Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 18, 2025 Q2 2025

Soa Wealth Advisors, Llc.

  • VBR
  • MSFT
  • IWY
  • AAPL
  • VOO
  • NFLX
  • NVDA
Soa Wealth Advisors, Llc.'s Q2 2025 Portfolio
Portfolio Value 897 Million
Stocks 879
Filing on Jul 18, 2025 Q2 2025

Madrona Financial Services, LLC

  • IVV
  • QQQ
  • MSFT
  • DYNF
  • SECT
  • FV
  • AIQ
Madrona Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 387 Million
Stocks 114
Filing on Jul 18, 2025 Q2 2025

Heritage Financial Services, LLC

  • VGIT
  • IDEV
  • DFAC
  • JPIE
  • DFEM
  • USRT
  • ITOT
Heritage Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 125
Filing on Jul 18, 2025 Q2 2025

Vigilare Wealth Management

  • SGOV
  • GLD
  • SPMO
  • STIP
  • SHY
  • SPHQ
  • VB
Vigilare Wealth Management's Q2 2025 Portfolio
Portfolio Value 256 Million
Stocks 119
Filing on Jul 18, 2025 Q2 2025

Client 1 St Advisory Group, LLC

  • DFAC
  • SPLG
  • DFCF
  • DFIC
  • DFSD
  • ESGU
  • IUSB
Client 1 St Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 271 Million
Stocks 132
Filing on Jul 18, 2025 Q2 2025

Dogwood Wealth Management LLC

  • FBND
  • SPYV
  • VTI
  • QQQM
  • SHY
  • OUNZ
  • JAAA
Dogwood Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 205 Billion
Stocks 694
Filing on Jul 18, 2025 Q2 2025

First Pacific Financial

  • JCPB
  • VUG
  • MDYV
  • EFA
  • VCIT
  • FNDA
  • NUBD
First Pacific Financial's Q2 2025 Portfolio
Portfolio Value 516 Million
Stocks 474
Filing on Jul 18, 2025 Q2 2025

Centricity Wealth Management, LLC

  • VOO
  • EFA
  • JPST
  • IBDT
  • IBDS
  • IVV
  • VOOG
Centricity Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 125 Billion
Stocks 430
Filing on Jul 18, 2025 Q2 2025

Nabity Jensen Investment Management Inc

  • VTV
  • GSLC
  • VUG
  • QQQ
  • VBR
  • NVDA
  • SCHG
Nabity Jensen Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 136 Billion
Stocks 68
Filing on Jul 18, 2025 Q2 2025

Deltec Asset Management LLC

  • GOOGL
  • AMZN
  • MSFT
  • AVGO
  • OCUL
  • NVDA
  • CCL
Deltec Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 520 Million
Stocks 191
Filing on Jul 18, 2025 Q2 2025

Trilogy Capital Inc.

  • VTI
  • QQQ
  • DLN
  • XLK
  • IVV
  • USIG
  • VEA
Trilogy Capital Inc.'s Q2 2025 Portfolio
Portfolio Value 2.04 Billion
Stocks 367
Filing on Jul 18, 2025 Q2 2025

Chelsea Counsel CO

  • AAPL
  • MSFT
  • GOOG
  • VYM
  • COST
  • AEM
  • GOOGL
Chelsea Counsel CO's Q2 2025 Portfolio
Portfolio Value 198 Million
Stocks 201
Filing on Jul 18, 2025 Q2 2025

Qtr Family Wealth, LLC

  • NVDA
  • MSFT
  • AAPL
  • VOO
  • TSLA
  • QQQ
  • GOOG
Qtr Family Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 161 Billion
Stocks 186
Filing on Jul 18, 2025 Q2 2025

Trust CO Of Vermont

  • AAPL
  • MSFT
  • AMZN
  • GOOG
  • JPM
  • BRK-B
  • NVDA
Trust CO Of Vermont's Q2 2025 Portfolio
Portfolio Value 2.08 Billion
Stocks 1361
Filing on Jul 18, 2025 Q2 2025

Eagle Capital Management, LLC

  • SPY
  • SCHD
  • AVGO
  • QQQ
  • MSFT
  • AAPL
  • INTU
Eagle Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 227 Million
Stocks 44
Filing on Jul 18, 2025 Q2 2025

Forbes J M & CO LLP

  • MSFT
  • IAU
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • AVGO
Forbes J M & CO LLP's Q2 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 144
Filing on Jul 18, 2025 Q2 2025

Bco Wealth Management LLC

  • DFAC
  • DFCF
  • DFIC
  • DFSD
  • MUB
  • DFEM
  • BND
Bco Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 140 Billion
Stocks 37
Filing on Jul 18, 2025 Q2 2025

Smi Advisory Services, LLC

  • GLD
  • BSCP
  • BIV
  • IVV
  • FDD
  • VXF
  • NLR
Smi Advisory Services, LLC's Q2 2025 Portfolio
Portfolio Value 199 Million
Stocks 69