Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 23, 2025 Q2 2025

Foundation Wealth Management, LLC

  • IVW
  • IVE
  • IJJ
  • IWO
  • IWN
  • EFV
  • IBDR
Foundation Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 144 Billion
Stocks 44
Filing on Jul 23, 2025 Q2 2025

Asset Planning Corporation

  • DFCF
  • BRK-B
  • DUHP
  • DFAI
  • VCIT
  • VIOV
  • DFNM
Asset Planning Corporation's Q2 2025 Portfolio
Portfolio Value 187 Million
Stocks 43
Filing on Jul 23, 2025 Q2 2025

Godsey & Gibb Associates

  • AVGO
  • ORCL
  • MSFT
  • IBM
  • AAPL
  • RTX
  • T
Godsey & Gibb Associates's Q2 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 354
Filing on Jul 23, 2025 Q2 2025

Shell Asset Management CO

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOG
Shell Asset Management CO's Q2 2025 Portfolio
Portfolio Value 2.9 Billion
Stocks 1296
Filing on Jul 23, 2025 Q2 2025

Trinity Street Asset Management LLP

  • HDB
  • TSM
  • RYAAY
  • INFY
  • ICLR
  • MSFT
  • GOOGL
Trinity Street Asset Management LLP's Q2 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 20
Filing on Jul 23, 2025 Q2 2025

Trustees Of Dartmouth College

  • SPY
  • ORCC
  • VTV
  • IEMG
  • IJR
  • XOM
  • XLK
Trustees Of Dartmouth College's Q2 2025 Portfolio
Portfolio Value 357 Billion
Stocks 7
Filing on Jul 23, 2025 Q2 2025

Kingswood Wealth Advisors, LLC

  • SPY
  • AAPL
  • NVDA
  • MSFT
  • QQQ
  • GBTC
  • SCHG
Kingswood Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.27 Trillion
Stocks 745
Filing on Jul 23, 2025 Q2 2025

Hardy Reed LLC

  • VTI
  • VOO
  • IXUS
  • JPM
  • BNDX
  • FNDF
  • VXUS
Hardy Reed LLC's Q2 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 247
Filing on Jul 23, 2025 Q2 2025

Pillar Financial Advisors, LLC

  • DFAS
  • DFUS
  • DFIC
  • DFUV
  • DFAT
  • DFAR
  • DFSV
Pillar Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 145 Billion
Stocks 109
Filing on Jul 23, 2025 Q2 2025

Euro Pacific Asset Management, LLC

  • AEM
  • PAAS
  • FNV
  • BTI
  • NEM
  • WPM
  • BTG
Euro Pacific Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 620 Million
Stocks 84
Filing on Jul 23, 2025 Q2 2025

Bingham Private Wealth, LLC

  • MSFT
  • AMZN
  • AVGO
  • BIL
  • NVDA
  • SPY
  • AAPL
Bingham Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 105 Billion
Stocks 158
Filing on Jul 23, 2025 Q2 2025

Hmv Wealth Advisors, LLC

  • AVUV
  • DFAT
  • VTI
  • AVDV
  • ITOT
  • DFEM
  • DFAC
Hmv Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 153 Billion
Stocks 79
Filing on Jul 23, 2025 Q2 2025

Gerber, LLC

  • QQQ
  • ARKK
  • COWZ
  • AON
  • AAPL
  • BLOK
  • NVDA
Gerber, LLC's Q2 2025 Portfolio
Portfolio Value 142 Billion
Stocks 91
Filing on Jul 23, 2025 Q2 2025

Objectivity Squared, LLC

  • IWD
  • DGRO
  • IWF
  • VEA
  • AVUV
  • USAC
  • AVEM
Objectivity Squared, LLC's Q2 2025 Portfolio
Portfolio Value 128 Million
Stocks 50
Filing on Jul 23, 2025 Q2 2025

Capstone Wealth Management Group, LLC

  • SHV
  • VYM
  • MGK
  • MSFT
  • MGV
  • AMZN
  • IGV
Capstone Wealth Management Group, LLC's Q2 2025 Portfolio
Portfolio Value 104 Million
Stocks 54
Filing on Jul 23, 2025 Q2 2025

Monte Financial Group, LLC

  • WFC
  • TGT
  • ABT
  • RTX
  • HD
  • CMCSA
  • DELL
Monte Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 255 Million
Stocks 90
Filing on Jul 23, 2025 Q2 2025

Htg Investment Advisors, Inc.

  • DFAC
  • DFIC
  • AVUS
  • AVDE
  • CBRE
  • DFAX
  • BSV
Htg Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 269 Billion
Stocks 70
Filing on Jul 23, 2025 Q2 2025

Stonegate Investment Group, LLC

  • MSFT
  • AAPL
  • WMT
  • JPM
  • GOOGL
  • BRK-B
  • AMZN
Stonegate Investment Group, LLC's Q2 2025 Portfolio
Portfolio Value 3.86 Billion
Stocks 448