Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 15, 2025 Q2 2025

Sheets Smith Wealth Management

  • VOO
  • IVV
  • KO
  • AMZN
  • GOOG
  • V
  • SCHX
Sheets Smith Wealth Management's Q2 2025 Portfolio
Portfolio Value 832 Million
Stocks 397
Filing on Jul 15, 2025 Q2 2025

Waycross Partners, LLC

  • NVDA
  • MSFT
  • META
  • AAPL
  • GOOGL
  • AMZN
  • GS
Waycross Partners, LLC's Q2 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 93
Filing on Jul 15, 2025 Q2 2025

Bnc Wealth Management, LLC

  • NVDA
  • AMZN
  • MSFT
  • AAPL
  • GOOGL
  • TSLA
  • META
Bnc Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 314 Million
Stocks 98
Filing on Jul 15, 2025 Q2 2025

Am Investment Strategies LLC

  • AAPL
  • BRK-B
  • AMZN
  • META
  • GOOG
  • TSLA
  • GE
Am Investment Strategies LLC's Q2 2025 Portfolio
Portfolio Value 411 Million
Stocks 107
Filing on Jul 15, 2025 Q2 2025

Hall Laurie J Trustee

  • MSFT
  • NVDA
  • AAPL
  • SYK
  • PG
  • ABT
  • IBM
Hall Laurie J Trustee's Q2 2025 Portfolio
Portfolio Value 294 Million
Stocks 282
Filing on Jul 15, 2025 Q2 2025

Retirement Income Solutions, Inc

  • SPLG
  • JPST
  • SPY
  • MINT
  • IVV
  • SPMD
  • IWF
Retirement Income Solutions, Inc's Q2 2025 Portfolio
Portfolio Value 535 Million
Stocks 158
Filing on Jul 15, 2025 Q2 2025

Forte Capital LLC

  • AAPL
  • SCHG
  • NVDA
  • QUAL
  • VTV
  • AMZN
  • DGRW
Forte Capital LLC 's Q2 2025 Portfolio
Portfolio Value 861 Million
Stocks 239
Filing on Jul 15, 2025 Q2 2025

Compagnie Lombard Odier S Cm A

  • MSFT
  • NVDA
  • GOOGL
  • V
  • AVGO
  • META
  • JPM
Compagnie Lombard Odier S Cm A's Q2 2025 Portfolio
Portfolio Value 7.2 Billion
Stocks 618
Filing on Jul 15, 2025 Q2 2025

Lvz, Inc.

  • SDVY
  • IVW
  • IVE
  • DUHP
  • DFAI
  • IJH
  • JQUA
Lvz, Inc.'s Q2 2025 Portfolio
Portfolio Value 701 Million
Stocks 156
Filing on Jul 15, 2025 Q2 2025

Hippocratic Financial Advisors, LLC

  • IWB
  • DUHP
  • BIL
  • DFIC
  • DFAC
  • DFEM
  • DBND
Hippocratic Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 187 Billion
Stocks 24
Filing on Jul 15, 2025 Q2 2025

Sjs Investment Consulting Inc.

  • DFAC
  • DFIC
  • DFSD
  • LLY
  • HRL
  • AAPL
  • AVUS
Sjs Investment Consulting Inc.'s Q2 2025 Portfolio
Portfolio Value 567 Million
Stocks 1801
Filing on Jul 15, 2025 Q2 2025

Hyperion Asset Management LTD

  • TSLA
  • MSFT
  • NOW
  • AMZN
  • SPOT
  • PLTR
  • META
Hyperion Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 3.14 Billion
Stocks 18
Filing on Jul 15, 2025 Q2 2025

Mcf Advisors LLC

  • VOO
  • IDEV
  • GOVT
  • SPY
  • SPSB
  • IEMG
  • IJH
Mcf Advisors LLC's Q2 2025 Portfolio
Portfolio Value 1.44 Billion
Stocks 925
Filing on Jul 15, 2025 Q2 2025

Unified Investment Management

  • GPC
  • MSFT
  • VNLA
  • IGSB
  • NEAR
  • MINT
  • GVI
Unified Investment Management's Q2 2025 Portfolio
Portfolio Value 93.3 Billion
Stocks 125
Filing on Jul 15, 2025 Q2 2025

Qsm Asset Management LTD

  • VTRS
  • ZBH
  • INTC
  • PYPL
  • NWL
  • MHK
  • WHR
Qsm Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 109 Billion
Stocks 17
Filing on Jul 15, 2025 Q2 2025

Covea Finance

  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • AMZN
  • CCJ
  • NFLX
Covea Finance's Q2 2025 Portfolio
Portfolio Value 2.68 Billion
Stocks 119
Filing on Jul 15, 2025 Q2 2025

Oregon Pacific Wealth Management, LLC

  • MSFT
  • COWZ
  • FYLD
  • ACIO
  • FTLS
  • ORCL
  • SRLN
Oregon Pacific Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 106 Billion
Stocks 140
Filing on Jul 15, 2025 Q2 2025

Hidden Cove Wealth Management, LLC

  • IWY
  • SCHD
  • JAAA
  • VNLA
  • AAPL
  • SJNK
  • MSFT
Hidden Cove Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 138 Billion
Stocks 73