Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 22, 2025 Q2 2025

Peoples Bank

  • PEBO
  • IVV
  • IVW
  • IJH
  • SPY
  • VGIT
  • IVE
Peoples Bank 's Q2 2025 Portfolio
Portfolio Value 161 Million
Stocks 142
Filing on Jul 22, 2025 Q2 2025

Apexium Financial, LP

  • SPY
  • IVV
  • QQQ
  • MOAT
  • AAPL
  • QUAL
  • SCHD
Apexium Financial, LP's Q2 2025 Portfolio
Portfolio Value 1.71 Billion
Stocks 278
Filing on Jul 22, 2025 Q2 2025

Sava Infond D.O.O.

  • NVDA
  • AVGO
  • MSFT
  • NOW
  • META
  • AMZN
  • GOOGL
Sava Infond D.O.O.'s Q2 2025 Portfolio
Portfolio Value 640 Billion
Stocks 216
Filing on Jul 22, 2025 Q2 2025

Capricorn Fund Managers LTD

  • MSFT
  • AMZN
  • GOOGL
  • RL
  • TPR
  • REAL
  • KARO
Capricorn Fund Managers LTD's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 55
Filing on Jul 22, 2025 Q2 2025

Yoder Wealth Management, Inc.

  • FTEC
  • AAPL
  • VUG
  • VIG
  • QUAL
  • RYT
  • VCIT
Yoder Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 192 Billion
Stocks 112
Filing on Jul 22, 2025 Q2 2025

Amf Tjanstepension Ab

  • MSFT
  • NVDA
  • SPOT
  • AAPL
  • AMZN
  • V
  • BAC
Amf Tjanstepension Ab's Q2 2025 Portfolio
Portfolio Value 14.5 Billion
Stocks 170
Filing on Jul 22, 2025 Q2 2025

Bank Hapoalim Bm

  • VOO
  • QQQ
  • SPY
  • IVV
  • ACWI
  • VEA
  • SPLG
Bank Hapoalim Bm's Q2 2025 Portfolio
Portfolio Value 733 Million
Stocks 129
Filing on Jul 22, 2025 Q2 2025

Uni Super Management Pty LTD

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • JPM
  • AVGO
  • META
Uni Super Management Pty LTD's Q2 2025 Portfolio
Portfolio Value 14.6 Billion
Stocks 685
Filing on Jul 21, 2025 Q2 2025

Wells Trecaso Financial Group, LLC

  • AAPL
  • MSFT
  • JPM
  • ETN
  • GS
  • PANW
  • IBM
Wells Trecaso Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 324 Million
Stocks 111
Filing on Jul 21, 2025 Q2 2025

Signature Wealth Management Partners, LLC

  • IVE
  • JAAA
  • JEPI
  • IYW
  • IVW
  • AAPL
  • AME
Signature Wealth Management Partners, LLC's Q2 2025 Portfolio
Portfolio Value 172 Million
Stocks 110
Filing on Jul 21, 2025 Q2 2025

Windward Private Wealth Management Inc.

  • BSV
  • VEA
  • VONG
  • VONV
  • BIV
  • VMBS
  • VWO
Windward Private Wealth Management Inc.'s Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 42
Filing on Jul 21, 2025 Q2 2025

Ampfield Management, L.P.

  • TDG
  • BOOT
  • ESQ
  • FIVE
  • ROST
Ampfield Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 134 Million
Stocks 5
Filing on Jul 21, 2025 Q2 2025

Elevate Capital Advisors, LLC

  • PHYS
  • TRV
  • META
  • MSFT
  • WRB
  • AMZN
  • CPNG
Elevate Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 125 Billion
Stocks 67
Filing on Jul 21, 2025 Q2 2025

Journey Beyond Wealth, LLC

  • VOO
  • VEU
  • VXF
  • VEA
  • VUG
  • VTV
  • SPY
Journey Beyond Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 119 Billion
Stocks 28
Filing on Jul 21, 2025 Q2 2025

Vested Financial Planning, LLC

  • DFAC
  • DFAX
  • VOO
  • DFNM
  • DFCF
  • DUHP
  • SPDW
Vested Financial Planning, LLC's Q2 2025 Portfolio
Portfolio Value 112 Billion
Stocks 28
Filing on Jul 21, 2025 Q2 2025

Stanich Group LLC

  • ESGV
  • ESGD
  • ESML
  • ESGE
  • QUAL
  • DSI
  • AAPL
Stanich Group LLC's Q2 2025 Portfolio
Portfolio Value 112 Billion
Stocks 39
Filing on Jul 21, 2025 Q2 2025

Figure 8 Investment Strategies LLC

  • MSFT
  • AAPL
  • GOOGL
  • TT
  • TSM
  • TJX
  • COST
Figure 8 Investment Strategies LLC's Q2 2025 Portfolio
Portfolio Value 102 Billion
Stocks 57
Filing on Jul 21, 2025 Q2 2025

Schwab Charitable Fund

  • NVDA
  • AJG
  • ITOT
  • VT
  • IVV
  • RBLX
  • META
Schwab Charitable Fund's Q2 2025 Portfolio
Portfolio Value 4.88 Billion
Stocks 38