Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 16, 2025 Q2 2025

Asset Allocation & Management Company, LLC

  • VTI
  • VOO
  • SPHY
  • VYM
  • IVV
  • SCHD
  • FTSL
Asset Allocation & Management Company, LLC's Q2 2025 Portfolio
Portfolio Value 216 Million
Stocks 92
Filing on Jul 16, 2025 Q2 2025

Patton Fund Management, Inc.

  • IEF
  • RSP
  • VWO
  • SPY
  • IWM
  • EFA
  • IWR
Patton Fund Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 447 Million
Stocks 467
Filing on Jul 16, 2025 Q2 2025

One Plus One Wealth Management, LLC

  • VGLT
  • SPDN
  • SGDJ
  • ECOW
  • ICOW
  • ACIO
  • IVAL
One Plus One Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 91
Filing on Jul 16, 2025 Q2 2025

Rezny Wealth Management, Inc.

  • VUG
  • IVV
  • SMH
  • XLK
  • XLF
  • JEPI
  • FLOT
Rezny Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 436 Million
Stocks 37
Filing on Jul 16, 2025 Q2 2025

Stillwater Capital Advisors, LLC

  • AVGO
  • MSFT
  • NVDA
  • AAPL
  • XLK
  • JPM
  • GOOGL
Stillwater Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 765 Million
Stocks 70
Filing on Jul 16, 2025 Q2 2025

Northern Oak Wealth Management Inc

  • IVW
  • VGSH
  • IVE
  • VCSH
  • VCIT
  • MSFT
  • VGIT
Northern Oak Wealth Management Inc's Q2 2025 Portfolio
Portfolio Value 787 Million
Stocks 205
Filing on Jul 16, 2025 Q2 2025

Moisand Fitzgerald Tamayo, LLC

  • DFAI
  • SCHR
  • SCHO
  • AVLV
  • DFAS
  • AVUV
  • AVDV
Moisand Fitzgerald Tamayo, LLC's Q2 2025 Portfolio
Portfolio Value 760 Million
Stocks 582
Filing on Jul 16, 2025 Q2 2025

Flower City Capital

  • VONE
  • VEU
  • VOO
  • IVV
  • VSS
  • EFA
  • AAPL
Flower City Capital's Q2 2025 Portfolio
Portfolio Value 169 Million
Stocks 39
Filing on Jul 16, 2025 Q2 2025

Ipswich Investment Management Co., Inc.

  • MSFT
  • AAPL
  • COST
  • IWV
  • JPM
  • NVDA
  • GOOGL
Ipswich Investment Management Co., Inc.'s Q2 2025 Portfolio
Portfolio Value 400 Million
Stocks 185
Filing on Jul 16, 2025 Q2 2025

Kirr Marbach & CO LLC

  • AVGO
  • VST
  • EME
  • MTZ
  • AZO
  • RSG
  • BSCP
Kirr Marbach & CO LLC 's Q2 2025 Portfolio
Portfolio Value 475 Million
Stocks 55
Filing on Jul 16, 2025 Q2 2025

Pfs Partners, LLC

  • JAAA
  • DGRO
  • FSMB
  • LMBS
  • IAPR
  • XMLV
  • IMCG
Pfs Partners, LLC's Q2 2025 Portfolio
Portfolio Value 199 Billion
Stocks 506
Filing on Jul 16, 2025 Q2 2025

Instrumental Wealth, LLC

  • IJH
  • IVW
  • IVE
  • IVV
  • IEFA
  • COWZ
  • RSP
Instrumental Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 126 Billion
Stocks 59
Filing on Jul 16, 2025 Q2 2025

Kathmere Capital Management, LLC

  • VEA
  • VLUE
  • VV
  • MTUM
  • QUAL
  • VGIT
  • JEPI
Kathmere Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.23 Billion
Stocks 495
Filing on Jul 16, 2025 Q2 2025

True North Advisors, LLC

  • LII
  • BRK-B
  • AAPL
  • VB
  • MSFT
  • JMBS
  • GOVT
True North Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 514 Million
Stocks 222
Filing on Jul 16, 2025 Q2 2025

Investment Partners Asset Management, Inc.

  • AAPL
  • MSFT
  • JEPI
  • PFFV
  • NVDA
  • META
  • GOOGL
Investment Partners Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 144 Billion
Stocks 156
Filing on Jul 16, 2025 Q2 2025

Vision Capital Management, Inc.

  • IVV
  • VEA
  • AAPL
  • IJR
  • MSFT
  • VWO
  • VBK
Vision Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 750 Million
Stocks 140
Filing on Jul 16, 2025 Q2 2025

Arkansas Financial Group, Inc.

  • DIA
  • IJH
  • VO
  • IVV
  • SPSB
  • IGSB
  • QQQ
Arkansas Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 641 Million
Stocks 81
Filing on Jul 16, 2025 Q2 2025

Gen Wealth Group, Inc.

  • IAU
  • SCHV
  • VUG
  • IEF
  • VOO
  • IWP
  • IJH
Gen Wealth Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 492 Million
Stocks 70