Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 15, 2025 Q2 2025

Mc Carthy & Cox

  • JCPB
  • VIG
  • JPIB
  • JAAA
  • GSSC
  • BSCP
  • JSMD
Mc Carthy & Cox's Q2 2025 Portfolio
Portfolio Value 382 Billion
Stocks 67
Filing on Jul 15, 2025 Q2 2025

Tenon Financial LLC

  • VXF
  • VXUS
  • VOO
  • BND
  • VEA
  • VTI
  • BSCQ
Tenon Financial LLC's Q2 2025 Portfolio
Portfolio Value 226 Billion
Stocks 46
Filing on Jul 15, 2025 Q2 2025

Shulman De Meo Asset Management LLC

  • SPY
  • QQQ
  • EFA
  • AAPL
  • IVV
  • IJR
  • SDY
Shulman De Meo Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 404 Million
Stocks 118
Filing on Jul 15, 2025 Q2 2025

Pitti Group Wealth Management, LLC

  • EFA
  • VTI
  • BUFQ
  • META
  • NFLX
  • JNJ
  • BA
Pitti Group Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 92.7 Million
Stocks 78
Filing on Jul 15, 2025 Q2 2025

Stone Crest Wealth Management, Inc.

  • QQQM
  • NVDA
  • SPLG
  • IDMO
  • SPMO
  • PVAL
  • MSFT
Stone Crest Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 210 Billion
Stocks 71
Filing on Jul 15, 2025 Q2 2025

Peddock Capital Advisors, LLC

  • NVDA
  • XOM
  • IVV
  • AAPL
  • AGG
  • VB
  • SPY
Peddock Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 431 Million
Stocks 157
Filing on Jul 15, 2025 Q2 2025

Cora Capital Advisors LLC

  • LRGF
  • COWZ
  • VUG
  • VTV
  • AAPL
  • VOO
  • QUAL
Cora Capital Advisors LLC's Q2 2025 Portfolio
Portfolio Value 225 Billion
Stocks 111
Filing on Jul 15, 2025 Q2 2025

Dsg Capital Advisors, LLC

  • MSFT
  • AAPL
  • AVGO
  • LLY
  • GLD
  • JPM
  • UNH
Dsg Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 563 Billion
Stocks 123
Filing on Jul 15, 2025 Q2 2025

Great Oak Capital Partners, LLC

  • DFAT
  • DUHP
  • DFEM
  • DFCF
  • DISV
  • DFSD
  • DFAR
Great Oak Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 349 Billion
Stocks 35
Filing on Jul 15, 2025 Q2 2025

Spectrum Planning & Advisory Services Inc.

  • SGOV
  • JPST
  • QUAL
  • EFV
  • IVW
  • DYNF
  • SPLG
Spectrum Planning & Advisory Services Inc.'s Q2 2025 Portfolio
Portfolio Value 133 Million
Stocks 95
Filing on Jul 15, 2025 Q2 2025

Santori & Peters, Inc.

  • WAB
  • AME
  • JAAA
  • BUFD
  • CAPE
  • VTV
  • SCHX
Santori & Peters, Inc.'s Q2 2025 Portfolio
Portfolio Value 275 Million
Stocks 69
Filing on Jul 15, 2025 Q2 2025

Beacon Financial Planning, Inc

  • IVV
  • QQQ
  • BRK-B
  • IJH
  • FNDF
  • GTO
  • VB
Beacon Financial Planning, Inc's Q2 2025 Portfolio
Portfolio Value 179 Billion
Stocks 50
Filing on Jul 15, 2025 Q2 2025

Boston Premier Wealth LLC

  • VTI
  • QQQ
  • FVD
  • IJH
  • AVLV
  • IJR
  • DFUS
Boston Premier Wealth LLC's Q2 2025 Portfolio
Portfolio Value 180 Billion
Stocks 63
Filing on Jul 15, 2025 Q2 2025

Well Done, LLC

  • BRK-A
  • IVV
  • BRK-B
  • USMV
  • QUAL
  • DGRO
  • MTUM
Well Done, LLC's Q2 2025 Portfolio
Portfolio Value 521 Million
Stocks 176
Filing on Jul 15, 2025 Q2 2025

Aspire Capital Advisors LLC

  • DGRW
  • VOO
  • IWY
  • SCHD
  • MSFT
  • BND
  • RWL
Aspire Capital Advisors LLC's Q2 2025 Portfolio
Portfolio Value 334 Million
Stocks 102
Filing on Jul 15, 2025 Q2 2025

North Star Investment Management Corp.

  • JPM
  • IVW
  • AAPL
  • MSFT
  • VCSH
  • VTI
  • SPY
North Star Investment Management Corp.'s Q2 2025 Portfolio
Portfolio Value 1.41 Billion
Stocks 1214
Filing on Jul 15, 2025 Q2 2025

Affinity Wealth Management LLC

  • QQQ
  • LRGF
  • RDVY
  • XMMO
  • XLF
  • XAR
  • XLC
Affinity Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 568 Million
Stocks 99
Filing on Jul 15, 2025 Q2 2025

Beacon Investment Advisory Services, Inc.

  • VTI
  • IJR
  • MSFT
  • JPM
  • MA
  • AAPL
  • VCSH
Beacon Investment Advisory Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 2.25 Billion
Stocks 250