Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 17, 2025 Q2 2025

Dopkins Wealth Management, LLC

  • DFAC
  • DFUV
  • DFIV
  • DFAT
  • AVDV
  • VBK
  • AVEM
Dopkins Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 213 Million
Stocks 82
Filing on Jul 17, 2025 Q2 2025

G&S Capital LLC

  • SPY
  • SPTM
  • VTV
  • QQQ
  • BIL
  • IBM
  • FTSM
G&S Capital LLC's Q2 2025 Portfolio
Portfolio Value 238 Million
Stocks 123
Filing on Jul 17, 2025 Q2 2025

Capital Investment Advisors, LLC

  • DGRO
  • IQLT
  • EMLP
  • SDVY
  • MSFT
  • AAPL
  • ANGL
Capital Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 5.33 Billion
Stocks 702
Filing on Jul 17, 2025 Q2 2025

Gleason Group, Inc.

  • VOO
  • VTI
  • VXF
  • VXUS
  • VUG
  • VTV
  • SCHX
Gleason Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 890 Million
Stocks 205
Filing on Jul 17, 2025 Q2 2025

Stephens Group Asset Management, LLC

  • VOE
  • VTV
  • VUG
  • VOT
  • IWS
  • VBR
  • SPTI
Stephens Group Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.39 Billion
Stocks 32
Filing on Jul 17, 2025 Q2 2025

Raleigh Capital Management Inc.

  • FISR
  • SPY
  • XLSR
  • SPAB
  • MSFT
  • NVDA
  • SPEM
Raleigh Capital Management Inc.'s Q2 2025 Portfolio
Portfolio Value 229 Million
Stocks 638
Filing on Jul 17, 2025 Q2 2025

Canaan Partners Xi LLC

  • TYRA
  • RCII
  • RLYB
Canaan Partners Xi LLC's Q2 2025 Portfolio
Portfolio Value 35.9 Million
Stocks 4
Filing on Jul 17, 2025 Q2 2025

Asio Capital, LLC

  • IVV
  • NVDA
  • JMUB
  • META
  • MSFT
  • AVGO
  • GOOG
Asio Capital, LLC's Q2 2025 Portfolio
Portfolio Value 555 Million
Stocks 109
Filing on Jul 17, 2025 Q2 2025

Lex Aurum Advisors, LLC

  • GSLC
  • JPST
  • AVUS
  • AVIG
  • VTI
  • SHW
  • GSIE
Lex Aurum Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 580 Million
Stocks 361
Filing on Jul 17, 2025 Q2 2025

Spartan Planning & Wealth Management

  • SPTM
  • HEGD
  • NVDA
  • MSFT
  • SPDW
  • STIP
  • SHY
Spartan Planning & Wealth Management's Q2 2025 Portfolio
Portfolio Value 112 Million
Stocks 76
Filing on Jul 17, 2025 Q2 2025

Claris Advisors, LLC

  • DFAC
  • DFAU
  • DFUV
  • DFIV
  • DFUS
  • AVUV
  • DFAX
Claris Advisors, LLC 's Q2 2025 Portfolio
Portfolio Value 261 Million
Stocks 73
Filing on Jul 17, 2025 Q2 2025

Kavar Capital Partners Group, LLC

  • SCHX
  • FNDX
  • AAPL
  • SCHF
  • NVDA
  • BRK-B
  • MSFT
Kavar Capital Partners Group, LLC's Q2 2025 Portfolio
Portfolio Value 686 Million
Stocks 191
Filing on Jul 17, 2025 Q2 2025

Janney Capital Management LLC

  • IEFA
  • MSFT
  • AVGO
  • XLK
  • XLC
  • JPM
  • TSM
Janney Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 232
Filing on Jul 17, 2025 Q2 2025

Hb Wealth Management, LLC

  • VTI
  • VIG
  • JPST
  • VXUS
  • SPYG
  • AVUS
  • JCPB
Hb Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 12.3 Billion
Stocks 1162
Filing on Jul 17, 2025 Q2 2025

Park Place Capital Corp

  • ACIO
  • IVV
  • VEA
  • OSCV
  • DRSK
  • RSP
  • ADME
Park Place Capital Corp's Q2 2025 Portfolio
Portfolio Value 380 Million
Stocks 812
Filing on Jul 17, 2025 Q2 2025

Janney Montgomery Scott LLC

  • MSFT
  • AAPL
  • IVV
  • XLK
  • NVDA
  • AMZN
  • JPM
Janney Montgomery Scott LLC's Q2 2025 Portfolio
Portfolio Value 38.3 Billion
Stocks 2698
Filing on Jul 17, 2025 Q2 2025

Tealwood Asset Management Inc

  • AVGO
  • POWW
  • META
  • GOOGL
  • BJ
  • CSCO
  • NTAP
Tealwood Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 225 Million
Stocks 125
Filing on Jul 17, 2025 Q2 2025

Boulay Financial Advisors, LLC

  • IWY
  • MOAT
  • FNDX
Boulay Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 714 Billion
Stocks 4