Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Voleon Capital Management LP

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • META
  • TSLA
Voleon Capital Management LP's Q2 2025 Portfolio
Portfolio Value 1.82 Trillion
Stocks 471
Filing on Aug 14, 2025 Q2 2025

Hrt Financial LP

  • SPY
  • QQQ
  • APP
  • PLTR
  • IWM
  • HOOD
  • AZEK
Hrt Financial LP's Q2 2025 Portfolio
Portfolio Value 17.7 Billion
Stocks 2511
Filing on Aug 14, 2025 Q2 2025

Pya Waltman Capital, LLC

  • BRK-B
  • MKL
  • POST
  • TDG
  • ROST
  • CEF
  • AMZN
Pya Waltman Capital, LLC's Q2 2025 Portfolio
Portfolio Value 297 Million
Stocks 76
Filing on Aug 14, 2025 Q2 2025

Catalyst Financial Partners LLC

  • STT
  • IVV
  • IEFA
  • IJR
  • IJH
  • AGG
  • MSFT
Catalyst Financial Partners LLC's Q2 2025 Portfolio
Portfolio Value 916 Billion
Stocks 302
Filing on Aug 14, 2025 Q2 2025

Fil LTD

  • MSFT
  • TD
  • RY
  • AMZN
  • GOOGL
  • SHOP
  • AAPL
Fil LTD's Q2 2025 Portfolio
Portfolio Value 106 Billion
Stocks 1601
Filing on Aug 14, 2025 Q2 2025

Segra Capital Management, LLC

  • NXE
  • DNN
  • CCJ
  • BWXT
  • URG
  • UEC
  • VST
Segra Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 299 Million
Stocks 9
Filing on Aug 14, 2025 Q2 2025

Envision Financial Planning, LLC

  • DFAU
  • GOVT
  • IBDW
  • DUHP
  • DFAI
  • DFAE
  • IBDU
Envision Financial Planning, LLC's Q2 2025 Portfolio
Portfolio Value 214 Billion
Stocks 49
Filing on Aug 14, 2025 Q2 2025

Leisure Capital Management

  • AAPL
  • SCHX
  • MSFT
  • WINN
  • SBRA
  • COST
  • PULS
Leisure Capital Management's Q2 2025 Portfolio
Portfolio Value 254 Million
Stocks 135
Filing on Aug 14, 2025 Q2 2025

Barrier Capital Management, LLC

  • MSFT
  • V
  • META
  • NOW
  • NVDA
  • DASH
  • ZG
Barrier Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 110 Million
Stocks 14
Filing on Aug 14, 2025 Q2 2025

Sofinnova Investments, Inc.

  • NTRA
  • GILD
  • LLY
  • JAZZ
  • VERA
  • IWM
  • ABBV
Sofinnova Investments, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 63
Filing on Aug 14, 2025 Q2 2025

Helium Advisors LLC

  • JPST
  • VOO
  • GBIL
  • MSFT
  • IEFA
  • JAAA
  • AAPL
Helium Advisors LLC's Q2 2025 Portfolio
Portfolio Value 158 Billion
Stocks 105
Filing on Aug 14, 2025 Q2 2025

Evercore Wealth Management, LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • MA
  • BX
  • AZO
Evercore Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 6.2 Billion
Stocks 722
Filing on Aug 14, 2025 Q2 2025

La Salle St. Investment Advisors, LLC

  • SHV
  • VUG
  • VTV
  • IUSV
  • AAPL
  • IGIB
  • NVDA
La Salle St. Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 365 Million
Stocks 323
Filing on Aug 14, 2025 Q2 2025

Softbank Group Corp

  • TMUS
  • NVDA
  • SYM
  • INTR
  • TSM
  • NU
  • ORCL
Softbank Group Corp's Q2 2025 Portfolio
Portfolio Value 23.8 Billion
Stocks 32
Filing on Aug 14, 2025 Q2 2025

Aureus Asset Management, LLC

  • MSFT
  • AMZN
  • META
  • V
  • AVGO
  • GOOGL
  • SCHW
Aureus Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 205
Filing on Aug 14, 2025 Q2 2025

Joho Capital LLC

  • MSFT
  • BROS
  • UBER
  • PWR
  • TSM
  • ADBE
  • MNDY
Joho Capital LLC's Q2 2025 Portfolio
Portfolio Value 710 Million
Stocks 9
Filing on Aug 14, 2025 Q2 2025

Archetype Wealth Partners

  • VOO
  • IEFA
  • MUB
  • BND
  • IEF
  • SPY
  • VCIT
Archetype Wealth Partners's Q2 2025 Portfolio
Portfolio Value 721 Million
Stocks 133
Filing on Aug 14, 2025 Q2 2025

Awh Capital, L.P.

  • GOOG
  • FCFS
  • IBKR
  • GTX
  • EOLS
  • FCNCA
  • VRTS
Awh Capital, L.P.'s Q2 2025 Portfolio
Portfolio Value 59.2 Million
Stocks 23