Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 15, 2025 Q2 2025

Palumbo Wealth Management LLC

  • SPY
  • JPST
  • GLD
  • AAPL
  • DBC
  • AMZN
  • MSFT
Palumbo Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 308 Million
Stocks 197
Filing on Jul 15, 2025 Q2 2025

Avaii Wealth Management, LLC

  • CGDV
  • IVV
  • NVDA
  • TDIV
  • IJH
  • META
  • IAU
Avaii Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 132
Filing on Jul 15, 2025 Q2 2025

Capstone Capital Wealth Advisors

  • DFAC
  • DFIC
  • DFEM
  • VCSH
  • VTEB
  • VCIT
  • MSFT
Capstone Capital Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 138 Billion
Stocks 22
Filing on Jul 15, 2025 Q2 2025

Centerline Wealth Advisors, LLC

  • FBCG
  • FBND
  • VO
  • VEA
  • DYNF
  • AOR
  • AAPL
Centerline Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 204 Billion
Stocks 42
Filing on Jul 15, 2025 Q2 2025

Ewg Elevate Inc.

  • SCHF
  • IXG
  • LMBS
  • SCHV
  • SCHG
  • XAR
  • IWY
Ewg Elevate Inc.'s Q2 2025 Portfolio
Portfolio Value 295 Million
Stocks 142
Filing on Jul 15, 2025 Q2 2025

Traction Financial Partners, LLC

  • QQQ
  • SPY
  • VOO
  • RDVY
  • XMHQ
  • XSVM
  • FPE
Traction Financial Partners, LLC's Q2 2025 Portfolio
Portfolio Value 148 Billion
Stocks 81
Filing on Jul 15, 2025 Q2 2025

Lynch & Associates

  • MSFT
  • IVV
  • WMT
  • IJH
  • JPM
  • PG
  • IBM
Lynch & Associates's Q2 2025 Portfolio
Portfolio Value 488 Million
Stocks 125
Filing on Jul 15, 2025 Q2 2025

Rvw Wealth, LLC

  • DFAU
  • AVUS
  • DGRW
  • JQUA
  • DFAI
  • IQLT
  • RDVY
Rvw Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 170
Filing on Jul 15, 2025 Q2 2025

Kentucky Trust CO

  • MSFT
  • USB
  • JPM
  • DNP
  • AAPL
  • PFF
  • SO
Kentucky Trust CO's Q2 2025 Portfolio
Portfolio Value 174 Billion
Stocks 297
Filing on Jul 15, 2025 Q2 2025

Alhambra Investment Partners LLC

  • AAPL
  • FNDX
  • DGRO
  • COST
  • STIP
  • SPGP
  • FNDF
Alhambra Investment Partners LLC's Q2 2025 Portfolio
Portfolio Value 198 Million
Stocks 180
Filing on Jul 15, 2025 Q2 2025

Buttonwood Financial Advisors Inc.

  • MOAT
  • MSFT
  • FBND
  • FHLC
  • GOOGL
  • META
  • BRK-B
Buttonwood Financial Advisors Inc.'s Q2 2025 Portfolio
Portfolio Value 241 Million
Stocks 99
Filing on Jul 15, 2025 Q2 2025

Kopp Family Office, LLC

  • VEA
  • VWO
  • RSP
  • AGG
  • IJH
  • FIVN
  • VCEL
Kopp Family Office, LLC's Q2 2025 Portfolio
Portfolio Value 149 Million
Stocks 27
Filing on Jul 15, 2025 Q2 2025

Significant Wealth Partners LLC

  • SPY
  • VOO
  • USM
  • VOOG
  • NVDA
  • AMZN
  • QQQ
Significant Wealth Partners LLC's Q2 2025 Portfolio
Portfolio Value 204 Billion
Stocks 96
Filing on Jul 15, 2025 Q2 2025

Retirement Guys Formula LLC

  • SCHG
  • PSFF
  • SCHV
  • HEGD
  • JPST
  • AAAU
  • SOXQ
Retirement Guys Formula LLC's Q2 2025 Portfolio
Portfolio Value 252 Million
Stocks 145
Filing on Jul 15, 2025 Q2 2025

Public Employees Retirement System Of Ohio

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • IVV
Public Employees Retirement System Of Ohio's Q2 2025 Portfolio
Portfolio Value 28.7 Billion
Stocks 2357
Filing on Jul 15, 2025 Q2 2025

Patriot Investment Management Inc.

  • VTI
  • BND
  • VEA
  • VCIT
  • VEU
  • VWO
  • VCSH
Patriot Investment Management Inc.'s Q2 2025 Portfolio
Portfolio Value 1.44 Billion
Stocks 244
Filing on Jul 15, 2025 Q2 2025

Le Conte Wealth Management, LLC

  • RSP
  • DBL
  • QQQE
  • IJH
  • DLY
  • SCHY
  • AGG
Le Conte Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 148 Billion
Stocks 104
Filing on Jul 15, 2025 Q2 2025

Jeppson Wealth Management, LLC

  • AAPL
  • STIP
  • NVDA
  • LMT
  • VTIP
  • MSFT
  • AMZN
Jeppson Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 289 Million
Stocks 211