Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 17, 2025 Q2 2025

Greenhouse Wealth Management, LLC

  • SPY
  • IVV
  • VTV
  • VOO
  • VTI
  • QQQ
  • VB
Greenhouse Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 155 Million
Stocks 57
Filing on Jul 17, 2025 Q2 2025

Hamilton Capital Partners, LLC

  • GOOGL
  • TSLA
  • NVDA
  • ORCL
  • MSFT
  • META
  • AMZN
Hamilton Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 209 Billion
Stocks 24
Filing on Jul 17, 2025 Q2 2025

Bluesphere Advisors, LLC

  • IVV
  • IWF
  • IWY
  • IOO
  • MSFT
  • ITA
  • GOOGL
Bluesphere Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 193 Million
Stocks 90
Filing on Jul 17, 2025 Q2 2025

Legacy Wealth Management, Inc

  • IVV
  • IWB
  • SCHK
  • JCPB
  • FBND
  • SCHM
  • IJH
Legacy Wealth Management, Inc's Q2 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 31
Filing on Jul 17, 2025 Q2 2025

C2 C Wealth Management, LLC

  • MSFT
  • AAPL
  • IVV
  • UTF
  • XLK
  • IBM
  • CVX
C2 C Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 110 Million
Stocks 82
Filing on Jul 17, 2025 Q2 2025

Di Nuzzo Private Wealth, Inc.

  • DFCF
  • DFSD
  • DFUS
  • DFIC
  • DFAS
  • DUHP
  • DFSV
Di Nuzzo Private Wealth, Inc.'s Q2 2025 Portfolio
Portfolio Value 658 Million
Stocks 1369
Filing on Jul 17, 2025 Q2 2025

Lee Johnson Capital Management, LLC

  • SGOV
  • JEPI
  • JEPQ
  • IWM
  • NVDA
  • AXON
  • HOOD
Lee Johnson Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 289 Million
Stocks 71
Filing on Jul 17, 2025 Q2 2025

York Gp, Ltd.

  • TPL
  • ABNB
York Gp, Ltd.'s Q2 2025 Portfolio
Portfolio Value 104 Billion
Stocks 3
Filing on Jul 17, 2025 Q2 2025

K2 Financial Inc.

  • VEA
  • SCHX
  • BND
  • VTEB
  • MUB
  • VWO
  • SCHA
K2 Financial Inc.'s Q2 2025 Portfolio
Portfolio Value 113 Billion
Stocks 59
Filing on Jul 17, 2025 Q2 2025

Greenleaf Trust

  • SYK
  • IVV
  • IEFA
  • MSFT
  • IJH
  • AAPL
  • NVDA
Greenleaf Trust's Q2 2025 Portfolio
Portfolio Value 11.2 Billion
Stocks 1297
Filing on Jul 17, 2025 Q2 2025

Jlb & Associates Inc

  • ORCL
  • APH
  • MA
  • MSFT
  • AAPL
  • TJX
  • SEIC
Jlb & Associates Inc's Q2 2025 Portfolio
Portfolio Value 671 Million
Stocks 75
Filing on Jul 17, 2025 Q2 2025

Alliance Wealth Advisors, LLC

  • UITB
  • DGRO
  • PLTR
  • QQQ
  • AVUV
  • VTV
  • VO
Alliance Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 146
Filing on Jul 17, 2025 Q2 2025

Halbert Hargrove Global Advisors, LLC

  • IVV
  • NTSX
  • LRGF
  • IWB
  • IEFA
  • NTSI
  • IEMG
Halbert Hargrove Global Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.89 Billion
Stocks 311
Filing on Jul 17, 2025 Q2 2025

Mattern Wealth Management LLC

  • DFAC
  • AVUS
  • DFIC
  • MSFT
  • DFSD
  • DFNM
  • QQQ
Mattern Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 439 Million
Stocks 161
Filing on Jul 17, 2025 Q2 2025

Bfi Infinity Ltd.

  • VTI
  • SPMO
  • VGK
  • GDX
  • AAXJ
  • IHI
  • EZU
Bfi Infinity Ltd.'s Q2 2025 Portfolio
Portfolio Value 120 Billion
Stocks 57
Filing on Jul 17, 2025 Q2 2025

Xml Financial, LLC

  • SCHG
  • IWF
  • SCHV
  • DGRO
  • MSFT
  • IWB
  • AAPL
Xml Financial, LLC's Q2 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 393
Filing on Jul 17, 2025 Q2 2025

Poinciana Advisors Group, LLC

  • AVUV
  • DFAC
  • VGIT
  • AVDV
  • VTIP
  • DFIV
  • AVEM
Poinciana Advisors Group, LLC's Q2 2025 Portfolio
Portfolio Value 111 Billion
Stocks 126
Filing on Jul 17, 2025 Q2 2025

Hcr Wealth Advisors

  • AAPL
  • VUG
  • VYM
  • NVDA
  • IJR
  • IVV
  • MSFT
Hcr Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 835 Million
Stocks 237