Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 16, 2025 Q2 2025

Mkt Advisors LLC

  • SPY
  • VOO
  • DIA
  • IBTG
  • IBTH
  • IBTF
  • IBTI
Mkt Advisors LLC's Q2 2025 Portfolio
Portfolio Value 248 Million
Stocks 170
Filing on Jul 16, 2025 Q2 2025

Brave Asset Management Inc

  • EFV
  • AGG
  • XLK
  • MSFT
  • VOO
  • SPY
  • AAPL
Brave Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 368 Million
Stocks 169
Filing on Jul 16, 2025 Q2 2025

White Oak Capital Partners Pte. Ltd.

  • IBN
  • HDB
  • INFY
  • ASML
  • MELI
  • TME
  • CPNG
White Oak Capital Partners Pte. Ltd.'s Q2 2025 Portfolio
Portfolio Value 294 Billion
Stocks 16
Filing on Jul 16, 2025 Q2 2025

Mbe Wealth Management, LLC

  • QQQ
  • VB
  • SPYV
  • ACIO
  • IVV
  • DRSK
  • SCHP
Mbe Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 209 Million
Stocks 135
Filing on Jul 16, 2025 Q2 2025

Old North State Wealth Management, LLC

  • BRK-B
  • AMZN
  • CVS
  • AAPL
  • GILD
  • F
  • NVDA
Old North State Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 192 Billion
Stocks 120
Filing on Jul 16, 2025 Q2 2025

Bright Financial Advisors, Inc.

  • AGG
  • GLD
  • RSP
  • IVV
  • IJR
  • SYK
  • GAL
Bright Financial Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 180 Billion
Stocks 55
Filing on Jul 16, 2025 Q2 2025

Kingsman Wealth Management, Inc.

  • NVDA
  • META
  • AMZN
  • GE
  • COST
  • HWM
  • PLTR
Kingsman Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 161 Billion
Stocks 63
Filing on Jul 16, 2025 Q2 2025

Kerntke Otto Mc Glone Wealth Management Group

  • VTI
  • FSMO
  • DGRO
  • IBTG
  • DFAC
  • SCHF
  • MSFT
Kerntke Otto Mc Glone Wealth Management Group's Q2 2025 Portfolio
Portfolio Value 125 Million
Stocks 85
Filing on Jul 16, 2025 Q2 2025

Cadent Capital Advisors, LLC

  • ITA
  • VIS
  • TLT
  • RWL
  • RSP
  • XLY
  • XLF
Cadent Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 303 Million
Stocks 174
Filing on Jul 16, 2025 Q2 2025

Cabana LLC

  • VNQ
  • XLI
  • JAAA
  • ILF
  • XLP
  • QQQM
  • XLY
Cabana LLC's Q2 2025 Portfolio
Portfolio Value 17.3 Million
Stocks 15
Filing on Jul 16, 2025 Q2 2025

Legend Financial Advisors, Inc.

  • QQQ
  • IAU
  • SOXX
  • FNDX
  • COPX
  • XME
  • VIOV
Legend Financial Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 151 Billion
Stocks 171
Filing on Jul 16, 2025 Q2 2025

Tenret CO LLC

  • VEA
  • VUG
  • SCHZ
  • VTV
  • BNDX
  • VXUS
  • VTEB
Tenret CO LLC's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 36
Filing on Jul 16, 2025 Q2 2025

Pictet & Cie (Europe) Sa

  • MSFT
  • AMZN
  • NVDA
  • GOOGL
  • V
  • META
  • COST
Pictet & Cie (Europe) Sa's Q2 2025 Portfolio
Portfolio Value 4.64 Billion
Stocks 197
Filing on Jul 16, 2025 Q2 2025

Meyer Handelman CO

  • MSFT
  • AAPL
  • IBM
  • TT
  • HON
  • PG
  • JPM
Meyer Handelman CO's Q2 2025 Portfolio
Portfolio Value 2.99 Billion
Stocks 282
Filing on Jul 16, 2025 Q2 2025

Traveka Wealth, LLC

  • VBR
  • VTV
  • VOO
  • MSFT
  • NVDA
  • VNQI
  • VTI
Traveka Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 189 Billion
Stocks 139
Filing on Jul 16, 2025 Q2 2025

Freestate Advisors LLC

  • SPYV
  • SCHF
  • VOO
  • AGG
  • SHYG
  • IGIB
  • AVUV
Freestate Advisors LLC's Q2 2025 Portfolio
Portfolio Value 111 Million
Stocks 46
Filing on Jul 16, 2025 Q2 2025

Fischer Financial Services, Inc.

  • VCSH
  • AAPL
  • IWY
  • FTEC
  • MSFT
  • NVDA
  • QQQ
Fischer Financial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 340 Billion
Stocks 61
Filing on Jul 16, 2025 Q2 2025

Morangie Management LLC

  • DKNG
  • SPY
  • AMZN
  • QQQ
  • GS
  • AAPL
  • JPM
Morangie Management LLC's Q2 2025 Portfolio
Portfolio Value 115 Billion
Stocks 34