Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 25, 2025 Q2 2025

St. Louis Trust CO

  • SPY
  • VXUS
  • VTI
  • IJR
  • VEU
  • VOO
  • IWB
St. Louis Trust CO's Q2 2025 Portfolio
Portfolio Value 748 Million
Stocks 186
Filing on Jul 25, 2025 Q2 2025

M.E. Allison & Co., Inc.

  • CGGR
  • CGDV
  • SPY
  • MSFT
  • JEPI
  • JAAA
  • VYM
M.E. Allison & Co., Inc.'s Q2 2025 Portfolio
Portfolio Value 124 Billion
Stocks 171
Filing on Jul 25, 2025 Q2 2025

Community Bank, N.A.

  • AAPL
  • IVV
  • MSFT
  • IBM
  • IEFA
  • JPM
  • VOO
Community Bank, N.A.'s Q2 2025 Portfolio
Portfolio Value 745 Million
Stocks 577
Filing on Jul 25, 2025 Q2 2025

Northwest Capital Management Inc

  • MSFT
  • SCHF
  • SCHX
  • AAPL
  • SCHD
  • EFV
  • PG
Northwest Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 176 Million
Stocks 465
Filing on Jul 25, 2025 Q2 2025

Defender Capital, Llc.

  • BRK-B
  • PLTR
  • AXON
  • DHR
  • MNST
  • TDY
  • FTV
Defender Capital, Llc.'s Q2 2025 Portfolio
Portfolio Value 255 Million
Stocks 39
Filing on Jul 25, 2025 Q2 2025

Cypress Capital Group

  • IVV
  • AAPL
  • LLY
  • MSFT
  • V
  • JPM
  • ABBV
Cypress Capital Group's Q2 2025 Portfolio
Portfolio Value 783 Million
Stocks 269
Filing on Jul 25, 2025 Q2 2025

Wells Financial Advisors Inc

  • VUG
  • MGK
  • USMV
  • GLD
  • VYM
  • VV
  • QUAL
Wells Financial Advisors Inc's Q2 2025 Portfolio
Portfolio Value 71.4 Million
Stocks 76
Filing on Jul 25, 2025 Q2 2025

Emeth Value Capital, LLC

  • DRVN
  • BUR
  • SEAT
  • ARCO
Emeth Value Capital, LLC's Q2 2025 Portfolio
Portfolio Value 112 Billion
Stocks 5
Filing on Jul 25, 2025 Q2 2025

Stephens Consulting, LLC

  • VOO
  • BND
  • VO
  • VTV
  • IEFA
  • AVUV
  • JMUB
Stephens Consulting, LLC's Q2 2025 Portfolio
Portfolio Value 422 Billion
Stocks 1186
Filing on Jul 25, 2025 Q2 2025

Gordian Advisors LLC

  • BIV
  • SCHX
  • VTI
  • VEA
  • VXUS
  • MSFT
  • VWO
Gordian Advisors LLC's Q2 2025 Portfolio
Portfolio Value 140 Billion
Stocks 46
Filing on Jul 25, 2025 Q2 2025

Dynamic Financial Group

  • SGOV
  • IWF
  • DE
  • VZ
  • IWD
  • IEFA
  • SLYG
Dynamic Financial Group's Q2 2025 Portfolio
Portfolio Value 104 Billion
Stocks 61
Filing on Jul 25, 2025 Q2 2025

Bill Few Associates, Inc.

  • MSFT
  • AAPL
  • NVDA
  • ORCL
  • JPM
  • GOOG
  • TJX
Bill Few Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 305 Million
Stocks 194
Filing on Jul 25, 2025 Q2 2025

Pegasus Asset Management, Inc.

  • SCHB
  • MSFT
  • AAPL
  • META
  • NVDA
  • ETN
  • GOOG
Pegasus Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 284 Million
Stocks 72
Filing on Jul 25, 2025 Q2 2025

Griffin Asset Management, Inc.

  • OLED
  • MSFT
  • AAPL
  • JPM
  • TJX
  • V
  • WFC
Griffin Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 820 Million
Stocks 207
Filing on Jul 25, 2025 Q2 2025

One Advisory Partners, LLC

  • IUSB
  • IVV
  • QUAL
  • IVW
  • DYNF
  • EFV
  • IVE
One Advisory Partners, LLC's Q2 2025 Portfolio
Portfolio Value 254 Million
Stocks 61
Filing on Jul 25, 2025 Q2 2025

Mgo One Seven LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • JPST
  • VTV
  • SPY
Mgo One Seven LLC's Q2 2025 Portfolio
Portfolio Value 2.95 Billion
Stocks 1192
Filing on Jul 25, 2025 Q2 2025

Sw Investment Management LLC

  • UI
  • SKYW
  • AMKR
  • GRMN
  • PSN
  • TPX
  • AIRS
Sw Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 412 Million
Stocks 8
Filing on Jul 25, 2025 Q2 2025

Welch Group, LLC

  • MSFT
  • IBM
  • JPM
  • AAPL
  • RTX
  • SFBS
  • AJG
Welch Group, LLC's Q2 2025 Portfolio
Portfolio Value 2.39 Billion
Stocks 281