Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 23, 2025 Q2 2025

Mc Elhenny Sheffield Capital Management, LLC

  • MSMR
  • TQQQ
  • QQQ
  • SPY
  • GLD
  • SHY
  • USDU
Mc Elhenny Sheffield Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 372 Million
Stocks 103
Filing on Jul 23, 2025 Q2 2025

Pay Pay Securities Corp

  • SPXL
  • TQQQ
  • SOXL
  • SPXS
  • TSLS
  • MSFT
  • NVDA
Pay Pay Securities Corp's Q2 2025 Portfolio
Portfolio Value 2.05 Billion
Stocks 273
Filing on Jul 23, 2025 Q2 2025

Leo Wealth, LLC

  • ESGV
  • AFRM
  • JNJ
  • GSLC
  • VSGX
  • AVUS
  • IEF
Leo Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 1.29 Trillion
Stocks 385
Filing on Jul 23, 2025 Q2 2025

Mfa Wealth Services

  • IVV
  • QGRO
  • IEI
  • SCHD
  • SHY
  • VNQ
  • IQLT
Mfa Wealth Services's Q2 2025 Portfolio
Portfolio Value 133 Billion
Stocks 114
Filing on Jul 23, 2025 Q2 2025

Ppsc Investment Service Corp

  • SPXL
  • SPY
  • GLD
  • QQQ
  • TQQQ
Ppsc Investment Service Corp's Q2 2025 Portfolio
Portfolio Value 1.07 Trillion
Stocks 7
Filing on Jul 23, 2025 Q2 2025

Edge Financial Advisors LLC

  • ITOT
  • SPY
  • IXUS
  • DUHP
  • DYNF
  • DFUS
  • JQUA
Edge Financial Advisors LLC's Q2 2025 Portfolio
Portfolio Value 190 Billion
Stocks 137
Filing on Jul 23, 2025 Q2 2025

Veritas Investment Partners (Uk) Ltd.

  • MSFT
  • MA
  • MMC
  • INTU
  • SNPS
  • ISRG
  • TSCO
Veritas Investment Partners (Uk) Ltd.'s Q2 2025 Portfolio
Portfolio Value 5.14 Billion
Stocks 51
Filing on Jul 23, 2025 Q2 2025

Lakeside Advisors, Inc.

  • MSFT
  • BRK-B
  • COST
  • NUE
  • PG
  • VTI
  • USB
Lakeside Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 152 Million
Stocks 62
Filing on Jul 23, 2025 Q2 2025

Armbruster Capital Management, Inc.

  • VFVA
  • MTUM
  • SPLV
  • RPV
  • QUAL
  • VFQY
  • IVLU
Armbruster Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 549 Million
Stocks 128
Filing on Jul 23, 2025 Q2 2025

Life Steps Financial, Inc.

  • QQQ
  • SPY
  • NVDA
  • MSFT
  • AAPL
  • VTV
  • IJH
Life Steps Financial, Inc.'s Q2 2025 Portfolio
Portfolio Value 145 Million
Stocks 86
Filing on Jul 23, 2025 Q2 2025

Shariaportfolio, Inc.

  • TSLA
  • MSTR
  • SPUS
  • SPSK
  • NVDA
  • SPRE
  • CLSK
Shariaportfolio, Inc.'s Q2 2025 Portfolio
Portfolio Value 194 Million
Stocks 23
Filing on Jul 23, 2025 Q2 2025

Detalus Advisors, LLC

  • SPLG
  • IVW
  • QUAL
  • DYNF
  • OEF
  • IVE
  • EFX
Detalus Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 320 Million
Stocks 172
Filing on Jul 23, 2025 Q2 2025

Financial Life Advisors

  • IVW
  • IVE
  • SCHZ
  • SPMB
  • DYNF
  • EFV
  • IUSB
Financial Life Advisors's Q2 2025 Portfolio
Portfolio Value 288 Million
Stocks 48
Filing on Jul 23, 2025 Q2 2025

Northern Financial Advisors Inc

  • SPY
  • NFLX
  • DIA
  • AVGO
  • WMT
  • MSFT
  • AAPL
Northern Financial Advisors Inc's Q2 2025 Portfolio
Portfolio Value 133 Billion
Stocks 107
Filing on Jul 23, 2025 Q2 2025

Lansing Street Advisors

  • VOO
  • CMG
  • MCD
  • QQQ
  • IVW
  • VUG
  • SPY
Lansing Street Advisors's Q2 2025 Portfolio
Portfolio Value 323 Million
Stocks 134
Filing on Jul 23, 2025 Q2 2025

Nelson Capital Management, LLC

  • NVDA
  • MSFT
  • VEA
  • IGSB
  • SPTS
  • AAPL
  • XLI
Nelson Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 749 Million
Stocks 101
Filing on Jul 23, 2025 Q2 2025

Narwhal Capital Management

  • IVV
  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • AMZN
  • IAU
Narwhal Capital Management's Q2 2025 Portfolio
Portfolio Value 1.2 Billion
Stocks 162
Filing on Jul 23, 2025 Q2 2025

Quarry Hill Advisors, LLC

  • AVUV
  • DFAC
  • AVDV
  • DFIC
  • DFSU
  • DFEM
  • AVUS
Quarry Hill Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 172 Billion
Stocks 48