Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 23, 2025 Q2 2025

Louisiana State Employees Retirement System

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • META
  • GOOGL
Louisiana State Employees Retirement System's Q2 2025 Portfolio
Portfolio Value 5.37 Billion
Stocks 1605
Filing on Jul 23, 2025 Q2 2025

Absher Wealth Management, LLC

  • MTB
  • MSFT
  • LECO
  • EMR
  • ADI
  • NKE
  • JNJ
Absher Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 787 Million
Stocks 70
Filing on Jul 23, 2025 Q2 2025

Cannon Wealth Management Services, LLC

  • SPLG
  • CGUS
  • JCPB
  • SPYV
  • PVAL
  • SPTS
  • SPSB
Cannon Wealth Management Services, LLC's Q2 2025 Portfolio
Portfolio Value 122 Billion
Stocks 80
Filing on Jul 23, 2025 Q2 2025

Element Wealth, LLC

  • IVV
  • DIVO
  • TFLO
  • SCHX
  • ITOT
  • AGG
  • IJR
Element Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 209 Million
Stocks 185
Filing on Jul 23, 2025 Q2 2025

Joel Isaacson & Co., LLC

  • SDY
  • VIG
  • VTI
  • VYM
  • VO
  • GOOG
  • AAPL
Joel Isaacson & Co., LLC's Q2 2025 Portfolio
Portfolio Value 2.39 Billion
Stocks 418
Filing on Jul 23, 2025 Q2 2025

Cortland Associates Inc

  • KD
  • V
  • BKNG
  • WTW
  • FCNCA
  • AMZN
  • CI
Cortland Associates Inc's Q2 2025 Portfolio
Portfolio Value 831 Million
Stocks 59
Filing on Jul 23, 2025 Q2 2025

Slow Capital, Inc.

  • AVGO
  • NFLX
  • NVDA
  • MELI
  • AMZN
  • TSLA
  • ISRG
Slow Capital, Inc.'s Q2 2025 Portfolio
Portfolio Value 789 Million
Stocks 117
Filing on Jul 23, 2025 Q2 2025

Gentry Private Wealth, LLC

  • VOO
  • VUG
  • SPIB
  • FTSM
  • IEFA
  • VTI
  • DVY
Gentry Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 131 Billion
Stocks 89
Filing on Jul 23, 2025 Q2 2025

Shah Capital Management

  • NVAX
  • SOL
  • VGSH
  • CSIQ
  • EDU
  • AM
  • PARA
Shah Capital Management's Q2 2025 Portfolio
Portfolio Value 206 Million
Stocks 14
Filing on Jul 23, 2025 Q2 2025

Bluestem Financial Advisors, LLC

  • IVV
  • BND
  • VEU
  • VB
  • VNQ
  • BSV
  • EAGG
Bluestem Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 29
Filing on Jul 23, 2025 Q2 2025

Wise Wealth Partners

  • SPLG
  • AGG
  • GLD
  • VYMI
  • IDMO
  • UTES
  • GOVT
Wise Wealth Partners's Q2 2025 Portfolio
Portfolio Value 59.9 Billion
Stocks 51
Filing on Jul 23, 2025 Q2 2025

Roundview Capital LLC

  • BRK-B
  • MSFT
  • VOO
  • AAPL
  • AMZN
  • GOOG
  • SCHB
Roundview Capital LLC's Q2 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 324
Filing on Jul 23, 2025 Q2 2025

Laraway Financial Advisors Inc

  • AAPL
  • VUG
  • VTV
  • SPY
  • MSFT
  • VEA
  • NVDA
Laraway Financial Advisors Inc's Q2 2025 Portfolio
Portfolio Value 130 Million
Stocks 124
Filing on Jul 23, 2025 Q2 2025

Sachetta, LLC

  • IWB
  • QQQ
  • SPY
  • GNR
  • FBND
  • AAPL
  • IWR
Sachetta, LLC's Q2 2025 Portfolio
Portfolio Value 253 Billion
Stocks 1332
Filing on Jul 23, 2025 Q2 2025

Prasad Wealth Partners, LLC

  • ONEQ
  • HEFA
  • BUFF
  • RSP
  • RYT
  • ITOT
  • FMIL
Prasad Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 342 Billion
Stocks 123
Filing on Jul 23, 2025 Q2 2025

Solitude Financial Services

  • SPY
  • BRK-B
  • FNDA
  • FNDX
  • FNDF
  • KNG
  • XLE
Solitude Financial Services's Q2 2025 Portfolio
Portfolio Value 275 Million
Stocks 39
Filing on Jul 23, 2025 Q2 2025

Wealth Management Nebraska

  • SPIB
  • AVSC
  • DFIV
  • DFUS
  • AVLV
  • AVDV
  • SPLG
Wealth Management Nebraska's Q2 2025 Portfolio
Portfolio Value 740 Billion
Stocks 82
Filing on Jul 23, 2025 Q2 2025

Tria Gen Wealth Management LLC

  • AAPL
  • VO
  • SCHG
  • MGC
  • DGRO
  • EYLD
  • VB
Tria Gen Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 307 Million
Stocks 171