Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 25, 2025 Q2 2025

Inman Jager Wealth Management, LLC

  • MSFT
  • IVV
  • TOTL
  • BND
  • SPYG
  • IJH
  • SPYV
Inman Jager Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 148 Billion
Stocks 79
Filing on Jul 25, 2025 Q2 2025

1858 Wealth Management, LLC

  • MSFT
  • NVDA
  • AAPL
  • SHV
  • META
  • CME
  • AMZN
1858 Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 136 Billion
Stocks 117
Filing on Jul 25, 2025 Q2 2025

Bricktown Capital, LLC

  • IVV
  • BND
  • IWV
  • USHY
  • AGG
  • ACWI
  • IXUS
Bricktown Capital, LLC's Q2 2025 Portfolio
Portfolio Value 552 Billion
Stocks 26
Filing on Jul 25, 2025 Q2 2025

Gfs Advisors, LLC

  • DIS
  • SPY
  • MSFT
  • ACWI
  • VWO
  • GOOGL
  • FDX
Gfs Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 728 Million
Stocks 146
Filing on Jul 25, 2025 Q2 2025

Manitou Investment Management Ltd.

  • BRK-B
  • GOOGL
  • MSFT
  • IDXX
  • AMZN
  • MA
  • ROP
Manitou Investment Management Ltd.'s Q2 2025 Portfolio
Portfolio Value 521 Million
Stocks 61
Filing on Jul 25, 2025 Q2 2025

Apeiron Capital LTD

  • ONON
  • SMMT
  • NVDA
  • QFIN
Apeiron Capital LTD's Q2 2025 Portfolio
Portfolio Value 116 Million
Stocks 5
Filing on Jul 25, 2025 Q2 2025

Stonehage Fleming Financial Services Holdings LTD

  • AMZN
  • MSFT
  • NFLX
  • GE
  • APH
  • GOOG
  • VRSK
Stonehage Fleming Financial Services Holdings LTD's Q2 2025 Portfolio
Portfolio Value 3.44 Billion
Stocks 262
Filing on Jul 24, 2025 Q2 2025

One Degree Advisors Inc

  • DFAC
  • VTI
  • DFIC
  • VEA
  • SCHR
  • DFSD
  • DFCF
One Degree Advisors Inc's Q2 2025 Portfolio
Portfolio Value 281 Million
Stocks 73
Filing on Jul 24, 2025 Q2 2025

Bcr Wealth Strategies, LLC

  • AVUS
  • AVIG
  • DFCF
  • AVDE
  • DFEM
  • VNQ
  • ICSH
Bcr Wealth Strategies, LLC's Q2 2025 Portfolio
Portfolio Value 258 Million
Stocks 27
Filing on Jul 24, 2025 Q2 2025

Iron Financial, LLC

  • CME
  • AAPL
  • VTI
  • ISTB
  • HTRB
  • SPTM
  • SPY
Iron Financial, LLC's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 126
Filing on Jul 24, 2025 Q2 2025

Richardson Financial Services Inc.

  • SPLG
  • VUG
  • VTV
  • AAPL
  • NVDA
  • VOO
  • MSFT
Richardson Financial Services Inc.'s Q2 2025 Portfolio
Portfolio Value 149 Billion
Stocks 1242
Filing on Jul 24, 2025 Q2 2025

Prairie View Partners, LLC

  • VTI
  • AVSF
  • AVLV
  • AVIV
  • VGIT
  • VTV
  • AVDV
Prairie View Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 397
Filing on Jul 24, 2025 Q2 2025

Natural Investments, LLC

  • MSFT
  • AAPL
  • NVDA
  • NXTE
  • DSI
  • JSTC
  • VEGN
Natural Investments, LLC's Q2 2025 Portfolio
Portfolio Value 387 Million
Stocks 255
Filing on Jul 24, 2025 Q2 2025

Van Strum & Towne Inc.

  • MSFT
  • VTIP
  • ADP
  • VCSH
  • VOO
  • JPM
  • GOOGL
Van Strum & Towne Inc.'s Q2 2025 Portfolio
Portfolio Value 317 Billion
Stocks 109
Filing on Jul 24, 2025 Q2 2025

Constellation Investimentos E Participacoes Ltda

  • MELI
  • NU
  • XP
  • STNE
  • PBRA
  • META
  • NVDA
Constellation Investimentos E Participacoes Ltda's Q2 2025 Portfolio
Portfolio Value 53.1 Million
Stocks 8
Filing on Jul 24, 2025 Q2 2025

Evolution Advisers, Inc.

  • VEA
  • VUG
  • VTV
  • BNDX
  • BSV
  • VWO
  • VMBS
Evolution Advisers, Inc.'s Q2 2025 Portfolio
Portfolio Value 204 Million
Stocks 156
Filing on Jul 24, 2025 Q2 2025

Milestones Administradora De Recursos Ltda.

  • AMZN
  • MSFT
  • GE
  • TSM
  • GOOGL
  • NU
  • MELI
Milestones Administradora De Recursos Ltda.'s Q2 2025 Portfolio
Portfolio Value 292 Billion
Stocks 19
Filing on Jul 24, 2025 Q2 2025

Fifth Third Wealth Advisors LLC

  • IVV
  • SPY
  • IEFA
  • NVDA
  • MSFT
  • AAPL
  • AMZN
Fifth Third Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 2.38 Trillion
Stocks 750