Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 15, 2025 Q2 2025

Riverbridge Partners LLC

  • NVDA
  • MSFT
  • HEI
  • LOPE
  • TYL
  • AMZN
  • CSGP
Riverbridge Partners LLC's Q2 2025 Portfolio
Portfolio Value 5.98 Billion
Stocks 185
Filing on Jul 15, 2025 Q2 2025

Mc Adam, LLC

  • SCHX
  • FNDX
  • SCHG
  • SCHF
  • SCHC
  • VOT
  • VOE
Mc Adam, LLC's Q2 2025 Portfolio
Portfolio Value 1.79 Billion
Stocks 376
Filing on Jul 15, 2025 Q2 2025

Surience Private Wealth LLC

  • SPY
  • ITA
  • QQQ
  • SPSM
  • SOXX
  • FTNT
  • NVDA
Surience Private Wealth LLC's Q2 2025 Portfolio
Portfolio Value 103 Million
Stocks 29
Filing on Jul 15, 2025 Q2 2025

Perennial Advisors, LLC

  • MSFT
  • AAPL
  • BRK-A
  • NVDA
  • AMZN
  • APH
  • JPM
Perennial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 531 Million
Stocks 123
Filing on Jul 15, 2025 Q2 2025

Xcel Wealth Management, LLC

  • AMZN
  • RH
  • BAC
  • NVDA
  • JPM
  • HD
  • F
Xcel Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 334 Million
Stocks 129
Filing on Jul 15, 2025 Q2 2025

Gpwm LLC

  • BND
  • VEA
  • VTEB
  • VV
  • VTIP
  • BNDX
  • VB
Gpwm LLC's Q2 2025 Portfolio
Portfolio Value 157 Million
Stocks 20
Filing on Jul 15, 2025 Q2 2025

First City Capital Management, Inc.

  • MSFT
  • SPY
  • VOO
  • XOM
  • NVDA
  • MGMT
  • BRK-B
First City Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 170 Million
Stocks 145
Filing on Jul 15, 2025 Q2 2025

Ims Capital Management

  • IWF
  • AAPL
  • AMZN
  • MSFT
  • NVDA
  • META
  • GOOG
Ims Capital Management's Q2 2025 Portfolio
Portfolio Value 209 Million
Stocks 151
Filing on Jul 15, 2025 Q2 2025

Northside Capital Management, LLC

  • META
  • DVY
  • GLD
  • EPD
  • TXN
  • ET
  • VST
Northside Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.27 Billion
Stocks 193
Filing on Jul 15, 2025 Q2 2025

Floyd Financial Group LLC

  • NVDA
  • JCPB
  • JEPI
  • SCHX
  • MSFT
  • RSP
  • GOOGL
Floyd Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 103 Million
Stocks 51
Filing on Jul 15, 2025 Q2 2025

Big Sur Wealth Management LLC

  • SPY
  • BRK-A
  • VGK
  • NVDA
  • JPM
  • IWV
  • BX
Big Sur Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 378 Million
Stocks 155
Filing on Jul 15, 2025 Q2 2025

Level Financial Advisors, Inc.

  • VOO
  • VGSH
  • VEA
  • BSV
  • DUHP
  • VCSH
  • VMBS
Level Financial Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 297 Million
Stocks 90
Filing on Jul 15, 2025 Q2 2025

Penn Davis Mcfarland Inc

  • GOOG
  • NVDA
  • KMI
  • PYPL
  • UNH
  • AAPL
  • EPD
Penn Davis Mcfarland Inc's Q2 2025 Portfolio
Portfolio Value 872 Million
Stocks 76
Filing on Jul 15, 2025 Q2 2025

Wynnefield Capital Inc

  • CDRE
  • DLHC
  • AEM
  • STKL
  • QRHC
  • SIL
  • PAAS
Wynnefield Capital Inc's Q2 2025 Portfolio
Portfolio Value 92.6 Million
Stocks 16
Filing on Jul 15, 2025 Q2 2025

Sightline Wealth Advisors, LLC

  • RSP
  • BND
  • VTV
  • SCHF
  • SCHA
  • SCHM
  • VUG
Sightline Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 207 Million
Stocks 90
Filing on Jul 15, 2025 Q2 2025

Oxinas Partners Wealth Management LLC

  • DGRW
  • SPY
  • SPYG
  • QQQ
  • AMZN
  • AAPL
  • MSFT
Oxinas Partners Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 124
Filing on Jul 15, 2025 Q2 2025

Herbst Group, LLC

  • QQQ
  • MSFT
  • SPY
  • GE
  • META
  • RTX
  • AMZN
Herbst Group, LLC's Q2 2025 Portfolio
Portfolio Value 150 Million
Stocks 56
Filing on Jul 15, 2025 Q2 2025

Fma Wealth Management, LLC

  • VEA
  • JCPB
  • IWF
  • JPIE
  • IWD
  • OSEA
  • SMLF
Fma Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 135 Billion
Stocks 39