Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 23, 2025 Q2 2025

L.K. Benson & Company, P.C.

  • TROW
  • VXUS
  • VTI
  • HIDE
  • BND
  • SCHF
  • DFUS
L.K. Benson & Company, P.C.'s Q2 2025 Portfolio
Portfolio Value 163 Billion
Stocks 99
Filing on Jul 23, 2025 Q2 2025

Golden Reserve Retirement LLC

  • VTI
  • SCHG
  • QQQ
  • SCHD
  • SCHA
  • AVGO
  • VOO
Golden Reserve Retirement LLC's Q2 2025 Portfolio
Portfolio Value 312 Billion
Stocks 18
Filing on Jul 23, 2025 Q2 2025

Imz Advisory Inc

  • XLK
  • XLF
  • XLY
  • XLC
  • JPST
  • XLV
  • XLI
Imz Advisory Inc's Q2 2025 Portfolio
Portfolio Value 250 Billion
Stocks 40
Filing on Jul 23, 2025 Q2 2025

Bar Harbor Wealth Management

  • XLK
  • IVV
  • AGG
  • LLY
  • AAPL
  • MSFT
  • COST
Bar Harbor Wealth Management's Q2 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 255
Filing on Jul 23, 2025 Q2 2025

Clear Creek Financial Management, LLC

  • SPLG
  • IVV
  • QQQ
  • EFA
  • SPAB
  • SPYG
  • EEM
Clear Creek Financial Management, LLC's Q2 2025 Portfolio
Portfolio Value 962 Million
Stocks 538
Filing on Jul 23, 2025 Q2 2025

Fluent Financial, LLC

  • JPST
  • SPLV
  • SPY
  • EFA
  • EEM
  • AAPL
  • IWM
Fluent Financial, LLC's Q2 2025 Portfolio
Portfolio Value 213 Million
Stocks 63
Filing on Jul 23, 2025 Q2 2025

Fulton Breakefield Broenniman LLC

  • IVV
  • MSFT
  • AAPL
  • AMZN
  • TSM
  • GOOGL
  • VEA
Fulton Breakefield Broenniman LLC's Q2 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 195
Filing on Jul 23, 2025 Q2 2025

Tectonic Advisors LLC

  • VEA
  • BOND
  • VOO
  • TOTL
  • IVV
  • VWO
  • BND
Tectonic Advisors LLC's Q2 2025 Portfolio
Portfolio Value 1.68 Billion
Stocks 407
Filing on Jul 23, 2025 Q2 2025

Mullooly Asset Management, Inc.

  • MTUM
  • VEU
  • VLUE
  • IJH
  • SHV
  • VTI
  • IJR
Mullooly Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 238 Billion
Stocks 47
Filing on Jul 23, 2025 Q2 2025

Armstrong, Fleming & Moore, Inc

  • TCHP
  • CGXU
  • AAPL
  • CGDV
  • SAIC
  • COST
  • NVDA
Armstrong, Fleming & Moore, Inc's Q2 2025 Portfolio
Portfolio Value 184 Billion
Stocks 106
Filing on Jul 23, 2025 Q2 2025

Hager Investment Management Services, LLC

  • AVGO
  • NVDA
  • MSFT
  • AAPL
  • PLTR
  • GOOGL
  • NFLX
Hager Investment Management Services, LLC's Q2 2025 Portfolio
Portfolio Value 166 Million
Stocks 287
Filing on Jul 23, 2025 Q2 2025

Columbus Macro, LLC

  • HYDW
  • IDEV
  • IVV
  • MLPA
  • SCHZ
  • JEPI
  • ENB
Columbus Macro, LLC's Q2 2025 Portfolio
Portfolio Value 777 Million
Stocks 208
Filing on Jul 23, 2025 Q2 2025

Beaumont Asset Management, L.L.C.

  • IVV
  • MOAT
  • MSFT
  • IBDQ
  • SPHQ
  • IBDR
  • VTV
Beaumont Asset Management, L.L.C.'s Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 65
Filing on Jul 23, 2025 Q2 2025

Allegiance Financial Group Advisory Services LLC

  • VTI
  • AVLV
  • AVDV
  • DFAU
  • MSFT
  • AVUV
  • AVIG
Allegiance Financial Group Advisory Services LLC's Q2 2025 Portfolio
Portfolio Value 378 Billion
Stocks 152
Filing on Jul 23, 2025 Q2 2025

Account Management LLC

  • BRK-B
  • BX
  • EPD
  • ASML
  • ORLY
  • NEE
  • AMT
Account Management LLC's Q2 2025 Portfolio
Portfolio Value 91.1 Million
Stocks 25
Filing on Jul 23, 2025 Q2 2025

Cohen Investment Advisors LLC

  • MSFT
  • AAPL
  • LLY
  • AMZN
  • META
  • JPM
  • GS
Cohen Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 191 Million
Stocks 80
Filing on Jul 23, 2025 Q2 2025

Notis Mc Conarty Edward

  • NVDA
  • MSFT
  • MA
  • GOOGL
  • AAPL
  • ADP
  • ABT
Notis Mc Conarty Edward's Q2 2025 Portfolio
Portfolio Value 202 Million
Stocks 230
Filing on Jul 23, 2025 Q2 2025

Cornerstone Enterprises, LLC

  • SPHY
  • JEPI
  • SGOV
  • NVDA
  • MSFT
  • AMZN
  • PLTR
Cornerstone Enterprises, LLC's Q2 2025 Portfolio
Portfolio Value 186 Billion
Stocks 32