Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 23, 2025 Q2 2025

Pure Portfolios Holdings LLC

  • SGOL
  • SCHX
  • SCHF
  • SCHR
  • SCHE
  • SLYV
  • SCHH
Pure Portfolios Holdings LLC's Q2 2025 Portfolio
Portfolio Value 295 Billion
Stocks 102
Filing on Jul 23, 2025 Q2 2025

Secured Retirement Advisors, LLC

  • STRV
  • MSFT
  • NVDA
  • BOND
  • AAPL
  • AMZN
  • META
Secured Retirement Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 168 Billion
Stocks 115
Filing on Jul 23, 2025 Q2 2025

Bear Mountain Capital, Inc.

  • VO
  • VOO
  • MUB
  • SCZ
  • VEA
  • VCSH
  • BND
Bear Mountain Capital, Inc.'s Q2 2025 Portfolio
Portfolio Value 277 Million
Stocks 182
Filing on Jul 23, 2025 Q2 2025

Somnio Financial Group, LLC

  • IVV
  • VEU
  • VO
  • AGG
  • VNQ
  • IJR
  • JNK
Somnio Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 140 Billion
Stocks 13
Filing on Jul 23, 2025 Q2 2025

Abel Hall, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFSV
  • DFAU
  • SPY
  • NVDA
Abel Hall, LLC's Q2 2025 Portfolio
Portfolio Value 216 Billion
Stocks 289
Filing on Jul 23, 2025 Q2 2025

Lakeshore Capital Group, Inc.

  • IVV
  • QQQ
  • DIA
  • FCOR
  • BAB
  • HDV
  • COST
Lakeshore Capital Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 113 Billion
Stocks 78
Filing on Jul 23, 2025 Q2 2025

Madden Advisory Services, Inc.

  • SCHB
  • VOO
  • VGT
  • VTV
  • IBDQ
  • EFA
  • MSFT
Madden Advisory Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 234 Million
Stocks 100
Filing on Jul 23, 2025 Q2 2025

Somerville Kurt F

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • MA
  • ADP
  • AMZN
Somerville Kurt F's Q2 2025 Portfolio
Portfolio Value 579 Million
Stocks 430
Filing on Jul 23, 2025 Q2 2025

Spectrum Asset Management, Inc.

  • USMV
  • RSP
  • SCHV
  • IAU
  • DMAR
  • DSEP
  • DFEB
Spectrum Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 107
Filing on Jul 23, 2025 Q2 2025

Opulen Financial Group LLC

  • SPY
  • SCHD
  • IQLT
  • AMZN
  • IVV
  • VXF
  • VOO
Opulen Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 122 Billion
Stocks 100
Filing on Jul 23, 2025 Q2 2025

Matisse Capital

  • AAPL
  • MSFT
  • DGRO
  • ASND
  • TWN
  • CHN
  • MXF
Matisse Capital's Q2 2025 Portfolio
Portfolio Value 206 Million
Stocks 198
Filing on Jul 23, 2025 Q2 2025

Puzo Michael J

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • MA
  • ADP
  • AMZN
Puzo Michael J's Q2 2025 Portfolio
Portfolio Value 344 Million
Stocks 316
Filing on Jul 23, 2025 Q2 2025

Winthrop Advisory Group LLC

  • ITOT
  • IVV
  • IWB
  • QQQ
  • ICSH
  • ACWX
  • VTI
Winthrop Advisory Group LLC's Q2 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 181
Filing on Jul 23, 2025 Q2 2025

Birinyi Associates Inc

  • AAPL
  • SPY
  • AMZN
  • MA
  • GOOGL
  • NVDA
  • MSFT
Birinyi Associates Inc's Q2 2025 Portfolio
Portfolio Value 342 Million
Stocks 55
Filing on Jul 23, 2025 Q2 2025

Raub Brock Capital Management LP

  • IEF
  • TSM
  • ORCL
  • INTU
  • PH
  • MA
  • ADP
Raub Brock Capital Management LP's Q2 2025 Portfolio
Portfolio Value 459 Million
Stocks 38
Filing on Jul 23, 2025 Q2 2025

West Paces Advisors Inc.

  • VOO
  • IJH
  • VIG
  • TDTT
  • AVEM
  • IEF
  • IJR
West Paces Advisors Inc.'s Q2 2025 Portfolio
Portfolio Value 470 Billion
Stocks 201
Filing on Jul 23, 2025 Q2 2025

Broderick Brian C

  • NVDA
  • MSFT
  • GOOGL
  • AAPL
  • MA
  • ADI
  • ABT
Broderick Brian C's Q2 2025 Portfolio
Portfolio Value 463 Million
Stocks 353
Filing on Jul 23, 2025 Q2 2025

Citizens National Bank Trust Department

  • AAPL
  • AVGO
  • GOOG
  • MSFT
  • AMZN
  • JPM
  • PM
Citizens National Bank Trust Department's Q2 2025 Portfolio
Portfolio Value 497 Million
Stocks 376