Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 21, 2025 Q2 2025

Azarias Capital Management, L.P.

  • SPY
  • URG
  • TMST
  • TBI
  • NXE
  • MTRX
  • SMP
Azarias Capital Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 219 Million
Stocks 24
Filing on Jul 21, 2025 Q2 2025

Cardinal Strategic Wealth Guidance

  • IVV
  • IUSG
  • QUAL
  • EFV
  • MUB
  • EMXC
  • EFG
Cardinal Strategic Wealth Guidance's Q2 2025 Portfolio
Portfolio Value 342 Million
Stocks 62
Filing on Jul 21, 2025 Q2 2025

Impact Investors, Inc

  • SPTL
  • NULG
  • IAU
  • ESGD
  • SUSB
  • AGZ
  • VGIT
Impact Investors, Inc's Q2 2025 Portfolio
Portfolio Value 142 Billion
Stocks 155
Filing on Jul 21, 2025 Q2 2025

Tilia Fiduciary Partners, Inc.

  • AAPL
  • MSFT
  • VIGI
  • BRK-B
  • V
  • GOOGL
  • MCK
Tilia Fiduciary Partners, Inc.'s Q2 2025 Portfolio
Portfolio Value 160 Million
Stocks 115
Filing on Jul 21, 2025 Q2 2025

Hennessy Advisors Inc

  • EAT
  • UGI
  • CAKE
  • OSCR
  • DY
  • PTON
  • POST
Hennessy Advisors Inc's Q2 2025 Portfolio
Portfolio Value 2.92 Billion
Stocks 340
Filing on Jul 21, 2025 Q2 2025

Aifg Consultants Ltd.

  • GLDM
  • LDUR
  • SPMO
  • JEPI
  • SMMU
  • LMBS
  • IUS
Aifg Consultants Ltd.'s Q2 2025 Portfolio
Portfolio Value 51.3 Billion
Stocks 51
Filing on Jul 21, 2025 Q2 2025

Ameriflex Group, Inc.

  • NVDA
  • VOO
  • AAPL
  • MSFT
  • IVV
  • PLTR
  • SPGP
Ameriflex Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 190 Billion
Stocks 1061
Filing on Jul 21, 2025 Q2 2025

Tanglewood Wealth Management, Inc.

  • VTI
  • VEA
  • IEI
  • VGIT
  • IAU
  • IEF
  • GLD
Tanglewood Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 971 Million
Stocks 40
Filing on Jul 21, 2025 Q2 2025

Pflug Koory, LLC

  • BRK-A
  • AAPL
  • BRK-B
  • MSFT
  • CAT
  • AMAT
  • HON
Pflug Koory, LLC's Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 410
Filing on Jul 21, 2025 Q2 2025

Hudson Valley Investment Advisors Inc

  • NVDA
  • MSFT
  • SPIB
  • LLY
  • ISRG
  • SPSB
  • OBT
Hudson Valley Investment Advisors Inc 's Q2 2025 Portfolio
Portfolio Value 912 Million
Stocks 175
Filing on Jul 21, 2025 Q2 2025

Aegon Usa Investment Management, LLC

  • VTI
  • BND
  • SRLN
  • VGSH
  • BKLN
  • HFRO
  • VUG
Aegon Usa Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 98.7 Million
Stocks 46
Filing on Jul 21, 2025 Q2 2025

Philo Smith Capital Corp

  • PRI
  • RGA
  • BRO
  • AFL
  • AIG
  • RNR
  • ACGL
Philo Smith Capital Corp's Q2 2025 Portfolio
Portfolio Value 357 Million
Stocks 61
Filing on Jul 21, 2025 Q2 2025

Future Financial Wealth Managment LLC

  • QQQM
  • VOO
  • SCHD
  • JAAA
  • IWY
  • TSPA
  • HEFA
Future Financial Wealth Managment LLC's Q2 2025 Portfolio
Portfolio Value 145 Million
Stocks 451
Filing on Jul 21, 2025 Q2 2025

Ntv Asset Management LLC

  • SPY
  • QQQ
  • LLY
  • MSFT
  • AAPL
  • RSP
  • IWM
Ntv Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 807 Million
Stocks 285
Filing on Jul 21, 2025 Q2 2025

Quent Capital, LLC

  • VONG
  • SHM
  • EFG
  • IEMG
  • SHY
  • AAPL
  • IAU
Quent Capital, LLC's Q2 2025 Portfolio
Portfolio Value 995 Million
Stocks 1421
Filing on Jul 21, 2025 Q2 2025

111 Capital

  • SE
  • XLI
  • NVDA
  • AAPL
  • MSFT
  • QQQ
  • XLV
111 Capital's Q2 2025 Portfolio
Portfolio Value 582 Billion
Stocks 497
Filing on Jul 21, 2025 Q2 2025

Verus Financial Partners, Inc.

  • VTI
  • BND
  • VXUS
  • AVSF
  • AVIG
  • MGC
  • VEU
Verus Financial Partners, Inc.'s Q2 2025 Portfolio
Portfolio Value 967 Million
Stocks 111
Filing on Jul 21, 2025 Q2 2025

Compass Planning Associates Inc

  • VTV
  • SPY
  • VEU
  • BSV
  • BIV
  • VTI
  • MGV
Compass Planning Associates Inc's Q2 2025 Portfolio
Portfolio Value 109 Billion
Stocks 124