Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 25, 2025 Q1 2025

Meridian Financial, LLC

  • SCHD
  • JPST
  • IVV
  • IJR
  • DGRO
  • IJH
  • VO
Meridian Financial, LLC's Q1 2025 Portfolio
Portfolio Value 143 Billion
Stocks 121
Filing on Apr 25, 2025 Q1 2025

Sumitomo Mitsui Trust Holdings, Inc.

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • META
  • GOOGL
  • TSLA
Sumitomo Mitsui Trust Holdings, Inc.'s Q1 2025 Portfolio
Portfolio Value 138 Billion
Stocks 1031
Filing on Apr 24, 2025 Q1 2025

Master'S Wealth Management Inc.

  • DFAC
  • DFAX
  • DUHP
  • DFAT
  • DFCF
  • BWZ
  • DIHP
Master'S Wealth Management Inc.'s Q1 2025 Portfolio
Portfolio Value 191 Billion
Stocks 40
Filing on Apr 24, 2025 Q1 2025

Corepath Wealth Partners LLC

  • IVV
  • AGG
  • EFA
  • GLD
  • IUSV
  • IWM
  • ISTB
Corepath Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 108 Million
Stocks 30
Filing on Apr 24, 2025 Q1 2025

Little House Capital LLC

  • AAPL
  • MSFT
  • AMZN
  • IJH
  • NVDA
  • IEF
  • GOOGL
Little House Capital LLC's Q1 2025 Portfolio
Portfolio Value 346 Million
Stocks 131
Filing on Apr 24, 2025 Q1 2025

Clarus Group, Inc.

  • ACIO
  • DRSK
  • JPST
  • SPLG
  • XOM
  • AVUV
  • ADME
Clarus Group, Inc.'s Q1 2025 Portfolio
Portfolio Value 254 Million
Stocks 97
Filing on Apr 24, 2025 Q1 2025

Uniting Wealth Partners, LLC

  • WMT
  • RYU
  • ACIO
  • PPA
  • NVDA
  • NULG
  • MSFT
Uniting Wealth Partners, LLC's Q1 2025 Portfolio
Portfolio Value 200 Billion
Stocks 108
Filing on Apr 24, 2025 Q1 2025

Wealth Bridge Capital Management, LLC

  • IVV
  • RSP
  • BRK-B
  • SPY
  • BKLC
  • AAPL
  • QQQ
Wealth Bridge Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 348 Million
Stocks 201
Filing on Apr 24, 2025 Q1 2025

Colonial River Wealth Management, LLC

  • AAPL
  • NVDA
  • RWL
  • MSFT
  • CGGR
  • AMZN
  • SPMO
Colonial River Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 174 Million
Stocks 202
Filing on Apr 24, 2025 Q1 2025

Beacon Financial Planning, Inc

  • IVV
  • BRK-B
  • QQQ
  • IJH
  • FNDF
  • GTO
  • VB
Beacon Financial Planning, Inc's Q1 2025 Portfolio
Portfolio Value 174 Billion
Stocks 48
Filing on Apr 24, 2025 Q1 2025

Salus Financial Advisors, LLC

  • IVV
  • IUSV
  • FBND
  • FBCG
  • FDEM
  • IJS
  • EFV
Salus Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 132 Billion
Stocks 34
Filing on Apr 24, 2025 Q1 2025

Cfm Wealth Partners LLC

  • AAPL
  • NVDA
  • GOOGL
  • AMZN
  • MSFT
  • V
  • XOM
Cfm Wealth Partners LLC's Q1 2025 Portfolio
Portfolio Value 565 Million
Stocks 139
Filing on Apr 24, 2025 Q1 2025

Sterling Investment Advisors LLC

  • IEFA
  • IVV
  • IEMG
  • SGOV
  • LEMB
  • VTV
  • QLTA
Sterling Investment Advisors LLC 's Q1 2025 Portfolio
Portfolio Value 178 Million
Stocks 35
Filing on Apr 24, 2025 Q1 2025

Wj Wealth Management, LLC

  • JPST
  • CGDV
  • QUAL
  • WINN
  • IBDS
  • FDL
  • NVDA
Wj Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 245 Million
Stocks 80
Filing on Apr 24, 2025 Q1 2025

Parker Financial LLC

  • VEA
  • DFAC
  • VUG
  • VTV
  • BNDX
  • VWO
  • BSV
Parker Financial LLC's Q1 2025 Portfolio
Portfolio Value 208 Billion
Stocks 37
Filing on Apr 24, 2025 Q1 2025

Capital Advisors Wealth Management, LLC

  • IVV
  • VIG
  • VCIT
  • IWF
  • FNDF
  • JPIE
  • VGT
Capital Advisors Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 560 Million
Stocks 181
Filing on Apr 24, 2025 Q1 2025

Guardian Asset Advisors, LLC

  • AAPL
  • AMZN
  • SPLG
  • QQQM
  • SPIB
  • NVDA
  • DIA
Guardian Asset Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 153 Billion
Stocks 119
Filing on Apr 24, 2025 Q1 2025

Sicart Associates LLC

  • GLD
  • NFLX
  • TLT
  • GILD
  • IEF
  • TRGP
  • MP
Sicart Associates LLC's Q1 2025 Portfolio
Portfolio Value 279 Million
Stocks 66