Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 16, 2025 Q2 2025

Prairiewood Capital, LLC

  • FNDA
  • FNDX
  • FNDF
  • GNR
  • FNDC
  • SCHP
  • SCHO
Prairiewood Capital, LLC's Q2 2025 Portfolio
Portfolio Value 268 Million
Stocks 78
Filing on Jul 16, 2025 Q2 2025

Midwest Heritage Bank, Fsb

  • DFAC
  • CGUS
  • CGDV
  • CGCP
  • DUHP
  • DFAI
  • DFAS
Midwest Heritage Bank, Fsb's Q2 2025 Portfolio
Portfolio Value 247 Million
Stocks 58
Filing on Jul 16, 2025 Q2 2025

Squire Investment Management Company, LLC

  • DFAC
  • ITOT
  • DFAT
  • DFIV
  • AVDV
  • DFEM
  • DFUV
Squire Investment Management Company, LLC's Q2 2025 Portfolio
Portfolio Value 271 Billion
Stocks 66
Filing on Jul 16, 2025 Q2 2025

Cahaba Wealth Management, Inc.

  • IVV
  • AGG
  • IXUS
  • IJH
  • SPLG
  • IJR
  • ISTB
Cahaba Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.28 Billion
Stocks 155
Filing on Jul 16, 2025 Q2 2025

Independent Wealth Network Inc.

  • SPYG
  • SPLG
  • CAT
  • JPST
  • SPYV
  • ACWI
  • ILTB
Independent Wealth Network Inc.'s Q2 2025 Portfolio
Portfolio Value 257 Million
Stocks 258
Filing on Jul 16, 2025 Q2 2025

Eastover Investment Advisors LLC

  • AVGO
  • JBL
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • RTX
Eastover Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 223 Million
Stocks 44
Filing on Jul 16, 2025 Q2 2025

Ascent Capital Management, LLC

  • IVV
  • IVW
  • EFV
  • IEFA
  • AAPL
  • VEA
  • AMZN
Ascent Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 113 Billion
Stocks 62
Filing on Jul 16, 2025 Q2 2025

Tru Independence Asset Management 2, LLC

  • DFAC
  • DFSD
  • IEI
  • DFCF
  • IEF
  • IVV
  • QQQ
Tru Independence Asset Management 2, LLC's Q2 2025 Portfolio
Portfolio Value 130 Million
Stocks 90
Filing on Jul 16, 2025 Q2 2025

Badgley Phelps Wealth Managers, LLC

  • MSFT
  • NVDA
  • EFA
  • AAPL
  • AMZN
  • VB
  • IJH
Badgley Phelps Wealth Managers, LLC's Q2 2025 Portfolio
Portfolio Value 4.44 Billion
Stocks 296
Filing on Jul 16, 2025 Q2 2025

Northwestern University

  • BRK-A
  • RYAN
Northwestern University's Q2 2025 Portfolio
Portfolio Value 56.2 Million
Stocks 4
Filing on Jul 16, 2025 Q2 2025

Spirepoint Private Client, LLC

  • UPS
  • MSFT
  • AAPL
  • PLTR
  • AVGO
  • CLH
  • NVDA
Spirepoint Private Client, LLC's Q2 2025 Portfolio
Portfolio Value 886 Billion
Stocks 232
Filing on Jul 16, 2025 Q2 2025

Marmo Financial Group, LLC

  • SPY
  • VUG
  • MGV
  • XSMO
  • QQQM
  • VFH
  • VCLT
Marmo Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 201 Billion
Stocks 29
Filing on Jul 16, 2025 Q2 2025

West Branch Capital LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • SPY
  • GOOGL
  • PG
West Branch Capital LLC's Q2 2025 Portfolio
Portfolio Value 322 Million
Stocks 472
Filing on Jul 16, 2025 Q2 2025

Formidable Asset Management, LLC

  • PG
  • AAPL
  • MSFT
  • NVDA
  • KONG
  • FORH
  • META
Formidable Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 603 Million
Stocks 384
Filing on Jul 16, 2025 Q2 2025

Jentner Corp

  • VUG
  • BSV
  • DFIC
  • VBK
  • DFSV
  • DFEM
  • DFUV
Jentner Corp's Q2 2025 Portfolio
Portfolio Value 271 Million
Stocks 54
Filing on Jul 16, 2025 Q2 2025

Builder Investment Group Inc /Adv

  • NVDA
  • LLY
  • DFAS
  • MSFT
  • DFAI
  • V
  • FISV
Builder Investment Group Inc /Adv's Q2 2025 Portfolio
Portfolio Value 405 Billion
Stocks 102
Filing on Jul 16, 2025 Q2 2025

Us Asset Management LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOGL
  • JPM
Us Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 113 Million
Stocks 123
Filing on Jul 16, 2025 Q2 2025

Diversified Enterprises, LLC

  • SCHX
  • SCHD
  • OSEA
  • OSCV
  • IVV
  • SMH
  • DRSK
Diversified Enterprises, LLC's Q2 2025 Portfolio
Portfolio Value 1.34 Trillion
Stocks 313