Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 17, 2025 Q2 2025

One Wealth Advisors, LLC

  • SPLG
  • AAPL
  • QUAL
  • VTEB
  • IVW
  • DYNF
  • IVV
One Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 673 Million
Stocks 283
Filing on Jul 17, 2025 Q2 2025

Chicago Capital, LLC

  • META
  • AMZN
  • V
  • NVDA
  • GOOGL
  • MSFT
  • UBER
Chicago Capital, LLC's Q2 2025 Portfolio
Portfolio Value 4.02 Billion
Stocks 354
Filing on Jul 17, 2025 Q2 2025

Elwood & Goetz Wealth Advisory Group, LLC

  • VOO
  • VEA
  • DFAR
  • VGT
  • AVSC
  • SCHM
  • XSOE
Elwood & Goetz Wealth Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 458 Million
Stocks 114
Filing on Jul 17, 2025 Q2 2025

Hansen & Associates Financial Group, Inc.

  • SHV
  • FTSM
  • EEM
  • BRK-B
  • COST
  • EFA
  • V
Hansen & Associates Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 184 Billion
Stocks 15
Filing on Jul 17, 2025 Q2 2025

Life Guide Financial Advisors, LLC

  • SCHP
  • IEF
  • DFAC
  • ESGV
  • VTI
  • DFIC
  • VSGX
Life Guide Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 48
Filing on Jul 17, 2025 Q2 2025

Paradiem, LLC

  • DIVB
  • AVGO
  • ABT
  • SYK
  • ORI
  • CAT
  • SSNC
Paradiem, LLC's Q2 2025 Portfolio
Portfolio Value 356 Million
Stocks 53
Filing on Jul 17, 2025 Q2 2025

Emerald Advisors, LLC

  • COST
  • VTV
  • IQLT
  • VUG
  • IEFA
  • IVV
  • IEMG
Emerald Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 774 Million
Stocks 101
Filing on Jul 17, 2025 Q2 2025

Saxon Interests, Inc.

  • PRF
  • AAPL
  • MSFT
  • VTI
  • SPY
  • VOO
  • AMZN
Saxon Interests, Inc.'s Q2 2025 Portfolio
Portfolio Value 224 Million
Stocks 186
Filing on Jul 17, 2025 Q2 2025

Spectrum Strategic Capital Management, LLC

  • SPY
  • ITOT
  • IVV
  • GOVT
  • QQQ
  • SPLG
  • COWZ
Spectrum Strategic Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 154 Million
Stocks 49
Filing on Jul 17, 2025 Q2 2025

Paradigm Financial Partners, LLC

  • SPOT
  • NVDA
  • MSFT
  • AMZN
  • AAPL
  • BIL
  • GOOGL
Paradigm Financial Partners, LLC's Q2 2025 Portfolio
Portfolio Value 894 Million
Stocks 343
Filing on Jul 17, 2025 Q2 2025

Mainsail Financial Group, LLC

  • SPY
  • JVAL
  • FTSM
  • SCHG
  • FTGC
  • RDVY
  • COWZ
Mainsail Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 215 Billion
Stocks 59
Filing on Jul 17, 2025 Q2 2025

Robbins Farley LLC

  • NVDA
  • SCHD
  • AMZN
  • MSFT
  • AVGO
  • NFLX
  • UBER
Robbins Farley LLC's Q2 2025 Portfolio
Portfolio Value 207 Million
Stocks 172
Filing on Jul 17, 2025 Q2 2025

Eagle Bluffs Wealth Management LLC

  • BBN
  • EMXC
  • NBB
  • IDV
  • NVDA
  • NAD
  • JEPQ
Eagle Bluffs Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 208 Million
Stocks 74
Filing on Jul 17, 2025 Q2 2025

Eclectic Associates Inc

  • BNDX
  • CGXU
  • VIG
  • CGGR
  • DFIV
  • XYLD
  • FYC
Eclectic Associates Inc 's Q2 2025 Portfolio
Portfolio Value 409 Million
Stocks 125
Filing on Jul 17, 2025 Q2 2025

Eagle Wealth Strategies LLC

  • VOO
  • AVUV
  • DGRW
  • DFEV
  • FLQM
  • XLV
  • AMZN
Eagle Wealth Strategies LLC's Q2 2025 Portfolio
Portfolio Value 179 Billion
Stocks 105
Filing on Jul 17, 2025 Q2 2025

Cornerstone Wealth Advisors, Inc.

  • SCHR
  • SCHG
  • VGSH
  • VUG
  • VTV
  • VEA
  • SCHV
Cornerstone Wealth Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 387 Million
Stocks 48
Filing on Jul 17, 2025 Q2 2025

Melfa Wealth Management, LLC

  • DFAC
  • VTI
  • PMO
  • EVN
  • AAPL
  • META
  • DFSV
Melfa Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 158 Billion
Stocks 200
Filing on Jul 17, 2025 Q2 2025

Mokosak Advisory Group, LLC

  • SCHV
  • VBR
  • SCHG
  • SCHM
  • SCHA
  • VGT
  • SCHZ
Mokosak Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 354 Million
Stocks 35