Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 17, 2025 Q2 2025

Alpine Bank Wealth Management

  • SPMO
  • USFR
  • VUSB
  • SPHQ
  • JCPB
  • GDE
  • IVV
Alpine Bank Wealth Management's Q2 2025 Portfolio
Portfolio Value 662 Billion
Stocks 628
Filing on Jul 17, 2025 Q2 2025

Olympus Wealth Management, LLC

  • IEFA
  • VOO
  • SPY
  • SPLG
  • IEMG
  • IJH
  • SCHD
Olympus Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 298 Billion
Stocks 21
Filing on Jul 17, 2025 Q2 2025

Enclave Advisors LLC

  • VIG
  • IWB
  • IVV
  • JPIE
  • VO
  • VGT
  • XAR
Enclave Advisors LLC's Q2 2025 Portfolio
Portfolio Value 619 Billion
Stocks 116
Filing on Jul 17, 2025 Q2 2025

E Rn Financial, LLC

  • SPYG
  • SPYV
  • SPDW
  • MDYV
  • OMFL
  • USTB
  • IEFA
E Rn Financial, LLC's Q2 2025 Portfolio
Portfolio Value 458 Million
Stocks 145
Filing on Jul 17, 2025 Q2 2025

Washington Capital Management Inc

  • VTI
  • DIA
  • SPY
  • BSV
  • IGSB
  • JPM
  • AEM
Washington Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 130 Million
Stocks 116
Filing on Jul 17, 2025 Q2 2025

Hanson & Doremus Investment Management

  • SCHB
  • VGIT
  • VEA
  • VCIT
  • ESGV
  • MSFT
  • VWO
Hanson & Doremus Investment Management's Q2 2025 Portfolio
Portfolio Value 748 Million
Stocks 474
Filing on Jul 17, 2025 Q2 2025

Rempart Asset Management Inc.

  • MSFT
  • COST
  • JPM
  • RY
  • JCI
  • V
  • WFC
Rempart Asset Management Inc.'s Q2 2025 Portfolio
Portfolio Value 509 Million
Stocks 34
Filing on Jul 17, 2025 Q2 2025

R.H. Investment Group, LLC

  • PM
  • MA
  • WMT
  • WFC
  • BRK-B
  • TRV
  • ADP
R.H. Investment Group, LLC's Q2 2025 Portfolio
Portfolio Value 109 Billion
Stocks 31
Filing on Jul 17, 2025 Q2 2025

Lunate Capital LTD

  • RVMD
  • IOT
Lunate Capital LTD's Q2 2025 Portfolio
Portfolio Value 178 Billion
Stocks 6
Filing on Jul 17, 2025 Q2 2025

Albion Financial Group

  • VOO
  • IWR
  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • IJR
Albion Financial Group 's Q2 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 586
Filing on Jul 17, 2025 Q2 2025

Generate Investment Management LTD

  • NVDA
  • MSFT
  • AMZN
  • META
  • TSM
  • GOOGL
  • LLY
Generate Investment Management LTD's Q2 2025 Portfolio
Portfolio Value 1.8 Trillion
Stocks 105
Filing on Jul 17, 2025 Q2 2025

Farmers & Merchants Trust CO Of Long Beach

  • MSFT
  • AAPL
  • BRK-B
  • AMZN
  • COST
  • JPM
  • EFA
Farmers & Merchants Trust CO Of Long Beach's Q2 2025 Portfolio
Portfolio Value 432 Million
Stocks 348
Filing on Jul 17, 2025 Q2 2025

Rubicon Global Capital LTD

  • MNDY
  • META
  • CPNG
  • GOOG
  • AMZN
  • MSFT
  • BRK-A
Rubicon Global Capital LTD's Q2 2025 Portfolio
Portfolio Value 632 Billion
Stocks 10
Filing on Jul 17, 2025 Q2 2025

Summer Haven Investment Management, LLC

  • HNRG
  • CCB
  • BBW
  • MD
  • BUSE
  • DXPE
  • CMP
Summer Haven Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 147 Million
Stocks 191
Filing on Jul 17, 2025 Q2 2025

Moss Adams Wealth Advisors LLC

  • VTI
  • JCPB
  • IJR
  • XLU
  • XLRE
  • BUG
  • XLC
Moss Adams Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 1.1 Trillion
Stocks 432
Filing on Jul 17, 2025 Q2 2025

Catalytic Wealth Ria, LLC

  • META
  • CRM
  • MSFT
  • NVDA
  • AAPL
  • GOOG
  • AMZN
Catalytic Wealth Ria, LLC's Q2 2025 Portfolio
Portfolio Value 1.22 Trillion
Stocks 526
Filing on Jul 17, 2025 Q2 2025

Cairn Investment Group, Inc.

  • VXUS
  • VWO
  • AAPL
  • EWZ
  • GDX
  • GS
  • AYI
Cairn Investment Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 191 Million
Stocks 68
Filing on Jul 17, 2025 Q2 2025

Astoria Strategic Wealth, Inc.

  • VTI
  • IXUS
  • BND
  • VTEB
  • ITOT
  • IGSB
  • VEU
Astoria Strategic Wealth, Inc.'s Q2 2025 Portfolio
Portfolio Value 369 Million
Stocks 35