Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 15, 2025 Q2 2025

Meridian Financial, LLC

  • JPST
  • SCHD
  • IVV
  • DGRO
  • IJR
  • IJH
  • VO
Meridian Financial, LLC's Q2 2025 Portfolio
Portfolio Value 155 Billion
Stocks 127
Filing on Jul 15, 2025 Q2 2025

Global Wealth Management, LLC

  • VUSB
  • JMST
  • SCHB
  • IVV
  • SCHD
  • VIG
  • IJR
Global Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 182 Billion
Stocks 32
Filing on Jul 15, 2025 Q2 2025

Sylvest Advisors, LLC

  • IWD
  • SCHF
  • IWF
  • VO
  • COWZ
  • MSFT
  • IJR
Sylvest Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 174 Billion
Stocks 73
Filing on Jul 15, 2025 Q2 2025

Cypress Funds LLC

  • QQQ
  • MSFT
  • AMZN
  • NVDA
  • FICO
  • META
  • SPGI
Cypress Funds LLC's Q2 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 16
Filing on Jul 15, 2025 Q2 2025

Castleview Partners, LLC

  • AAPL
  • COP
  • SPY
  • BMY
  • AMGN
  • TSLA
  • FDVV
Castleview Partners, LLC's Q2 2025 Portfolio
Portfolio Value 112 Million
Stocks 172
Filing on Jul 15, 2025 Q2 2025

Moneywise, Inc.

  • MRSK
  • SCHX
  • SPY
  • IWV
  • ITOT
  • VV
  • IEFA
Moneywise, Inc.'s Q2 2025 Portfolio
Portfolio Value 199 Million
Stocks 74
Filing on Jul 15, 2025 Q2 2025

Motive Wealth Advisors

  • VEA
  • AGG
  • IVV
  • QUAL
  • VIG
  • IEFA
  • SCHB
Motive Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 217 Million
Stocks 87
Filing on Jul 15, 2025 Q2 2025

Plancorp, LLC

  • DFAC
  • DFUS
  • DFUV
  • VTI
  • DFIV
  • DFAX
  • LRGF
Plancorp, LLC's Q2 2025 Portfolio
Portfolio Value 2.85 Billion
Stocks 375
Filing on Jul 15, 2025 Q2 2025

Kennicott Capital Management LLC

  • QQQ
  • VUG
  • VV
  • SPY
  • XLK
  • XLI
  • XLV
Kennicott Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 172 Million
Stocks 49
Filing on Jul 15, 2025 Q2 2025

Harrell Investment Partners, LLC

  • AVGO
  • NVDA
  • AAPL
  • MSFT
  • JPM
  • MSI
  • WMT
Harrell Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 395 Billion
Stocks 124
Filing on Jul 15, 2025 Q2 2025

Postrock Partners LLC

  • BRK-A
  • AAPL
  • FAST
  • BKNG
  • IVV
  • V
  • GOOGL
Postrock Partners LLC's Q2 2025 Portfolio
Portfolio Value 209 Billion
Stocks 82
Filing on Jul 15, 2025 Q2 2025

Missouri Trust & Investment CO

  • ORLY
  • MSFT
  • AAPL
  • IDEV
  • SCHA
  • SCHM
  • IEMG
Missouri Trust & Investment CO's Q2 2025 Portfolio
Portfolio Value 303 Million
Stocks 426
Filing on Jul 15, 2025 Q2 2025

Cassia Capital Partners, LLC

  • USFR
  • USMV
  • JEPI
  • GLD
  • IVV
  • FTSM
  • FPX
Cassia Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 166 Million
Stocks 56
Filing on Jul 15, 2025 Q2 2025

Colonial River Wealth Management, LLC

  • NVDA
  • MSFT
  • AAPL
  • CGGR
  • RWL
  • SPMO
  • AMZN
Colonial River Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 217 Million
Stocks 223
Filing on Jul 15, 2025 Q2 2025

Genesis Wealth Advisors, LLC

  • SPY
  • VXUS
  • IVV
  • VFQY
  • DYNF
  • BND
  • EUSA
Genesis Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 133 Billion
Stocks 62
Filing on Jul 15, 2025 Q2 2025

Clarus Group, Inc.

  • ACIO
  • DRSK
  • JPST
  • SPLG
  • XOM
  • RSP
  • AVUV
Clarus Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 258 Million
Stocks 101
Filing on Jul 15, 2025 Q2 2025

Signet Financial Management, LLC

  • SPYG
  • SPYV
  • AAPL
  • VUG
  • MSFT
  • SPMB
  • META
Signet Financial Management, LLC's Q2 2025 Portfolio
Portfolio Value 760 Million
Stocks 285
Filing on Jul 15, 2025 Q2 2025

Signal Tree Financial Partners LLC

  • VOO
  • VEA
  • RSP
  • VXF
  • BSV
  • VWO
  • FNDA
Signal Tree Financial Partners LLC's Q2 2025 Portfolio
Portfolio Value 116 Billion
Stocks 48