Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 22, 2025 Q2 2025

Laurus Investment Counsel Inc.

  • PTC
  • JKHY
  • SPGI
  • CRL
  • DV
  • ALGN
  • ASGN
Laurus Investment Counsel Inc.'s Q2 2025 Portfolio
Portfolio Value 147 Million
Stocks 46
Filing on Jul 22, 2025 Q2 2025

Next Level Wealth Planning, LLC

  • VOO
  • DFAI
  • VO
  • VTI
  • SCHG
  • SCHD
  • IJR
Next Level Wealth Planning, LLC's Q2 2025 Portfolio
Portfolio Value 156 Billion
Stocks 54
Filing on Jul 22, 2025 Q2 2025

Prime Capital Investment Advisors, LLC

  • VTI
  • AGG
  • SCHX
  • ITOT
  • NVDA
  • AAPL
  • MSFT
Prime Capital Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 7.33 Billion
Stocks 973
Filing on Jul 22, 2025 Q2 2025

Kpp Advisory Services LLC

  • IVV
  • MSFT
  • JHMM
  • AAPL
  • VOO
  • NVDA
  • AMZN
Kpp Advisory Services LLC's Q2 2025 Portfolio
Portfolio Value 401 Billion
Stocks 252
Filing on Jul 22, 2025 Q2 2025

Motiv8 Investments LLC

  • SPY
  • PJUL
  • PJAN
  • POCT
  • PAPR
  • VUG
  • BND
Motiv8 Investments LLC's Q2 2025 Portfolio
Portfolio Value 163 Billion
Stocks 95
Filing on Jul 22, 2025 Q2 2025

Heck Capital Advisors, LLC

  • IVV
  • VTI
  • RSP
  • SPY
  • ONEQ
  • IEFA
  • DIA
Heck Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.16 Trillion
Stocks 177
Filing on Jul 22, 2025 Q2 2025

Mraz, Amerine & Associates, Inc.

  • BRK-B
  • FRFHF
  • WRB
  • WTM
  • MKL
  • JEF
  • L
Mraz, Amerine & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 588 Million
Stocks 191
Filing on Jul 22, 2025 Q2 2025

Drake & Associates, LLC

  • FBND
  • RECS
  • IUSV
  • SPYG
  • FIXD
  • JAAA
  • ACWI
Drake & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 407 Million
Stocks 92
Filing on Jul 22, 2025 Q2 2025

Viewpoint Capital Management LLC

  • AMZN
  • VOO
  • NVDA
  • BAC
  • IWN
  • MSFT
  • TSLA
Viewpoint Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 201 Million
Stocks 136
Filing on Jul 22, 2025 Q2 2025

Arcadia Investment Advisors LLC

  • VV
  • SCHX
  • CWI
  • IWL
  • FNDF
  • IWM
  • MGV
Arcadia Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 193 Billion
Stocks 84
Filing on Jul 22, 2025 Q2 2025

Elm3 Financial Group, LLC

  • AMZN
  • NVDA
  • MSFT
  • AVGO
  • LLY
  • MTUM
  • QQQ
Elm3 Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 120 Billion
Stocks 108
Filing on Jul 22, 2025 Q2 2025

Regency Capital Management Inc.\De

  • BRK-B
  • COST
  • MKL
  • CB
  • IAU
  • ALEX
  • APH
Regency Capital Management Inc.\De's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 58
Filing on Jul 22, 2025 Q2 2025

Waycross Investment Management CO

  • IBTK
  • IBTJ
  • IEFA
  • DUHP
  • BSCU
  • BSCV
  • XLU
Waycross Investment Management CO's Q2 2025 Portfolio
Portfolio Value 96.1 Billion
Stocks 39
Filing on Jul 22, 2025 Q2 2025

Steel Peak Wealth Management LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • QQQ
  • META
  • SPY
Steel Peak Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 2.49 Billion
Stocks 565
Filing on Jul 22, 2025 Q2 2025

Bennett Associates Wealth Management

  • FTCS
  • IEFA
  • GSLC
  • MGK
  • EMXC
  • SDVY
  • VO
Bennett Associates Wealth Management's Q2 2025 Portfolio
Portfolio Value 130 Billion
Stocks 48
Filing on Jul 22, 2025 Q2 2025

Seamount Financial Group Inc

  • AAPL
  • AMZN
  • JQUA
  • CGDV
  • BRK-B
  • VTI
  • VIG
Seamount Financial Group Inc's Q2 2025 Portfolio
Portfolio Value 194 Billion
Stocks 129
Filing on Jul 22, 2025 Q2 2025

Trueblood Wealth Management, LLC

  • JPM
  • AAPL
  • MSFT
  • RSP
  • RDVI
  • AJG
  • SDVY
Trueblood Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 239 Billion
Stocks 249
Filing on Jul 22, 2025 Q2 2025

New England Professional Planning Group Inc.

  • IVV
  • JIRE
  • IJH
  • IJR
  • RJF
  • IXUS
  • XOM
New England Professional Planning Group Inc.'s Q2 2025 Portfolio
Portfolio Value 219 Million
Stocks 46