Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Talon Private Wealth, LLC

  • BKAG
  • DRSK
  • JAAA
  • VGSH
  • UDEC
  • UFEB
  • UJAN
Talon Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 726 Billion
Stocks 302
Filing on Aug 14, 2025 Q1 2025

Impact Asset Management Gmb H

  • MSFT
  • GOOG
  • MA
  • V
  • LLY
  • TSM
  • AAPL
Impact Asset Management Gmb H's Q1 2025 Portfolio
Portfolio Value 255 Billion
Stocks 75
Filing on Aug 13, 2025 Q2 2025

Dhk Financial Advisors, Inc.

  • BRK-B
  • BRK-A
  • VT
  • GLD
  • SPY
  • FTSL
  • VPU
Dhk Financial Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 172 Million
Stocks 87
Filing on Aug 13, 2025 Q2 2025

Harvest Investment Advisors, LLC

  • QQQ
  • EFA
  • IWM
  • ONEQ
  • EEM
  • VWO
  • EMXC
Harvest Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 155 Billion
Stocks 58
Filing on Aug 13, 2025 Q2 2025

Teton Advisors, Inc.

  • DCO
  • NATH
  • MYE
  • ATRO
  • GENC
  • DSGR
  • ROCK
Teton Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 153 Million
Stocks 184
Filing on Aug 13, 2025 Q2 2025

Clear Street Derivatives LLC

  • PBAXW
  • AMAOW
Clear Street Derivatives LLC's Q2 2025 Portfolio
Portfolio Value 12.4 Billion
Stocks 35
Filing on Aug 13, 2025 Q2 2025

Clear Street LLC

  • NVDA
  • MSTR
  • MSFT
  • MSFT
  • META
  • NVDA
  • AMD
Clear Street LLC's Q2 2025 Portfolio
Portfolio Value 24.3 Billion
Stocks 683
Filing on Aug 13, 2025 Q2 2025

Vega Investment Solutions

  • PG
  • LLY
  • TXN
  • PPG
  • MSFT
  • NVDA
  • PANW
Vega Investment Solutions's Q2 2025 Portfolio
Portfolio Value 425 Billion
Stocks 184
Filing on Aug 13, 2025 Q2 2025

Hap Trading, LLC

  • APP
  • META
  • COIN
  • AVGO
  • NVDA
  • ABC
  • NFLX
Hap Trading, LLC's Q2 2025 Portfolio
Portfolio Value 1.06 Trillion
Stocks 724
Filing on Aug 13, 2025 Q2 2025

Kilter Group LLC

  • SPY
  • QUAL
  • IVV
  • EFV
  • IVW
  • DYNF
  • IEMG
Kilter Group LLC's Q2 2025 Portfolio
Portfolio Value 220 Billion
Stocks 1169
Filing on Aug 13, 2025 Q2 2025

Parkworth Wealth Management, Inc.

  • AVUS
  • DFAC
  • DFCF
  • BIV
  • AVDE
  • DFIC
  • AVUV
Parkworth Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 139 Billion
Stocks 1352
Filing on Aug 13, 2025 Q2 2025

Congress Wealth Management LLC

  • VTI
  • AAPL
  • MSFT
  • NVDA
  • XLF
  • META
  • RSP
Congress Wealth Management LLC 's Q2 2025 Portfolio
Portfolio Value 9.76 Billion
Stocks 1179
Filing on Aug 13, 2025 Q2 2025

Elios Financial Group Inc.

  • FIXD
  • VOO
  • SPY
  • VIGI
  • QQQM
  • BND
  • RDVY
Elios Financial Group Inc.'s Q2 2025 Portfolio
Portfolio Value 220 Billion
Stocks 121
Filing on Aug 13, 2025 Q2 2025

Nbw Capital LLC

  • MSFT
  • LNG
  • GOOGL
  • ET
  • AAPL
  • EPD
  • MPLX
Nbw Capital LLC's Q2 2025 Portfolio
Portfolio Value 444 Million
Stocks 111
Filing on Aug 12, 2025 Q2 2025

Safe Harbor Fiduciary, LLC

  • SPY
  • QQQ
  • JEPI
  • AAPL
  • QDPL
  • PTLC
  • IWM
Safe Harbor Fiduciary, LLC's Q2 2025 Portfolio
Portfolio Value 107 Billion
Stocks 234
Filing on Aug 12, 2025 Q2 2025

Patriot Financial Partners Gp, LP

  • USCB
  • MCB
  • EQBK
  • AMTB
  • FRBA
  • FRST
  • INBK
Patriot Financial Partners Gp, LP's Q2 2025 Portfolio
Portfolio Value 276 Million
Stocks 9
Filing on Aug 12, 2025 Q2 2025

Wambolt & Associates, LLC

  • NVDA
  • MSFT
  • AAPL
  • EMXC
  • AMZN
  • VB
  • INTU
Wambolt & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 293 Million
Stocks 171
Filing on Aug 12, 2025 Q2 2025

Kaye Capital Management

  • IVV
  • VTV
  • QQQ
  • IOO
  • PID
  • QDEC
  • FVD
Kaye Capital Management's Q2 2025 Portfolio
Portfolio Value 228 Million
Stocks 41