Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Jul 17, 2025
Q2 2025
Northwest Wealth Management, LLC
- VGIT
- DFAC
- ITOT
- VTI
- VTIP
- AVDV
- DFSD
Filing on Jul 17, 2025
Q2 2025
Venture Visionary Partners LLC
- MSFT
- QQQ
- VUG
- SPY
- AAPL
- JPM
- RSP
Filing on Jul 17, 2025
Q2 2025
Summit Financial Strategies, Inc.
- DFIC
- JCPB
- FBND
- SCHB
- IVV
- AVEM
- SCHM
Filing on Jul 17, 2025
Q2 2025
Smith Anglin Financial, LLC
- WTV
- DGRO
- FYLD
- EYLD
- TLH
- WCBR
- IVW
Filing on Jul 17, 2025
Q2 2025
Nicholson Meyer Capital Management, Inc.
- IWB
- BRK-B
- GLD
- FNDX
- GSLC
- IXN
- GBIL
Filing on Jul 17, 2025
Q2 2025
Filing on Jul 17, 2025
Q2 2025
Smith Chas P & Associates Pa Cpas
- MSFT
- JPM
- AAPL
- BRK-B
- WMT
- GOOG
- HD
Filing on Jul 17, 2025
Q2 2025
White Pine Investment CO
- BRK-B
- GOOGL
- GSIE
- FNDX
- MSFT
- SFM
- USMV
Filing on Jul 17, 2025
Q2 2025
Filing on Jul 17, 2025
Q2 2025
Bennett Selby Investments LP
- AAPL
- META
- GOOG
- BKNG
- V
- BRK-B
- MA
Filing on Jul 17, 2025
Q2 2025
Campbell Newman Asset Management Inc
- MSFT
- AVGO
- AAPL
- KLAC
- APH
- V
- MA
Filing on Jul 17, 2025
Q2 2025
Life Goal Wealth Advisors
- DGRO
- LRGF
- CGGO
- VUG
- BND
- JPIE
- SCHP
Filing on Jul 17, 2025
Q2 2025
Presper Financial Architects, LLC
- QUS
- IJH
- XLK
- IJR
- EFA
- IWF
- CGGO
Filing on Jul 17, 2025
Q2 2025
Sterling Investment Advisors, Ltd.
- AAPL
- AMZN
- KMI
- NVDA
- MSFT
- CRWD
- GOOGL
Filing on Jul 17, 2025
Q2 2025
Filing on Jul 17, 2025
Q2 2025
Elser Financial Planning, Inc
- MBIN
- DFCF
- DFAU
- DFUS
- DFIC
- DFUV
- DFAS
Filing on Jul 17, 2025
Q2 2025
Taylor Frigon Capital Management LLC
- CRDO
- MPWR
- CVNA
- NET
- GKOS
- CYBR
- MAIN
Filing on Jul 17, 2025
Q2 2025