Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 25, 2025 Q2 2025

Stack Financial Management, Inc

  • MSFT
  • WMT
  • BRK-B
  • PWR
  • ACN
  • CVX
  • LHX
Stack Financial Management, Inc's Q2 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 49
Filing on Jul 25, 2025 Q2 2025

Pathway Financial Advisors LLC

  • GBIL
  • VUG
  • VTV
  • VO
  • ACWI
  • VGIT
  • IEMG
Pathway Financial Advisors LLC's Q2 2025 Portfolio
Portfolio Value 623 Million
Stocks 133
Filing on Jul 25, 2025 Q2 2025

Presilium Private Wealth, LLC

  • VTV
  • VUG
  • VGSH
  • VGK
  • BSV
  • VWO
  • VOT
Presilium Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 489 Billion
Stocks 74
Filing on Jul 25, 2025 Q2 2025

Mitchell Capital Management CO

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • META
  • AMZN
  • GOOG
Mitchell Capital Management CO's Q2 2025 Portfolio
Portfolio Value 499 Million
Stocks 107
Filing on Jul 25, 2025 Q2 2025

Ellis Investment Partners, LLC

  • VUG
  • RNP
  • DVY
  • QQQ
  • AAPL
  • SPY
  • IJS
Ellis Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 496 Million
Stocks 239
Filing on Jul 25, 2025 Q2 2025

Mc Namara Financial Services, Inc.

  • IVV
  • SPDW
  • SPEM
  • SPAB
  • BIL
  • TOTL
  • SPSM
Mc Namara Financial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 498 Million
Stocks 92
Filing on Jul 25, 2025 Q2 2025

M3 Advisory Group, LLC

  • VIG
  • QQQ
  • VTI
  • VUG
  • VOO
  • IVV
  • NVDA
M3 Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 145 Billion
Stocks 149
Filing on Jul 25, 2025 Q2 2025

Index Fund Advisors, Inc.

  • DFAS
  • DFUS
  • DFAT
  • DFUV
  • DFIV
  • DFSV
  • BND
Index Fund Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.71 Billion
Stocks 144
Filing on Jul 25, 2025 Q2 2025

Genesee Capital Advisors, LLC

  • SCHB
  • FXL
  • QQQ
  • AAPL
  • BRK-B
  • SPYD
  • FYX
Genesee Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 217 Million
Stocks 121
Filing on Jul 25, 2025 Q2 2025

Joel Adams & Associates, Inc.

  • VOO
  • AGG
  • EAGG
  • VTEB
  • VSGX
  • IEFA
  • VXUS
Joel Adams & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 113 Billion
Stocks 61
Filing on Jul 25, 2025 Q2 2025

Libra Wealth LLC

  • VTI
  • VGIT
  • VEA
  • SCHB
  • SCHF
  • DFAT
  • AVEM
Libra Wealth LLC's Q2 2025 Portfolio
Portfolio Value 301 Million
Stocks 69
Filing on Jul 25, 2025 Q2 2025

Retirement Planning Group, LLC / Ny

  • QQQ
  • JEPI
  • RWL
  • PAVE
  • JCE
  • QYLD
  • XLF
Retirement Planning Group, LLC / Ny's Q2 2025 Portfolio
Portfolio Value 114 Billion
Stocks 77
Filing on Jul 25, 2025 Q2 2025

Bull Street Advisors, LLC

  • TJX
  • MSFT
  • BSV
  • VGSH
  • COST
  • AAPL
  • KO
Bull Street Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 208 Million
Stocks 89
Filing on Jul 25, 2025 Q2 2025

Sharp Financial Services, LLC

  • VOO
  • IVW
  • QQQ
  • AGG
  • VGIT
  • GLD
  • META
Sharp Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 155 Billion
Stocks 90
Filing on Jul 25, 2025 Q2 2025

Yarger Wealth Strategies, LLC

  • VONG
  • TDVG
  • HTAB
  • AAPL
  • DGRO
  • VYM
  • AMZN
Yarger Wealth Strategies, LLC's Q2 2025 Portfolio
Portfolio Value 165 Million
Stocks 111
Filing on Jul 25, 2025 Q2 2025

Clarendon Private LLC

  • NVDA
  • MSFT
  • META
  • AMZN
  • SPY
  • AAPL
  • AVGO
Clarendon Private LLC's Q2 2025 Portfolio
Portfolio Value 104 Billion
Stocks 100
Filing on Jul 25, 2025 Q2 2025

G2 Capital Management, LLC

  • DFUS
  • JMUB
  • MOAT
  • BND
  • DUHP
  • DFAS
  • SCHX
G2 Capital Management, LLC 's Q2 2025 Portfolio
Portfolio Value 349 Million
Stocks 64
Filing on Jul 25, 2025 Q2 2025

Mitchell Sinkler & Starr

  • MSFT
  • NVDA
  • AAPL
  • PG
  • VOO
  • SCHB
  • VTI
Mitchell Sinkler & Starr's Q2 2025 Portfolio
Portfolio Value 206 Million
Stocks 144