Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 14, 2025 Q2 2025

Friday Financial

  • ITOT
  • SCHG
  • VGIT
  • IDEV
  • CWI
  • DFSD
  • AVDV
Friday Financial's Q2 2025 Portfolio
Portfolio Value 197 Billion
Stocks 86
Filing on Jul 14, 2025 Q2 2025

Kfg Wealth Management, LLC

  • ACIO
  • DRSK
  • FBND
  • PSTP
  • BUFF
  • SPEM
  • OSCV
Kfg Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 434 Million
Stocks 200
Filing on Jul 14, 2025 Q2 2025

Stapp Wealth Management, Pllc

  • TOTL
  • GDE
  • GLDM
  • TYA
  • XLC
  • COWZ
  • XLF
Stapp Wealth Management, Pllc's Q2 2025 Portfolio
Portfolio Value 38.8 Million
Stocks 30
Filing on Jul 14, 2025 Q2 2025

Northland Capital Management LLC

  • GNMA
  • VTI
  • AVLV
  • FNDX
  • STIP
  • JAAA
  • VEA
Northland Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 148 Million
Stocks 31
Filing on Jul 14, 2025 Q2 2025

Mc Glone Suttner Wealth Management, Inc.

  • DFAC
  • IUSV
  • SCHX
  • AVUS
  • FBND
  • DFIV
  • CGCP
Mc Glone Suttner Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 662 Billion
Stocks 191
Filing on Jul 14, 2025 Q2 2025

Acropolis Investment Management, LLC

  • VOO
  • BND
  • VEA
  • VGSH
  • IJR
  • IGIB
  • IJH
Acropolis Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.79 Billion
Stocks 245
Filing on Jul 14, 2025 Q2 2025

R.H. Dinel Investment Counsel, Inc.

  • MSFT
  • META
  • ADBE
  • ORCL
  • ADP
  • QCOM
  • TMO
R.H. Dinel Investment Counsel, Inc.'s Q2 2025 Portfolio
Portfolio Value 148 Million
Stocks 42
Filing on Jul 14, 2025 Q2 2025

Sentinel Pension Advisors Inc

  • BKLC
  • SPY
  • JCPB
  • BKIE
  • SPTI
  • GLDM
  • FBND
Sentinel Pension Advisors Inc's Q2 2025 Portfolio
Portfolio Value 552 Million
Stocks 122
Filing on Jul 14, 2025 Q2 2025

La Fleur & Godfrey LLC

  • AAPL
  • MSFT
  • JPM
  • SYK
  • AVGO
  • RTX
  • JNJ
La Fleur & Godfrey LLC's Q2 2025 Portfolio
Portfolio Value 784 Million
Stocks 146
Filing on Jul 14, 2025 Q2 2025

Lee Kelleher Wealth Management

  • IVV
  • DLN
  • IVW
  • SPY
  • DON
  • IJH
  • GSLC
Lee Kelleher Wealth Management's Q2 2025 Portfolio
Portfolio Value 151 Billion
Stocks 39
Filing on Jul 14, 2025 Q2 2025

Blue Sky Wealth Advisors, LLC

  • SCHX
  • VCSH
  • SCHZ
  • DFAX
  • SCHP
  • SCHE
  • SCHF
Blue Sky Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 687 Million
Stocks 70
Filing on Jul 14, 2025 Q2 2025

S.A. Mason LLC

  • NVDA
  • VTI
  • MSFT
  • IVV
  • SPY
  • VO
  • COST
S.A. Mason LLC's Q2 2025 Portfolio
Portfolio Value 200 Million
Stocks 362
Filing on Jul 14, 2025 Q2 2025

Ridgewood Investments LLC

  • BRK-B
  • SHV
  • GOOGL
  • VOO
  • MKL
  • VT
  • BSV
Ridgewood Investments LLC's Q2 2025 Portfolio
Portfolio Value 229 Million
Stocks 744
Filing on Jul 14, 2025 Q2 2025

Gridiron Partners, LLC

  • AGG
  • BND
  • SPY
  • VTI
  • NMZ
  • PML
  • NZF
Gridiron Partners, LLC's Q2 2025 Portfolio
Portfolio Value 161 Billion
Stocks 62
Filing on Jul 14, 2025 Q2 2025

Clear Harbor Asset Management, LLC

  • ROP
  • AAPL
  • FLEX
  • SPY
  • MSFT
  • PH
  • JPM
Clear Harbor Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.3 Billion
Stocks 409
Filing on Jul 14, 2025 Q2 2025

Financial Enhancement Group LLC

  • SPLG
  • QEFA
  • IJR
  • QQQ
  • LGOV
  • JMBS
  • OEF
Financial Enhancement Group LLC's Q2 2025 Portfolio
Portfolio Value 608 Million
Stocks 128
Filing on Jul 14, 2025 Q2 2025

Buska Wealth Management, LLC

  • IVV
  • VIG
  • SPYG
  • VYM
  • QQQ
  • FLRN
  • FLOT
Buska Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 366 Billion
Stocks 67
Filing on Jul 14, 2025 Q2 2025

Better Wealth, LLC

  • DFAC
  • DFAX
  • BIV
  • AAPL
  • BSV
  • CGXU
  • AVRE
Better Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 355 Million
Stocks 63