Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Jul 24, 2025
Q2 2025
Ridgeline Wealth Planning, LLC
- SPLG
- JPST
- CGGO
- CGDV
- DYNF
- QQQ
- CGGR
Filing on Jul 24, 2025
Q2 2025
Antonelli Financial Advisors, LLC
- QQQ
- VTV
- AAPL
- FDN
- EFA
- VCLT
- IVV
Filing on Jul 24, 2025
Q2 2025
Filing on Jul 24, 2025
Q2 2025
Nav Point Financial, Inc.
- GLDM
- JPIE
- CGCP
- JPST
- VOO
- CGGO
- AAPL
Filing on Jul 24, 2025
Q2 2025
Total Wealth Planning & Management, Inc.
- MSFT
- AAPL
- AMZN
- ABBV
- UNM
- NVDA
- AVGO
Filing on Jul 24, 2025
Q2 2025
Etesian Wealth Advisors, Inc.
- MOAT
- USFR
- UCON
- VEA
- IVV
- SPY
- MSFT
Filing on Jul 24, 2025
Q2 2025
Wellcome Trust LTD (The) As Trustee Of The Wellcome Trust
- V
- MSFT
- DASH
- AMZN
- AAPL
- BRK-A
- NOW
Filing on Jul 24, 2025
Q2 2025
Filing on Jul 24, 2025
Q2 2025
E Fund Management (Hong Kong) Co., Ltd.
- PDD
- IVV
- SPY
- YUMC
- TME
- HTHT
- BZ
Filing on Jul 23, 2025
Q2 2025
Tandem Capital Management Corp
- MSFT
- GE
- META
- SYK
- GOOGL
- BSX
- ETN
Filing on Jul 23, 2025
Q2 2025
Columbia Advisory Partners LLC
- DGRW
- SCHD
- USMF
- JVAL
- VOE
- MTUM
- DGRS
Filing on Jul 23, 2025
Q2 2025
Filing on Jul 23, 2025
Q2 2025
Filing on Jul 23, 2025
Q2 2025
Filing on Jul 23, 2025
Q2 2025
Copperwynd Financial, LLC
- VUG
- IWB
- MGK
- VTV
- VEA
- GBCI
- AAPL
Filing on Jul 23, 2025
Q2 2025
Wealth Advisors Northwest LLC
- DFAC
- DFSV
- DFIC
- DUHP
- AMZN
- DFAU
- DFEM
Filing on Jul 23, 2025
Q2 2025
Lokken Investment Group LLC
- VTV
- VUG
- GLD
- MGMT
- VB
- FBND
- CLOI
Filing on Jul 23, 2025
Q2 2025
Msh Capital Advisors LLC
- SDY
- VEA
- SCHG
- IVV
- MSFT
- JPM
- AAPL