Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 16, 2025 Q2 2025

Townsend Asset Management Corp

  • QQQ
  • DGRW
  • AMZN
  • QCOM
  • JPM
  • V
  • MSFT
Townsend Asset Management Corp 's Q2 2025 Portfolio
Portfolio Value 275 Million
Stocks 177
Filing on Jul 16, 2025 Q2 2025

Kooman & Associates

  • DFAU
  • DFIC
  • DFEM
  • DFUV
  • DUHP
  • IVV
  • IAGG
Kooman & Associates's Q2 2025 Portfolio
Portfolio Value 296 Billion
Stocks 50
Filing on Jul 16, 2025 Q2 2025

Abs Direct Equity Fund LLC

  • FMX
  • YMM
  • PAR
  • FLYW
  • SEAS
  • EEFT
  • FIVN
Abs Direct Equity Fund LLC's Q2 2025 Portfolio
Portfolio Value 62.9 Billion
Stocks 33
Filing on Jul 16, 2025 Q2 2025

Processus Wealth & Capital Management, LLC

  • NVDA
  • AAPL
  • AMZN
  • IWY
  • IWS
  • MA
  • JPM
Processus Wealth & Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 127 Billion
Stocks 33
Filing on Jul 16, 2025 Q2 2025

Brown, Lisle/Cummings, Inc.

  • SPY
  • MSFT
  • ICE
  • AMZN
  • AAPL
  • GOOGL
  • BSX
Brown, Lisle/Cummings, Inc.'s Q2 2025 Portfolio
Portfolio Value 376 Billion
Stocks 772
Filing on Jul 16, 2025 Q2 2025

Org Wealth Partners, LLC

  • BRK-A
  • BRK-B
  • NVDA
  • ET
  • AAPL
  • ABT
  • AMZN
Org Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 233 Million
Stocks 10014
Filing on Jul 16, 2025 Q2 2025

Mariner Investment Group LLC

  • SPY
  • SPY
  • JFR
  • HYG
  • HYG
  • TLT
  • BLDR
Mariner Investment Group LLC's Q2 2025 Portfolio
Portfolio Value 433 Million
Stocks 66
Filing on Jul 16, 2025 Q2 2025

John W. Brooker & Co., Cp As

  • JPST
  • JCPB
  • IJR
  • BOND
  • TOTL
  • SCHD
  • DYNF
John W. Brooker & Co., Cp As's Q2 2025 Portfolio
Portfolio Value 37.6 Million
Stocks 36
Filing on Jul 16, 2025 Q2 2025

Diamant Asset Management, Inc.

  • AAPL
  • V
  • MSFT
  • COST
  • GOOGL
  • PGR
  • LDOS
Diamant Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 71
Filing on Jul 16, 2025 Q2 2025

Meredith Wealth Planning

  • AVUV
  • DUHP
  • AVDV
  • MTUM
  • AVES
  • DIHP
  • AVGE
Meredith Wealth Planning's Q2 2025 Portfolio
Portfolio Value 275 Billion
Stocks 60
Filing on Jul 16, 2025 Q2 2025

Goal Fusion Wealth Management, LLC

  • IVV
  • AGG
  • VT
  • VCIT
  • VB
  • VTV
  • VDE
Goal Fusion Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 194 Million
Stocks 28
Filing on Jul 16, 2025 Q2 2025

Twelve Points Wealth Management LLC

  • BIL
  • ASA
  • SGOV
  • FLTR
  • VEU
  • VTIP
  • FPE
Twelve Points Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 364 Million
Stocks 189
Filing on Jul 16, 2025 Q2 2025

Advisors Management Group Inc

  • JAAA
  • NVDA
  • JEPI
  • ETR
  • SGOL
  • MLPA
  • IBM
Advisors Management Group Inc 's Q2 2025 Portfolio
Portfolio Value 531 Million
Stocks 150
Filing on Jul 16, 2025 Q2 2025

Valicenti Advisory Services Inc

  • SCHX
  • AMZN
  • MSFT
  • AAPL
  • JPM
  • ISRG
  • GOOGL
Valicenti Advisory Services Inc's Q2 2025 Portfolio
Portfolio Value 428 Million
Stocks 73
Filing on Jul 16, 2025 Q2 2025

Encompass Wealth Advisors, LLC

  • IVW
  • IVE
  • IEFA
  • IJR
  • IJH
  • JPST
  • MSFT
Encompass Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 269 Million
Stocks 104
Filing on Jul 16, 2025 Q2 2025

Signaturefd, LLC

  • IWF
  • IUSV
  • VIG
  • JQUA
  • IEFA
  • VXUS
  • VWO
Signaturefd, LLC's Q2 2025 Portfolio
Portfolio Value 5.4 Billion
Stocks 3274
Filing on Jul 16, 2025 Q2 2025

First American Bank

  • AAPL
  • MSFT
  • AVGO
  • NVDA
  • AMZN
  • GOOGL
  • V
First American Bank's Q2 2025 Portfolio
Portfolio Value 1.46 Trillion
Stocks 240
Filing on Jul 16, 2025 Q2 2025

Summit Partners L P

  • LFST
  • AVAH
  • JAMF
  • MTSI
  • ATEN
Summit Partners L P's Q2 2025 Portfolio
Portfolio Value 320 Million
Stocks 7