Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 25, 2025 Q2 2025

Westbridge Capital Management, LLC

  • FRSH
Westbridge Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 199 Million
Stocks 1
Filing on Jul 25, 2025 Q2 2025

Landmark Wealth Management, LLC

  • VOO
  • NOBL
  • VIGI
  • HFXI
  • JCPB
  • IJR
  • TOTR
Landmark Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 235 Million
Stocks 87
Filing on Jul 25, 2025 Q2 2025

Lri Investments, LLC

  • ARES
  • DFAC
  • DFAX
  • VEU
  • DFAI
  • DLN
  • AGO
Lri Investments, LLC's Q2 2025 Portfolio
Portfolio Value 1.18 Trillion
Stocks 1552
Filing on Jul 25, 2025 Q2 2025

Prostatis Group LLC

  • QQQ
  • DIVO
  • SPY
  • DIA
  • VUG
  • IGM
  • SCHG
Prostatis Group LLC's Q2 2025 Portfolio
Portfolio Value 349 Billion
Stocks 156
Filing on Jul 25, 2025 Q2 2025

Legal Advantage Investments, Inc.

  • TDG
  • DIS
  • AMZN
  • VSEC
  • MSFT
  • FISV
  • ESLT
Legal Advantage Investments, Inc.'s Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 94
Filing on Jul 25, 2025 Q2 2025

Brightwater Advisory LLC

  • SCHF
  • SCHP
  • SPY
  • FNDB
  • VIG
  • TIP
  • IWD
Brightwater Advisory LLC's Q2 2025 Portfolio
Portfolio Value 127 Billion
Stocks 61
Filing on Jul 25, 2025 Q2 2025

Criteria Caixa, S.A.U.

  • GOOGL
  • MSFT
  • AMZN
  • KHC
  • PFE
  • V
  • ICLN
Criteria Caixa, S.A.U.'s Q2 2025 Portfolio
Portfolio Value 762 Billion
Stocks 19
Filing on Jul 25, 2025 Q2 2025

Orca Investment Management, LLC

  • MSFT
  • AAPL
  • GOOG
  • SPY
  • AVGO
  • CAH
  • BRK-B
Orca Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 109 Million
Stocks 60
Filing on Jul 25, 2025 Q2 2025

Transcendent Capital Group LLC

  • MSFT
  • FTSM
  • QQQ
  • IJH
  • AAPL
  • IVV
  • IVW
Transcendent Capital Group LLC's Q2 2025 Portfolio
Portfolio Value 195 Billion
Stocks 99
Filing on Jul 25, 2025 Q2 2025

Cwm, LLC

  • IUSB
  • IVV
  • SPLG
  • QUAL
  • IVW
  • SPDW
  • AAPL
Cwm, LLC's Q2 2025 Portfolio
Portfolio Value 28.4 Billion
Stocks 5277
Filing on Jul 25, 2025 Q2 2025

Midwest Capital Advisors, LLC

  • SCHG
  • QUAL
  • DYNF
  • SPEM
  • TLH
  • OEF
  • IYW
Midwest Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 190 Billion
Stocks 188
Filing on Jul 25, 2025 Q2 2025

Quantum Financial Planning Services, Inc.

  • VCSH
  • VUG
  • SPLG
  • CGDV
  • DFAT
  • BND
  • COST
Quantum Financial Planning Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 212 Billion
Stocks 46
Filing on Jul 25, 2025 Q2 2025

Second Half Financial Partners, LLC

  • BIL
  • DIVO
  • SPY
  • QQQ
  • ACIO
  • DRSK
  • IWM
Second Half Financial Partners, LLC's Q2 2025 Portfolio
Portfolio Value 126 Million
Stocks 90
Filing on Jul 25, 2025 Q2 2025

Meritage Portfolio Management

  • MSFT
  • AAPL
  • AVGO
  • GOOGL
  • NVDA
  • AMZN
  • FTNT
Meritage Portfolio Management's Q2 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 327
Filing on Jul 25, 2025 Q2 2025

Spc Financial, Inc.

  • TFLO
  • RSP
  • SPDW
  • USFR
  • IQDG
  • JMBS
  • QUAL
Spc Financial, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 262
Filing on Jul 25, 2025 Q2 2025

Check Capital Management Inc

  • BRK-B
  • BRK-B
  • MKL
  • AER
  • FCNCA
  • LKQ
  • DIS
Check Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 2.6 Billion
Stocks 67
Filing on Jul 25, 2025 Q2 2025

Gibson Capital, LLC

  • VTI
  • VNQ
  • BRK-A
  • VV
  • DCO
  • DFAT
  • VIG
Gibson Capital, LLC's Q2 2025 Portfolio
Portfolio Value 475 Million
Stocks 123
Filing on Jul 25, 2025 Q2 2025

Franklin, Parlapiano, Turner & Welch, LLC

  • VOO
  • REZ
  • BIV
  • IWB
  • MSFT
  • V
  • RTX
Franklin, Parlapiano, Turner & Welch, LLC's Q2 2025 Portfolio
Portfolio Value 383 Million
Stocks 51