Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 25, 2025 Q2 2025

Oregon Public Employees Retirement Fund

  • NVDA
  • MSFT
  • AAPL
  • ORCC
  • AMZN
  • META
  • AVGO
Oregon Public Employees Retirement Fund's Q2 2025 Portfolio
Portfolio Value 5.52 Billion
Stocks 1509
Filing on Jul 25, 2025 Q2 2025

Heartland Bank & Trust CO

  • IGF
  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • DJP
  • AMZN
Heartland Bank & Trust CO's Q2 2025 Portfolio
Portfolio Value 210 Million
Stocks 202
Filing on Jul 25, 2025 Q2 2025

Concord Asset Management, Llc/Va

  • NVDA
  • SPSB
  • HYBL
  • SHV
  • SPIB
  • SPDW
  • SPTI
Concord Asset Management, Llc/Va's Q2 2025 Portfolio
Portfolio Value 665 Billion
Stocks 201
Filing on Jul 25, 2025 Q2 2025

Round Angle Advisors LLC

  • IJH
  • VTV
  • AVGO
  • GLD
  • NOBL
  • VOE
  • AAPL
Round Angle Advisors LLC's Q2 2025 Portfolio
Portfolio Value 120 Billion
Stocks 58
Filing on Jul 25, 2025 Q2 2025

Wealth Architects, LLC

  • IVV
  • TDTF
  • VEA
  • IJR
  • VIG
  • GII
  • AAPL
Wealth Architects, LLC's Q2 2025 Portfolio
Portfolio Value 906 Million
Stocks 226
Filing on Jul 25, 2025 Q2 2025

Astoria Portfolio Advisors Llc.

  • SPDW
  • NVDA
  • PPI
  • SPTI
  • BAC
  • AAPL
  • MSFT
Astoria Portfolio Advisors Llc.'s Q2 2025 Portfolio
Portfolio Value 266 Million
Stocks 258
Filing on Jul 25, 2025 Q2 2025

Fidelis I M, LLC

  • VCSH
  • SCHX
  • VIG
  • VO
  • DLN
  • SCHA
  • VXUS
Fidelis I M, LLC's Q2 2025 Portfolio
Portfolio Value 221 Million
Stocks 22
Filing on Jul 25, 2025 Q2 2025

Courage Miller Partners, LLC

  • SCHX
  • SCHF
  • ISTB
  • IGSB
  • SCHO
  • BND
  • SCHM
Courage Miller Partners, LLC's Q2 2025 Portfolio
Portfolio Value 314 Million
Stocks 86
Filing on Jul 25, 2025 Q2 2025

Total Clarity Wealth Management, Inc.

  • SPLG
  • USFR
  • VBR
  • VRIG
  • JAAA
  • RDVY
  • SPAB
Total Clarity Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 328 Million
Stocks 288
Filing on Jul 25, 2025 Q2 2025

Concord Wealth Partners

  • NVDA
  • SPSB
  • HYBL
  • SHV
  • SPIB
  • SPDW
  • SPTI
Concord Wealth Partners's Q2 2025 Portfolio
Portfolio Value 673 Million
Stocks 861
Filing on Jul 25, 2025 Q2 2025

Integrated Capital Management, Inc.

  • AVLV
  • SPDW
  • PDBC
  • VIG
  • SPTS
  • EFV
  • EMLC
Integrated Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 124 Million
Stocks 71
Filing on Jul 25, 2025 Q2 2025

Richard Pzena

Pzena Investment Management LLC
  • CTSH
  • DG
  • BAX
  • COF
  • C
  • CVS
  • MGA
Richard Pzena's Q2 2025 Portfolio
Portfolio Value 29.8 Billion
Stocks 184
Filing on Jul 25, 2025 Q2 2025

Montrusco Bolton Investments Inc.

  • MSFT
  • NVDA
  • AMZN
  • META
  • JPM
  • GOOGL
  • WCN
Montrusco Bolton Investments Inc.'s Q2 2025 Portfolio
Portfolio Value 8.49 Billion
Stocks 75
Filing on Jul 25, 2025 Q2 2025

Parker Financial LLC

  • VEA
  • DFAC
  • VUG
  • VTV
  • BNDX
  • VWO
  • BSV
Parker Financial LLC's Q2 2025 Portfolio
Portfolio Value 231 Billion
Stocks 35
Filing on Jul 25, 2025 Q2 2025

Riverpoint Wealth Management Holdings, LLC

  • GSLC
  • SCHF
  • VEA
  • VO
  • FNDA
  • IVV
  • VOO
Riverpoint Wealth Management Holdings, LLC's Q2 2025 Portfolio
Portfolio Value 425 Million
Stocks 54
Filing on Jul 25, 2025 Q2 2025

Yousif Capital Management, LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Yousif Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 8.95 Billion
Stocks 1917
Filing on Jul 25, 2025 Q2 2025

Cboe Vest Financial, LLC

  • CB
  • ADP
  • MSFT
  • XOM
  • AFL
  • ABT
  • IBM
Cboe Vest Financial, LLC's Q2 2025 Portfolio
Portfolio Value 6.81 Billion
Stocks 558
Filing on Jul 25, 2025 Q2 2025

Kellett Schaffner Wealth Advisors LLC

  • SPY
  • IPKW
  • PG
  • QQQ
  • SCHD
  • VIG
  • XMMO
Kellett Schaffner Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 128 Million
Stocks 71