Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 24, 2025 Q2 2025

Accredited Investor Services, LLC

  • AVUS
  • DFAX
  • FBCG
  • AVUV
  • DFAC
  • IAU
  • SUB
Accredited Investor Services, LLC's Q2 2025 Portfolio
Portfolio Value 132 Billion
Stocks 70
Filing on Jul 24, 2025 Q2 2025

Strong Tower Advisory Services

  • MSTR
  • HYG
  • FSK
  • NVDA
  • LQD
  • MSFT
  • FBRT
Strong Tower Advisory Services's Q2 2025 Portfolio
Portfolio Value 469 Million
Stocks 100
Filing on Jul 24, 2025 Q2 2025

Conning Inc.

  • SPY
  • IVV
  • IJR
  • JPM
  • CAT
  • CSCO
  • XOM
Conning Inc.'s Q2 2025 Portfolio
Portfolio Value 2.72 Billion
Stocks 341
Filing on Jul 24, 2025 Q2 2025

Cross Staff Investments Inc

  • IBKR
  • AAPL
  • BRK-B
  • AMZN
  • BX
  • MSFT
  • LNG
Cross Staff Investments Inc's Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 128
Filing on Jul 24, 2025 Q2 2025

Lindenwold Advisors

  • VXUS
  • MUB
  • MSFT
  • AAPL
  • MBB
  • KORP
  • NVDA
Lindenwold Advisors's Q2 2025 Portfolio
Portfolio Value 187 Million
Stocks 107
Filing on Jul 24, 2025 Q2 2025

Brucke Financial, Inc.

  • VCIT
  • VGIT
  • NVDA
  • SCHC
  • AMZN
  • META
  • BNDX
Brucke Financial, Inc.'s Q2 2025 Portfolio
Portfolio Value 144 Billion
Stocks 147
Filing on Jul 24, 2025 Q2 2025

Blue Zone Wealth Advisors, LLC

  • QQQ
  • GOOGL
  • IVW
  • AAPL
  • WMB
  • CRWD
  • MSFT
Blue Zone Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 363 Million
Stocks 110
Filing on Jul 24, 2025 Q2 2025

Greenwood Gearhart Inc

  • VOO
  • SCHX
  • IGIB
  • JPST
  • VXUS
  • IGSB
  • XLV
Greenwood Gearhart Inc's Q2 2025 Portfolio
Portfolio Value 1.57 Billion
Stocks 105
Filing on Jul 24, 2025 Q2 2025

Gunderson Capital Management Inc.

  • NVDA
  • NFLX
  • GS
  • META
  • HOOD
  • HSBC
  • TMUS
Gunderson Capital Management Inc.'s Q2 2025 Portfolio
Portfolio Value 222 Million
Stocks 47
Filing on Jul 24, 2025 Q2 2025

Bender Robert & Associates

  • NVDA
  • AAPL
  • ISRG
  • MELI
  • AMZN
  • META
  • LLY
Bender Robert & Associates's Q2 2025 Portfolio
Portfolio Value 448 Million
Stocks 46
Filing on Jul 24, 2025 Q2 2025

Pds Planning, Inc

  • VEA
  • IVV
  • AGG
  • VO
  • VWO
  • AVUV
  • VIG
Pds Planning, Inc's Q2 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 516
Filing on Jul 24, 2025 Q2 2025

Williams & Novak, LLC

  • FBND
  • MFUS
  • SYPR
  • MFEM
  • PCQ
  • SLV
  • IXUS
Williams & Novak, LLC's Q2 2025 Portfolio
Portfolio Value 118 Billion
Stocks 134
Filing on Jul 24, 2025 Q2 2025

Verger Capital Management LLC

  • ACWI
  • AGG
  • SPY
  • IVV
  • EFA
  • IXC
  • IAU
Verger Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 254 Million
Stocks 14
Filing on Jul 24, 2025 Q2 2025

Shayne & Co., LLC

  • BRK-B
  • HCA
  • BRK-A
  • VTI
  • AXP
  • SYY
  • MSFT
Shayne & Co., LLC's Q2 2025 Portfolio
Portfolio Value 295 Million
Stocks 113
Filing on Jul 24, 2025 Q2 2025

Summit Place Financial Advisors, LLC

  • NVDA
  • MSFT
  • AAPL
  • IAU
  • NFLX
  • USDU
  • RTX
Summit Place Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 184 Million
Stocks 91
Filing on Jul 24, 2025 Q2 2025

Von Berge Wealth Management Group, LLC

  • VO
  • MGK
  • MGV
  • VB
  • FNDF
  • VTV
  • VEA
Von Berge Wealth Management Group, LLC's Q2 2025 Portfolio
Portfolio Value 173 Million
Stocks 64
Filing on Jul 24, 2025 Q2 2025

Wealth Management Resources, Inc.

  • SPHQ
  • FBND
  • SPYG
  • IEF
  • SCHD
  • IHDG
  • SCHF
Wealth Management Resources, Inc.'s Q2 2025 Portfolio
Portfolio Value 293 Million
Stocks 32
Filing on Jul 24, 2025 Q2 2025

Villere St Denis J & CO LLC

  • JPM
  • V
  • PLMR
  • AMZN
  • POOL
  • ROP
  • ONON
Villere St Denis J & CO LLC's Q2 2025 Portfolio
Portfolio Value 963 Million
Stocks 81