Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 24, 2025 Q2 2025

M. Kraus & CO

  • MSFT
  • GOOG
  • TMO
  • LHX
  • RTX
  • NSC
  • ROK
M. Kraus & CO's Q2 2025 Portfolio
Portfolio Value 307 Million
Stocks 83
Filing on Jul 24, 2025 Q2 2025

True Link Financial Advisors, LLC

  • BIV
  • IVV
  • BSV
  • ITOT
  • DFCF
  • SHV
  • IEFA
True Link Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.44 Billion
Stocks 87
Filing on Jul 24, 2025 Q2 2025

Gfg Capital, LLC

  • GSIE
  • GSLC
  • AAPL
  • DELL
  • NFLX
  • HOOD
  • GOOGL
Gfg Capital, LLC's Q2 2025 Portfolio
Portfolio Value 259 Million
Stocks 512
Filing on Jul 24, 2025 Q2 2025

Muhlenkamp & CO Inc

  • EQT
  • MCK
  • NMIH
  • RUSHA
  • BRK-B
  • MTZ
  • AEM
Muhlenkamp & CO Inc's Q2 2025 Portfolio
Portfolio Value 303 Million
Stocks 26
Filing on Jul 24, 2025 Q2 2025

Capital Advisors, Ltd. LLC

  • SPY
  • IWF
  • VIG
  • QUAL
  • VTI
  • IWD
  • CZR
Capital Advisors, Ltd. LLC's Q2 2025 Portfolio
Portfolio Value 811 Million
Stocks 1531
Filing on Jul 24, 2025 Q2 2025

Advanced Asset Management Advisors Inc

  • VOO
  • IVV
  • V
  • TMUS
  • GOOGL
  • AMZN
  • JPM
Advanced Asset Management Advisors Inc's Q2 2025 Portfolio
Portfolio Value 369 Million
Stocks 86
Filing on Jul 24, 2025 Q2 2025

Live Oak Investment Partners

  • PULS
  • VEA
  • UCON
  • SRLN
  • FTLS
  • XMHQ
  • NFLX
Live Oak Investment Partners's Q2 2025 Portfolio
Portfolio Value 126 Million
Stocks 80
Filing on Jul 24, 2025 Q2 2025

Weaver Capital Management LLC

  • BIL
  • SCHG
  • HEFA
  • PJAN
  • NVDA
  • VTV
  • AVGO
Weaver Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 410 Billion
Stocks 190
Filing on Jul 24, 2025 Q2 2025

Game Plan Financial Advisors, LLC

  • NVDA
  • GOOG
  • MSFT
  • AMZN
  • AAPL
  • SCHV
  • ETN
Game Plan Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 186 Million
Stocks 365
Filing on Jul 24, 2025 Q2 2025

Grand Wealth Management, LLC

  • DFAC
  • AVDE
  • DFAX
  • AVUS
  • AVEM
  • DFIC
  • ITOT
Grand Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 72
Filing on Jul 24, 2025 Q2 2025

Carson Allaria Wealth Management, Ltd.

  • SPYG
  • SPYV
  • DFUS
  • IDEV
  • SLYV
  • DFAS
  • MINO
Carson Allaria Wealth Management, Ltd.'s Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 358
Filing on Jul 24, 2025 Q2 2025

Rice Partnership, LLC

  • GLD
  • AAPL
  • MSFT
  • JPM
  • INDA
  • NVDA
  • AMZN
Rice Partnership, LLC's Q2 2025 Portfolio
Portfolio Value 552 Million
Stocks 168
Filing on Jul 24, 2025 Q2 2025

Mercuria Capital Strategies, LLC

  • SPY
  • EQT
  • WMB
  • VST
  • CHK
  • FCX
  • CNX
Mercuria Capital Strategies, LLC's Q2 2025 Portfolio
Portfolio Value 374 Billion
Stocks 10
Filing on Jul 24, 2025 Q2 2025

Mainstay Capital Management LLC

  • SPMO
  • FEZ
  • SIXA
  • GDE
  • QGRO
  • IBND
  • SPYG
Mainstay Capital Management LLC 's Q2 2025 Portfolio
Portfolio Value 1.99 Billion
Stocks 170
Filing on Jul 24, 2025 Q2 2025

Kampmann Melissa S.

  • MSFT
  • LLY
  • UBER
  • JPM
  • AAPL
  • WMT
  • SYK
Kampmann Melissa S.'s Q2 2025 Portfolio
Portfolio Value 133 Billion
Stocks 77
Filing on Jul 24, 2025 Q2 2025

Boomfish Wealth Group, LLC

  • BIL
  • MOAT
  • AGG
  • NVDA
  • MSFT
  • TLT
  • AMZN
Boomfish Wealth Group, LLC's Q2 2025 Portfolio
Portfolio Value 173 Billion
Stocks 87
Filing on Jul 24, 2025 Q2 2025

Tfr Capital, Llc.

  • MSFT
  • NVDA
  • AAPL
  • RWL
  • AMZN
  • NFLX
  • IVV
Tfr Capital, Llc.'s Q2 2025 Portfolio
Portfolio Value 268 Million
Stocks 150
Filing on Jul 24, 2025 Q2 2025

Ulland Investment Advisors, LLC

  • NVDA
  • AXON
  • META
  • GOOG
  • QQQ
  • VRT
  • JEPI
Ulland Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 213