 2025

Copia Wealth Management

  • TBIL
  • SPLG
  • GLD
  • COWZ
  • SPYV
  • STIP
  • EMXC
Copia Wealth Management's Q2 2025 Portfolio
Portfolio Value 119 Billion
Stocks 466
Filing on Jul 28, 2025 Q2 2025

Rheos Capital Works Inc.

  • NFLX
  • AMD
  • RACE
  • JOBY
  • UBER
  • AMZN
  • DIS
Rheos Capital Works Inc.'s Q2 2025 Portfolio
Portfolio Value 1.74 Billion
Stocks 68
Filing on Jul 28, 2025 Q2 2025

Nexus Investment Management Ulc

  • META
  • JPM
  • CSCO
  • C
  • AEP
  • MSFT
  • GOOG
Nexus Investment Management Ulc's Q2 2025 Portfolio
Portfolio Value 646 Million
Stocks 80
Filing on Jul 28, 2025 Q2 2025

Dash Acquisitions Inc.

  • META
  • MSFT
  • PM
  • AMZN
  • GOOG
  • V
  • MA
Dash Acquisitions Inc.'s Q2 2025 Portfolio
Portfolio Value 470 Million
Stocks 61