Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 22, 2025 Q2 2025

Yardley Wealth Management LLC

  • DFAU
  • AVDE
  • FRDM
  • DFNM
  • DFIP
  • DFCF
  • DFSD
Yardley Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 41
Filing on Jul 22, 2025 Q2 2025

Marks Group Wealth Management, Inc

  • GOOG
  • ICE
  • SYK
  • AAPL
  • RSG
  • V
  • META
Marks Group Wealth Management, Inc's Q2 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 467
Filing on Jul 22, 2025 Q2 2025

Vantage Investment Partners, LLC

  • UNH
  • GOOG
  • EQT
  • MSFT
  • WAB
  • NVDA
  • META
Vantage Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 65
Filing on Jul 22, 2025 Q2 2025

Dougherty Wealth Advisers LLC

  • VUG
  • VTV
  • VOE
  • QQQ
  • VIOG
  • VWO
  • AAPL
Dougherty Wealth Advisers LLC's Q2 2025 Portfolio
Portfolio Value 150 Million
Stocks 110
Filing on Jul 22, 2025 Q2 2025

Woodmont Investment Counsel LLC

  • VUG
  • VTV
  • VEA
  • IBDT
  • IBDU
  • MSFT
  • AAPL
Woodmont Investment Counsel LLC's Q2 2025 Portfolio
Portfolio Value 1.49 Billion
Stocks 276
Filing on Jul 22, 2025 Q2 2025

Joule Financial, LLC

  • BND
  • RSP
  • LQD
  • SCHA
  • SCHD
  • IEF
  • VEA
Joule Financial, LLC's Q2 2025 Portfolio
Portfolio Value 305 Million
Stocks 108
Filing on Jul 22, 2025 Q2 2025

Knights Of Columbus Asset Advisors LLC

  • MSFT
  • NVDA
  • AAPL
  • META
  • JPM
  • BRK-B
  • KOCG
Knights Of Columbus Asset Advisors LLC's Q2 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 368
Filing on Jul 22, 2025 Q2 2025

Sage Financial Group Inc

  • SCHX
  • IJH
  • VUG
  • VTV
  • IJR
  • VOO
  • VEU
Sage Financial Group Inc's Q2 2025 Portfolio
Portfolio Value 1.35 Billion
Stocks 101
Filing on Jul 22, 2025 Q2 2025

Plimoth Trust CO LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • JPM
  • GOOGL
  • WMT
Plimoth Trust CO LLC's Q2 2025 Portfolio
Portfolio Value 410 Million
Stocks 310
Filing on Jul 22, 2025 Q2 2025

Cpr Investments Inc.

  • QQQ
  • IYW
  • VOO
  • GLD
  • BIL
  • IAU
  • SHY
Cpr Investments Inc.'s Q2 2025 Portfolio
Portfolio Value 84.7 Million
Stocks 45
Filing on Jul 22, 2025 Q2 2025

Iron Horse Wealth Management, LLC

  • VYM
  • JPST
  • VOOG
  • VEA
  • SPY
  • SPDW
  • JEPI
Iron Horse Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 323 Million
Stocks 591
Filing on Jul 22, 2025 Q2 2025

Marietta Wealth Management, LLC

  • GOOGL
  • NVDA
  • AAPL
  • MSFT
  • VO
  • IEMG
  • IJH
Marietta Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 727 Million
Stocks 115
Filing on Jul 22, 2025 Q2 2025

Imc Chicago, LLC

  • DIA
  • TSLA
  • AAPL
  • XLF
  • PDD
  • COIN
  • IVV
Imc Chicago, LLC's Q2 2025 Portfolio
Portfolio Value 3.5 Billion
Stocks 3502
Filing on Jul 22, 2025 Q2 2025

Fenimore Asset Management Inc

  • BRO
  • APH
  • SYK
  • ROST
  • CDW
  • TT
  • MKL
Fenimore Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 4.64 Billion
Stocks 90
Filing on Jul 22, 2025 Q2 2025

Cullinan Associates Inc

  • COIN
  • KO
  • AAPL
  • MSFT
  • SPGI
  • WMT
  • PG
Cullinan Associates Inc's Q2 2025 Portfolio
Portfolio Value 1.5 Billion
Stocks 210
Filing on Jul 22, 2025 Q2 2025

Chung Wu Investment Group, LLC

  • IVV
  • MSFT
  • DIA
  • JPM
  • EOS
  • AAPL
  • AM
Chung Wu Investment Group, LLC's Q2 2025 Portfolio
Portfolio Value 95.9 Billion
Stocks 248
Filing on Jul 22, 2025 Q2 2025

Hunter Perkins Capital Management, LLC

  • CASY
  • BRK-B
  • ELS
  • FISV
  • GOOGL
  • ADI
  • CB
Hunter Perkins Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 423 Million
Stocks 110
Filing on Jul 22, 2025 Q2 2025

Partners Wealth Management, LLC

  • AAPL
  • BRK-B
  • AGOX
  • LLY
  • T
  • AMAX
  • IVE
Partners Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 87.8 Billion
Stocks 114