Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 16, 2025 Q2 2025

Michels Family Financial, LLC

  • SPY
  • SCHD
  • IVV
  • XOM
  • VONG
  • AGG
  • SPHY
Michels Family Financial, LLC's Q2 2025 Portfolio
Portfolio Value 117 Billion
Stocks 126
Filing on Jul 16, 2025 Q2 2025

Sfm, LLC

  • VOO
  • USFR
  • IVV
  • MSFT
  • VO
  • IAUM
  • AMZN
Sfm, LLC's Q2 2025 Portfolio
Portfolio Value 156 Billion
Stocks 58
Filing on Jul 16, 2025 Q2 2025

Sage Rhino Capital LLC

  • IAU
  • VO
  • GBIL
  • RSP
  • VB
  • IEFA
  • AVUV
Sage Rhino Capital LLC's Q2 2025 Portfolio
Portfolio Value 459 Million
Stocks 282
Filing on Jul 16, 2025 Q2 2025

Chatham Capital Group, Inc.

  • VB
  • NVDA
  • IAU
  • MSFT
  • AAPL
  • VV
  • SPY
Chatham Capital Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 624 Million
Stocks 197
Filing on Jul 16, 2025 Q2 2025

Consolidated Capital Management, LLC

  • RSP
  • VIG
  • GLD
  • MSFT
  • AMZN
  • IYH
  • META
Consolidated Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 268 Million
Stocks 48
Filing on Jul 16, 2025 Q2 2025

Ariose Capital Management LTD

  • META
  • GOOGL
  • NVDA
  • MELI
  • SLV
  • LI
  • AMD
Ariose Capital Management LTD's Q2 2025 Portfolio
Portfolio Value 154 Million
Stocks 18
Filing on Jul 16, 2025 Q2 2025

Youngs Advisory Group, Inc.

  • IXUS
  • SPY
  • XLK
  • RSP
  • PFFD
  • MDY
  • DFAT
Youngs Advisory Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 262 Million
Stocks 60
Filing on Jul 16, 2025 Q2 2025

Sterneck Capital Management, LLC

  • AAPL
  • RSP
  • SPEM
  • GBIL
  • JPIN
  • JPUS
  • SPTM
Sterneck Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 191 Million
Stocks 99
Filing on Jul 16, 2025 Q2 2025

Tbh Global Asset Management, LLC

  • IVV
  • AAPL
  • VYM
  • JMUB
  • GOOG
  • BRK-B
  • FTEC
Tbh Global Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 909 Million
Stocks 172
Filing on Jul 16, 2025 Q2 2025

Hengehold Capital Management LLC

  • SCHB
  • PG
  • MGK
  • SPY
  • QUAL
  • CWI
  • BSCV
Hengehold Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 211
Filing on Jul 16, 2025 Q2 2025

Luminvest Wealth Management LLC

  • VTI
  • VXUS
  • VEU
  • VTEB
  • BNDX
  • BND
  • VCIT
Luminvest Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 279 Billion
Stocks 41
Filing on Jul 16, 2025 Q2 2025

Sc&H Financial Advisors, Inc.

  • DFAC
  • AVUS
  • DFAU
  • DFAI
  • DFUS
  • DFIC
  • AVDE
Sc&H Financial Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 524 Million
Stocks 156
Filing on Jul 16, 2025 Q2 2025

Charles Schwab Trust CO

  • SCHZ
  • VOO
  • SCHX
  • SCHF
  • FNDX
  • AGG
  • VEA
Charles Schwab Trust CO's Q2 2025 Portfolio
Portfolio Value 1.3 Billion
Stocks 173
Filing on Jul 16, 2025 Q2 2025

Kwb Wealth

  • SPYG
  • SPLG
  • SPYV
  • SPAB
  • SPDW
  • DYNF
  • GTO
Kwb Wealth's Q2 2025 Portfolio
Portfolio Value 847 Million
Stocks 156
Filing on Jul 16, 2025 Q2 2025

Virginia Wealth Management Group, Inc.

  • BRK-A
  • JPM
  • KMI
  • MSFT
  • DRI
  • CSCO
  • CB
Virginia Wealth Management Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 159 Million
Stocks 49
Filing on Jul 16, 2025 Q2 2025

Rba Wealth Management, LLC

  • MSFT
  • AVGO
  • AAPL
  • GOOGL
  • V
  • WM
  • META
Rba Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 268 Million
Stocks 93
Filing on Jul 16, 2025 Q2 2025

Johnson Bixby & Associates, LLC

  • CGCP
  • ITOT
  • CGDV
  • CGGR
  • VCSH
  • FNDF
  • GOVT
Johnson Bixby & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 673 Million
Stocks 123
Filing on Jul 16, 2025 Q2 2025

Bay Bridge Capital Group, LLC

  • AGG
  • VTI
  • SPDW
  • SHY
  • IJH
  • IWM
  • QQQ
Bay Bridge Capital Group, LLC's Q2 2025 Portfolio
Portfolio Value 156 Billion
Stocks 89