Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Jul 21, 2025
Q2 2025
Custos Family Office, LLC
- IVV
- VWO
- FVAL
- USMV
- DGRO
- TLT
- IEFA
Filing on Jul 21, 2025
Q2 2025
Montz Harcus Wealth Management LLC
- SPLG
- SPY
- PRF
- SPMD
- IEFA
- SPSM
- MDY
Filing on Jul 21, 2025
Q2 2025
Creative Capital Management Investments LLC
- DFAX
- DFAC
- DFCF
- AVUV
- DFAE
- PRF
- AAPL
Filing on Jul 21, 2025
Q2 2025
Yeomans Consulting Group, Inc.
- IAU
- SPY
- BIV
- DIA
- IYR
- QQQ
- EFA
Filing on Jul 21, 2025
Q2 2025
Sterling Investment Counsel, LLC
- IVW
- QQQM
- JEPI
- CGXU
- AAPL
- IJH
- IJR
Filing on Jul 21, 2025
Q2 2025
Clarity Capital Partners LLC
- PLTR
- TSLA
- NVDA
- MSTR
- AMZN
- MSFT
- COIN
Filing on Jul 21, 2025
Q2 2025
Consilium Wealth Advisory, LLC
- TT
- AOR
- DFAI
- AAPL
- WFC
- NVDA
- VTI
Filing on Jul 21, 2025
Q1 2024
Credential Qtrade Securities Inc.
- TD
- CNQ
- BMO
- V
- QSR
- SAP
- GIB
Filing on Jul 21, 2025
Q2 2025
Two Point Capital Management, Inc.
- MSFT
- DHI
- ORCL
- GOOGL
- ETN
- AAPL
- CMI
Filing on Jul 21, 2025
Q2 2025
New Century Financial Group, LLC
- IVV
- MDY
- NVDA
- MSFT
- PSFF
- GOOGL
- C
Filing on Jul 21, 2025
Q2 2025
Andina Capital Management, LLC
- AGG
- VEA
- XDSQ
- VONG
- VWO
- BUFR
- VONV
Filing on Jul 21, 2025
Q2 2025
Filing on Jul 21, 2025
Q2 2025
Phraction Management LLC
- MSFT
- AMZN
- ADI
- GOOGL
- HON
- TMO
- SPGI
Filing on Jul 21, 2025
Q2 2025
Asset Advisors Investment Management, LLC
- MSFT
- SCHD
- SCHB
- COST
- INTU
- CTAS
- XLK
Filing on Jul 21, 2025
Q2 2025
Ameritas Advisory Services, LLC
- IHDG
- SPYG
- JAAA
- IWF
- QQQ
- FDRR
- FBND
Filing on Jul 21, 2025
Q2 2025
Keb Asset Management, LLC
- DFAC
- DFAT
- DFIV
- DFUV
- AVUV
- DFUS
- WMT
Filing on Jul 21, 2025
Q2 2025
Filing on Jul 21, 2025
Q2 2025
Fairvoy Private Wealth, LLC
- RSP
- SHV
- PULS
- LMBS
- FTSL
- IVV
- SO