Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 24, 2025 Q2 2025

Adapt Investment Managers Sa

  • NVDA
  • TSLA
  • HYG
  • AMD
  • META
  • AVGO
  • MSFT
Adapt Investment Managers Sa's Q2 2025 Portfolio
Portfolio Value 7.92 Billion
Stocks 88
Filing on Jul 24, 2025 Q2 2025

Comprehensive Money Management Services LLC

  • VTIP
  • VNQI
  • VPU
  • ICSH
  • VWOB
  • VTI
  • VEA
Comprehensive Money Management Services LLC's Q2 2025 Portfolio
Portfolio Value 132 Billion
Stocks 184
Filing on Jul 24, 2025 Q2 2025

Trust CO Of Tennessee

  • RSP
  • VUG
  • VTV
  • USRT
  • VOO
  • IVV
  • SPY
Trust CO Of Tennessee's Q2 2025 Portfolio
Portfolio Value 429 Billion
Stocks 7
Filing on Jul 24, 2025 Q2 2025

Benson Investment Management Company, Inc.

  • GLD
  • MSFT
  • GOOG
  • NVDA
  • AMZN
  • META
  • BRK-B
Benson Investment Management Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 263 Million
Stocks 52
Filing on Jul 24, 2025 Q2 2025

Louisbourg Investments Inc.

  • CNI
  • MSFT
  • SHOP
  • IVV
  • WPM
  • RCI
  • TSM
Louisbourg Investments Inc.'s Q2 2025 Portfolio
Portfolio Value 424 Billion
Stocks 200
Filing on Jul 24, 2025 Q2 2025

Applied Capital Llc/Fl

  • MSFT
  • META
  • CAT
  • GOOG
  • PH
  • TRV
  • PAG
Applied Capital Llc/Fl's Q2 2025 Portfolio
Portfolio Value 138 Billion
Stocks 84
Filing on Jul 24, 2025 Q2 2025

Trust CO Of Toledo Na

  • MSFT
  • AAPL
  • JPM
  • ORCL
  • NVDA
  • LLY
  • GOOGL
Trust CO Of Toledo Na 's Q2 2025 Portfolio
Portfolio Value 895 Million
Stocks 920
Filing on Jul 24, 2025 Q2 2025

Inspire Investing, LLC

  • CAT
  • WWJD
  • SCHO
  • PGR
  • APH
  • IBD
  • KLAC
Inspire Investing, LLC's Q2 2025 Portfolio
Portfolio Value 874 Million
Stocks 824
Filing on Jul 24, 2025 Q2 2025

Jnba Financial Advisors

  • IVV
  • SPDW
  • BIL
  • IJH
  • SPMD
  • SPEM
  • VUG
Jnba Financial Advisors's Q2 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 651
Filing on Jul 24, 2025 Q2 2025

Kfa Private Wealth Group, LLC

  • IVV
  • FBCG
  • FBND
  • IJH
  • SHV
  • IJR
  • ITOT
Kfa Private Wealth Group, LLC's Q2 2025 Portfolio
Portfolio Value 322 Million
Stocks 132
Filing on Jul 24, 2025 Q2 2025

Slt Holdings LLC

  • NVDA
  • BIL
  • GBTC
  • AAPL
  • TQQQ
  • MSFT
  • AVGO
Slt Holdings LLC's Q2 2025 Portfolio
Portfolio Value 134 Billion
Stocks 107
Filing on Jul 24, 2025 Q2 2025

Bernard Wealth Management Corp.

  • NVDA
  • SCHX
  • AAPL
  • MSFT
  • SCHD
  • SCHM
  • LLY
Bernard Wealth Management Corp.'s Q2 2025 Portfolio
Portfolio Value 216 Billion
Stocks 309
Filing on Jul 24, 2025 Q2 2025

True Wind Capital Management, L.P.

  • CLBT
  • LPRO
True Wind Capital Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 236 Million
Stocks 2
Filing on Jul 24, 2025 Q2 2025

Drucker Wealth 3.0, LLC

  • VOO
  • BND
  • VB
  • VTI
  • VIG
  • AAPL
  • VEA
Drucker Wealth 3.0, LLC's Q2 2025 Portfolio
Portfolio Value 518 Billion
Stocks 422
Filing on Jul 24, 2025 Q2 2025

First Fiduciary Investment Counsel, Inc.

  • MSFT
  • JPM
  • GS
  • LOW
  • HON
  • NVS
  • ORCL
First Fiduciary Investment Counsel, Inc.'s Q2 2025 Portfolio
Portfolio Value 504 Million
Stocks 71
Filing on Jul 24, 2025 Q2 2025

Jfs Wealth Advisors, LLC

  • DFAC
  • DFAX
  • DFUS
  • IWB
  • AGG
  • BRK-B
  • IVV
Jfs Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.56 Billion
Stocks 1868
Filing on Jul 24, 2025 Q2 2025

Vander Pol Investments L.L.C.

  • SCHX
  • SPY
  • SCHP
  • SCHZ
  • BCD
  • SCMB
  • IDEV
Vander Pol Investments L.L.C.'s Q2 2025 Portfolio
Portfolio Value 47.6 Billion
Stocks 55
Filing on Jul 24, 2025 Q2 2025

Strengthening Families & Communities, LLC

  • NVDA
  • VGT
  • VCR
  • VAW
  • VIS
  • GOOGL
  • AVGO
Strengthening Families & Communities, LLC's Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 406