Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 23, 2025 Q2 2025

Eagle Rock Investment Company, LLC

  • BND
  • AVGO
  • MSFT
  • META
  • GOOGL
  • JPM
  • CB
Eagle Rock Investment Company, LLC's Q2 2025 Portfolio
Portfolio Value 616 Million
Stocks 158
Filing on Jul 23, 2025 Q2 2025

Evexia Wealth LLC

  • AVGO
  • KLAC
  • MSFT
  • INTU
  • HUBB
  • PH
  • LLY
Evexia Wealth LLC's Q2 2025 Portfolio
Portfolio Value 318 Billion
Stocks 78
Filing on Jul 23, 2025 Q2 2025

Cfm Wealth Partners LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • META
  • PM
Cfm Wealth Partners LLC's Q2 2025 Portfolio
Portfolio Value 626 Million
Stocks 141
Filing on Jul 23, 2025 Q2 2025

Sunbeam Capital Management, LLC

  • IVV
  • VOO
  • DSTL
  • PG
  • NVDA
  • MSFT
  • AAPL
Sunbeam Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 132 Billion
Stocks 92
Filing on Jul 23, 2025 Q2 2025

True Vision Mn LLC

  • IUSB
  • IVV
  • QUAL
  • EFV
  • IVW
  • DYNF
  • IVE
True Vision Mn LLC's Q2 2025 Portfolio
Portfolio Value 181 Billion
Stocks 103
Filing on Jul 23, 2025 Q2 2025

Stephen J. Garry & Associates, LLC

  • VUG
  • IAU
  • VOO
  • BND
  • BIV
  • SPY
  • VTV
Stephen J. Garry & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 116 Billion
Stocks 47
Filing on Jul 23, 2025 Q2 2025

Tyche Wealth Partners LLC

  • SPY
  • PEP
  • AAPL
  • XOM
  • MSFT
  • VIG
  • AMZN
Tyche Wealth Partners LLC's Q2 2025 Portfolio
Portfolio Value 498 Billion
Stocks 303
Filing on Jul 23, 2025 Q2 2025

Klp Kapitalforvaltning As

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Klp Kapitalforvaltning As's Q2 2025 Portfolio
Portfolio Value 22.5 Billion
Stocks 2188
Filing on Jul 23, 2025 Q2 2025

Rmg Wealth Management LLC

  • SCHG
  • SCHD
  • IMCB
  • SJNK
  • RYT
  • SPLB
  • SCHA
Rmg Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 650 Billion
Stocks 334
Filing on Jul 23, 2025 Q2 2025

Avantra Family Wealth, Inc.

  • AAPL
  • MSFT
  • NVDA
  • FJUN
  • YSEP
  • AMZN
  • WFC
Avantra Family Wealth, Inc.'s Q2 2025 Portfolio
Portfolio Value 121 Billion
Stocks 131
Filing on Jul 23, 2025 Q2 2025

Ameliora Wealth Management Ltd.

  • IGEB
  • FLRN
  • IGIB
  • AGG
  • SGOL
  • IVV
  • TMUS
Ameliora Wealth Management Ltd.'s Q2 2025 Portfolio
Portfolio Value 280 Billion
Stocks 214
Filing on Jul 23, 2025 Q2 2025

Woodside Wealth Management LLC

  • VOO
  • SPSB
  • VUG
  • DFAC
  • PRF
  • USMV
  • VTI
Woodside Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 116 Billion
Stocks 77
Filing on Jul 23, 2025 Q2 2025

Spear Holdings Rsc LTD

  • FXI
  • SHW
  • NVDA
  • AMZN
  • MSFT
  • DHR
  • SPGI
Spear Holdings Rsc LTD's Q2 2025 Portfolio
Portfolio Value 1.37 Trillion
Stocks 19
Filing on Jul 23, 2025 Q2 2025

Franchise Capital LTD

  • NVDA
  • PDD
  • TSM
  • META
  • LKNCY
  • TSLA
  • RBLX
Franchise Capital LTD's Q2 2025 Portfolio
Portfolio Value 184 Million
Stocks 24
Filing on Jul 23, 2025 Q2 2025

Richwood Investment Advisors, LLC

  • IVV
  • IJH
  • IJR
  • NOW
  • LLY
  • V
  • EFA
Richwood Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 122 Million
Stocks 100
Filing on Jul 23, 2025 Q2 2025

Meitav Dash Investments LTD

  • SPY
  • QQQM
  • XLF
  • QQQ
  • NVMI
  • ICL
  • NVDA
Meitav Dash Investments LTD's Q2 2025 Portfolio
Portfolio Value 6.32 Billion
Stocks 217
Filing on Jul 23, 2025 Q2 2025

Wormser Freres Gestion

  • MSFT
  • AMZN
  • V
  • SYK
  • PANW
  • EMR
  • PTC
Wormser Freres Gestion's Q2 2025 Portfolio
Portfolio Value 168 Billion
Stocks 48
Filing on Jul 23, 2025 Q2 2025

Litman Gregory Wealth Management LLC

  • IVV
  • VOO
  • VEA
  • IDEV
  • VTI
  • IJH
  • VWO
Litman Gregory Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 1.27 Billion
Stocks 138