Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 15, 2025 Q2 2025

Regatta Capital Group, LLC

  • ITOT
  • MOAT
  • VTV
  • AAPL
  • AVIG
  • AVUV
  • QUAL
Regatta Capital Group, LLC's Q2 2025 Portfolio
Portfolio Value 550 Million
Stocks 210
Filing on Jul 15, 2025 Q2 2025

Wealth Effects LLC

  • NVDA
  • AAPL
  • AMZN
  • VTI
  • JPM
  • MSFT
  • META
Wealth Effects LLC's Q2 2025 Portfolio
Portfolio Value 241 Million
Stocks 205
Filing on Jul 15, 2025 Q2 2025

Legacy Solutions, LLC

  • SPLG
  • SPDW
  • IUSG
  • IUSV
  • CGGR
  • MOAT
  • IVOO
Legacy Solutions, LLC's Q2 2025 Portfolio
Portfolio Value 104 Billion
Stocks 78
Filing on Jul 15, 2025 Q2 2025

Verum Partners LLC

  • VOO
  • GOVT
  • IJR
  • JPST
  • IVV
  • FNDF
  • SYLD
Verum Partners LLC's Q2 2025 Portfolio
Portfolio Value 434 Billion
Stocks 169
Filing on Jul 15, 2025 Q2 2025

Retireful, LLC

  • SPY
  • BIL
  • GBIL
  • FCOR
  • IBTH
  • IBTI
  • USFR
Retireful, LLC's Q2 2025 Portfolio
Portfolio Value 137 Million
Stocks 144
Filing on Jul 15, 2025 Q2 2025

Absolute Investment Advisers LLC

  • BIGZ
  • JQC
  • CLM
  • CRF
  • ZTR
  • AVK
  • EHI
Absolute Investment Advisers LLC's Q2 2025 Portfolio
Portfolio Value 808 Billion
Stocks 115
Filing on Jul 15, 2025 Q2 2025

Total Wealth Planning, LLC

  • SCHZ
  • VUG
  • VTV
  • DFEM
  • VCSH
  • DFIV
  • DFIS
Total Wealth Planning, LLC's Q2 2025 Portfolio
Portfolio Value 744 Million
Stocks 105
Filing on Jul 15, 2025 Q2 2025

Dkm Wealth Management, Inc.

  • TBLD
  • SYLD
  • ITOT
  • IVV
  • VTI
  • AAPL
  • QQQ
Dkm Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 116 Billion
Stocks 57
Filing on Jul 15, 2025 Q2 2025

Seven Post Investment Office LP

  • VNQ
  • SPY
  • EQR
  • VTI
  • PLD
  • VEA
  • ELS
Seven Post Investment Office LP's Q2 2025 Portfolio
Portfolio Value 265 Million
Stocks 34
Filing on Jul 15, 2025 Q2 2025

Mather Group, Llc.

  • SCHG
  • SCHV
  • VGK
  • LII
  • VPL
  • DFAE
  • VMBS
Mather Group, Llc.'s Q2 2025 Portfolio
Portfolio Value 9.29 Billion
Stocks 611
Filing on Jul 15, 2025 Q2 2025

Smith & Howard Wealth Management, LLC

  • VTI
  • IEFA
  • VTV
  • JMUB
  • VUG
  • VEA
  • AGG
Smith & Howard Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 323 Million
Stocks 80
Filing on Jul 15, 2025 Q2 2025

Td Private Client Wealth LLC

  • SPLG
  • IEFA
  • SPY
  • VMBS
  • GOVT
  • VIG
  • DGRO
Td Private Client Wealth LLC's Q2 2025 Portfolio
Portfolio Value 4.07 Trillion
Stocks 1404
Filing on Jul 15, 2025 Q2 2025

Evanson Asset Management, LLC

  • DFAC
  • PHYS
  • DFAX
  • AAPL
  • DFAS
  • DFUS
  • DFAT
Evanson Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.43 Billion
Stocks 325
Filing on Jul 15, 2025 Q2 2025

Pine Haven Investment Counsel, Inc

  • MSFT
  • AAPL
  • COST
  • BRK-B
  • SBUX
  • SCHW
  • ABBV
Pine Haven Investment Counsel, Inc's Q2 2025 Portfolio
Portfolio Value 125 Million
Stocks 111
Filing on Jul 15, 2025 Q2 2025

Foster Victor Wealth Advisors, LLC

  • VTV
  • AMZN
  • MSFT
  • SCHX
  • IQLT
  • MA
  • GOOGL
Foster Victor Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 1.4 Billion
Stocks 203
Filing on Jul 15, 2025 Q2 2025

Vestment Financial LLC

  • DFAC
  • DFSD
  • DFIC
  • DFNM
  • DUHP
  • AVLV
  • AVRE
Vestment Financial LLC's Q2 2025 Portfolio
Portfolio Value 158 Billion
Stocks 39
Filing on Jul 15, 2025 Q2 2025

Carr Financial Group Corp

  • BND
  • IQLT
  • SCHX
  • VIG
  • EMXC
  • VTI
  • IJH
Carr Financial Group Corp's Q2 2025 Portfolio
Portfolio Value 339 Billion
Stocks 187
Filing on Jul 15, 2025 Q2 2025

Roger Wittlin Investment Advisory, LLC

  • VTI
  • IVV
  • ITOT
  • SCHB
  • LONZ
  • SPY
  • VLU
Roger Wittlin Investment Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 177 Million
Stocks 43