Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 24, 2025 Q2 2025

Trevian Wealth Management LLC

  • VOO
  • ITOT
  • NBN
  • VXF
  • VTI
  • VWO
  • VEA
Trevian Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 164 Million
Stocks 33
Filing on Jul 24, 2025 Q2 2025

Lee Financial CO

  • IVV
  • IJH
  • FNDX
  • BRK-B
  • IVW
  • EMLP
  • GLD
Lee Financial CO's Q2 2025 Portfolio
Portfolio Value 688 Million
Stocks 208
Filing on Jul 24, 2025 Q2 2025

Court Place Advisors, LLC

  • MSFT
  • URI
  • ADP
  • BRK-B
  • JKHY
  • XLK
  • SPGI
Court Place Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 316 Million
Stocks 146
Filing on Jul 24, 2025 Q2 2025

Callan Family Office, LLC

  • MSFT
  • NVDA
  • IVV
  • AAPL
  • AMZN
  • IEFA
  • META
Callan Family Office, LLC's Q2 2025 Portfolio
Portfolio Value 3.17 Trillion
Stocks 931
Filing on Jul 24, 2025 Q2 2025

Freedom Day Solutions, LLC

  • MBOX
  • MCD
  • SPTM
  • USRT
  • VXUS
  • AAPL
  • MSFT
Freedom Day Solutions, LLC's Q2 2025 Portfolio
Portfolio Value 384 Million
Stocks 88
Filing on Jul 24, 2025 Q2 2025

Blair William & CO

  • MSFT
  • AMZN
  • AAPL
  • NVDA
  • V
  • JPM
  • IDXX
Blair William & CO's Q2 2025 Portfolio
Portfolio Value 34.8 Billion
Stocks 1824
Filing on Jul 24, 2025 Q2 2025

Verde Servicos Internacionais S.A.

  • MSFT
  • PGR
  • META
  • TMUS
  • NVDA
  • VRT
  • DIS
Verde Servicos Internacionais S.A.'s Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 41
Filing on Jul 24, 2025 Q2 2025

Triodos Investment Management Bv

  • NVDA
  • KLAC
  • WMS
  • TSM
  • MA
  • ISRG
  • EBAY
Triodos Investment Management Bv's Q2 2025 Portfolio
Portfolio Value 1.3 Billion
Stocks 50
Filing on Jul 24, 2025 Q2 2025

Mc Kinley Carter Wealth Services, Inc.

  • VXUS
  • IVV
  • IWB
  • FBND
  • IEFA
  • AGG
  • VEA
Mc Kinley Carter Wealth Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 308
Filing on Jul 24, 2025 Q2 2025

Gilliland Jeter Wealth Management LLC

  • NVDA
  • AAPL
  • WMT
  • IWF
  • MSFT
  • AMZN
  • VIG
Gilliland Jeter Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 307 Billion
Stocks 178
Filing on Jul 24, 2025 Q2 2025

Commerzbank Aktiengesellschaft

  • MSFT
  • GOOGL
  • AAPL
  • AVGO
  • NVDA
  • JPM
  • IBM
Commerzbank Aktiengesellschaft 's Q2 2025 Portfolio
Portfolio Value 4.36 Billion
Stocks 359
Filing on Jul 24, 2025 Q2 2025

Kc Investment Advisors, LLC

  • VOO
  • VUG
  • IVV
  • SPIB
  • IEFA
  • MSFT
  • BRK-B
Kc Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 268 Million
Stocks 163
Filing on Jul 24, 2025 Q2 2025

Wmg Financial Advisors, LLC

  • AVUS
  • AVUV
  • AVDE
  • AVDV
  • AVEM
  • NVDA
  • AAPL
Wmg Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 246 Million
Stocks 305
Filing on Jul 24, 2025 Q2 2025

Stiles Financial Services Inc

  • NVDA
  • AAPL
  • AMZN
  • MSFT
  • COST
  • BRK-B
  • GOOGL
Stiles Financial Services Inc's Q2 2025 Portfolio
Portfolio Value 281 Million
Stocks 175
Filing on Jul 24, 2025 Q2 2025

Brandywine Oak Private Wealth LLC

  • SCHF
  • VTV
  • VUG
  • VGIT
  • VCIT
  • VCSH
  • SCHO
Brandywine Oak Private Wealth LLC's Q2 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 234
Filing on Jul 24, 2025 Q2 2025

Papp L Roy & Associates

  • MSFT
  • AAPL
  • V
  • ACN
  • ORLY
  • GOOG
  • COST
Papp L Roy & Associates's Q2 2025 Portfolio
Portfolio Value 795 Million
Stocks 180
Filing on Jul 24, 2025 Q2 2025

Vivid Wealth Management, LLC

  • IVV
  • QQQ
  • BIL
  • SGOV
  • VTV
  • JEPI
  • XLK
Vivid Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 228 Billion
Stocks 62
Filing on Jul 24, 2025 Q2 2025

Riverchase Wealth Management, LLC

  • DFAC
  • JCPB
  • DFCF
  • DFIC
  • DUHP
  • VOO
  • DFEM
Riverchase Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 158 Billion
Stocks 68