Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 25, 2025 Q2 2025

Acorn Creek Capital LLC

  • VTV
  • DFAS
  • BIV
  • DFIC
  • VUG
  • GLD
  • USFR
Acorn Creek Capital LLC's Q2 2025 Portfolio
Portfolio Value 241 Billion
Stocks 75
Filing on Jul 25, 2025 Q2 2025

Alpha Financial Partners, LLC

  • IVV
  • AGG
  • IJH
  • MUB
  • SPLG
  • IXUS
  • IJR
Alpha Financial Partners, LLC's Q2 2025 Portfolio
Portfolio Value 139 Billion
Stocks 89
Filing on Jul 25, 2025 Q2 2025

Gw Henssler & Associates LTD

  • BUFD
  • AAPL
  • MSFT
  • IJJ
  • META
  • ICE
  • GOOGL
Gw Henssler & Associates LTD's Q2 2025 Portfolio
Portfolio Value 1.8 Billion
Stocks 186
Filing on Jul 25, 2025 Q2 2025

Ccg Wealth Management, LLC

  • SPLG
  • SPYG
  • IWR
  • SCHF
  • IJR
  • MSFT
  • QQQ
Ccg Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 187 Million
Stocks 80
Filing on Jul 25, 2025 Q2 2025

Ruedi Wealth Management, Inc.

  • DFAC
  • DFSD
  • DFUS
  • DFAX
  • DFUV
  • DFIV
  • DFIC
Ruedi Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 337 Billion
Stocks 55
Filing on Jul 25, 2025 Q2 2025

Charles Schwab Trust Bank

  • SCHD
Charles Schwab Trust Bank's Q2 2025 Portfolio
Portfolio Value 94.9 Billion
Stocks 1
Filing on Jul 25, 2025 Q2 2025

Lion Street Advisors, LLC

  • GIS
  • QQQ
  • VOO
  • COST
  • SCHD
  • PULS
  • VV
Lion Street Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 317 Million
Stocks 274
Filing on Jul 25, 2025 Q2 2025

Carbahal Olsen Financial Services Group, LLC

  • IVV
  • QQQ
  • IVW
  • IEFA
  • AGG
  • FDVV
  • IVE
Carbahal Olsen Financial Services Group, LLC's Q2 2025 Portfolio
Portfolio Value 117 Billion
Stocks 36
Filing on Jul 25, 2025 Q2 2025

Hazlett, Burt & Watson, Inc.

  • AAPL
  • QQQ
  • SCHD
  • MSFT
  • AMZN
  • NVDA
  • XOM
Hazlett, Burt & Watson, Inc.'s Q2 2025 Portfolio
Portfolio Value 244 Million
Stocks 9591
Filing on Jul 25, 2025 Q2 2025

Mokan Wealth Management Inc.

  • VGSH
  • BIL
  • BILS
  • AVGO
  • VGT
  • BRK-B
  • MSFT
Mokan Wealth Management Inc.'s Q2 2025 Portfolio
Portfolio Value 179 Billion
Stocks 82
Filing on Jul 25, 2025 Q2 2025

Rhs Financial, LLC

  • FNDX
  • SCHB
  • FNDE
  • VTI
  • VEA
  • FNDF
  • IVLU
Rhs Financial, LLC's Q2 2025 Portfolio
Portfolio Value 169 Million
Stocks 131
Filing on Jul 25, 2025 Q2 2025

Allspring Global Investments Holdings, LLC

  • MSFT
  • NVDA
  • AMZN
  • META
  • AVGO
  • AAPL
  • AER
Allspring Global Investments Holdings, LLC's Q2 2025 Portfolio
Portfolio Value 54.8 Billion
Stocks 3156
Filing on Jul 25, 2025 Q2 2025

Almanack Investment Partners, Llc.

  • GDMA
  • VZ
  • SCHX
  • SGOV
  • SGOL
  • VTIP
  • SCHG
Almanack Investment Partners, Llc.'s Q2 2025 Portfolio
Portfolio Value 591 Million
Stocks 206
Filing on Jul 25, 2025 Q2 2025

Alta Advisers LTD

  • VGSH
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • VOO
  • META
Alta Advisers LTD's Q2 2025 Portfolio
Portfolio Value 278 Million
Stocks 248
Filing on Jul 25, 2025 Q2 2025

Maestria Partners LLC

  • MGNI
  • APO
  • AMZN
  • FOUR
  • KKR
  • TDG
  • META
Maestria Partners LLC's Q2 2025 Portfolio
Portfolio Value 288 Billion
Stocks 14
Filing on Jul 25, 2025 Q2 2025

Commonwealth Financial Services, LLC

  • SPY
  • FIXD
  • QQQ
  • IVV
  • UCON
  • QMOM
  • MSFT
Commonwealth Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 519 Billion
Stocks 215
Filing on Jul 25, 2025 Q2 2025

Valley Brook Capital Group, Inc.

  • MSFT
  • AAPL
  • JPM
  • HD
  • NVDA
  • AVGO
  • ABBV
Valley Brook Capital Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 132 Million
Stocks 115
Filing on Jul 25, 2025 Q2 2025

Pandora Wealth, Inc.

  • ACIO
  • META
  • AAPL
  • IVV
  • DRSK
  • AMZN
  • IVE
Pandora Wealth, Inc.'s Q2 2025 Portfolio
Portfolio Value 163 Billion
Stocks 298