Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 17, 2025 Q2 2025

Pennsylvania Capital Management Inc

  • MSFT
  • AAPL
  • IVV
  • AMZN
  • JPIE
  • NVDA
  • BIL
Pennsylvania Capital Management Inc 's Q2 2025 Portfolio
Portfolio Value 303 Million
Stocks 107
Filing on Jul 17, 2025 Q2 2025

Lockerman Financial Group, Inc.

  • SPY
  • BBUS
  • MASI
  • IJR
  • FISR
  • MSFT
  • XLSR
Lockerman Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 69.6 Million
Stocks 138
Filing on Jul 17, 2025 Q2 2025

Fmb Wealth Management

  • DFAC
  • AVUS
  • DFAX
  • DFAU
  • DFUS
  • DFIC
  • DFAT
Fmb Wealth Management's Q2 2025 Portfolio
Portfolio Value 167 Million
Stocks 117
Filing on Jul 17, 2025 Q2 2025

Financial Consulate, Inc

  • SCHX
  • DUHP
  • MFDX
  • SCHF
  • FNDB
  • DFAS
  • DIHP
Financial Consulate, Inc's Q2 2025 Portfolio
Portfolio Value 486 Million
Stocks 37
Filing on Jul 17, 2025 Q2 2025

Bridge Generations Wealth Management LLC

  • DFAC
  • DFAT
  • DFEM
  • SPTI
  • TLH
  • DFIC
  • DIHP
Bridge Generations Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 165 Billion
Stocks 127
Filing on Jul 17, 2025 Q2 2025

Alley Investment Management Company, LLC

  • JPM
  • MSFT
  • PM
  • AMP
  • AAPL
  • PAYX
  • ABBV
Alley Investment Management Company, LLC's Q2 2025 Portfolio
Portfolio Value 797 Million
Stocks 85
Filing on Jul 17, 2025 Q2 2025

Cooper Financial Group

  • SCHV
  • QQQ
  • BIV
  • AAPL
  • NVDA
  • MSFT
  • AMZN
Cooper Financial Group's Q2 2025 Portfolio
Portfolio Value 815 Million
Stocks 374
Filing on Jul 17, 2025 Q2 2025

Martel Wealth Advisors Inc

  • VUG
  • VYM
  • BSV
  • IEFA
  • VIG
  • SCHG
  • SCHV
Martel Wealth Advisors Inc's Q2 2025 Portfolio
Portfolio Value 539 Billion
Stocks 70
Filing on Jul 17, 2025 Q2 2025

Midwest Financial Group LLC

  • SCHD
  • IVW
  • AVUV
  • QQQ
  • AAPL
  • LQD
  • AMD
Midwest Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 190 Billion
Stocks 114
Filing on Jul 17, 2025 Q2 2025

Citrine Capital LLC

  • DFSU
  • NVDA
  • DFSI
  • DFSE
  • GBTC
  • DFSB
  • DFCF
Citrine Capital LLC's Q2 2025 Portfolio
Portfolio Value 188 Billion
Stocks 40
Filing on Jul 17, 2025 Q2 2025

Tabr Capital Management, LLC

  • IBDR
  • IBDS
  • VXUS
  • OEF
  • IEV
  • IWY
  • PULS
Tabr Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 117 Billion
Stocks 42
Filing on Jul 17, 2025 Q2 2025

Consolidated Portfolio Review Corp

  • AAPL
  • MSFT
  • BIV
  • MSTR
  • VUG
  • IWF
  • VTV
Consolidated Portfolio Review Corp's Q2 2025 Portfolio
Portfolio Value 723 Billion
Stocks 445
Filing on Jul 17, 2025 Q2 2025

Pfg Investments, LLC

  • AAPL
  • NVDA
  • MSFT
  • TSLA
  • META
  • AMZN
  • PDI
Pfg Investments, LLC's Q2 2025 Portfolio
Portfolio Value 1.71 Trillion
Stocks 1046
Filing on Jul 17, 2025 Q2 2025

Lauterbach Financial Advisors, LLC

  • DFAC
  • DFAT
  • DFAX
  • DFIV
  • DFUV
  • JPM
  • DFUS
Lauterbach Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 174 Million
Stocks 80
Filing on Jul 17, 2025 Q2 2025

Bosman Wealth Management, LLC

  • PLTR
  • NVDA
  • CRWD
  • GOOGL
  • CYBR
  • FTI
  • MSFT
Bosman Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 113 Billion
Stocks 39
Filing on Jul 17, 2025 Q2 2025

Mba Advisors LLC

  • BIV
  • IQLT
  • SCHX
  • SCHG
  • DGRW
  • SCHD
  • JQUA
Mba Advisors LLC's Q2 2025 Portfolio
Portfolio Value 214 Million
Stocks 134
Filing on Jul 17, 2025 Q2 2025

Centennial Wealth Advisory LLC

  • BUFD
  • AVIG
  • IVV
  • BUFR
  • BUFT
  • BUFQ
  • SPYG
Centennial Wealth Advisory LLC's Q2 2025 Portfolio
Portfolio Value 288 Million
Stocks 150
Filing on Jul 17, 2025 Q2 2025

Leverty Financial Group, LLC

  • IVV
  • IEFA
  • IEMG
  • SCHX
  • SCHF
  • IJH
  • SPY
Leverty Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 264 Million
Stocks 44