Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 18, 2025 Q2 2025

Ninety One North America, Inc.

  • V
  • MSFT
  • PM
  • BKNG
  • INTU
  • MA
  • ADSK
Ninety One North America, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.98 Billion
Stocks 65
Filing on Jul 18, 2025 Q2 2025

Bartlett & Co. Wealth Management LLC

  • MSFT
  • AAPL
  • GOOG
  • JPM
  • AMZN
  • VOO
  • BRK-B
Bartlett & Co. Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 7.16 Trillion
Stocks 1249
Filing on Jul 18, 2025 Q2 2025

Ninety One Sa (Pty) LTD

  • BRK-A
  • MSFT
  • TSM
  • AMZN
  • BKNG
  • GS
  • V
Ninety One Sa (Pty) LTD's Q2 2025 Portfolio
Portfolio Value 580 Million
Stocks 74
Filing on Jul 18, 2025 Q2 2025

Lynx Investment Advisory

  • SPHQ
  • IJH
  • IGRO
  • AAPL
  • NOBL
  • DFAI
  • GLD
Lynx Investment Advisory's Q2 2025 Portfolio
Portfolio Value 153 Billion
Stocks 320
Filing on Jul 18, 2025 Q2 2025

Loudon Investment Management, LLC

  • MSFT
  • XLK
  • EPD
  • FAST
  • G
  • SPY
  • TFC
Loudon Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 180 Million
Stocks 99
Filing on Jul 18, 2025 Q2 2025

Ninety One Uk LTD

  • MSFT
  • V
  • NVDA
  • GOOGL
  • PM
  • ADSK
  • BKNG
Ninety One Uk LTD's Q2 2025 Portfolio
Portfolio Value 40 Billion
Stocks 202
Filing on Jul 18, 2025 Q2 2025

Community Bank & Trust, Waco, Texas

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • BRK-B
  • WMT
  • BX
Community Bank & Trust, Waco, Texas's Q2 2025 Portfolio
Portfolio Value 439 Million
Stocks 143
Filing on Jul 18, 2025 Q2 2025

Whitebark Investors LP

  • MSFT
  • CPNG
  • TDS
  • BLND
  • GO
  • GLBE
Whitebark Investors LP's Q2 2025 Portfolio
Portfolio Value 159 Billion
Stocks 7
Filing on Jul 18, 2025 Q2 2025

Sig Fig Wealth Management, LLC

  • ITOT
  • AGG
  • GSLC
  • IUSB
  • GSIE
  • LRGF
  • GEM
Sig Fig Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 2.97 Billion
Stocks 133
Filing on Jul 18, 2025 Q2 2025

Childress Capital Advisors, LLC

  • FDVV
  • SPY
  • XOM
  • JEPI
  • NVDA
  • MSFT
  • COP
Childress Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 382 Million
Stocks 246
Filing on Jul 18, 2025 Q2 2025

Independent Investors Inc

  • AAPL
  • MSFT
  • JPM
  • JNJ
  • HON
  • WAT
  • ABBV
Independent Investors Inc's Q2 2025 Portfolio
Portfolio Value 455 Million
Stocks 67
Filing on Jul 18, 2025 Q2 2025

Lowery Thomas, LLC

  • SCHG
  • VOO
  • QQQM
  • SPY
  • FNDX
  • QQQ
  • IWF
Lowery Thomas, LLC's Q2 2025 Portfolio
Portfolio Value 154 Million
Stocks 53
Filing on Jul 18, 2025 Q2 2025

Provident Wealth Management, LLC

  • TSPA
  • COWZ
  • SCHG
  • DGRO
  • SCHX
  • VOE
  • VOT
Provident Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 303 Million
Stocks 137
Filing on Jul 18, 2025 Q2 2025

Wetzel Investment Advisors, Inc.

  • IWF
  • VOO
  • VTV
  • JPM
  • VXUS
  • LLY
  • VXF
Wetzel Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 191 Million
Stocks 156
Filing on Jul 18, 2025 Q2 2025

Magnolia Private Wealth, LLC

  • AVUS
  • JAAA
  • AVDE
  • TUA
  • FNDX
  • GDE
  • SGOV
Magnolia Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 129 Billion
Stocks 103
Filing on Jul 18, 2025 Q2 2025

Panoramic Capital Partners, LLC

  • IVV
  • OEF
  • IJR
  • IJH
  • MSFT
  • SGOV
  • AAPL
Panoramic Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 144 Billion
Stocks 59
Filing on Jul 18, 2025 Q2 2025

Swp Financial LLC

  • IVV
  • VTV
  • VUG
  • IUSB
  • QUAL
  • AAPL
  • DYNF
Swp Financial LLC's Q2 2025 Portfolio
Portfolio Value 182 Billion
Stocks 75
Filing on Jul 18, 2025 Q2 2025

Marino, Stram & Associates LLC

  • VYM
  • IVV
  • SDY
  • VUG
  • VTV
  • IJH
  • IJR
Marino, Stram & Associates LLC's Q2 2025 Portfolio
Portfolio Value 490 Million
Stocks 174