Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 09, 2025 Q2 2025

Parkside Advisors LLC

  • IWB
  • IWM
  • EFA
  • IEF
  • AGG
  • VMBS
  • QQQM
Parkside Advisors LLC's Q2 2025 Portfolio
Portfolio Value 453 Million
Stocks 89
Filing on Jul 09, 2025 Q2 2025

Christopher J. Hasenberg, Inc

  • SCHF
  • VUG
  • SPYV
  • VO
  • IJR
  • VWO
  • VTV
Christopher J. Hasenberg, Inc's Q2 2025 Portfolio
Portfolio Value 269 Million
Stocks 228
Filing on Jul 09, 2025 Q2 2025

Efficient Frontier Advisors LLC

  • SGOV
  • DFUV
  • DFAT
  • DFIV
  • VTI
  • GDX
  • DFSV
Efficient Frontier Advisors LLC's Q2 2025 Portfolio
Portfolio Value 157 Million
Stocks 22
Filing on Jul 07, 2025 Q2 2025

Kings Path Partners LLC

  • VTI
  • SCHF
  • GSLC
  • VEA
  • DFCF
  • VGIT
  • VGSH
Kings Path Partners LLC's Q2 2025 Portfolio
Portfolio Value 248 Billion
Stocks 283
Filing on Jul 07, 2025 Q2 2025

Enterprise Bank & Trust CO

  • IJH
  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • SPY
  • DFAE
Enterprise Bank & Trust CO's Q2 2025 Portfolio
Portfolio Value 264 Million
Stocks 135
Filing on Jul 02, 2025 Q2 2025

Capital Market Strategies LLC

  • FLOT
  • MSFT
  • AAPL
  • NVDA
  • FRBA
  • PLTR
  • VSLU
Capital Market Strategies LLC's Q2 2025 Portfolio
Portfolio Value 136 Million
Stocks 139
Filing on Jul 01, 2025 Q2 2025

Prysm Capital, L.P.

  • RIVN
Prysm Capital, L.P.'s Q2 2025 Portfolio
Portfolio Value 10.6 Million
Stocks 1
Filing on Jul 01, 2025 Q2 2025

Stonebridge Capital Management Inc

  • MSFT
  • AAPL
  • ORCL
  • SYK
  • INTU
  • GD
  • NVDA
Stonebridge Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 256 Million
Stocks 91
Filing on Jun 04, 2025 Q4 2024

Legacy Capital Wealth Management, LLC

  • SPY
  • QQQM
  • JAAA
  • COWZ
  • CGGO
  • AAPL
  • RCL
Legacy Capital Wealth Management, LLC's Q4 2024 Portfolio
Portfolio Value 101 Billion
Stocks 51
Filing on May 20, 2025 Q1 2025

Cbm Financial, LLC

  • IVV
  • IEFA
  • IJH
  • SPYV
  • SPYG
  • AGG
  • IJR
Cbm Financial, LLC's Q1 2025 Portfolio
Portfolio Value 123 Billion
Stocks 13
Filing on May 16, 2025 Q1 2025

Coordinated Financial Services, Inc./Co

  • IVV
  • SPY
  • VTI
  • GOVT
  • GLD
  • SCHD
  • VB
Coordinated Financial Services, Inc./Co's Q1 2025 Portfolio
Portfolio Value 131 Billion
Stocks 137
Filing on May 15, 2025 Q1 2025

Redwood Investments, LLC

  • NVDA
  • AMZN
  • GOOGL
  • IBN
  • JPM
  • ROP
  • ACN
Redwood Investments, LLC's Q1 2025 Portfolio
Portfolio Value 243 Million
Stocks 96
Filing on May 15, 2025 Q1 2025

National Mutual Funds Management LTD

  • LQD
National Mutual Funds Management LTD's Q1 2025 Portfolio
Portfolio Value 7.91 Million
Stocks 1
Filing on May 15, 2025 Q1 2025

Grayhawk Investment Strategies Inc.

  • EFV
  • IVV
  • VOOV
  • EFG
  • HGER
  • USMV
  • VGT
Grayhawk Investment Strategies Inc.'s Q1 2025 Portfolio
Portfolio Value 43.6 Million
Stocks 120
Filing on May 15, 2025 Q1 2025

Paradoxiom Capital L.P.

  • BA
  • FLS
  • WWD
  • RTX
  • PSN
  • ALLE
  • HON
Paradoxiom Capital L.P.'s Q1 2025 Portfolio
Portfolio Value 154 Billion
Stocks 31
Filing on May 15, 2025 Q1 2025

Alpha Q Advisors LLC

  • AGG
  • EPD
  • BIL
  • SPY
  • AMZN
  • XLV
  • MCHI
Alpha Q Advisors LLC's Q1 2025 Portfolio
Portfolio Value 41.7 Billion
Stocks 34
Filing on May 15, 2025 Q1 2025

Cyrus J. Lawrence, LLC

  • MSFT
  • AAPL
  • AMZN
  • META
  • LLY
  • COST
  • TMUS
Cyrus J. Lawrence, LLC's Q1 2025 Portfolio
Portfolio Value 26.4 Million
Stocks 43
Filing on May 15, 2025 Q1 2025

Glenmede Trust CO Na

  • VOO
  • AAPL
  • MSFT
  • IJR
  • SPY
  • JPM
  • AMZN
Glenmede Trust CO Na's Q1 2025 Portfolio
Portfolio Value 18.2 Billion
Stocks 2630