Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 15, 2025 Q2 2025

Hartmann Taylor Wealth Management, LLC

  • VTV
  • CGGR
  • CGDV
  • VEU
  • VXUS
  • SCHB
  • CGMU
Hartmann Taylor Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 120 Billion
Stocks 52
Filing on Jul 15, 2025 Q2 2025

Chronos Wealth Management, LLC

  • LLY
  • MSFT
  • AAPL
  • AMZN
  • GOOG
  • JPM
  • V
Chronos Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 189 Million
Stocks 39
Filing on Jul 15, 2025 Q2 2025

Wilsey Asset Management Inc

  • MSFT
  • WFC
  • JPM
  • ALL
  • TPR
  • SWK
  • CI
Wilsey Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 542 Million
Stocks 24
Filing on Jul 15, 2025 Q2 2025

Heritage Oak Wealth Advisors LLC

  • WMT
  • JPST
  • QQQ
  • BIL
  • MSMR
  • HYG
  • GLD
Heritage Oak Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 259 Billion
Stocks 73
Filing on Jul 15, 2025 Q2 2025

Oak Wealth Advisors LLC

  • AVDE
  • AVUS
  • IVV
  • DFAI
  • DFAU
  • AVEM
  • AVUV
Oak Wealth Advisors LLC's Q2 2025 Portfolio
Portfolio Value 156 Billion
Stocks 58
Filing on Jul 15, 2025 Q2 2025

Peregrine Investment Management Inc

  • SITM
  • META
  • CPRT
  • AVGO
  • TNA
  • AMZN
  • MSFT
Peregrine Investment Management Inc's Q2 2025 Portfolio
Portfolio Value 156 Billion
Stocks 20
Filing on Jul 15, 2025 Q2 2025

Home Federal Bank Of Tennessee

  • IVV
  • IVE
  • LLY
  • IJS
  • MSFT
  • AAPL
  • RTX
Home Federal Bank Of Tennessee's Q2 2025 Portfolio
Portfolio Value 350 Million
Stocks 134
Filing on Jul 15, 2025 Q2 2025

Armis Advisers, LLC

  • OVL
  • VTI
  • VEA
  • OVLH
  • OVT
  • VUG
  • QQQ
Armis Advisers, LLC's Q2 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 467
Filing on Jul 15, 2025 Q2 2025

Cigna Investments Inc

  • NVDA
  • MSFT
  • ITOT
  • AAPL
  • AMZN
  • META
  • AVGO
Cigna Investments Inc 's Q2 2025 Portfolio
Portfolio Value 588 Million
Stocks 455
Filing on Jul 15, 2025 Q1 2025

Flp Wealth Management, LLC

  • WMT
  • MUB
  • SIVR
  • PHYS
  • IEI
  • IEF
  • SPTL
Flp Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 31.5 Billion
Stocks 51
Filing on Jul 15, 2025 Q2 2025

Ballentine Partners, LLC

  • VTI
  • IEFA
  • ITOT
  • VEA
  • IVV
  • IEMG
  • SPY
Ballentine Partners, LLC's Q2 2025 Portfolio
Portfolio Value 6.57 Billion
Stocks 2278
Filing on Jul 15, 2025 Q2 2025

Sara Bay Financial

  • NVDA
  • LEU
  • HLIO
  • META
  • JPM
  • PSTG
  • AMZN
Sara Bay Financial's Q2 2025 Portfolio
Portfolio Value 267 Million
Stocks 76
Filing on Jul 15, 2025 Q2 2025

James J. Burns & Company, LLC

  • VV
  • VXUS
  • VXF
  • SPY
  • AAPL
  • SCHG
  • SCHB
James J. Burns & Company, LLC's Q2 2025 Portfolio
Portfolio Value 609 Million
Stocks 156
Filing on Jul 15, 2025 Q2 2025

Graypoint LLC

  • IVV
  • IWF
  • NVDA
  • SPY
  • XLK
  • IWD
  • MSFT
Graypoint LLC's Q2 2025 Portfolio
Portfolio Value 1.71 Billion
Stocks 526
Filing on Jul 15, 2025 Q2 2025

Brewster Financial Planning LLC

  • IWB
  • EFA
  • BIV
  • BSV
  • IWM
  • ICF
  • EAGG
Brewster Financial Planning LLC's Q2 2025 Portfolio
Portfolio Value 148 Million
Stocks 26
Filing on Jul 15, 2025 Q2 2025

World Equity Group, Inc.

  • FTLS
  • AAPL
  • MSFT
  • QQQ
  • META
  • NVDA
  • BUFR
World Equity Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 367 Billion
Stocks 317
Filing on Jul 15, 2025 Q2 2025

Financial Management Professionals, Inc.

  • GSLC
  • SCHG
  • DFAI
  • SCHX
  • JHMM
  • GSIE
  • IWB
Financial Management Professionals, Inc.'s Q2 2025 Portfolio
Portfolio Value 858 Million
Stocks 1017
Filing on Jul 15, 2025 Q2 2025

Tru Independence LLC

  • DFAC
  • FBND
  • FTCS
  • RDVY
  • DFAI
  • BAC
  • JPM
Tru Independence LLC's Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 126