Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 22, 2025 Q2 2025

Petros Family Wealth, LLC

  • SPY
  • QGRO
  • AAPL
  • MSFT
  • AVDE
  • NVDA
  • UNH
Petros Family Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 109 Billion
Stocks 445
Filing on Jul 22, 2025 Q2 2025

Jp Wealth Management, Inc.

  • DFAC
  • QQQM
  • STEW
  • QQEW
  • TSI
  • QQQ
  • PHYS
Jp Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 134 Billion
Stocks 14
Filing on Jul 22, 2025 Q2 2025

Autumn Glory Partners, LLC

  • VOO
  • MSFT
  • SPY
  • OKE
  • DGRO
  • BRK-B
  • FNV
Autumn Glory Partners, LLC's Q2 2025 Portfolio
Portfolio Value 214 Million
Stocks 229
Filing on Jul 22, 2025 Q2 2025

Rocky Mountain Advisers, LLC

  • SCHD
  • JPM
  • UTF
  • SCHB
  • BRK-B
  • STEW
  • EVR
Rocky Mountain Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 119 Million
Stocks 268
Filing on Jul 22, 2025 Q2 2025

Fishman Jay A LTD

  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • META
  • BX
  • NVDA
Fishman Jay A LTD's Q2 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 79
Filing on Jul 22, 2025 Q2 2025

Headland Capital, LLC

  • SPY
  • PGR
  • SPDW
  • IVV
  • TSM
  • BSX
  • COST
Headland Capital, LLC's Q2 2025 Portfolio
Portfolio Value 236 Billion
Stocks 41
Filing on Jul 22, 2025 Q2 2025

Pur Efi Wealth, LLC

  • SYK
  • MSFT
  • AMZN
  • IVV
  • AVGO
  • AAPL
  • SPY
Pur Efi Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 125 Billion
Stocks 156
Filing on Jul 22, 2025 Q2 2025

Luken Investment Analytics, LLC

  • SPLG
  • SPEM
  • IGLD
  • QQQ
  • SPY
  • FTSM
  • RDVI
Luken Investment Analytics, LLC's Q2 2025 Portfolio
Portfolio Value 228 Billion
Stocks 148
Filing on Jul 22, 2025 Q2 2025

Hillcrest Wealth Advisors Ny, LLC

  • VOO
  • IWM
  • VEA
  • VEU
  • SPY
  • IWN
  • IWO
Hillcrest Wealth Advisors Ny, LLC's Q2 2025 Portfolio
Portfolio Value 212 Million
Stocks 49
Filing on Jul 22, 2025 Q2 2025

Cedar Mountain Advisors, LLC

  • IWF
  • IWD
  • IWP
  • IWS
  • IJR
  • QQQ
  • SPSB
Cedar Mountain Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 471 Million
Stocks 366
Filing on Jul 22, 2025 Q2 2025

Hillman CO

  • MSFT
  • MA
  • INTU
  • Z
  • AVGO
  • RKT
  • VO
Hillman CO's Q2 2025 Portfolio
Portfolio Value 232 Million
Stocks 14
Filing on Jul 22, 2025 Q2 2025

Eads & Heald Wealth Management

  • NVDA
  • ORCL
  • COST
  • WMT
  • JPM
  • APH
  • NFLX
Eads & Heald Wealth Management's Q2 2025 Portfolio
Portfolio Value 202 Million
Stocks 134
Filing on Jul 22, 2025 Q2 2025

Awm Capital, LLC

  • DFAC
  • SGOV
  • DFIC
  • DFEM
  • AVUS
  • DFAU
  • DFNM
Awm Capital, LLC's Q2 2025 Portfolio
Portfolio Value 748 Million
Stocks 101
Filing on Jul 22, 2025 Q2 2025

Appleton Partners Inc

  • AAPL
  • MSFT
  • GSLC
  • SCHX
  • AMZN
  • JPM
  • AVGO
Appleton Partners Inc's Q2 2025 Portfolio
Portfolio Value 1.41 Billion
Stocks 251
Filing on Jul 22, 2025 Q2 2025

Aspire Private Capital, LLC

  • SPAB
  • FISR
  • VEA
  • VUG
  • VTV
  • SPY
  • XLSR
Aspire Private Capital, LLC's Q2 2025 Portfolio
Portfolio Value 410 Million
Stocks 179
Filing on Jul 22, 2025 Q2 2025

Kickstand Ventures, Llc.

  • SPLG
  • VOO
  • JCPB
  • SCHF
  • FBND
  • MGV
  • BSCP
Kickstand Ventures, Llc.'s Q2 2025 Portfolio
Portfolio Value 428 Billion
Stocks 115
Filing on Jul 22, 2025 Q2 2025

Mascoma Wealth Management LLC

  • IVV
  • AGG
  • FBND
  • VEA
  • JCPB
  • JPST
  • SHV
Mascoma Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 416 Million
Stocks 465
Filing on Jul 22, 2025 Q2 2025

Simplicity Wealth,Llc

  • AVUS
  • AVIG
  • VOO
  • IVV
  • AVSF
  • AVDE
  • NVDA
Simplicity Wealth,Llc's Q2 2025 Portfolio
Portfolio Value 2.26 Billion
Stocks 585