Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 26, 2025 Q2 2025

Zeit Capital LLC

  • MGV
  • MGK
  • VGK
  • BND
  • BSV
  • VWO
  • VPL
Zeit Capital LLC's Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 28
Filing on Aug 26, 2025 Q2 2025

Thrivent Financial For Lutherans

  • MSFT
  • NVDA
  • AMZN
  • META
  • AAPL
  • GOOG
  • AVGO
Thrivent Financial For Lutherans's Q2 2025 Portfolio
Portfolio Value 45.7 Billion
Stocks 4212
Filing on Aug 26, 2025 Q2 2025

Claris Financial LLC

  • FVD
  • MTUM
  • VUG
  • NVDA
  • MSFT
  • AAPL
  • FTCS
Claris Financial LLC's Q2 2025 Portfolio
Portfolio Value 119 Million
Stocks 135
Filing on Aug 26, 2025 Q2 2025

Masterinvest Kapitalanlage Gmb H

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • GOOGL
  • AVGO
Masterinvest Kapitalanlage Gmb H's Q2 2025 Portfolio
Portfolio Value 951 Billion
Stocks 265
Filing on Aug 25, 2025 Q2 2025

Nautilus Advisors LLC

  • AMZN
  • NFLX
  • SPY
  • AAPL
  • GOOGL
  • DFAC
  • TDVG
Nautilus Advisors LLC's Q2 2025 Portfolio
Portfolio Value 136 Billion
Stocks 164
Filing on Aug 25, 2025 Q2 2025

New Gen Asset Management LTD

  • USAS
  • HYG
  • CCJ
  • BB
  • CNQ
  • SAND
  • NXE
New Gen Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 134 Million
Stocks 25
Filing on Aug 25, 2025 Q2 2025

Neuberger Berman Group LLC

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • JPM
  • META
  • GOOGL
Neuberger Berman Group LLC's Q2 2025 Portfolio
Portfolio Value 124 Billion
Stocks 3455
Filing on Aug 25, 2025 Q2 2025

Silverlake Wealth Management LLC

  • MSFT
  • AAPL
  • IBM
  • PG
  • VZ
  • FBND
  • SCHG
Silverlake Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 344 Billion
Stocks 318
Filing on Aug 25, 2025 Q2 2025

Blvd Private Wealth, LLC

  • TT
  • IR
  • SCHR
  • AVUS
  • AVDE
  • SMH
  • QQQ
Blvd Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 106 Billion
Stocks 73
Filing on Aug 25, 2025 Q2 2025

Fulcrum Equity Management

  • ITOT
  • URTH
  • SPY
  • SPLV
  • XLK
  • OKE
  • BRK-B
Fulcrum Equity Management's Q2 2025 Portfolio
Portfolio Value 93.4 Million
Stocks 102
Filing on Aug 25, 2025 Q2 2025

Hilltop Partners LLC

  • VONE
  • DBEF
  • VTV
  • SPYG
  • SPHY
  • ICVT
  • GHYG
Hilltop Partners LLC's Q2 2025 Portfolio
Portfolio Value 331 Billion
Stocks 119
Filing on Aug 22, 2025 Q2 2025

Ae Industrial Partners, LP

  • RDW
  • CTSH
  • VSEC
Ae Industrial Partners, LP's Q2 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 3
Filing on Aug 22, 2025 Q2 2025

Carter Financial Group, Inc.

  • QQQM
  • BLOK
  • DIVO
  • DBEF
  • AAPL
  • NVDA
  • BNDI
Carter Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 153 Billion
Stocks 116
Filing on Aug 22, 2025 Q2 2025

Stance Capital LLC

  • CSCO
  • NFLX
  • SYK
  • TJX
  • WBA
  • ULTA
  • AAPL
Stance Capital LLC's Q2 2025 Portfolio
Portfolio Value 266 Billion
Stocks 187
Filing on Aug 22, 2025 Q2 2025

Cim Investment Management Inc

  • IVV
  • NVDA
  • MSFT
  • AAPL
  • IJH
  • META
  • IJR
Cim Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 522 Million
Stocks 424
Filing on Aug 21, 2025 Q2 2025

Pathway Financial Advisers, LLC

  • AVGO
  • JPM
  • EPD
  • DUK
  • IBM
  • CSCO
  • ABBV
Pathway Financial Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 302 Million
Stocks 163
Filing on Aug 21, 2025 Q2 2025

Clarion Wealth Managment Partners, LLC

  • VIGI
  • AAPL
  • IWF
  • VEA
  • IWD
  • VONG
  • MSFT
Clarion Wealth Managment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 91.3 Billion
Stocks 81
Filing on Aug 20, 2025 Q2 2025

Thompson Davis & Co., Inc.

  • SMID
  • CSL
  • WMT
  • DOV
  • VOO
  • SHW
  • JPST
Thompson Davis & Co., Inc.'s Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 139