Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 29, 2025 Q1 2025

Aurelius Family Office LLC

  • VOO
  • DFAC
  • BNDW
  • DFCF
  • VGLT
  • VEA
  • VTIP
Aurelius Family Office LLC's Q1 2025 Portfolio
Portfolio Value 197 Billion
Stocks 46
Filing on Apr 29, 2025 Q1 2025

Investment Partners, Ltd.

  • IWF
  • IWD
  • VEA
  • MSFT
  • AAPL
  • VWO
  • VIG
Investment Partners, Ltd.'s Q1 2025 Portfolio
Portfolio Value 239 Million
Stocks 148
Filing on Apr 29, 2025 Q1 2025

Vested Financial Planning, LLC

  • DFAC
  • DFAX
  • VOO
  • DFNM
  • DFCF
  • SPDW
  • VTEB
Vested Financial Planning, LLC's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 25
Filing on Apr 29, 2025 Q1 2025

Brown Financial Advisory

  • SPLG
  • VB
  • DFAR
  • IWB
  • SPDW
  • VONE
  • BRK-B
Brown Financial Advisory's Q1 2025 Portfolio
Portfolio Value 144 Million
Stocks 52
Filing on Apr 29, 2025 Q1 2025

Walter Public Investments Inc.

  • BJ
  • MMC
  • AZO
  • MA
  • GOOG
  • ICE
  • BR
Walter Public Investments Inc.'s Q1 2025 Portfolio
Portfolio Value 509 Million
Stocks 43
Filing on Apr 29, 2025 Q1 2025

Sigma Investment Counselors Inc

  • IVV
  • IJH
  • VEA
  • IJR
  • STIP
  • SJNK
  • IBDU
Sigma Investment Counselors Inc's Q1 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 187
Filing on Apr 29, 2025 Q1 2025

Lee Johnson Capital Management, LLC

  • SGOV
  • JEPI
  • JEPQ
  • AAPL
  • WMB
  • AMZN
  • AXP
Lee Johnson Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 188 Million
Stocks 39
Filing on Apr 29, 2025 Q1 2025

Garrett Wealth Advisory Group, LLC

  • ET
  • EPS
  • SPYG
  • PRF
  • QUS
  • JHMM
  • SPDW
Garrett Wealth Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 447 Million
Stocks 112
Filing on Apr 29, 2025 Q1 2025

Navalign, LLC

  • FBND
  • SCHP
  • AAPL
  • IJR
  • VIGI
  • SPYV
  • SPYG
Navalign, LLC's Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 114
Filing on Apr 29, 2025 Q1 2025

Abound Financial, LLC

  • SPYG
  • SPSM
  • SPTM
  • SPLG
  • SPDW
  • SPYV
  • SPTI
Abound Financial, LLC's Q1 2025 Portfolio
Portfolio Value 198 Billion
Stocks 269
Filing on Apr 29, 2025 Q1 2025

Interchange Capital Partners, LLC

  • SMLR
  • AAPL
  • JMST
  • IQLT
  • MSFT
  • VTV
  • IVV
Interchange Capital Partners, LLC's Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 299
Filing on Apr 29, 2025 Q1 2025

Account Management LLC

  • BRK-B
  • BX
  • EPD
  • ORLY
  • ASML
  • NEE
  • TMUS
Account Management LLC's Q1 2025 Portfolio
Portfolio Value 90.8 Million
Stocks 24
Filing on Apr 29, 2025 Q1 2025

Beverly Hills Private Wealth, LLC

  • AAPL
  • MSFT
  • BRK-B
  • JPM
  • AMZN
  • VGIT
  • PM
Beverly Hills Private Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 506 Billion
Stocks 1046
Filing on Apr 29, 2025 Q1 2025

Eulav Asset Management

  • TYL
  • HEI
  • TDG
  • WCN
  • MSCI
  • CTAS
  • FICO
Eulav Asset Management's Q1 2025 Portfolio
Portfolio Value 4.06 Billion
Stocks 165
Filing on Apr 29, 2025 Q1 2025

Client First Capital LLC

  • SHV
  • QQQ
  • IVV
  • QUAL
  • GLD
  • XLF
  • XLC
Client First Capital LLC's Q1 2025 Portfolio
Portfolio Value 190 Million
Stocks 18
Filing on Apr 29, 2025 Q1 2025

Capital Management Associates, Inc

  • SCHB
  • SPY
  • VOO
  • QQQ
  • HYS
  • DIA
  • AAPL
Capital Management Associates, Inc's Q1 2025 Portfolio
Portfolio Value 442 Billion
Stocks 129
Filing on Apr 29, 2025 Q1 2025

Dupree Financial Group, LLC

  • AGNC
  • ENB
  • BTI
  • EPPRC
  • VZ
  • MELI
  • CVX
Dupree Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 246 Billion
Stocks 70
Filing on Apr 29, 2025 Q1 2025

Bryant Woods Investment Advisors, LLC

  • IVV
  • IJH
  • VOO
  • AAPL
  • IJR
  • IVOO
  • IEMG
Bryant Woods Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 193 Million
Stocks 49