Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 25, 2025 Q2 2025

Ckw Financial Group

  • IVV
  • IEFA
  • IJH
  • MCD
  • IEMG
  • GSEW
  • EMXC
Ckw Financial Group's Q2 2025 Portfolio
Portfolio Value 869 Million
Stocks 191
Filing on Jul 25, 2025 Q2 2025

Melia Wealth LLC

  • JEPI
  • ARCC
  • TRIN
  • GAIN
  • ORCC
  • BCSF
  • TSLX
Melia Wealth LLC's Q2 2025 Portfolio
Portfolio Value 209 Billion
Stocks 21
Filing on Jul 25, 2025 Q2 2025

Nadler Financial Group, Inc.

  • VTV
  • VO
  • VTI
  • VUG
  • VONG
  • VOO
  • SCHG
Nadler Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 975 Million
Stocks 132
Filing on Jul 25, 2025 Q2 2025

Baker Boyer National Bank

  • DFAC
  • VTEB
  • DFAX
  • DFUV
  • FBND
  • DFIV
  • DFAI
Baker Boyer National Bank's Q2 2025 Portfolio
Portfolio Value 290 Million
Stocks 106
Filing on Jul 25, 2025 Q2 2025

Penbrook Management LLC

  • NVO
  • MSFT
  • AMZN
  • MCO
  • GOOG
  • GOOGL
  • BX
Penbrook Management LLC's Q2 2025 Portfolio
Portfolio Value 125 Million
Stocks 102
Filing on Jul 25, 2025 Q2 2025

Elefante Mark B

  • NVDA
  • MSFT
  • MA
  • AAPL
  • GOOGL
  • ADP
  • AMZN
Elefante Mark B's Q2 2025 Portfolio
Portfolio Value 133 Billion
Stocks 224
Filing on Jul 25, 2025 Q2 2025

Elmwood Wealth Management, Inc.

  • TFLO
  • VEA
  • JMST
  • SUB
  • JPST
  • TOTL
  • LOUP
Elmwood Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 132
Filing on Jul 25, 2025 Q2 2025

Cascade Investment Advisors, Inc.

  • MSFT
  • AMZN
  • AAPL
  • JBL
  • SCHW
  • VTI
  • USB
Cascade Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 153 Million
Stocks 110
Filing on Jul 25, 2025 Q2 2025

Endowment Wealth Management, Inc.

  • VTI
  • ITOT
  • QAI
  • IUSG
  • IUSV
  • IEFA
  • VT
Endowment Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 159 Million
Stocks 165
Filing on Jul 25, 2025 Q2 2025

Delaney Dennis R

  • MSFT
  • NVDA
  • MA
  • AAPL
  • GOOGL
  • ADP
  • ABT
Delaney Dennis R's Q2 2025 Portfolio
Portfolio Value 193 Million
Stocks 237
Filing on Jul 25, 2025 Q2 2025

Westchester Capital Management, Inc.

  • MSFT
  • AAPL
  • BRK-B
  • WMT
  • JPM
  • CAT
  • WM
Westchester Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 425 Million
Stocks 39
Filing on Jul 25, 2025 Q2 2025

Japan Post Holdings Co., Ltd.

  • AFL
Japan Post Holdings Co., Ltd.'s Q2 2025 Portfolio
Portfolio Value 5.52 Trillion
Stocks 1
Filing on Jul 25, 2025 Q2 2025

Priebe Wealth Holdings LLC

  • SPLG
  • DUSA
  • ARKW
  • BRK-B
  • SDVY
  • SPYG
  • BILS
Priebe Wealth Holdings LLC's Q2 2025 Portfolio
Portfolio Value 115 Billion
Stocks 53
Filing on Jul 25, 2025 Q2 2025

North Rock Partners, LLC

  • SPLG
  • SPYV
  • VGSH
  • SPYG
  • SPY
  • SGOV
  • AAPL
North Rock Partners, LLC's Q2 2025 Portfolio
Portfolio Value 3.4 Billion
Stocks 910
Filing on Jul 25, 2025 Q2 2025

Avalon Ventures Management, LLC

  • KLTR
  • JANX
Avalon Ventures Management, LLC's Q2 2025 Portfolio
Portfolio Value 19 Billion
Stocks 2
Filing on Jul 25, 2025 Q2 2025

Verdence Capital Advisors LLC

  • MSFT
  • FLOT
  • AAPL
  • BIL
  • SPY
  • AVGO
  • JPM
Verdence Capital Advisors LLC's Q2 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 672
Filing on Jul 25, 2025 Q2 2025

Envestnet Portfolio Solutions, Inc.

  • AGG
  • IVV
  • IWY
  • VOO
  • IEFA
  • VO
  • VEA
Envestnet Portfolio Solutions, Inc.'s Q2 2025 Portfolio
Portfolio Value 24.4 Billion
Stocks 1516
Filing on Jul 25, 2025 Q2 2025

Atria Wealth Solutions, Inc.

  • IVV
  • NVDA
  • QQQ
  • AAPL
  • MSFT
  • SPY
  • QUAL
Atria Wealth Solutions, Inc.'s Q2 2025 Portfolio
Portfolio Value 4.15 Billion
Stocks 2098