Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 14, 2025 Q2 2025

Seascape Capital Management

  • DBND
  • EMXC
  • GOVT
  • NRG
  • JPIE
  • NVDA
  • JPM
Seascape Capital Management's Q2 2025 Portfolio
Portfolio Value 317 Million
Stocks 96
Filing on Jul 14, 2025 Q2 2025

Kapitalo Investimentos Ltda

  • AMZN
  • HES
  • KWEB
  • VRT
  • TSM
  • NOC
  • LMT
Kapitalo Investimentos Ltda's Q2 2025 Portfolio
Portfolio Value 461 Billion
Stocks 119
Filing on Jul 14, 2025 Q2 2025

Mechanics Bank Trust Department

  • AAPL
  • SPY
  • MSFT
  • GOOGL
  • IWP
  • JEPI
  • COST
Mechanics Bank Trust Department's Q2 2025 Portfolio
Portfolio Value 684 Million
Stocks 373
Filing on Jul 14, 2025 Q2 2025

Foster Group, Inc.

  • VTI
  • VTV
  • BND
  • VEA
  • DFIV
  • VGIT
  • QUAL
Foster Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 2.8 Billion
Stocks 264
Filing on Jul 14, 2025 Q2 2025

My Wealth Management Inc.

  • JMST
  • PTLC
  • PTNQ
  • ICSH
  • IVV
  • VGT
  • GCOW
My Wealth Management Inc.'s Q2 2025 Portfolio
Portfolio Value 104 Million
Stocks 31
Filing on Jul 14, 2025 Q2 2025

Salvus Wealth Management, LLC

  • BRK-B
  • SCHW
  • PGR
  • BKNG
  • AXP
  • ASTS
  • THO
Salvus Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 161 Million
Stocks 126
Filing on Jul 14, 2025 Q2 2025

Seed Wealth Management, Inc.

  • JMBS
  • SCHP
  • SCHB
  • AVUV
  • AVUS
  • MSFT
  • FLOT
Seed Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 134 Billion
Stocks 149
Filing on Jul 14, 2025 Q2 2025

Chapin Davis, Inc.

  • AAPL
  • MSFT
  • NVDA
  • PLTR
  • HWM
  • IVV
  • AMZN
Chapin Davis, Inc.'s Q2 2025 Portfolio
Portfolio Value 362 Billion
Stocks 232
Filing on Jul 14, 2025 Q2 2025

Nepsis Inc.

  • UBER
  • AMD
  • V
  • CB
  • MA
  • SNOW
  • DVN
Nepsis Inc.'s Q2 2025 Portfolio
Portfolio Value 289 Million
Stocks 29
Filing on Jul 14, 2025 Q2 2025

Capital Cs Group, LLC

  • UPS
  • NVDA
  • PLTR
  • VOO
  • SCHG
  • UCON
  • QQQ
Capital Cs Group, LLC's Q2 2025 Portfolio
Portfolio Value 72.3 Million
Stocks 65
Filing on Jul 14, 2025 Q2 2025

Scharf Investments, LLC

  • MCK
  • MSFT
  • BRK-B
  • ORCL
  • MKL
  • V
  • NVS
Scharf Investments, LLC's Q2 2025 Portfolio
Portfolio Value 3.24 Billion
Stocks 66
Filing on Jul 14, 2025 Q2 2025

Wooster Corthell Wealth Management, Inc.

  • MGC
  • VTI
  • SCHF
  • ITOT
  • VO
  • VB
  • VGIT
Wooster Corthell Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 540 Million
Stocks 64
Filing on Jul 14, 2025 Q2 2025

Gamma Investing LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • JPM
Gamma Investing LLC's Q2 2025 Portfolio
Portfolio Value 1.58 Trillion
Stocks 3769
Filing on Jul 14, 2025 Q2 2025

Proathlete Wealth Management LLC

  • IVV
  • IWF
  • IWD
  • IJR
  • QQQ
  • IEFA
  • AVUV
Proathlete Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 314 Billion
Stocks 2915
Filing on Jul 14, 2025 Q2 2025

Infinity Wealth Counsel, LLC

  • VUG
  • VIG
  • VV
  • IVV
  • BSV
  • VYM
  • BSCS
Infinity Wealth Counsel, LLC's Q2 2025 Portfolio
Portfolio Value 99.1 Billion
Stocks 60
Filing on Jul 14, 2025 Q2 2025

Cushing Asset Management, LP

  • ET
  • TRGP
  • LNG
  • OKE
  • HESM
  • MPLX
  • DTM
Cushing Asset Management, LP's Q2 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 68
Filing on Jul 14, 2025 Q2 2025

Clayton Financial Group LLC

  • VUG
  • VTV
  • VOT
  • VOE
  • IJT
  • VBR
  • QQQ
Clayton Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 84.1 Billion
Stocks 29
Filing on Jul 14, 2025 Q2 2025

Signature Securities Group Corporation

  • IVV
  • DGRO
  • QQQ
  • IJR
  • AGG
  • FVD
  • EFA
Signature Securities Group Corporation's Q2 2025 Portfolio
Portfolio Value 353 Million
Stocks 200