Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 14, 2025 Q2 2025

Schwallier Wealth Management LLC

  • SPHQ
  • VTV
  • SCHG
  • PLW
  • FTSM
  • JMEE
  • SCHF
Schwallier Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 164 Billion
Stocks 52
Filing on Aug 14, 2025 Q2 2025

Parkwood LLC

  • VTI
  • VWO
  • TSM
  • PM
  • NVS
  • ELV
  • SCHW
Parkwood LLC's Q2 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 96
Filing on Aug 14, 2025 Q2 2025

All Square Wealth Management LLC

  • VTI
  • VCSH
  • VEA
  • RZV
  • BNDX
  • VWO
  • PFLD
All Square Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 176 Million
Stocks 539
Filing on Aug 14, 2025 Q2 2025

Parvin Asset Management, LLC

  • AAPL
  • MSFT
  • NEM
  • AEM
  • OR
  • RTX
  • RGLD
Parvin Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 99.5 Billion
Stocks 291
Filing on Aug 14, 2025 Q2 2025

Novus Advisors, LLC

  • SPY
  • FISR
  • MSFT
  • SPLG
  • XLSR
  • NVDA
  • SPDW
Novus Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 65.5 Billion
Stocks 76
Filing on Aug 14, 2025 Q2 2025

Endurance Services LTD

  • SPLG
  • HYG
  • GSEW
  • QQQE
  • JAAA
  • JPST
  • WCLD
Endurance Services LTD's Q2 2025 Portfolio
Portfolio Value 574 Billion
Stocks 14
Filing on Aug 14, 2025 Q2 2025

Almitas Capital LLC

  • BTT
  • AMLX
  • PHT
  • MAV
  • MHI
  • MIO
  • NQP
Almitas Capital LLC's Q2 2025 Portfolio
Portfolio Value 212 Million
Stocks 82
Filing on Aug 14, 2025 Q2 2025

Taconic Capital Advisors LP

  • HES
  • ANSS
  • JNPR
  • VTOL
  • AZEK
  • CHX
  • GNL
Taconic Capital Advisors LP's Q2 2025 Portfolio
Portfolio Value 1.09 Trillion
Stocks 59
Filing on Aug 14, 2025 Q2 2025

First Manhattan CO

  • BRK-A
  • MSFT
  • KKR
  • AAPL
  • ORCL
  • AZO
  • BRK-B
First Manhattan CO's Q2 2025 Portfolio
Portfolio Value 33.1 Billion
Stocks 698
Filing on Aug 14, 2025 Q2 2025

Oberweis Asset Management Inc

  • CRDO
  • ADMA
  • AAOI
  • EHC
  • SRAD
  • AMBA
  • ITRI
Oberweis Asset Management Inc's Q2 2025 Portfolio
Portfolio Value 2.13 Billion
Stocks 185
Filing on Aug 14, 2025 Q2 2025

Mwg Management Ltd.

  • BEAM
  • LYEL
  • PRME
Mwg Management Ltd.'s Q2 2025 Portfolio
Portfolio Value 51.9 Million
Stocks 3
Filing on Aug 14, 2025 Q2 2025

Delaware Ladera Management Company, Inc.

  • EOG
  • COP
  • CTRA
Delaware Ladera Management Company, Inc.'s Q2 2025 Portfolio
Portfolio Value 286 Million
Stocks 3
Filing on Aug 14, 2025 Q2 2025

Moneda S.A. Administradora General De Fondos

  • MELI
  • AGG
  • PBR
  • ACWI
  • IVV
  • BVN
  • VALE
Moneda S.A. Administradora General De Fondos's Q2 2025 Portfolio
Portfolio Value 92.3 Million
Stocks 25
Filing on Aug 14, 2025 Q2 2025

Scott Marsh Financial, LLC

  • AAPL
  • MSFT
  • AMZN
  • NVDA
  • ORCL
  • V
  • NFLX
Scott Marsh Financial, LLC's Q2 2025 Portfolio
Portfolio Value 270 Billion
Stocks 248
Filing on Aug 14, 2025 Q2 2025

Paradigm Capital Management Inc

  • AVGO
  • MOD
  • FN
  • JBL
  • ONTO
  • EXTR
  • DCO
Paradigm Capital Management Inc's Q2 2025 Portfolio
Portfolio Value 2.03 Billion
Stocks 187
Filing on Aug 14, 2025 Q2 2025

First Commonwealth Financial Corp

  • IVV
  • EFA
  • IWM
  • FCF
  • AAPL
  • XBAP
  • MSFT
First Commonwealth Financial Corp 's Q2 2025 Portfolio
Portfolio Value 432 Million
Stocks 356
Filing on Aug 14, 2025 Q2 2025

Corient Ia LLC

  • VRT
  • TT
  • HWM
  • PANW
  • NFLX
  • AMZN
  • NVDA
Corient Ia LLC's Q2 2025 Portfolio
Portfolio Value 170 Billion
Stocks 308
Filing on Aug 14, 2025 Q2 2025

Gluskin Sheff & Assoc Inc

  • AON
  • APO
  • MSFT
  • UBER
  • NVDA
  • SPGI
  • EFA
Gluskin Sheff & Assoc Inc's Q2 2025 Portfolio
Portfolio Value 788 Million
Stocks 118