Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 14, 2025 Q2 2025

Lewis Asset Management, LLC

  • NVDA
  • AAPL
  • SPY
  • AMZN
  • MSFT
  • META
  • ORCL
Lewis Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 213 Billion
Stocks 176
Filing on Jul 14, 2025 Q2 2025

Kieckhefer Group LLC

  • NVDA
  • PLTR
  • XOM
  • QQQ
  • NFLX
  • VOT
  • ISRG
Kieckhefer Group LLC's Q2 2025 Portfolio
Portfolio Value 184 Billion
Stocks 50
Filing on Jul 14, 2025 Q2 2025

Pacifica Partners Inc.

  • MSFT
  • AAPL
  • AMZN
  • GOOG
  • CCJ
  • BRK-B
  • AMAT
Pacifica Partners Inc.'s Q2 2025 Portfolio
Portfolio Value 232 Million
Stocks 547
Filing on Jul 14, 2025 Q2 2025

Parkshore Wealth Management, Inc.

  • DFAC
  • DFCF
  • AVUS
  • DFAI
  • AAPL
  • DFSD
  • DUHP
Parkshore Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 205 Billion
Stocks 64
Filing on Jul 14, 2025 Q2 2025

Rooted Wealth Advisors, Inc.

  • VOO
  • DGRO
  • JEPI
  • SPYG
  • IXUS
  • GTO
  • VO
Rooted Wealth Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 275 Million
Stocks 107
Filing on Jul 14, 2025 Q2 2025

Advisor Net Financial, Inc

  • IVV
  • DFAU
  • DFIC
  • AGG
  • JPST
  • MSFT
  • SCHD
Advisor Net Financial, Inc's Q2 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 2240
Filing on Jul 14, 2025 Q2 2025

Toth Financial Advisory Corp

  • MSFT
  • SYK
  • QLD
  • ORCL
  • AAPL
  • V
  • REGL
Toth Financial Advisory Corp's Q2 2025 Portfolio
Portfolio Value 823 Million
Stocks 727
Filing on Jul 14, 2025 Q2 2025

Legacy Capital Group California, Inc.

  • AAPL
  • NVDA
  • JPST
  • BIL
  • MSFT
  • SPLG
  • SPTM
Legacy Capital Group California, Inc.'s Q2 2025 Portfolio
Portfolio Value 361 Billion
Stocks 327
Filing on Jul 14, 2025 Q2 2025

Savior LLC

  • BIL
  • XLU
  • DBA
  • GLD
  • IEF
  • AGQ
  • EFA
Savior LLC's Q2 2025 Portfolio
Portfolio Value 18.5 Million
Stocks 15
Filing on Jul 14, 2025 Q2 2025

Financial Advisory Partners, LLC

  • VCIT
  • VUG
  • VTV
  • VGIT
  • FLOT
  • SGOV
  • VIG
Financial Advisory Partners, LLC's Q2 2025 Portfolio
Portfolio Value 318 Billion
Stocks 66
Filing on Jul 14, 2025 Q2 2025

Painted Porch Advisors LLC

  • EFA
  • IJR
  • BRK-B
  • SPLV
  • AAPL
  • V
  • VTI
Painted Porch Advisors LLC's Q2 2025 Portfolio
Portfolio Value 244 Billion
Stocks 467
Filing on Jul 14, 2025 Q2 2025

Cobblestone Asset Management LLC

  • JPST
  • IVV
  • JQUA
  • EFV
  • SPYG
  • DYNF
  • SPYV
Cobblestone Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 190 Billion
Stocks 69
Filing on Jul 14, 2025 Q2 2025

Lighthouse Wealth Management Inc.

  • QQQ
  • SCHD
  • HEFA
  • COWZ
  • SCHK
  • IUS
  • XMHQ
Lighthouse Wealth Management Inc.'s Q2 2025 Portfolio
Portfolio Value 116 Billion
Stocks 41
Filing on Jul 14, 2025 Q2 2025

Narus Financial Partners, LLC

  • WMT
  • GLD
  • XLK
  • NVDA
  • VEA
  • VO
  • VTI
Narus Financial Partners, LLC's Q2 2025 Portfolio
Portfolio Value 320 Billion
Stocks 157
Filing on Jul 14, 2025 Q2 2025

Main Line Retirement Advisors, LLC

  • VYMI
  • CGDV
  • CGCP
  • CGGR
  • CGXU
  • VUG
  • VTV
Main Line Retirement Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 150 Million
Stocks 42
Filing on Jul 14, 2025 Q2 2025

Chico Wealth Ria

  • DFAC
  • DFAI
  • DFAE
  • DFAU
  • KLAC
  • TCBK
  • VEA
Chico Wealth Ria's Q2 2025 Portfolio
Portfolio Value 125 Million
Stocks 33
Filing on Jul 14, 2025 Q2 2025

Farmers & Merchants Investments Inc

  • IVV
  • VEA
  • NNI
  • MSFT
  • IJR
  • IJH
  • AAPL
Farmers & Merchants Investments Inc's Q2 2025 Portfolio
Portfolio Value 3.38 Billion
Stocks 1729
Filing on Jul 14, 2025 Q2 2025

Lcm Capital Management Inc

  • SPY
  • MDY
  • IWM
  • NVDA
  • MSFT
  • AAPL
  • VFH
Lcm Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 104