Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 23, 2025 Q2 2025

Guild Investment Management, Inc.

  • PHYS
  • NVDA
  • BIL
  • GBTC
  • DELL
  • GLIN
  • PFEB
Guild Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 101 Million
Stocks 44
Filing on Jul 23, 2025 Q2 2025

Morey & Quinn Wealth Partners, LLC

  • BRK-B
  • FTCS
  • NVDA
  • AAPL
  • MSFT
  • FVD
  • UNP
Morey & Quinn Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 125 Billion
Stocks 129
Filing on Jul 23, 2025 Q2 2025

Windle Wealth, LLC

  • NVDA
  • MSFT
  • T
  • AAPL
  • WELL
  • AVGO
  • SO
Windle Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 205 Billion
Stocks 33
Filing on Jul 23, 2025 Q2 2025

Ironwood Financial, LLC

  • IVV
  • AAPL
  • IVE
  • IVW
  • IJH
  • IJR
  • EUSA
Ironwood Financial, LLC's Q2 2025 Portfolio
Portfolio Value 489 Million
Stocks 159
Filing on Jul 23, 2025 Q2 2025

Ami Investment Management Inc

  • VGSH
  • VGT
  • VCSH
  • BRK-B
  • VGIT
  • SPY
  • MSFT
Ami Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 347 Million
Stocks 72
Filing on Jul 23, 2025 Q2 2025

Schrum Private Wealth Management LLC

  • SPY
  • MSFT
  • AAPL
  • VOO
  • SPLG
  • FXL
  • JPM
Schrum Private Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 124 Million
Stocks 125
Filing on Jul 23, 2025 Q2 2025

Austin Asset Management CO Inc

  • DFAC
  • DFUS
  • NVDA
  • DFAS
  • STIP
  • VNQ
  • BSV
Austin Asset Management CO Inc's Q2 2025 Portfolio
Portfolio Value 478 Million
Stocks 74
Filing on Jul 23, 2025 Q2 2025

Peak Financial Management, Inc.

  • VXUS
  • VTI
  • SPGM
  • VOO
  • RSP
  • JPIB
  • VCIT
Peak Financial Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 338 Million
Stocks 95
Filing on Jul 23, 2025 Q2 2025

Park Circle CO

  • ABBV
  • TRV
  • GS
  • SBUX
  • TROW
  • VZ
  • MO
Park Circle CO's Q2 2025 Portfolio
Portfolio Value 114 Million
Stocks 116
Filing on Jul 23, 2025 Q2 2025

Sitrin Capital Management LLC

  • NVDA
  • AAPL
  • SPY
  • META
  • JPM
  • V
  • MSFT
Sitrin Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 182 Million
Stocks 42
Filing on Jul 23, 2025 Q2 2025

Capital Management Associates, Inc

  • SCHB
  • VOO
  • SPY
  • GIS
  • QQQ
  • AAPL
  • HYS
Capital Management Associates, Inc's Q2 2025 Portfolio
Portfolio Value 316 Billion
Stocks 124
Filing on Jul 23, 2025 Q2 2025

Aurora Investment Managers, Llc.

  • BIL
  • KWEB
  • META
  • MSFT
  • BABA
  • AAPL
  • JD
Aurora Investment Managers, Llc.'s Q2 2025 Portfolio
Portfolio Value 165 Million
Stocks 48
Filing on Jul 23, 2025 Q2 2025

Optas, LLC

  • VOO
  • VTI
  • GOOGL
  • VEU
  • NVDA
  • SPYG
  • GOOG
Optas, LLC's Q2 2025 Portfolio
Portfolio Value 514 Million
Stocks 929
Filing on Jul 23, 2025 Q2 2025

Maryland State Retirement & Pension System

  • NVDA
  • MSFT
  • AAPL
  • ENB
  • AMZN
  • AMT
  • META
Maryland State Retirement & Pension System's Q2 2025 Portfolio
Portfolio Value 4.39 Billion
Stocks 1488
Filing on Jul 23, 2025 Q2 2025

Eagle Strategies LLC

  • SPLG
  • IHDG
  • SPYG
  • VUG
  • PAVE
  • VOT
  • DGRO
Eagle Strategies LLC's Q2 2025 Portfolio
Portfolio Value 650 Million
Stocks 226
Filing on Jul 23, 2025 Q2 2025

Massachusetts Wealth Management

  • XLK
  • JPM
  • XLI
  • MSFT
  • XLF
  • VCSH
  • AAPL
Massachusetts Wealth Management's Q2 2025 Portfolio
Portfolio Value 177 Billion
Stocks 94
Filing on Jul 23, 2025 Q2 2025

First Merchants Corp

  • BSV
  • MSFT
  • AVGO
  • AAPL
  • LLY
  • GOOGL
  • AGG
First Merchants Corp's Q2 2025 Portfolio
Portfolio Value 1.38 Billion
Stocks 518
Filing on Jul 23, 2025 Q2 2025

Dempze Nancy E

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • MA
  • AMZN
  • ABT
Dempze Nancy E's Q2 2025 Portfolio
Portfolio Value 158 Million
Stocks 312