Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 23, 2025 Q2 2025

Values Added Financial LLC

  • SPDW
  • IAGG
  • VEA
  • BND
  • SPEM
  • VOTE
  • SPAB
Values Added Financial LLC's Q2 2025 Portfolio
Portfolio Value 206 Billion
Stocks 121
Filing on Jul 23, 2025 Q2 2025

In Track Investment Management Inc

  • MSFT
  • PANW
  • IVV
  • AAPL
  • NVDA
  • VOO
  • PLTR
In Track Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 134 Million
Stocks 111
Filing on Jul 23, 2025 Q2 2025

Spring Vest Wealth Management LLC

  • VCIT
  • BRK-B
  • SPY
  • VUSB
  • VCSH
  • SCHV
  • DFAI
Spring Vest Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 123 Billion
Stocks 61
Filing on Jul 23, 2025 Q2 2025

Vontobel Holding Ltd.

  • MSFT
  • AMZN
  • KO
  • ABT
  • META
  • CME
  • MA
Vontobel Holding Ltd.'s Q2 2025 Portfolio
Portfolio Value 28.9 Billion
Stocks 3064
Filing on Jul 23, 2025 Q2 2025

Trifecta Capital Advisors, LLC

  • QQQ
  • NVDA
  • MSFT
  • AMZN
  • AAPL
  • IJR
  • LLY
Trifecta Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 601 Billion
Stocks 479
Filing on Jul 23, 2025 Q2 2025

Horizon Advisory Services, Inc.

  • RDVY
  • HGER
  • JEPI
  • IBTI
  • IBTF
  • NBTB
  • SDVY
Horizon Advisory Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 186 Billion
Stocks 46
Filing on Jul 23, 2025 Q2 2025

Rye Brook Capital LLC

  • QQQ
  • SRUUF
  • SMH
  • XLI
  • NXE
  • GLD
  • RSP
Rye Brook Capital LLC's Q2 2025 Portfolio
Portfolio Value 95.9 Million
Stocks 24
Filing on Jul 23, 2025 Q2 2025

Mainsail Asset Management, LLC

  • VUG
  • VTV
  • CTAS
  • VBR
  • VBK
  • AAPL
  • VIG
Mainsail Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 162 Billion
Stocks 61
Filing on Jul 23, 2025 Q2 2025

Triasima Portfolio Management Inc.

  • RY
  • SHOP
  • CM
  • KGC
  • ENB
  • AGI
  • BMO
Triasima Portfolio Management Inc.'s Q2 2025 Portfolio
Portfolio Value 467 Million
Stocks 128
Filing on Jul 23, 2025 Q2 2025

Mirova Us LLC

  • NVDA
  • MSFT
  • MA
  • ECL
  • ROP
  • TSM
  • PANW
Mirova Us LLC's Q2 2025 Portfolio
Portfolio Value 9.37 Billion
Stocks 35
Filing on Jul 23, 2025 Q2 2025

Trust Asset Management LLC

  • SPY
  • XLI
  • NVDA
  • MSFT
  • AAPL
  • XLP
  • AMZN
Trust Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 1.34 Billion
Stocks 224
Filing on Jul 23, 2025 Q2 2025

Arcataur Capital Management LLC

  • IVV
  • IJR
  • IJH
  • VEA
  • VWO
  • QQQ
  • SCHX
Arcataur Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 320 Billion
Stocks 99
Filing on Jul 23, 2025 Q2 2025

Reap Financial Group, LLC

  • VEA
  • VTI
  • VUG
  • VTV
  • DOCT
  • AVEM
  • AVLV
Reap Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 426 Billion
Stocks 499
Filing on Jul 23, 2025 Q2 2025

Proffitt & Goodson Inc

  • VEA
  • VOO
  • SPY
  • VGIT
  • VTI
  • VCSH
  • VWO
Proffitt & Goodson Inc's Q2 2025 Portfolio
Portfolio Value 654 Million
Stocks 262
Filing on Jul 23, 2025 Q2 2025

Hendley & CO Inc

  • V
  • BRK-B
  • MSFT
  • APH
  • ABT
  • PH
  • AAPL
Hendley & CO Inc's Q2 2025 Portfolio
Portfolio Value 286 Million
Stocks 46
Filing on Jul 23, 2025 Q2 2025

Kidder Stephen W

  • AAPL
  • MSFT
  • ADP
  • GOOGL
  • NVDA
  • MA
  • AMZN
Kidder Stephen W's Q2 2025 Portfolio
Portfolio Value 328 Million
Stocks 337
Filing on Jul 23, 2025 Q2 2025

Axos Invest Inc.

  • VTI
  • VEA
  • VGIT
  • LQD
  • VWO
  • TIP
  • SCHF
Axos Invest Inc.'s Q2 2025 Portfolio
Portfolio Value 132 Billion
Stocks 22
Filing on Jul 23, 2025 Q2 2025

Nbt Bank N A

  • MSFT
  • AAPL
  • JPM
  • GUNR
  • EFG
  • GOOGL
  • GOOG
Nbt Bank N A 's Q2 2025 Portfolio
Portfolio Value 1.44 Billion
Stocks 1359