Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 17, 2025 Q2 2025

Oakworth Capital, Inc.

  • IWD
  • IWF
  • BND
  • VEA
  • IWR
  • SHV
  • VCSH
Oakworth Capital, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 749
Filing on Jul 17, 2025 Q2 2025

School Employees Retirement Board Of Ohio

  • IAUM
  • IEI
  • GOVT
  • AMLP
School Employees Retirement Board Of Ohio's Q2 2025 Portfolio
Portfolio Value 175 Billion
Stocks 4
Filing on Jul 17, 2025 Q2 2025

Avondale Wealth Management

  • IVV
  • QQQ
  • IJH
  • AVUV
  • SOXX
  • DFAE
  • DFAT
Avondale Wealth Management's Q2 2025 Portfolio
Portfolio Value 164 Million
Stocks 113
Filing on Jul 17, 2025 Q2 2025

Fee Only Financial Planning, L.C.

  • VUG
  • VTV
  • VO
  • VBR
  • VB
  • VBK
  • VEU
Fee Only Financial Planning, L.C.'s Q2 2025 Portfolio
Portfolio Value 162 Billion
Stocks 41
Filing on Jul 17, 2025 Q2 2025

Baron Silver Stevens Financial Advisors, LLC

  • IVV
  • IWF
  • VTV
  • VTI
  • AGG
  • VIG
  • BND
Baron Silver Stevens Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 619 Million
Stocks 144
Filing on Jul 17, 2025 Q2 2025

Fifth Third Securities, Inc.

  • VOO
  • QQQ
  • IVV
  • SPY
  • VTI
  • VUG
  • DGRO
Fifth Third Securities, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.3 Billion
Stocks 307
Filing on Jul 17, 2025 Q2 2025

Montis Financial, LLC

  • PFF
  • IEFA
  • VEA
  • VCSH
  • VYM
  • RSP
  • AAPL
Montis Financial, LLC's Q2 2025 Portfolio
Portfolio Value 357 Million
Stocks 134
Filing on Jul 17, 2025 Q2 2025

Invesco, LLC

  • ORCL
  • GOOG
  • AMZN
  • AAPL
  • COST
  • SHW
  • MSFT
Invesco, LLC's Q2 2025 Portfolio
Portfolio Value 268 Billion
Stocks 131
Filing on Jul 17, 2025 Q2 2025

Oceanside Advisors LLC

  • DUHP
  • AVLV
  • DFSD
  • DFAC
  • DFSV
  • BND
  • DIHP
Oceanside Advisors LLC's Q2 2025 Portfolio
Portfolio Value 150 Billion
Stocks 46
Filing on Jul 17, 2025 Q2 2025

Prepared Retirement Institute LLC

  • VIG
  • SCHD
  • SPYG
  • IHDG
  • BND
  • CMBS
  • FALN
Prepared Retirement Institute LLC's Q2 2025 Portfolio
Portfolio Value 170 Billion
Stocks 86
Filing on Jul 17, 2025 Q2 2025

Sws Partners

  • IVV
  • SCHR
  • IJH
  • PCT
  • SPYD
  • NVDA
  • SCHX
Sws Partners's Q2 2025 Portfolio
Portfolio Value 352 Million
Stocks 118
Filing on Jul 17, 2025 Q2 2025

Nova R Wealth, Inc.

  • IVV
  • VGIT
  • IEFA
  • AVLV
  • ISRG
  • BME
  • JMOM
Nova R Wealth, Inc.'s Q2 2025 Portfolio
Portfolio Value 202 Million
Stocks 82
Filing on Jul 17, 2025 Q2 2025

Wolff Wiese Magana LLC

  • NVDA
  • MSFT
  • AVGO
  • V
  • VNQ
  • IJR
  • PEAK
Wolff Wiese Magana LLC's Q2 2025 Portfolio
Portfolio Value 156 Million
Stocks 984
Filing on Jul 17, 2025 Q2 2025

Archford Capital Strategies, LLC

  • IEFA
  • MSFT
  • BND
  • VUG
  • NVDA
  • AAPL
  • BRK-B
Archford Capital Strategies, LLC's Q2 2025 Portfolio
Portfolio Value 717 Million
Stocks 321
Filing on Jul 17, 2025 Q2 2025

Kelly Financial Services LLC

  • IVV
  • QUAL
  • EFV
  • IVW
  • DYNF
  • TLH
  • IVE
Kelly Financial Services LLC's Q2 2025 Portfolio
Portfolio Value 301 Million
Stocks 116
Filing on Jul 17, 2025 Q2 2025

New Covenant Trust Company, N.A.

  • VTI
  • VXUS
  • BND
  • ESGV
  • MSFT
  • VOO
  • VSGX
New Covenant Trust Company, N.A.'s Q2 2025 Portfolio
Portfolio Value 112 Billion
Stocks 83
Filing on Jul 17, 2025 Q2 2025

Refined Wealth Management

  • COIN
  • BNDX
  • VSGX
  • QQQ
  • VTV
  • OSTK
  • SRLN
Refined Wealth Management's Q2 2025 Portfolio
Portfolio Value 143 Million
Stocks 33
Filing on Jul 17, 2025 Q2 2025

Covenant Asset Management, LLC

  • QQQ
  • BKNG
  • NVDA
  • MSFT
  • MELI
  • AVGO
  • AAPL
Covenant Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 650 Million
Stocks 155