Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 14, 2025 Q2 2025

Tran Capital Management, L.P.

  • MSFT
  • AMZN
  • NVDA
  • META
  • PANW
  • DHR
  • INTU
Tran Capital Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 715 Million
Stocks 68
Filing on Jul 14, 2025 Q2 2025

Southland Equity Partners LLC

  • PMAR
  • AAPL
  • BOND
  • FDL
  • PJAN
  • SCHD
  • QTEC
Southland Equity Partners LLC's Q2 2025 Portfolio
Portfolio Value 456 Billion
Stocks 236
Filing on Jul 14, 2025 Q2 2025

Abound Wealth Management

  • IJR
  • AGG
  • VEA
  • IVV
  • VV
  • SCHX
  • IEMG
Abound Wealth Management's Q2 2025 Portfolio
Portfolio Value 354 Billion
Stocks 1299
Filing on Jul 14, 2025 Q2 2025

Palacios Wealth Management, LLC

  • NVDA
  • AVGO
  • AAPL
  • AMZN
  • META
  • JEPQ
  • CRWD
Palacios Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 122 Billion
Stocks 71
Filing on Jul 14, 2025 Q2 2025

Cathy Pareto & Associates, Inc

  • COWZ
  • AAPL
  • JPST
  • VB
  • SCHV
  • SCHM
  • HEDJ
Cathy Pareto & Associates, Inc's Q2 2025 Portfolio
Portfolio Value 121 Billion
Stocks 88
Filing on Jul 14, 2025 Q2 2025

Clio Asset Management LLC

  • ORLY
  • AZO
  • BRK-B
  • HLT
  • CDW
  • NOW
  • V
Clio Asset Management LLC's Q2 2025 Portfolio
Portfolio Value 128 Billion
Stocks 15
Filing on Jul 14, 2025 Q2 2025

A&I Financial Services, LLC

  • IWM
  • ITOT
  • DBMF
  • VEA
  • CGGR
  • CGUS
  • NVDA
A&I Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 177 Billion
Stocks 73
Filing on Jul 14, 2025 Q2 2025

Capstone Wealth Management, LLC

  • DFAC
  • DFUS
  • DFIV
  • DFAT
  • DFUV
  • DFAX
  • AVUV
Capstone Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 114 Billion
Stocks 48
Filing on Jul 14, 2025 Q2 2025

Park Avenue Securities LLC

  • IVV
  • IUSB
  • EFV
  • QUAL
  • IVW
  • DYNF
  • IVE
Park Avenue Securities LLC's Q2 2025 Portfolio
Portfolio Value 10.9 Billion
Stocks 1467
Filing on Jul 14, 2025 Q2 2025

Sterling Group Wealth Management, LLC

  • SPLG
  • SPHQ
  • EFA
  • VEA
  • DYNF
  • IVW
  • SPYV
Sterling Group Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 179 Million
Stocks 53
Filing on Jul 14, 2025 Q2 2025

Shearwater Capital LLC

  • DFAC
  • DFAX
  • DFIV
  • DOCU
  • DFUV
  • DFAT
  • AMZN
Shearwater Capital LLC's Q2 2025 Portfolio
Portfolio Value 157 Million
Stocks 50
Filing on Jul 14, 2025 Q2 2025

Sound Stewardship, LLC

  • BND
  • FNDB
  • IVV
  • GLTR
  • SCZ
  • FNDA
  • FNDF
Sound Stewardship, LLC's Q2 2025 Portfolio
Portfolio Value 194 Billion
Stocks 62
Filing on Jul 14, 2025 Q2 2025

Avanza Fonder Ab

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • TSLA
  • GOOGL
Avanza Fonder Ab's Q2 2025 Portfolio
Portfolio Value 3.38 Trillion
Stocks 791
Filing on Jul 14, 2025 Q2 2025

Health Invest Partners Ab

  • LLY
  • ABBV
  • BSX
  • NBIX
  • MRK
  • SYK
  • VRTX
Health Invest Partners Ab's Q2 2025 Portfolio
Portfolio Value 221 Million
Stocks 37
Filing on Jul 11, 2025 Q2 2025

Uma Financial Services, Inc.

  • IVV
  • QUAL
  • SPLG
  • DFAI
  • EFV
  • DYNF
  • IVW
Uma Financial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 601 Million
Stocks 1800
Filing on Jul 11, 2025 Q2 2025

Sowell Financial Services LLC

  • AAPL
  • MSFT
  • NVDA
  • QQQ
  • IVV
  • AMZN
  • SPY
Sowell Financial Services LLC's Q2 2025 Portfolio
Portfolio Value 2.34 Billion
Stocks 1040
Filing on Jul 11, 2025 Q2 2025

Sellwood Investment Partners LLC

  • VOO
  • ESGV
  • RAFE
  • VSGX
  • VTIP
  • FNDX
  • VXUS
Sellwood Investment Partners LLC's Q2 2025 Portfolio
Portfolio Value 209 Billion
Stocks 49
Filing on Jul 11, 2025 Q2 2025

Matrix Trust CO

  • ILCV
  • SCHF
  • VEA
  • SCHP
  • VWO
  • SCHX
  • IVV
Matrix Trust CO's Q2 2025 Portfolio
Portfolio Value 628 Million
Stocks 255