Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 24, 2025 Q2 2025

Hemington Wealth Management

  • DFCF
  • DFAU
  • DFAI
  • VTI
  • DFIP
  • AAPL
  • DFSD
Hemington Wealth Management's Q2 2025 Portfolio
Portfolio Value 691 Million
Stocks 1691
Filing on Jul 24, 2025 Q2 2025

Ball & CO Wealth Management Inc.

  • USMV
  • IWF
  • GLD
  • AMLP
  • CGDV
  • AMGN
  • GILD
Ball & CO Wealth Management Inc.'s Q2 2025 Portfolio
Portfolio Value 93.9 Million
Stocks 74
Filing on Jul 24, 2025 Q2 2025

Tcg Capital Management, LP

  • FNKO
Tcg Capital Management, LP's Q2 2025 Portfolio
Portfolio Value 59.6 Million
Stocks 1
Filing on Jul 24, 2025 Q2 2025

Keener Financial Planning LLC

  • SPTM
  • VEA
  • IJR
  • AVLV
  • VWO
  • VTI
  • SPDW
Keener Financial Planning LLC's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 219
Filing on Jul 24, 2025 Q2 2025

Apollon Wealth Management, LLC

  • NVDA
  • IVV
  • AAPL
  • MSFT
  • VOO
  • AMZN
  • VONG
Apollon Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 4.8 Billion
Stocks 1272
Filing on Jul 24, 2025 Q2 2025

Apollon Financial, LLC

  • NVDA
  • MSFT
  • IVV
  • AMZN
  • XLK
  • VIG
  • AAPL
Apollon Financial, LLC's Q2 2025 Portfolio
Portfolio Value 479 Billion
Stocks 211
Filing on Jul 24, 2025 Q2 2025

R. W. Roge & Company, Inc.

  • VOO
  • VUG
  • VTV
  • SCHX
  • GLDM
  • VGIT
  • DFAI
R. W. Roge & Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 176 Million
Stocks 54
Filing on Jul 24, 2025 Q2 2025

West Bancorporation Inc

  • IWF
  • IWD
  • IWR
  • VOO
  • VYM
  • WTBA
  • IVV
West Bancorporation Inc's Q2 2025 Portfolio
Portfolio Value 153 Million
Stocks 97
Filing on Jul 24, 2025 Q2 2025

Altos Ventures Management Inc.

  • RBLX
Altos Ventures Management Inc.'s Q2 2025 Portfolio
Portfolio Value 11.7 Billion
Stocks 1
Filing on Jul 24, 2025 Q2 2025

Financial Connections Group, Inc.

  • DFAU
  • ESGV
  • VUG
  • DFIV
  • VIGI
  • USXF
  • JCPB
Financial Connections Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 242 Million
Stocks 951
Filing on Jul 24, 2025 Q2 2025

Folger Nolan Fleming Douglas Capital Management, Inc

  • VGT
  • CTVA
  • MSFT
  • AAPL
  • DOW
  • JPM
  • GOOG
Folger Nolan Fleming Douglas Capital Management, Inc's Q2 2025 Portfolio
Portfolio Value 839 Million
Stocks 162
Filing on Jul 24, 2025 Q2 2025

Lester Murray Antman Dba Simply Rich

  • AAPL
  • USMV
  • GOOG
  • EFAV
  • EEMV
  • MSFT
  • GOOGL
Lester Murray Antman Dba Simply Rich's Q2 2025 Portfolio
Portfolio Value 359 Million
Stocks 214
Filing on Jul 24, 2025 Q2 2025

Invictus Private Wealth, LLC

  • VOO
  • QQQ
  • VUG
  • VO
  • VTV
  • VB
  • COST
Invictus Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 1.46 Trillion
Stocks 84
Filing on Jul 24, 2025 Q2 2025

U S Global Investors Inc

  • UAL
  • DAL
  • LUV
  • AAL
  • SKYW
  • SNCY
  • ALK
U S Global Investors Inc's Q2 2025 Portfolio
Portfolio Value 804 Million
Stocks 173
Filing on Jul 24, 2025 Q2 2025

Bey Douglas LLC

  • NVDA
  • MSFT
  • GOOGL
  • BKNG
  • INTU
  • V
  • SYK
Bey Douglas LLC's Q2 2025 Portfolio
Portfolio Value 164 Million
Stocks 46
Filing on Jul 24, 2025 Q2 2025

Fulcrum Capital LLC

  • MSFT
  • VO
  • AMZN
  • NVDA
  • AAPL
  • GOOGL
  • TT
Fulcrum Capital LLC's Q2 2025 Portfolio
Portfolio Value 456 Million
Stocks 99
Filing on Jul 24, 2025 Q2 2025

Dsm Capital Partners LLC

  • NVDA
  • MSFT
  • AMZN
  • META
  • GOOGL
  • INTU
  • FTNT
Dsm Capital Partners LLC's Q2 2025 Portfolio
Portfolio Value 6.07 Billion
Stocks 39
Filing on Jul 24, 2025 Q2 2025

Fischer Investment Strategies, LLC

  • DFUS
  • BUFD
  • BRK-B
  • SPMO
  • URTH
  • DFIV
  • QQQ
Fischer Investment Strategies, LLC's Q2 2025 Portfolio
Portfolio Value 149 Billion
Stocks 37