Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 22, 2025 Q2 2025

Cornerstone Partners Capital Management, LLC

  • GNR
  • IVV
  • USRT
  • IEFA
  • IEMG
  • AMPX
Cornerstone Partners Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 33.3 Million
Stocks 6
Filing on Jul 22, 2025 Q2 2025

Dt Investment Partners, LLC

  • SPY
  • IVV
  • VEA
  • IWB
  • VEU
  • GVI
  • VO
Dt Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 575
Filing on Jul 22, 2025 Q2 2025

Legacy Cg, LLC

  • BBEU
  • USMC
  • FLMI
  • AMZN
  • JPST
  • ORCL
  • MSFT
Legacy Cg, LLC's Q2 2025 Portfolio
Portfolio Value 236 Million
Stocks 51
Filing on Jul 22, 2025 Q2 2025

Unique Wealth, LLC

  • IVV
  • SPY
  • EFA
  • AGG
  • SCHG
  • MUB
  • DYNF
Unique Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 619 Billion
Stocks 174
Filing on Jul 22, 2025 Q2 2025

Blue Square Asset Management, LLC

  • GBIL
  • VOO
  • QQQ
  • NVDA
  • SCHF
  • GBTC
  • CVNA
Blue Square Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 208 Million
Stocks 67
Filing on Jul 22, 2025 Q2 2025

Gsa Capital Partners LLP

  • NVDA
  • MSFT
  • AAPL
  • JPM
  • BRK-B
  • AMZN
  • BAC
Gsa Capital Partners LLP's Q2 2025 Portfolio
Portfolio Value 1.43 Billion
Stocks 1695
Filing on Jul 22, 2025 Q2 2025

Ffg Partners, LLC

  • NVDA
  • ET
  • LLY
  • AMZN
  • PLTR
  • GLD
  • COST
Ffg Partners, LLC's Q2 2025 Portfolio
Portfolio Value 301 Billion
Stocks 33
Filing on Jul 22, 2025 Q2 2025

One Wealth Management Investment & Advisory Services, LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • META
  • OSW
  • QQQ
One Wealth Management Investment & Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 77.6 Billion
Stocks 48
Filing on Jul 22, 2025 Q2 2025

Macroview Investment Management LLC

  • BMAR
  • SCHG
  • EFA
  • VONV
  • PHYS
  • QQQ
  • IVV
Macroview Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 119 Million
Stocks 94
Filing on Jul 22, 2025 Q2 2025

Hickory Asset Management, Inc.

  • VOO
  • QQQ
  • RDVY
  • QQQM
  • DJUL
  • VYM
  • VTV
Hickory Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 121 Billion
Stocks 91
Filing on Jul 22, 2025 Q2 2025

Powell Investment Advisors, LLC

  • IVW
  • IVE
  • IWN
  • IWO
  • QQQ
  • DVY
  • AMZN
Powell Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 259 Million
Stocks 167
Filing on Jul 22, 2025 Q2 2025

Prentiss Smith & CO Inc

  • MSFT
  • CSCO
  • GOOG
  • JNJ
  • CRM
  • SCHW
  • GRC
Prentiss Smith & CO Inc's Q2 2025 Portfolio
Portfolio Value 150 Million
Stocks 66
Filing on Jul 22, 2025 Q2 2025

Sl Advisors, LLC

  • NEXT
  • ET
  • LNG
  • WMB
  • OKE
  • USAI
  • TRGP
Sl Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 55.5 Million
Stocks 31
Filing on Jul 22, 2025 Q2 2025

Genworth Financial Inc

  • IVV
  • SPLV
Genworth Financial Inc's Q2 2025 Portfolio
Portfolio Value 408 Million
Stocks 2
Filing on Jul 22, 2025 Q2 2025

Hfm Investment Advisors, LLC

  • DFAC
  • DFAX
  • DFCF
  • DFNM
  • DUHP
  • AOA
  • VT
Hfm Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 227 Billion
Stocks 1287
Filing on Jul 22, 2025 Q2 2025

Lgt Group Foundation

  • MSFT
  • AMZN
  • NVDA
  • LLY
  • AAPL
  • TSM
  • MA
Lgt Group Foundation's Q2 2025 Portfolio
Portfolio Value 7.78 Billion
Stocks 1042
Filing on Jul 22, 2025 Q2 2025

Lgt Fund Management CO Ltd.

  • MSFT
  • NVDA
  • AMZN
  • V
  • BRK-B
  • AAPL
  • GOOGL
Lgt Fund Management CO Ltd.'s Q2 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 234
Filing on Jul 22, 2025 Q2 2025

4 Thought Financial Group Inc.

  • SPY
  • IVV
  • VO
  • IJR
  • VWO
  • EFA
  • IBDW
4 Thought Financial Group Inc.'s Q2 2025 Portfolio
Portfolio Value 178 Million
Stocks 90