Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 22, 2025 Q1 2025

Post Resch Tallon Group Inc.

  • IVV
  • IWV
  • BNL
  • QQQ
  • VIG
  • BRK-B
  • COWZ
Post Resch Tallon Group Inc.'s Q1 2025 Portfolio
Portfolio Value 98 Billion
Stocks 102
Filing on Apr 22, 2025 Q1 2025

Elwood & Goetz Wealth Advisory Group, LLC

  • VOO
  • VEA
  • DFAR
  • VGT
  • SCHM
  • AVSC
  • XSOE
Elwood & Goetz Wealth Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 408 Million
Stocks 98
Filing on Apr 22, 2025 Q1 2025

Chapin Davis, Inc.

  • AAPL
  • MSFT
  • NVDA
  • IVV
  • AMZN
  • JPM
  • PLTR
Chapin Davis, Inc.'s Q1 2025 Portfolio
Portfolio Value 293 Billion
Stocks 224
Filing on Apr 22, 2025 Q1 2025

David Kennon Inc

  • VOO
  • VTI
  • VXUS
  • ONEQ
  • VB
  • VO
  • GCOR
David Kennon Inc's Q1 2025 Portfolio
Portfolio Value 224 Million
Stocks 36
Filing on Apr 22, 2025 Q1 2025

Figure 8 Investment Strategies LLC

  • AAPL
  • MSFT
  • GOOGL
  • TT
  • TSM
  • TJX
  • COST
Figure 8 Investment Strategies LLC's Q1 2025 Portfolio
Portfolio Value 95.5 Billion
Stocks 53
Filing on Apr 22, 2025 Q1 2025

Guardian Financial Partners, LLC

  • VOO
  • BRK-A
  • SCHF
  • SCHX
  • VYMI
  • SCHD
  • VYM
Guardian Financial Partners, LLC's Q1 2025 Portfolio
Portfolio Value 159 Million
Stocks 56
Filing on Apr 22, 2025 Q1 2025

Mokosak Advisory Group, LLC

  • SCHV
  • VBR
  • SCHG
  • SCHM
  • SCHA
  • SCHZ
  • VGT
Mokosak Advisory Group, LLC's Q1 2025 Portfolio
Portfolio Value 324 Million
Stocks 34
Filing on Apr 22, 2025 Q1 2025

Private Harbour Investment Management & Counsel, LLC

  • IAU
  • NVDA
  • XOM
  • PDBC
  • MSFT
  • CHKP
  • AAPL
Private Harbour Investment Management & Counsel, LLC's Q1 2025 Portfolio
Portfolio Value 87.7 Million
Stocks 39
Filing on Apr 22, 2025 Q1 2025

Sc&H Financial Advisors, Inc.

  • DFAC
  • AVUS
  • DFAU
  • DFIC
  • DFAI
  • DFUS
  • AVDE
Sc&H Financial Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 468 Million
Stocks 151
Filing on Apr 22, 2025 Q1 2025

Blossom Wealth Management

  • NVDA
  • AAPL
  • SCHF
  • SCHZ
  • BSCP
  • MSFT
  • SCHB
Blossom Wealth Management's Q1 2025 Portfolio
Portfolio Value 49.6 Million
Stocks 69
Filing on Apr 22, 2025 Q1 2025

Johnson Bixby & Associates, LLC

  • CGCP
  • ITOT
  • CGDV
  • CGGR
  • VCSH
  • FNDF
  • GOVT
Johnson Bixby & Associates, LLC's Q1 2025 Portfolio
Portfolio Value 624 Million
Stocks 115
Filing on Apr 22, 2025 Q1 2025

Scharf Investments, LLC

  • MCK
  • BRK-B
  • V
  • MKL
  • MSFT
  • APD
  • OXY
Scharf Investments, LLC's Q1 2025 Portfolio
Portfolio Value 2.94 Billion
Stocks 69
Filing on Apr 22, 2025 Q1 2025

Narwhal Capital Management

  • IVV
  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • AMZN
  • IAU
Narwhal Capital Management's Q1 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 161
Filing on Apr 22, 2025 Q1 2025

Foundation Wealth Management, Llc\Pa

  • VTI
  • VCIT
  • DFAC
  • IVV
  • VNQ
  • VCSH
  • BSV
Foundation Wealth Management, Llc\Pa's Q1 2025 Portfolio
Portfolio Value 210 Billion
Stocks 88
Filing on Apr 22, 2025 Q1 2025

Spinnaker Investment Group, LLC

  • DFAU
  • SCHD
  • DGRW
  • DFAI
  • BRK-A
  • MSFT
  • STOT
Spinnaker Investment Group, LLC's Q1 2025 Portfolio
Portfolio Value 412 Million
Stocks 104
Filing on Apr 22, 2025 Q1 2025

5 T Wealth, LLC

  • IUSB
  • QUAL
  • BBUS
  • IVV
  • SPY
  • CGGR
  • IVE
5 T Wealth, LLC's Q1 2025 Portfolio
Portfolio Value 187 Billion
Stocks 98
Filing on Apr 22, 2025 Q1 2025

Sawgrass Asset Management LLC

  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • NVDA
  • SCHX
  • AVGO
Sawgrass Asset Management LLC's Q1 2025 Portfolio
Portfolio Value 812 Million
Stocks 176
Filing on Apr 22, 2025 Q1 2025

Brueske Advisory Services, LLC

  • GOVT
  • JHEM
  • QQQM
  • FYC
  • MSFT
  • COST
  • QQQ
Brueske Advisory Services, LLC's Q1 2025 Portfolio
Portfolio Value 106 Billion
Stocks 52