Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 23, 2025 Q2 2025

Family Legacy, Inc.

  • MSFT
  • AAPL
  • JPM
  • ORCL
  • TSM
  • DFIV
  • CAT
Family Legacy, Inc.'s Q2 2025 Portfolio
Portfolio Value 302 Million
Stocks 121
Filing on Jul 23, 2025 Q2 2025

Cohen Capital Management, Inc.

  • MSFT
  • SYK
  • AMAT
  • JPM
  • TMO
  • SCHW
  • AMZN
Cohen Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 604 Million
Stocks 152
Filing on Jul 23, 2025 Q2 2025

Intergy Private Wealth, LLC

  • QQQ
  • SCHD
  • VEA
  • SCHF
  • VV
  • AVDV
  • VUG
Intergy Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 290 Million
Stocks 101
Filing on Jul 23, 2025 Q2 2025

Traphagen Investment Advisors LLC

  • IVV
  • AVUS
  • GRID
  • JAAA
  • AAPL
  • VGIT
  • SGOV
Traphagen Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 820 Million
Stocks 188
Filing on Jul 23, 2025 Q2 2025

Wood Trust Financial Corp

  • BRK-A
  • AMGN
  • EFA
  • AMZN
  • BRK-B
  • MSFT
  • IWO
Wood Trust Financial Corp's Q2 2025 Portfolio
Portfolio Value 7.97 Billion
Stocks 241
Filing on Jul 23, 2025 Q2 2025

Penney Financial, LLC

  • GSLC
  • VTI
  • VEA
  • IEFA
  • SGOV
  • JPIE
  • SCHD
Penney Financial, LLC's Q2 2025 Portfolio
Portfolio Value 197 Billion
Stocks 42
Filing on Jul 23, 2025 Q2 2025

First Financial Group Corp

  • DFAU
  • MSFT
  • DFAC
  • VNLA
  • AAPL
  • DFAS
  • DFAI
First Financial Group Corp's Q2 2025 Portfolio
Portfolio Value 102 Billion
Stocks 73
Filing on Jul 23, 2025 Q2 2025

Focused Investors LLC

  • ELV
  • ORCL
  • GS
  • CI
  • MS
  • FISV
  • MSFT
Focused Investors LLC's Q2 2025 Portfolio
Portfolio Value 3 Billion
Stocks 23
Filing on Jul 23, 2025 Q2 2025

Bellevue Asset Management, LLC

  • MSFT
  • AAPL
  • CGGR
  • RDVY
  • LMBS
  • COST
  • DYNF
Bellevue Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 472
Filing on Jul 23, 2025 Q2 2025

High Note Wealth, LLC

  • IVV
  • ESGD
  • XLK
  • SCHM
  • DBEF
  • AAPL
  • BIL
High Note Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 425 Million
Stocks 874
Filing on Jul 23, 2025 Q2 2025

Canopy Partners, LLC

  • VTI
  • MSFT
  • AAPL
  • SPY
  • IEFA
  • MDY
  • DFAU
Canopy Partners, LLC's Q2 2025 Portfolio
Portfolio Value 273 Billion
Stocks 227
Filing on Jul 23, 2025 Q2 2025

Independent Solutions Wealth Management, LLC

  • COST
  • IVW
  • AAPL
  • NVDA
  • IVE
  • AVGO
  • PLTR
Independent Solutions Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 512 Billion
Stocks 178
Filing on Jul 23, 2025 Q2 2025

Sgl Investment Advisors, Inc.

  • MSFT
  • AAPL
  • IBM
  • MA
  • JPM
  • HD
  • IVW
Sgl Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 210 Billion
Stocks 120
Filing on Jul 23, 2025 Q2 2025

Watershed Private Wealth LLC

  • IVV
  • AGG
  • QUAL
  • VUG
  • EFV
  • QQQ
  • DYNF
Watershed Private Wealth LLC's Q2 2025 Portfolio
Portfolio Value 275 Billion
Stocks 105
Filing on Jul 23, 2025 Q2 2025

Constellation Investments, Inc.

  • IVV
  • AGG
  • VOO
  • IJH
  • QQQ
  • VCIT
  • IEFA
Constellation Investments, Inc.'s Q2 2025 Portfolio
Portfolio Value 2.16 Trillion
Stocks 19
Filing on Jul 23, 2025 Q2 2025

Bank Plus Trust Department

  • IVV
  • MSFT
  • AAPL
  • NVDA
  • JHMM
  • PGR
  • LLY
Bank Plus Trust Department's Q2 2025 Portfolio
Portfolio Value 338 Billion
Stocks 483
Filing on Jul 23, 2025 Q2 2025

Dmg Group, LLC

  • AAPL
  • AGG
  • MSFT
  • IGSB
  • META
  • IGIB
  • PLTR
Dmg Group, LLC's Q2 2025 Portfolio
Portfolio Value 126 Million
Stocks 126
Filing on Jul 23, 2025 Q2 2025

Uscf Advisers LLC

  • FSLR
  • CSIQ
  • MP
  • ARRY
  • RNW
  • SQM
  • NEE
Uscf Advisers LLC's Q2 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 20