Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 16, 2025 Q2 2025

Bestgate Wealth Advisors, LLC

  • IVV
  • VEA
  • SCHZ
  • SPLG
  • QQQM
  • MBB
  • QUAL
Bestgate Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 48.2 Billion
Stocks 55
Filing on Jul 16, 2025 Q2 2025

Destiny Wealth Partners, LLC

  • JAAA
  • VUG
  • AMZN
  • JCPB
  • DFAX
  • MSFT
  • XLK
Destiny Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 693 Million
Stocks 192
Filing on Jul 16, 2025 Q2 2025

Crowley Wealth Management, Inc.

  • AAPL
  • MSFT
  • TSLA
  • QLD
  • LOW
  • JPM
  • SSO
Crowley Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 110 Billion
Stocks 403
Filing on Jul 16, 2025 Q2 2025

Mjt & Associates Financial Advisory Group, Inc.

  • DHI
  • NXPI
  • PSX
  • EL
  • KFRC
  • XLF
  • GM
Mjt & Associates Financial Advisory Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 80.1 Billion
Stocks 472
Filing on Jul 16, 2025 Q2 2025

St Germain D J CO Inc

  • JQUA
  • AAPL
  • GOOGL
  • META
  • SPBO
  • BRK-B
  • JPM
St Germain D J CO Inc's Q2 2025 Portfolio
Portfolio Value 2.22 Billion
Stocks 882
Filing on Jul 16, 2025 Q2 2025

Southern Capital Advisors, LLC

  • IUSV
  • IVV
  • IJR
  • IEFA
  • IWP
  • UPS
  • FTEC
Southern Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 191 Million
Stocks 81
Filing on Jul 16, 2025 Q2 2025

Spinnaker Investment Group, LLC

  • DFAU
  • DGRW
  • SCHD
  • DFAI
  • MSFT
  • BRK-A
  • STOT
Spinnaker Investment Group, LLC's Q2 2025 Portfolio
Portfolio Value 395 Million
Stocks 100
Filing on Jul 16, 2025 Q2 2025

Swisher Financial Concepts, Inc.

  • VTI
  • CGDV
  • VXUS
  • ABBV
  • ABT
  • EUSA
  • CGGR
Swisher Financial Concepts, Inc.'s Q2 2025 Portfolio
Portfolio Value 140 Million
Stocks 90
Filing on Jul 16, 2025 Q2 2025

Bos Asset Management, LLC

  • YEAR
  • TLT
  • SPY
  • IUSG
  • DFSV
  • IDHQ
  • QUAL
Bos Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 313 Billion
Stocks 174
Filing on Jul 16, 2025 Q2 2025

New Insight Wealth Advisors

  • IVV
  • FBND
  • SCHD
  • VO
  • RSP
  • VIOO
  • VGT
New Insight Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 243 Billion
Stocks 106
Filing on Jul 16, 2025 Q2 2025

Fcg Investment CO

  • SPY
  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • GOOGL
Fcg Investment CO's Q2 2025 Portfolio
Portfolio Value 192 Billion
Stocks 92
Filing on Jul 16, 2025 Q2 2025

Evergreen Private Wealth LLC

  • NFLX
  • CHKP
  • QEFA
  • AMAT
  • MSFT
  • JPM
  • BRK-B
Evergreen Private Wealth LLC's Q2 2025 Portfolio
Portfolio Value 239 Billion
Stocks 289
Filing on Jul 16, 2025 Q2 2025

Falcon Wealth Planning

  • AVLV
  • MGK
  • AAPL
  • FBND
  • QQQ
  • DFIV
  • DFAE
Falcon Wealth Planning's Q2 2025 Portfolio
Portfolio Value 889 Million
Stocks 176
Filing on Jul 16, 2025 Q2 2025

Rebalance, LLC

  • SCHB
  • VTI
  • SCHF
  • AGG
  • VEA
  • VCIT
  • USHY
Rebalance, LLC's Q2 2025 Portfolio
Portfolio Value 1.47 Trillion
Stocks 96
Filing on Jul 16, 2025 Q2 2025

Mont Vue Capital Management, Inc.

  • ITOT
  • IXUS
  • VTI
  • XLK
  • VXUS
  • VXF
  • VGT
Mont Vue Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 140 Billion
Stocks 65
Filing on Jul 16, 2025 Q2 2025

Amarillo National Bank

  • IVV
  • IVE
  • IDEV
  • AGG
  • IVW
  • SPY
  • EEM
Amarillo National Bank's Q2 2025 Portfolio
Portfolio Value 537 Million
Stocks 125
Filing on Jul 16, 2025 Q2 2025

Novem Group

  • SCHG
  • VIG
  • SPLG
  • FMIL
  • BOND
  • USFR
  • IBDS
Novem Group's Q2 2025 Portfolio
Portfolio Value 794 Billion
Stocks 909
Filing on Jul 16, 2025 Q2 2025

Embree Financial Group

  • QQQ
  • SPY
  • SCHX
  • AAPL
  • MSFT
  • IWV
  • DBEF
Embree Financial Group's Q2 2025 Portfolio
Portfolio Value 664 Billion
Stocks 216