Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Apr 11, 2025 Q1 2025

Safir Wealth Advisors, LLC

  • VOO
  • BSV
  • VUG
  • VTV
  • BIV
  • VIG
  • VGSH
Safir Wealth Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 125 Million
Stocks 16
Filing on Apr 11, 2025 Q1 2025

Life Guide Financial Advisors, LLC

  • SCHP
  • IEF
  • DFAC
  • ESGV
  • VTI
  • DFIC
  • VSGX
Life Guide Financial Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 189 Million
Stocks 40
Filing on Apr 11, 2025 Q1 2025

Magnus Financial Group LLC

  • SPYV
  • VUG
  • IJH
  • JEPI
  • IJR
  • AAPL
  • TPYP
Magnus Financial Group LLC's Q1 2025 Portfolio
Portfolio Value 998 Million
Stocks 366
Filing on Apr 11, 2025 Q1 2025

Next Level Private LLC

  • RDVY
  • JPM
  • DUSA
  • AIRR
  • GE
  • FDL
  • SPY
Next Level Private LLC's Q1 2025 Portfolio
Portfolio Value 251 Million
Stocks 140
Filing on Apr 11, 2025 Q1 2025

Constitution Capital LLC

  • MSFT
  • JPM
  • HD
  • AAPL
  • WMT
  • XLV
  • PEP
Constitution Capital LLC's Q1 2025 Portfolio
Portfolio Value 179 Million
Stocks 160
Filing on Apr 11, 2025 Q1 2025

First National Corp

  • SPY
  • GLD
  • SCHB
  • USFR
  • SCHD
  • SCHX
  • AAPL
First National Corp 's Q1 2025 Portfolio
Portfolio Value 433 Million
Stocks 160
Filing on Apr 11, 2025 Q1 2025

Fortress Financial Group, LLC

  • IUSV
  • IUSG
  • RSP
  • GSLC
  • IJT
  • IJS
  • FBND
Fortress Financial Group, LLC's Q1 2025 Portfolio
Portfolio Value 100 Billion
Stocks 69
Filing on Apr 11, 2025 Q1 2025

Tower Wealth Partners, Inc.

  • VSMV
  • JAAA
  • SPYG
  • RECS
  • IJH
  • AVUV
  • IOO
Tower Wealth Partners, Inc.'s Q1 2025 Portfolio
Portfolio Value 186 Million
Stocks 76
Filing on Apr 11, 2025 Q1 2025

Horizon Wealth Management, LLC

  • SJNK
  • QQQ
  • DGRW
  • SPLG
  • USMV
  • IVE
  • LONZ
Horizon Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 590 Million
Stocks 104
Filing on Apr 11, 2025 Q1 2025

Stone Crest Wealth Management, Inc.

  • QQQM
  • NVDA
  • SPLG
  • PVAL
  • RDVY
  • SPMO
  • AMZN
Stone Crest Wealth Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 157 Billion
Stocks 66
Filing on Apr 11, 2025 Q1 2025

Disciplined Investments, LLC

  • DFIV
  • VCSH
  • SJNK
  • VGSH
  • DFAT
  • PSX
  • VUG
Disciplined Investments, LLC's Q1 2025 Portfolio
Portfolio Value 210 Million
Stocks 126
Filing on Apr 11, 2025 Q1 2025

Impact Capital Partners LLC

  • MSFT
  • AAPL
  • NVDA
  • PG
  • AVGO
  • FLOT
  • ABBV
Impact Capital Partners LLC's Q1 2025 Portfolio
Portfolio Value 276 Billion
Stocks 256
Filing on Apr 11, 2025 Q1 2025

Stablepoint Partners, LLC

  • AAPL
  • VNLA
  • SRLN
  • IAU
  • JPM
  • NEE
  • AMGN
Stablepoint Partners, LLC's Q1 2025 Portfolio
Portfolio Value 552 Billion
Stocks 242
Filing on Apr 11, 2025 Q1 2025

Evexia Wealth LLC

  • INTU
  • MSFT
  • KLAC
  • PH
  • AVGO
  • COST
  • RSG
Evexia Wealth LLC's Q1 2025 Portfolio
Portfolio Value 275 Billion
Stocks 74
Filing on Apr 11, 2025 Q1 2025

Dhk Financial Advisors, Inc.

  • BRK-B
  • BRK-A
  • VT
  • SPY
  • GLD
  • IWV
  • VPU
Dhk Financial Advisors, Inc.'s Q1 2025 Portfolio
Portfolio Value 180 Million
Stocks 90
Filing on Apr 11, 2025 Q1 2025

Elk River Wealth Management, LLC

  • SDY
  • RSP
  • IJR
  • IVV
  • JIRE
  • AAPL
  • MSFT
Elk River Wealth Management, LLC's Q1 2025 Portfolio
Portfolio Value 522 Million
Stocks 93
Filing on Apr 11, 2025 Q1 2025

Chemistry Wealth Management LLC

  • BRK-B
  • VGSH
  • AAPL
  • IAU
  • GOOG
  • VTIP
  • AXP
Chemistry Wealth Management LLC's Q1 2025 Portfolio
Portfolio Value 403 Million
Stocks 185
Filing on Apr 11, 2025 Q1 2025

Avity Investment Management Inc.

  • AAPL
  • V
  • META
  • AMZN
  • MMC
  • MSFT
  • APH
Avity Investment Management Inc.'s Q1 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 102