Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 14, 2025 Q2 2025

Gunma Bank,Ltd.

  • IEF
  • VGIT
  • SHV
  • IEI
  • SHY
  • SCHI
  • IVV
Gunma Bank,Ltd.'s Q2 2025 Portfolio
Portfolio Value 306 Million
Stocks 30
Filing on Jul 14, 2025 Q2 2025

Fortitude Family Office, LLC

  • IVV
  • IDEV
  • AAPL
  • VOO
  • KNX
  • VEA
  • DFIP
Fortitude Family Office, LLC's Q2 2025 Portfolio
Portfolio Value 305 Billion
Stocks 2026
Filing on Jul 14, 2025 Q2 2025

Family Wealth Partners, LLC

  • LPLA
  • ITOT
  • VGIT
  • AVDV
  • IDEV
  • DIHP
  • DUHP
Family Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 250 Billion
Stocks 62
Filing on Jul 14, 2025 Q2 2025

Farrell Financial LLC

  • VV
  • SCHX
  • ESGV
  • VCIT
  • VEA
  • VO
  • AAPL
Farrell Financial LLC's Q2 2025 Portfolio
Portfolio Value 149 Billion
Stocks 65
Filing on Jul 14, 2025 Q2 2025

Revisor Wealth Management LLC

  • SCHZ
  • AAPL
  • VIGI
  • VCIT
  • MSFT
  • VCLT
  • DVYE
Revisor Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 277 Billion
Stocks 271
Filing on Jul 14, 2025 Q2 2025

Kanen Wealth Management LLC

  • ALLT
  • COMP
  • REAL
  • INSE
  • STKS
  • EGAN
  • CZR
Kanen Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 261 Billion
Stocks 27
Filing on Jul 14, 2025 Q2 2025

West Oak Capital, LLC

  • JPST
  • NVDA
  • MSFT
  • AAPL
  • JPM
  • ORCL
  • SCHX
West Oak Capital, LLC's Q2 2025 Portfolio
Portfolio Value 2.55 Billion
Stocks 316
Filing on Jul 14, 2025 Q2 2025

Cardinal Capital Management

  • MSFT
  • LLY
  • COST
  • AAPL
  • JNJ
  • JPM
  • WMT
Cardinal Capital Management's Q2 2025 Portfolio
Portfolio Value 668 Million
Stocks 128
Filing on Jul 14, 2025 Q2 2025

Century Link Investment Management CO

  • IVV
Century Link Investment Management CO's Q2 2025 Portfolio
Portfolio Value 101 Million
Stocks 1
Filing on Jul 14, 2025 Q2 2025

Wela Strategies, Inc.

  • IVV
  • SPTI
  • IEFA
  • LQD
  • BND
  • VWO
  • VNQ
Wela Strategies, Inc.'s Q2 2025 Portfolio
Portfolio Value 254 Million
Stocks 65
Filing on Jul 14, 2025 Q2 2025

Optima Capital LLC

  • SPHQ
  • DFAC
  • DBND
  • WTV
  • VTI
  • RSP
  • JPIE
Optima Capital LLC's Q2 2025 Portfolio
Portfolio Value 186 Billion
Stocks 254
Filing on Jul 14, 2025 Q2 2025

Alpha Omega Wealth Management LLC

  • JPST
  • MSFT
  • AAPL
  • GSST
  • CSCO
  • IBM
  • CVX
Alpha Omega Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 533 Million
Stocks 206
Filing on Jul 14, 2025 Q2 2025

Bfsg, LLC

  • VTI
  • MSFT
  • NVDA
  • IAU
  • AAPL
  • NEM
  • SGOL
Bfsg, LLC's Q2 2025 Portfolio
Portfolio Value 865 Million
Stocks 672
Filing on Jul 14, 2025 Q2 2025

Gsb Wealth Management, LLC

  • IVV
  • USFR
  • AAPL
  • AGGY
  • FNDA
  • MSFT
  • FLOT
Gsb Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 384 Million
Stocks 242
Filing on Jul 14, 2025 Q2 2025

Christensen, King & Associates Investment Services, Inc.

  • SCHX
  • SCHB
  • SCHD
  • SCHG
  • SCHZ
  • SCHF
  • SCHA
Christensen, King & Associates Investment Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 218 Billion
Stocks 101
Filing on Jul 14, 2025 Q2 2025

Martin Capital Advisors, LLP

  • AAPL
  • NVDA
  • ISRG
  • QQQ
  • VTI
  • MA
  • INTU
Martin Capital Advisors, LLP's Q2 2025 Portfolio
Portfolio Value 148 Million
Stocks 70
Filing on Jul 14, 2025 Q2 2025

Garrett Investment Advisors LLC

  • JCPB
  • SPYG
  • SPYV
  • AVDE
  • SPDW
  • SPIB
  • VTI
Garrett Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 296
Filing on Jul 14, 2025 Q2 2025

Act Advisors, Llc.

  • AVDE
  • QQQM
  • DFAU
  • DGRW
  • IVV
  • SPHQ
  • SPAB
Act Advisors, Llc.'s Q2 2025 Portfolio
Portfolio Value 212 Million
Stocks 62