Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 25, 2025 Q2 2025

Gritstone Asset Management LLC

  • ARCC
Gritstone Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 101 Billion
Stocks 120
Filing on Jul 25, 2025 Q2 2025

Hobbs Group Advisors, LLC

  • SPDW
  • SPTI
  • PPI
  • SPIB
  • IEMG
  • IHDG
  • DGRW
Hobbs Group Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 292 Billion
Stocks 148
Filing on Jul 25, 2025 Q2 2025

Cv Advisors LLC

  • SPY
  • AMZN
  • MSFT
  • NVDA
  • AAPL
  • QQQ
  • GOOGL
Cv Advisors LLC's Q2 2025 Portfolio
Portfolio Value 325 Million
Stocks 37
Filing on Jul 25, 2025 Q2 2025

Muirfield Wealth Advisors LLC

  • RSP
  • BRK-B
  • VGSH
  • VUG
  • VIG
  • IJR
  • IEF
Muirfield Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 126 Billion
Stocks 70
Filing on Jul 25, 2025 Q2 2025

Udine Wealth Management, Inc.

  • BIL
  • MSFT
  • AAPL
  • SHV
  • GOOG
  • BAC
  • JPM
Udine Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 168 Million
Stocks 35
Filing on Jul 25, 2025 Q2 2025

Sather Financial Group Inc

  • BRK-B
  • GOOG
  • MSFT
  • V
  • DG
  • MNST
  • QCOM
Sather Financial Group Inc's Q2 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 136
Filing on Jul 25, 2025 Q2 2025

Cerro Pacific Wealth Advisors LLC

  • QQQ
  • JPST
  • AAPL
  • NVDA
  • VOOG
  • MSFT
  • VIG
Cerro Pacific Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 355 Million
Stocks 159
Filing on Jul 25, 2025 Q2 2025

Concurrent Investment Advisors, LLC

  • MSFT
  • VOO
  • AAPL
  • SPY
  • NVDA
  • AMZN
  • QQQ
Concurrent Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 5.17 Trillion
Stocks 1404
Filing on Jul 25, 2025 Q2 2025

Carl Stuart Investment Advisor, Inc

  • VTI
  • IAU
  • VXUS
  • VOO
  • RJF
  • VOT
  • XOM
Carl Stuart Investment Advisor, Inc's Q2 2025 Portfolio
Portfolio Value 195 Million
Stocks 18
Filing on Jul 25, 2025 Q2 2025

Tranquility Partners, LLC

  • MSFT
  • BX
  • AAPL
  • AMZN
  • COST
  • NVDA
  • HCA
Tranquility Partners, LLC's Q2 2025 Portfolio
Portfolio Value 273 Million
Stocks 217
Filing on Jul 25, 2025 Q2 2025

Sovereign Financial Group, Inc.

  • VEA
  • VUG
  • SPY
  • QQQ
  • VTV
  • IVV
  • AAPL
Sovereign Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 470 Million
Stocks 313
Filing on Jul 25, 2025 Q2 2025

Asset Planning,Inc

  • AMZN
  • TDG
  • LLY
  • COST
  • AAPL
  • ALL
  • MCD
Asset Planning,Inc's Q2 2025 Portfolio
Portfolio Value 133 Billion
Stocks 291
Filing on Jul 25, 2025 Q2 2025

Johnson Investment Counsel Inc

  • IVV
  • IWB
  • MSFT
  • AAPL
  • PG
  • IWR
  • GOOGL
Johnson Investment Counsel Inc's Q2 2025 Portfolio
Portfolio Value 10.9 Billion
Stocks 816
Filing on Jul 25, 2025 Q2 2025

Sivik Global Healthcare LLC

  • XBI
  • THC
  • HCA
  • UHS
  • MCK
  • BSX
  • LLY
Sivik Global Healthcare LLC's Q2 2025 Portfolio
Portfolio Value 368 Million
Stocks 46
Filing on Jul 25, 2025 Q2 2025

Waypoint Wealth Counsel

  • VOO
  • SPY
  • VYM
  • MSFT
  • KO
  • GLD
  • IVV
Waypoint Wealth Counsel's Q2 2025 Portfolio
Portfolio Value 202 Billion
Stocks 311
Filing on Jul 25, 2025 Q2 2025

Atlas Venture Advisors, Inc.

  • DKNG
  • IAS
  • ROKU
  • SNAP
Atlas Venture Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 424 Million
Stocks 4
Filing on Jul 25, 2025 Q2 2025

Advice One Advisory Services, LLC

  • RTX
  • CARR
  • OTIS
  • TSLA
  • AAPL
  • LECO
  • NVDA
Advice One Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 136 Billion
Stocks 32
Filing on Jul 25, 2025 Q2 2025

Investment Advisory Group, LLC

  • VUG
  • VYM
  • DFAC
  • IVV
  • IJR
  • DFUS
  • IVW
Investment Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 320 Million
Stocks 175