Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 18, 2025 Q2 2025

Viewpoint Investment Partners Corp

  • EMLC
  • TIP
  • HYG
  • VTI
  • BRK-B
  • MSFT
  • XAR
Viewpoint Investment Partners Corp's Q2 2025 Portfolio
Portfolio Value 179 Million
Stocks 35
Filing on Jul 18, 2025 Q2 2025

Woodward Diversified Capital, LLC

  • RS
  • AAPL
  • NVDA
  • XOM
  • CVX
  • WFC
  • MSFT
Woodward Diversified Capital, LLC's Q2 2025 Portfolio
Portfolio Value 190 Million
Stocks 172
Filing on Jul 18, 2025 Q2 2025

Bsw Wealth Partners

  • IVV
  • AVDE
  • AVUS
  • VTEB
  • VGIT
  • SPY
  • IDEV
Bsw Wealth Partners's Q2 2025 Portfolio
Portfolio Value 719 Million
Stocks 318
Filing on Jul 18, 2025 Q2 2025

Clarity Financial LLC

  • IEF
  • IEI
  • SHY
  • ABBV
  • MSFT
  • COST
  • BRK-B
Clarity Financial LLC's Q2 2025 Portfolio
Portfolio Value 929 Billion
Stocks 111
Filing on Jul 18, 2025 Q2 2025

Robeco Institutional Asset Management B.V.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOGL
  • V
Robeco Institutional Asset Management B.V.'s Q2 2025 Portfolio
Portfolio Value 60.3 Billion
Stocks 860
Filing on Jul 18, 2025 Q2 2025

Bochk Asset Management LTD

  • SPY
  • VOO
  • QQQ
  • META
  • TSM
  • ORCL
  • MRVL
Bochk Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 345 Billion
Stocks 54
Filing on Jul 18, 2025 Q2 2025

Hudson Value Partners, LLC

  • BRK-B
  • MSFT
  • AAPL
  • GOOGL
  • V
  • COST
  • NVDA
Hudson Value Partners, LLC's Q2 2025 Portfolio
Portfolio Value 290 Billion
Stocks 110
Filing on Jul 18, 2025 Q2 2025

Tpg Advisors LLC

  • SCHB
  • SCHF
  • VTI
  • MOAT
  • AGG
  • VEA
  • AAPL
Tpg Advisors LLC's Q2 2025 Portfolio
Portfolio Value 138 Billion
Stocks 97
Filing on Jul 18, 2025 Q2 2025

Gen Financial Management, Inc.

  • VIG
  • VIGI
  • SCHX
  • VGSH
  • COWZ
  • SLYG
  • VTEB
Gen Financial Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 122 Billion
Stocks 44
Filing on Jul 18, 2025 Q2 2025

New Wave Wealth Advisors LLC

  • WMT
  • SPY
  • QQQM
  • FYC
  • JEPQ
  • INDA
  • XLK
New Wave Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 235 Billion
Stocks 142
Filing on Jul 18, 2025 Q2 2025

Gold Investment Management Ltd.

  • MSFT
  • TSM
  • TD
  • BNS
  • MFC
  • RY
  • TSLA
Gold Investment Management Ltd.'s Q2 2025 Portfolio
Portfolio Value 266 Billion
Stocks 203
Filing on Jul 18, 2025 Q2 2025

Vicus Capital

  • IVV
  • IEFA
  • IJH
  • IJR
  • AGG
  • MSFT
  • IAUM
Vicus Capital's Q2 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 264
Filing on Jul 18, 2025 Q2 2025

Naples Global Advisors, LLC

  • AAPL
  • MSFT
  • AVGO
  • IVV
  • TSM
  • VOO
  • SCHF
Naples Global Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 418
Filing on Jul 18, 2025 Q2 2025

Silchester International Investors LLP

  • NTR
  • CCEP
  • RYAAY
Silchester International Investors LLP's Q2 2025 Portfolio
Portfolio Value 465 Million
Stocks 3
Filing on Jul 18, 2025 Q2 2025

Parsons Capital Management Inc

  • AAPL
  • MMM
  • MSFT
  • BRK-B
  • AMZN
  • JPM
  • IBM
Parsons Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 439
Filing on Jul 18, 2025 Q2 2025

Vert Asset Management LLC

  • DLR
  • AMT
  • WELL
  • SPG
  • PLD
  • EQIX
  • EXR
Vert Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 274 Million
Stocks 45
Filing on Jul 18, 2025 Q2 2025

Foundry Financial Group, Inc.

  • IVV
  • AVIV
  • QUAL
  • IEFA
  • JHML
  • AVLV
  • IUSV
Foundry Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 176 Billion
Stocks 63
Filing on Jul 18, 2025 Q2 2025

Astor Investment Management LLC

  • SPLG
  • SPTM
  • JAAA
  • LDUR
  • XLK
  • XLF
  • SHV
Astor Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 119 Million
Stocks 28