Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 18, 2025 Q2 2025

Pure Financial Advisors, LLC

  • SPY
  • BND
  • IEFA
  • IGSB
  • DFAT
  • DUHP
  • DFAS
Pure Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 5.49 Billion
Stocks 472
Filing on Jul 18, 2025 Q2 2025

Bloomberg Sen Inc.

  • CI
  • PGR
  • HCA
  • AON
  • BKNG
  • PNFP
  • GOOG
Bloomberg Sen Inc.'s Q2 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 31
Filing on Jul 18, 2025 Q2 2025

Community Financial Services Group, LLC

  • MSFT
  • IEF
  • AAPL
  • AVGO
  • XOM
  • NVDA
  • QUAL
Community Financial Services Group, LLC's Q2 2025 Portfolio
Portfolio Value 503 Billion
Stocks 168
Filing on Jul 18, 2025 Q2 2025

Nri Wealth Management Lc

  • IVV
  • QQQ
  • VGT
  • NVDA
  • VTI
  • AAPL
  • AMZN
Nri Wealth Management Lc's Q2 2025 Portfolio
Portfolio Value 166 Billion
Stocks 30
Filing on Jul 18, 2025 Q2 2025

Precision Wealth Strategies, LLC

  • VOO
  • OZ
  • BSV
  • BIL
  • IEFA
  • BIV
  • NFLX
Precision Wealth Strategies, LLC's Q2 2025 Portfolio
Portfolio Value 274 Million
Stocks 177
Filing on Jul 18, 2025 Q2 2025

Tru North Capital Management, LLC

  • SCHB
  • SCHF
  • SCHO
  • SCHZ
  • SCHA
  • DFCF
  • ITOT
Tru North Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 450 Billion
Stocks 353
Filing on Jul 18, 2025 Q2 2025

Usa Financial Portformulas Corp

  • EEM
  • EFA
  • SPY
  • QQQ
  • IVW
  • LQD
  • BIL
Usa Financial Portformulas Corp's Q2 2025 Portfolio
Portfolio Value 573 Million
Stocks 240
Filing on Jul 18, 2025 Q2 2025

Benchmark Wealth Management, LLC

  • VUG
  • BND
  • VOO
  • VYM
  • VTV
  • VEU
  • VB
Benchmark Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 224 Million
Stocks 70
Filing on Jul 18, 2025 Q2 2025

Jvl Associates LLC

  • ITOT
  • VTI
  • IJH
  • QQQ
  • IJR
  • VO
  • MDY
Jvl Associates LLC's Q2 2025 Portfolio
Portfolio Value 277 Million
Stocks 65
Filing on Jul 18, 2025 Q2 2025

Founders Capital Management

  • QQQ
  • MSFT
  • JPM
  • SPYG
  • RTX
  • AAPL
  • GLW
Founders Capital Management's Q2 2025 Portfolio
Portfolio Value 166 Million
Stocks 383
Filing on Jul 18, 2025 Q2 2025

Newman Dignan & Sheerar, Inc.

  • SCHX
  • VSLU
  • SCHD
  • UITB
  • MSFT
  • SGOL
  • AAPL
Newman Dignan & Sheerar, Inc.'s Q2 2025 Portfolio
Portfolio Value 429 Million
Stocks 195
Filing on Jul 18, 2025 Q2 2025

B.O.S.S. Retirement Advisors, LLC

  • SPTM
  • VOO
  • SPLG
  • COST
  • VXUS
  • IWY
  • SIXO
B.O.S.S. Retirement Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 398 Billion
Stocks 188
Filing on Jul 18, 2025 Q2 2025

Miller Wealth Advisors, LLC

  • AMZN
  • AAPL
  • XOM
  • MSFT
  • GOOG
  • GOOGL
  • NVDA
Miller Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 213 Million
Stocks 100
Filing on Jul 18, 2025 Q2 2025

Northeast Financial Group, Inc.

  • SCHX
  • SCHM
  • SCHF
  • SPY
  • SCHG
  • SCHD
  • SCHO
Northeast Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 343 Billion
Stocks 93
Filing on Jul 18, 2025 Q2 2025

Parkwoods Wealth Partners, LLC

  • DFAT
  • DFUV
  • DFUS
  • DFIV
  • DFAS
  • DFAC
  • DISV
Parkwoods Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 173 Billion
Stocks 75
Filing on Jul 18, 2025 Q2 2025

Meritas Wealth Management, LLC

  • DFUV
  • DFAT
  • DFUS
  • AVUV
  • DFIV
  • AVLV
  • AAPL
Meritas Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 182 Billion
Stocks 52
Filing on Jul 18, 2025 Q2 2025

Cohen Klingenstein LLC

  • SPY
  • VBK
  • QQQ
  • IWO
  • MSFT
  • AMZN
  • LLY
Cohen Klingenstein LLC's Q2 2025 Portfolio
Portfolio Value 2.89 Billion
Stocks 204
Filing on Jul 18, 2025 Q2 2025

Mountain Pacific Investment Advisers Inc

  • APH
  • AME
  • AJG
  • FISV
  • VRSK
  • ROP
  • ATR
Mountain Pacific Investment Advisers Inc's Q2 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 139