Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 21, 2025 Q2 2025

Romano Brothers And Company

  • AVGO
  • VOO
  • ABBV
  • AAPL
  • MSFT
  • CACI
  • SPY
Romano Brothers And Company's Q2 2025 Portfolio
Portfolio Value 789 Million
Stocks 308
Filing on Jul 21, 2025 Q2 2025

My Personal Cfo, LLC

  • VTI
  • MSFT
  • AVUS
  • AAPL
  • OKTA
  • QQQ
  • DFAU
My Personal Cfo, LLC's Q2 2025 Portfolio
Portfolio Value 206 Million
Stocks 92
Filing on Jul 21, 2025 Q2 2025

Northcape Capital Pty LTD

  • HDB
  • MELI
  • AMX
  • ITUB
  • PAC
  • FMX
  • TLK
Northcape Capital Pty LTD's Q2 2025 Portfolio
Portfolio Value 786 Million
Stocks 8
Filing on Jul 21, 2025 Q2 2025

James Reed Financial Services, Inc.

  • SIZE
  • VV
  • JEPQ
  • VO
  • MSFT
  • AIQ
  • AAPL
James Reed Financial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 98.7 Million
Stocks 18
Filing on Jul 21, 2025 Q2 2025

Warwick Investment Management, Inc.

  • SCHK
  • DFAC
  • VTV
  • QQQ
  • DFUS
  • XLRE
  • VIOO
Warwick Investment Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 512 Million
Stocks 122
Filing on Jul 21, 2025 Q2 2025

Glassy Mountain Advisors, Inc.

  • DFAX
  • AVGO
  • MSFT
  • AAPL
  • URI
  • BRK-B
  • BKNG
Glassy Mountain Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 302 Million
Stocks 61
Filing on Jul 21, 2025 Q2 2025

Wynn Capital, LLC

  • SCHB
  • MSFT
  • TSLA
  • AAPL
  • JPM
  • META
  • GOOG
Wynn Capital, LLC's Q2 2025 Portfolio
Portfolio Value 187 Billion
Stocks 110
Filing on Jul 21, 2025 Q2 2025

Wj Interests, LLC

  • VT
  • NTSI
  • NTSX
  • AVEM
  • AVUV
  • AVLV
  • ROMO
Wj Interests, LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 23
Filing on Jul 21, 2025 Q2 2025

Acute Investment Advisory, LLC

  • TFLO
  • ICSH
  • QQQ
  • SPY
  • SPYV
  • SHV
  • IWM
Acute Investment Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 12.3 Million
Stocks 17
Filing on Jul 21, 2025 Q2 2025

Net Worth Advisory Group

  • VGIT
  • BNDX
  • VCIT
  • TIP
  • LQD
  • IEF
  • SHY
Net Worth Advisory Group's Q2 2025 Portfolio
Portfolio Value 451 Billion
Stocks 426
Filing on Jul 21, 2025 Q2 2025

Gf Fund Management Co. Ltd.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • META
  • TSLA
Gf Fund Management Co. Ltd.'s Q2 2025 Portfolio
Portfolio Value 4.97 Trillion
Stocks 660
Filing on Jul 21, 2025 Q2 2025

Davidson Kahn Capital Management, LLC

  • VOO
  • RSP
  • QQQ
  • AMZN
  • SCHB
  • GOOGL
  • META
Davidson Kahn Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 156 Billion
Stocks 58
Filing on Jul 21, 2025 Q2 2025

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • MTUM
  • VTIP
  • VCSH
  • QUAL
  • NVDA
  • IQLT
  • AAPL
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management's Q2 2025 Portfolio
Portfolio Value 4.37 Billion
Stocks 984
Filing on Jul 21, 2025 Q2 2025

Gray Private Wealth, LLC

  • IVV
  • IWB
  • EFA
  • IWM
  • VNQ
  • DGRW
  • HDV
Gray Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 186 Billion
Stocks 46
Filing on Jul 21, 2025 Q2 2025

High Mark Wealth Management LLC

  • IVV
  • EFV
  • IWM
  • IJR
  • VOO
  • IUSV
  • WFC
High Mark Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 198 Million
Stocks 616
Filing on Jul 21, 2025 Q2 2025

Copeland Capital Management, LLC

  • ENSG
  • EHC
  • KNSL
  • AL
  • HOMB
  • LMAT
  • WING
Copeland Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 4.73 Billion
Stocks 459
Filing on Jul 21, 2025 Q2 2025

Dhjj Financial Advisors, Ltd.

  • QQQ
  • IJH
  • SCHD
  • SCHG
  • JPST
  • IWM
  • IWF
Dhjj Financial Advisors, Ltd.'s Q2 2025 Portfolio
Portfolio Value 242 Million
Stocks 977
Filing on Jul 21, 2025 Q2 2025

Seros Financial, LLC

  • BUFR
  • QQQ
  • SPMO
  • IVE
  • BRK-B
  • AUSF
  • UJUL
Seros Financial, LLC's Q2 2025 Portfolio
Portfolio Value 158 Billion
Stocks 61