Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 14, 2025 Q2 2025

Argentarii, LLC

  • NVDA
  • MSFT
  • AAPL
  • JPM
  • GOOGL
  • AMZN
  • AVGO
Argentarii, LLC's Q2 2025 Portfolio
Portfolio Value 218 Billion
Stocks 154
Filing on Jul 14, 2025 Q2 2025

Brady Martz Wealth Solutions, LLC

  • ITOT
  • SCHV
  • SCHG
  • SCHD
  • VGIT
  • SCHF
  • DFSD
Brady Martz Wealth Solutions, LLC's Q2 2025 Portfolio
Portfolio Value 517 Billion
Stocks 146
Filing on Jul 14, 2025 Q2 2025

Cherrydale Wealth Management, LLC

  • VTI
  • DFAC
  • ITOT
  • DFAX
  • VONE
  • VXUS
  • DFAU
Cherrydale Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 282 Million
Stocks 75
Filing on Jul 14, 2025 Q2 2025

Golden State Equity Partners

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • JPM
  • AVGO
  • GOOGL
Golden State Equity Partners's Q2 2025 Portfolio
Portfolio Value 522 Million
Stocks 434
Filing on Jul 14, 2025 Q2 2025

Baring Financial LLC

  • IVV
  • DFAI
  • RSP
  • QQQ
  • BIL
  • VOE
  • DFAC
Baring Financial LLC's Q2 2025 Portfolio
Portfolio Value 134 Billion
Stocks 67
Filing on Jul 14, 2025 Q2 2025

Cra Financial Services, LLC

  • AAPL
  • SCHD
  • SCHG
  • AMZN
  • QQQ
  • MSFT
  • NVDA
Cra Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 606 Million
Stocks 278
Filing on Jul 14, 2025 Q2 2025

Lederer & Associates Investment Counsel

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • GOOGL
  • V
Lederer & Associates Investment Counsel's Q2 2025 Portfolio
Portfolio Value 151 Million
Stocks 83
Filing on Jul 14, 2025 Q2 2025

Arlington Partners LLC

  • BRK-A
  • BRK-B
  • EL
  • NKE
  • CTVA
  • MSFT
  • ORCL
Arlington Partners LLC's Q2 2025 Portfolio
Portfolio Value 249 Million
Stocks 66
Filing on Jul 14, 2025 Q2 2025

Cjm Wealth Advisers, Ltd.

  • VOO
  • QQQ
  • IJH
  • IJR
  • VTV
  • BRK-B
  • IWF
Cjm Wealth Advisers, Ltd.'s Q2 2025 Portfolio
Portfolio Value 300 Billion
Stocks 69
Filing on Jul 14, 2025 Q2 2025

Founders Capital Management, LLC

  • GOOG
  • META
  • BRK-B
  • MSFT
  • AXP
  • WFC
  • GOOGL
Founders Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 582 Million
Stocks 78
Filing on Jul 14, 2025 Q2 2025

Oliver Luxxe Assets LLC

  • GLD
  • MS
  • C
  • GOOGL
  • PM
  • MMM
  • COF
Oliver Luxxe Assets LLC's Q2 2025 Portfolio
Portfolio Value 510 Million
Stocks 182
Filing on Jul 14, 2025 Q2 2025

Iron Oak Wealth Llc.

  • SGOV
  • NVDA
  • AMZN
  • AVGO
  • UBER
  • INTU
  • COIN
Iron Oak Wealth Llc.'s Q2 2025 Portfolio
Portfolio Value 103 Billion
Stocks 65
Filing on Jul 14, 2025 Q2 2025

Conrad Siegel Investment Advisors, Inc.

  • DFAC
  • VOO
  • IEFA
  • VO
  • VEA
  • LRGF
  • DFAT
Conrad Siegel Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 446 Million
Stocks 53
Filing on Jul 14, 2025 Q2 2025

Chris Bulman Inc

  • QQQ
  • VOO
  • AAPL
  • BUFR
  • PJUN
  • VIG
  • VUG
Chris Bulman Inc's Q2 2025 Portfolio
Portfolio Value 175 Billion
Stocks 120
Filing on Jul 14, 2025 Q2 2025

Financial Harvest, LLC

  • DFAT
  • DFAC
  • DISV
  • DUHP
  • DFIC
  • DFUV
  • DFEM
Financial Harvest, LLC's Q2 2025 Portfolio
Portfolio Value 134 Billion
Stocks 55
Filing on Jul 14, 2025 Q2 2025

Harrington Investments, Inc

  • MSFT
  • AAPL
  • NFLX
  • ORCL
  • GOOGL
  • AMZN
  • MMC
Harrington Investments, Inc's Q2 2025 Portfolio
Portfolio Value 186 Million
Stocks 83
Filing on Jul 14, 2025 Q2 2025

Armstrong Advisory Group, Inc

  • IVV
  • IEI
  • VGT
  • BND
  • SCHK
  • VGSH
  • GLD
Armstrong Advisory Group, Inc's Q2 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 927
Filing on Jul 14, 2025 Q2 2025

Caitlin John, LLC

  • BIL
  • BILS
  • VV
  • SPY
  • VTI
  • SPTL
  • SPDW
Caitlin John, LLC's Q2 2025 Portfolio
Portfolio Value 110 Billion
Stocks 234