Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 17, 2025 Q2 2025

James Hambro & Partners

  • JPM
  • APH
  • MSFT
  • V
  • GOOG
  • AMZN
  • ICE
James Hambro & Partners's Q2 2025 Portfolio
Portfolio Value 2.52 Billion
Stocks 50
Filing on Jul 16, 2025 Q2 2025

Willow Creek Wealth Management Inc.

  • DFAT
  • BSV
  • SPAB
  • DFUS
  • DFUV
  • DFAI
  • SUB
Willow Creek Wealth Management Inc.'s Q2 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 167
Filing on Jul 16, 2025 Q2 2025

Financial Designs Corp

  • ITOT
  • AGG
  • OMFL
  • DIVO
  • HEGD
  • IXUS
  • BALT
Financial Designs Corp's Q2 2025 Portfolio
Portfolio Value 163 Billion
Stocks 35
Filing on Jul 16, 2025 Q2 2025

Sterling Wealth Advisors Inc

  • DFAU
  • DFSD
  • DFUS
  • DFAI
  • DFIC
  • DFAE
  • DFCF
Sterling Wealth Advisors Inc's Q2 2025 Portfolio
Portfolio Value 141 Billion
Stocks 18
Filing on Jul 16, 2025 Q2 2025

Worth Financial Advisory Group, LLC

  • GSLC
  • MSFT
  • AMZN
  • AAPL
  • JPM
  • SFLR
  • QUAL
Worth Financial Advisory Group, LLC's Q2 2025 Portfolio
Portfolio Value 163 Billion
Stocks 147
Filing on Jul 16, 2025 Q2 2025

Clay Northam Wealth Management, LLC

  • COWZ
  • SCHG
  • AMZN
  • AAPL
  • SCHD
  • MSFT
  • GOOG
Clay Northam Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 153 Million
Stocks 92
Filing on Jul 16, 2025 Q2 2025

Guardian Investment Management

  • AAPL
  • DHR
  • AMGN
  • COST
  • MSFT
  • BAC
  • WMT
Guardian Investment Management's Q2 2025 Portfolio
Portfolio Value 100 Million
Stocks 51
Filing on Jul 16, 2025 Q2 2025

Black Point Wealth Management

  • BRK-B
  • PHYS
  • DFAC
  • MSFT
  • BUFG
Black Point Wealth Management's Q2 2025 Portfolio
Portfolio Value 3.5 Billion
Stocks 5
Filing on Jul 16, 2025 Q2 2025

David Kennon Inc

  • VOO
  • VTI
  • ONEQ
  • VXUS
  • VB
  • VO
  • FIDI
David Kennon Inc's Q2 2025 Portfolio
Portfolio Value 241 Million
Stocks 36
Filing on Jul 16, 2025 Q2 2025

Peavine Capital, LLC

  • SPY
  • IEF
  • SGOV
  • AAPL
  • CAT
  • DFAS
  • DFUS
Peavine Capital, LLC's Q2 2025 Portfolio
Portfolio Value 427 Million
Stocks 9
Filing on Jul 16, 2025 Q2 2025

Lvw Advisors, LLC

  • SCHD
  • VEA
  • VONG
  • SCHO
  • STIP
  • BIV
  • CGGO
Lvw Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 862 Million
Stocks 329
Filing on Jul 16, 2025 Q2 2025

Western Financial Corp/Ca

  • EFSC
  • ARWR
  • WFC
  • NFLX
  • PLTR
  • GE
  • CTAS
Western Financial Corp/Ca's Q2 2025 Portfolio
Portfolio Value 187 Billion
Stocks 122
Filing on Jul 16, 2025 Q2 2025

Sea Bridge Investment Advisors LLC

  • GOVT
  • MSFT
  • AAPL
  • TSM
  • VMBS
  • JMBS
  • PFF
Sea Bridge Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 523 Million
Stocks 196
Filing on Jul 16, 2025 Q2 2025

Tempus Wealth Planning, LLC

  • GE
  • NVDA
  • MSFT
  • CGDV
  • QQQ
  • SCHZ
  • SPMO
Tempus Wealth Planning, LLC's Q2 2025 Portfolio
Portfolio Value 360 Million
Stocks 259
Filing on Jul 16, 2025 Q2 2025

Crane Advisory, LLC

  • VOO
  • PULS
  • VUG
  • JPST
  • VTV
  • SCHR
  • SPTS
Crane Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 596 Million
Stocks 46
Filing on Jul 16, 2025 Q2 2025

Cogent Blue Wealth Advisors, LLC

  • AVDV
  • VGIT
  • DUHP
  • ITOT
  • DIHP
  • IDEV
  • DFAT
Cogent Blue Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 131 Billion
Stocks 73
Filing on Jul 16, 2025 Q2 2025

Kg&L Capital Management,Llc

  • PG
  • GOOGL
  • JPM
  • AAPL
  • AMZN
  • SPY
  • MSFT
Kg&L Capital Management,Llc's Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 187
Filing on Jul 16, 2025 Q2 2025

Blossom Wealth Management

  • NVDA
  • SCHF
  • AAPL
  • MSFT
  • SCHZ
  • SCHB
  • BSCP
Blossom Wealth Management's Q2 2025 Portfolio
Portfolio Value 56.2 Million
Stocks 70