Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 22, 2025 Q2 2025

Comprehensive Financial Consultants Institutional, Inc.

  • JPM
  • QQQ
  • MSFT
  • AVGO
  • AAPL
  • JCI
  • ETN
Comprehensive Financial Consultants Institutional, Inc.'s Q2 2025 Portfolio
Portfolio Value 277 Million
Stocks 182
Filing on Jul 22, 2025 Q2 2025

Capital Advisors Inc

  • PEP
  • MSFT
  • NVDA
  • AMZN
  • JPM
  • AAPL
  • WMB
Capital Advisors Inc's Q2 2025 Portfolio
Portfolio Value 5.41 Billion
Stocks 339
Filing on Jul 22, 2025 Q2 2025

Evensky & Katz LLC

  • SCHB
  • DFIC
  • ITOT
  • IWV
  • AVUV
  • VTI
  • DFEM
Evensky & Katz LLC's Q2 2025 Portfolio
Portfolio Value 1.64 Billion
Stocks 73
Filing on Jul 22, 2025 Q2 2025

Hrc Wealth Management, LLC

  • SCHG
  • SCHV
  • SCHX
  • VOT
  • SCHD
  • SLYG
  • AAPL
Hrc Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 188 Billion
Stocks 51
Filing on Jul 22, 2025 Q2 2025

Herald Investment Management LTD

  • FN
  • PEGA
  • SIMO
  • VRNS
  • ARLO
  • RDWR
  • DSGX
Herald Investment Management LTD's Q2 2025 Portfolio
Portfolio Value 534 Million
Stocks 94
Filing on Jul 22, 2025 Q2 2025

Relyea Zuckerberg Hanson LLC

  • VUG
  • VTV
  • IWF
  • IWD
  • BIL
  • MSFT
  • VEA
Relyea Zuckerberg Hanson LLC's Q2 2025 Portfolio
Portfolio Value 847 Million
Stocks 259
Filing on Jul 22, 2025 Q2 2025

Iowa State Bank

  • IJH
  • IEFA
  • MSFT
  • IJR
  • JPM
  • AAPL
  • NVDA
Iowa State Bank's Q2 2025 Portfolio
Portfolio Value 492 Million
Stocks 125
Filing on Jul 22, 2025 Q2 2025

Red Tortoise LLC

  • SCHF
  • FNDF
  • IVV
  • VGLT
  • SCHE
  • IEFA
  • SCHX
Red Tortoise LLC's Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 653
Filing on Jul 22, 2025 Q2 2025

Inlight Wealth Management, LLC

  • VEA
  • RSP
  • CEF
  • IJR
  • ISHG
  • COWZ
  • VTV
Inlight Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 193 Billion
Stocks 249
Filing on Jul 22, 2025 Q2 2025

Compass Financial Group, Inc/Sd

  • VDC
  • VGT
  • VOO
  • SCHB
  • VIS
  • VTI
  • VIG
Compass Financial Group, Inc/Sd's Q2 2025 Portfolio
Portfolio Value 610 Billion
Stocks 99
Filing on Jul 22, 2025 Q2 2025

Noble Family Wealth, LLC

  • VIG
  • VTV
  • SCHD
  • VEA
  • SCHA
  • VUG
  • SCHV
Noble Family Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 409 Billion
Stocks 70
Filing on Jul 22, 2025 Q2 2025

Integrated Capital Management, LLC

  • IVV
  • IWY
  • SPYV
  • GOOGL
  • DBEF
  • FLQH
  • IHDG
Integrated Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 208 Million
Stocks 60
Filing on Jul 22, 2025 Q2 2025

Bridge Port Financial Solutions, LLC

  • IVV
  • JCPB
  • VOO
  • PVAL
  • DYNF
  • BRK-B
  • USMV
Bridge Port Financial Solutions, LLC's Q2 2025 Portfolio
Portfolio Value 301 Billion
Stocks 197
Filing on Jul 22, 2025 Q2 2025

Berger Financial Group, Inc

  • SCHD
  • SCHG
  • SCHX
  • LMBS
  • JCPB
  • AAPL
  • HTRB
Berger Financial Group, Inc's Q2 2025 Portfolio
Portfolio Value 1.26 Billion
Stocks 419
Filing on Jul 22, 2025 Q2 2025

Us Advisors Wealth Management, LLC

  • QQQ
  • SCHV
  • SCHG
  • FBND
  • AVUV
  • IQLT
  • XMHQ
Us Advisors Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 269 Million
Stocks 135
Filing on Jul 22, 2025 Q2 2025

Strid Group, LLC

  • SCHB
  • VEU
  • DALI
  • QVAL
  • VWO
  • VEA
  • IBDQ
Strid Group, LLC's Q2 2025 Portfolio
Portfolio Value 702 Million
Stocks 63
Filing on Jul 22, 2025 Q2 2025

Firethorn Wealth Partners, LLC

  • JAAA
  • DFAC
  • DFAU
  • IVV
  • QUAL
  • IVW
  • SPLG
Firethorn Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 213 Million
Stocks 175
Filing on Jul 22, 2025 Q2 2025

O'Keefe Stevens Advisory, Inc.

  • NVDA
  • QCOM
  • GLW
  • L
  • DFIN
  • AMGN
  • BRK-B
O'Keefe Stevens Advisory, Inc.'s Q2 2025 Portfolio
Portfolio Value 324 Million
Stocks 68