Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 15, 2025 Q2 2025

Tepp Ria, LLC

  • IVV
  • VYM
  • QQQ
  • GLD
  • IGV
  • IAK
  • IJH
Tepp Ria, LLC's Q2 2025 Portfolio
Portfolio Value 77.5 Billion
Stocks 27
Filing on Jul 15, 2025 Q2 2025

Boyd Wealth Management, LLC

  • VOO
  • AGG
  • VTV
  • SCHF
  • IJH
  • SPYG
  • HYLB
Boyd Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 231 Million
Stocks 52
Filing on Jul 15, 2025 Q2 2025

Eaton Financial Holdings Company, LLC

  • USFR
  • TSPA
  • FTEC
  • VDC
  • JEPI
  • SPYV
  • HYGW
Eaton Financial Holdings Company, LLC's Q2 2025 Portfolio
Portfolio Value 325 Billion
Stocks 116
Filing on Jul 15, 2025 Q2 2025

Rtd Financial Advisors, Inc.

  • IVV
  • BND
  • IWF
  • GTO
  • IJH
  • IWB
  • IJR
Rtd Financial Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 781 Million
Stocks 108
Filing on Jul 15, 2025 Q2 2025

Pictet Bank & Trust LTD

  • AMZN
  • GOOG
  • MSFT
  • MA
  • SPY
  • TXN
  • WM
Pictet Bank & Trust LTD's Q2 2025 Portfolio
Portfolio Value 85.3 Billion
Stocks 35
Filing on Jul 15, 2025 Q2 2025

Pictet North America Advisors Sa

  • BUR
  • GLD
  • MSFT
  • SIHY
  • TSM
  • SONY
  • AMZN
Pictet North America Advisors Sa's Q2 2025 Portfolio
Portfolio Value 996 Billion
Stocks 144
Filing on Jul 15, 2025 Q2 2025

Family Investment Center, Inc.

  • BIV
  • SPMO
  • SPHQ
  • RISR
  • JIRE
  • AVDE
  • AVUV
Family Investment Center, Inc.'s Q2 2025 Portfolio
Portfolio Value 395 Million
Stocks 92
Filing on Jul 15, 2025 Q2 2025

Oak Root LLC

  • AVUS
  • AVDE
  • AVEM
  • VOO
  • VUG
  • VTV
  • IDEV
Oak Root LLC's Q2 2025 Portfolio
Portfolio Value 807 Billion
Stocks 11
Filing on Jul 15, 2025 Q2 2025

Kelly Financial Group LLC

  • BBUS
  • BBIN
  • JCPB
  • LDUR
  • IWF
  • JEMA
  • AGG
Kelly Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 346 Billion
Stocks 84
Filing on Jul 15, 2025 Q2 2025

Town & Country Bank & Trust CO Dba First Bankers Trust CO

  • AVGO
  • MSFT
  • PM
  • LLY
  • AAPL
  • ABT
  • ABBV
Town & Country Bank & Trust CO Dba First Bankers Trust CO's Q2 2025 Portfolio
Portfolio Value 266 Million
Stocks 139
Filing on Jul 15, 2025 Q2 2025

Financial Partners Group, Inc

  • IVV
  • AVUV
  • RDVY
  • SPY
  • OEF
  • QQQM
  • ITOT
Financial Partners Group, Inc's Q2 2025 Portfolio
Portfolio Value 693 Million
Stocks 201
Filing on Jul 15, 2025 Q2 2025

Bay Capital Advisors, LLC

  • SPLG
  • QQQ
  • IWF
  • VYM
  • SPDW
  • BKLN
  • IJR
Bay Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 131 Billion
Stocks 112
Filing on Jul 15, 2025 Q2 2025

Fort Henry Capital, LLC

  • IVV
  • AGG
  • IJR
  • BSV
  • VNQ
  • DFAI
  • DFAE
Fort Henry Capital, LLC's Q2 2025 Portfolio
Portfolio Value 148 Million
Stocks 16
Filing on Jul 15, 2025 Q2 2025

Kwmg, LLC

  • VEA
  • VOT
  • XLK
  • VOE
  • TIP
  • DFAS
  • VNQ
Kwmg, LLC's Q2 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 146
Filing on Jul 15, 2025 Q2 2025

Focused Wealth Management, Inc

  • SPYG
  • VTV
  • QQQ
  • VCIT
  • VYM
  • SGOV
  • VWO
Focused Wealth Management, Inc's Q2 2025 Portfolio
Portfolio Value 820 Million
Stocks 202
Filing on Jul 15, 2025 Q2 2025

Nippon Life Insurance CO

  • CRBG
  • PFG
  • MMC
  • PRU
Nippon Life Insurance CO's Q2 2025 Portfolio
Portfolio Value 6.62 Billion
Stocks 4
Filing on Jul 15, 2025 Q2 2025

Elevated Capital Advisors, LLC

  • SPLG
  • VUG
  • VEA
  • AAPL
  • MSFT
  • VTV
  • BNDX
Elevated Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 322 Million
Stocks 259
Filing on Jul 14, 2025 Q2 2025

Hofer & Associates. Inc

  • SPYG
  • BIL
  • SPYV
  • VUG
  • STOT
  • VYM
  • VIG
Hofer & Associates. Inc's Q2 2025 Portfolio
Portfolio Value 153 Million
Stocks 55