Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 16, 2025 Q2 2025

Black Point Wealth Management

  • BRK-B
  • PHYS
  • DFAC
  • MSFT
  • BUFG
Black Point Wealth Management's Q2 2025 Portfolio
Portfolio Value 3.5 Billion
Stocks 5
Filing on Jul 16, 2025 Q2 2025

Financial Partners Group, LLC

  • MSFT
  • GOOGL
  • JPM
  • BRK-B
  • PANW
  • ECL
  • CVX
Financial Partners Group, LLC's Q2 2025 Portfolio
Portfolio Value 276 Billion
Stocks 88
Filing on Jul 16, 2025 Q2 2025

Jentner Corp

  • VUG
  • BSV
  • DFIC
  • VBK
  • DFSV
  • DFEM
  • DFUV
Jentner Corp's Q2 2025 Portfolio
Portfolio Value 271 Million
Stocks 54
Filing on Jul 16, 2025 Q2 2025

Form Wealth Advisors, LLC

  • IVV
  • DYNF
  • IEFA
  • AGG
  • QQQ
  • IJH
  • DGRO
Form Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 827 Billion
Stocks 64
Filing on Jul 16, 2025 Q2 2025

Blue Oak Capital, LLC

  • JCPB
  • AGG
  • DFSB
  • BBUS
  • TLH
  • DUHP
  • QQQ
Blue Oak Capital, LLC's Q2 2025 Portfolio
Portfolio Value 190 Billion
Stocks 67
Filing on Jul 16, 2025 Q2 2025

Tenret CO LLC

  • VEA
  • VUG
  • SCHZ
  • VTV
  • BNDX
  • VXUS
  • VTEB
Tenret CO LLC's Q2 2025 Portfolio
Portfolio Value 183 Million
Stocks 36
Filing on Jul 16, 2025 Q2 2025

Meag Munich Ergo, Kapitalanlagegesellschaft Mb H

  • NVDA
  • MSFT
  • AVGO
  • PCAR
  • V
  • UL
  • EMR
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H's Q2 2025 Portfolio
Portfolio Value 3.47 Billion
Stocks 197
Filing on Jul 15, 2025 Q2 2025

Graypoint LLC

  • IVV
  • IWF
  • NVDA
  • SPY
  • XLK
  • IWD
  • MSFT
Graypoint LLC's Q2 2025 Portfolio
Portfolio Value 1.71 Billion
Stocks 526
Filing on Jul 15, 2025 Q2 2025

Kraft Asset Management, LLC

  • DFAT
  • DFAC
  • DFUV
  • DFIV
  • DFUS
  • VGIT
  • DFAS
Kraft Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 104 Million
Stocks 41
Filing on Jul 15, 2025 Q2 2025

Chb Investment Group, LLC

  • BIV
  • LQD
  • ANGL
  • VCIT
  • NRG
  • AFL
  • TMUS
Chb Investment Group, LLC's Q2 2025 Portfolio
Portfolio Value 196 Million
Stocks 69
Filing on Jul 15, 2025 Q2 2025

Forte Capital LLC

  • AAPL
  • SCHG
  • NVDA
  • QUAL
  • VTV
  • AMZN
  • DGRW
Forte Capital LLC 's Q2 2025 Portfolio
Portfolio Value 861 Million
Stocks 239
Filing on Jul 14, 2025 Q2 2025

Iron Oak Wealth Llc.

  • SGOV
  • NVDA
  • AMZN
  • AVGO
  • UBER
  • INTU
  • COIN
Iron Oak Wealth Llc.'s Q2 2025 Portfolio
Portfolio Value 103 Billion
Stocks 65
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 Q1 2025

Strategic Planning, Inc.

  • AAPL
  • AMZN
  • CVS
  • NVDA
  • KHC
  • F
  • DOW
Strategic Planning, Inc.'s Q1 2025 Portfolio
Portfolio Value 177 Billion
Stocks 57
Filing on Jul 11, 2025 Q2 2025

My Legacy Advisors, LLC

  • IUSB
  • MSFT
  • IVV
  • AAPL
  • HYG
  • SHYG
  • NVDA
My Legacy Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 269 Million
Stocks 206
Filing on Jul 10, 2025 Q2 2025

Oliver Lagore Vanvalin Investment Group

  • TLT
  • IEF
  • QQQ
  • BIL
  • SPLG
  • QQQM
  • ONEQ
Oliver Lagore Vanvalin Investment Group's Q2 2025 Portfolio
Portfolio Value 263 Million
Stocks 661
Filing on Jul 10, 2025 Q2 2025

Klaas Financial Asset Advisors, LLC

  • ITOT
  • IGIB
  • IDEV
  • IGSB
  • DFEM
  • IEI
  • JMOM
Klaas Financial Asset Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 626 Million
Stocks 47
Filing on Jul 10, 2025 Q2 2025

Waypoint Wealth Partners Inc.

  • AVUS
  • DFAC
  • AVDE
  • AVEM
  • DFIC
  • UPS
  • ESGU
Waypoint Wealth Partners Inc.'s Q2 2025 Portfolio
Portfolio Value 382 Million
Stocks 76