Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 16, 2025 Q2 2025

Form Wealth Advisors, LLC

  • IVV
  • DYNF
  • IEFA
  • AGG
  • QQQ
  • IJH
  • DGRO
Form Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 827 Billion
Stocks 64
Filing on Jul 16, 2025 Q2 2025

Bank Plus Wealth Management LLC

  • IVV
  • JCPB
  • JPIE
  • AAPL
  • MSFT
  • BND
  • SPY
Bank Plus Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 151 Billion
Stocks 101
Filing on Jul 16, 2025 Q2 2025

Ls Investment Advisors, LLC

  • AAPL
  • MSFT
  • GOOG
  • V
  • NVDA
  • HD
  • VYMI
Ls Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 651 Million
Stocks 132
Filing on Jul 16, 2025 Q2 2025

Randolph CO Inc

  • AVGO
  • CTAS
  • JPM
  • BX
  • MSFT
  • GLW
  • COST
Randolph CO Inc's Q2 2025 Portfolio
Portfolio Value 975 Million
Stocks 46
Filing on Jul 16, 2025 Q2 2025

Tci Wealth Advisors, Inc.

  • DFUS
  • DFAS
  • DFUV
  • AVUV
  • DFAC
  • DFIV
  • AVDV
Tci Wealth Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.33 Billion
Stocks 253
Filing on Jul 16, 2025 Q2 2025

Crown Wealth Group, LLC

  • DFUS
  • SPLG
  • BALT
  • QUAL
  • MSFT
  • SGOV
  • IYW
Crown Wealth Group, LLC's Q2 2025 Portfolio
Portfolio Value 256 Million
Stocks 119
Filing on Jul 16, 2025 Q2 2025

Blue Oak Capital, LLC

  • JCPB
  • AGG
  • DFSB
  • BBUS
  • TLH
  • DUHP
  • QQQ
Blue Oak Capital, LLC's Q2 2025 Portfolio
Portfolio Value 190 Billion
Stocks 67
Filing on Jul 16, 2025 Q2 2025

Strategic Investment Solutions, Inc. /Il

  • VUG
  • DFUS
  • DFAC
  • DFAX
  • AAPL
  • DUHP
  • DFAT
Strategic Investment Solutions, Inc. /Il's Q2 2025 Portfolio
Portfolio Value 331 Billion
Stocks 6890
Filing on Jul 16, 2025 Q2 2025

Beaumont Financial Advisors, LLC

  • MSFT
  • IVV
  • AAPL
  • SAMT
  • GOOGL
  • AMZN
  • IJH
Beaumont Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 378
Filing on Jul 16, 2025 Q2 2025

Cresta Advisors, Ltd.

  • SPY
  • VTI
  • DGRW
  • VTV
  • SPHQ
  • LQD
  • QQQ
Cresta Advisors, Ltd.'s Q2 2025 Portfolio
Portfolio Value 198 Million
Stocks 47
Filing on Jul 16, 2025 Q2 2025

Five Oceans Advisors

  • VGSH
  • SGOV
  • DFAC
  • DFIP
  • SCHB
  • DFIC
  • NVDA
Five Oceans Advisors's Q2 2025 Portfolio
Portfolio Value 205 Million
Stocks 190
Filing on Jul 16, 2025 Q2 2025

Cambridge Advisors Inc.

  • VOO
  • BND
  • VEA
  • IJH
  • MSFT
  • BNDX
  • VTI
Cambridge Advisors Inc.'s Q2 2025 Portfolio
Portfolio Value 460 Million
Stocks 168
Filing on Jul 16, 2025 Q2 2025

Patron Partners, LLC

  • PB
  • NVDA
  • AAPL
  • MSFT
  • VV
  • COST
  • AMZN
Patron Partners, LLC's Q2 2025 Portfolio
Portfolio Value 192 Million
Stocks 174
Filing on Jul 16, 2025 Q2 2025

Edge Rock Capital LLC

  • QQQM
  • VTV
  • FBND
  • UCON
  • JIRE
  • FTLS
  • QUAL
Edge Rock Capital LLC's Q2 2025 Portfolio
Portfolio Value 247 Million
Stocks 109
Filing on Jul 16, 2025 Q2 2025

Owen La Rue, LLC

  • SGOV
  • PLTR
  • QQQ
  • JPM
  • AAPL
  • COWZ
  • MSFT
Owen La Rue, LLC's Q2 2025 Portfolio
Portfolio Value 207 Million
Stocks 104
Filing on Jul 16, 2025 Q2 2025

A. D. Beadell Investment Counsel, Inc.

  • TSM
  • PRIM
  • EPD
  • KMI
  • APD
  • AMZN
  • ABT
A. D. Beadell Investment Counsel, Inc.'s Q2 2025 Portfolio
Portfolio Value 131 Million
Stocks 89
Filing on Jul 16, 2025 Q2 2025

Cox Capital Mgt LLC

  • MSFT
  • SAP
  • AMZN
  • GOOGL
  • ASML
  • V
  • UBER
Cox Capital Mgt LLC's Q2 2025 Portfolio
Portfolio Value 141 Million
Stocks 61
Filing on Jul 16, 2025 Q2 2025

Cx Institutional

  • SGOV
  • SHM
  • BIL
  • MGK
  • IUSG
  • IWF
  • IVE
Cx Institutional's Q2 2025 Portfolio
Portfolio Value 2.87 Billion
Stocks 1213