Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 15, 2025 Q2 2025

Jarislowsky, Fraser LTD

  • CNI
  • TD
  • BMO
  • MSFT
  • CAE
  • OTEX
  • SHOP
Jarislowsky, Fraser LTD's Q2 2025 Portfolio
Portfolio Value 15.8 Billion
Stocks 188
Filing on Jul 15, 2025 Q2 2025

Attessa Capital LLC

  • SPY
  • VEA
  • BND
  • XLK
  • SCHX
  • SCHR
  • VOO
Attessa Capital LLC's Q2 2025 Portfolio
Portfolio Value 156 Billion
Stocks 36
Filing on Jul 15, 2025 Q2 2025

Highland Financial Advisors, LLC

  • SPLG
  • QQQM
  • AVUS
  • DFAU
  • VONG
  • AVIG
  • AVDE
Highland Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 308 Million
Stocks 54
Filing on Jul 15, 2025 Q2 2025

Bcs Wealth Management

  • VOO
  • SCHX
  • PG
  • SCHF
  • BSCP
  • BSCQ
  • SPYG
Bcs Wealth Management's Q2 2025 Portfolio
Portfolio Value 465 Million
Stocks 263
Filing on Jul 15, 2025 Q2 2025

Burns Matteson Capital Management, LLC

  • GLW
  • SPHQ
  • COWZ
  • IWY
  • SCHD
  • XMHQ
  • SPIB
Burns Matteson Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 207 Billion
Stocks 186
Filing on Jul 15, 2025 Q2 2025

Bannerman Wealth Management Group, LLC

  • DFAC
  • DFCF
  • DFAS
  • DFAI
  • AVLV
  • AVUS
  • DFAE
Bannerman Wealth Management Group, LLC's Q2 2025 Portfolio
Portfolio Value 130 Billion
Stocks 36
Filing on Jul 15, 2025 Q2 2025

Charter Capital Management, Llc\De

  • IJH
  • VYM
  • PRF
  • DFAI
  • FDRR
  • CGGR
  • VOO
Charter Capital Management, Llc\De's Q2 2025 Portfolio
Portfolio Value 170 Billion
Stocks 62
Filing on Jul 15, 2025 Q2 2025

Kagan Cocozza Asset Management

  • SPLG
  • SPAB
  • SPDW
  • SPIB
  • VIG
  • VO
  • AGG
Kagan Cocozza Asset Management's Q2 2025 Portfolio
Portfolio Value 130 Billion
Stocks 61
Filing on Jul 15, 2025 Q2 2025

Bka Wealth Consulting, Inc.

  • DGRW
  • UCON
  • MOAT
  • LVHI
  • JPST
  • FNDX
  • NVDA
Bka Wealth Consulting, Inc.'s Q2 2025 Portfolio
Portfolio Value 99.9 Million
Stocks 70
Filing on Jul 15, 2025 Q2 2025

High Ground Investment Management LLP

  • ACGL
  • HUM
  • ELV
  • REVG
  • HCC
  • TMUS
High Ground Investment Management LLP's Q2 2025 Portfolio
Portfolio Value 477 Billion
Stocks 6
Filing on Jul 15, 2025 Q2 2025

Norden Group LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • BIL
  • SPY
  • CGSD
Norden Group LLC's Q2 2025 Portfolio
Portfolio Value 921 Billion
Stocks 555
Filing on Jul 15, 2025 Q2 2025

Banyan Capital Management, Inc.

  • MKL
  • BRK-B
  • CI
  • VNT
  • PH
  • CHTR
  • DG
Banyan Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 159 Million
Stocks 19
Filing on Jul 15, 2025 Q2 2025

Legacy Financial Group LLC

  • IUSG
  • BUFD
  • SDY
  • VB
  • IUSB
  • DYNF
  • VEA
Legacy Financial Group LLC's Q2 2025 Portfolio
Portfolio Value 591 Million
Stocks 113
Filing on Jul 15, 2025 Q2 2025

Db Fitzpatrick & Co, Inc

  • AGG
  • VTHR
  • VOO
  • MBB
  • PWR
  • RSG
  • VEA
Db Fitzpatrick & Co, Inc's Q2 2025 Portfolio
Portfolio Value 110 Million
Stocks 101
Filing on Jul 15, 2025 Q2 2025

Ridgecrest Wealth Partners, LLC

  • AAPL
  • DGRO
  • GOOGL
  • VOO
  • MSFT
  • IVV
  • VIG
Ridgecrest Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 188 Million
Stocks 111
Filing on Jul 15, 2025 Q2 2025

Accurate Wealth Management, LLC

  • AAPL
  • SPY
  • QQQ
  • MSFT
  • NVDA
  • PG
  • TSLA
Accurate Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 581 Million
Stocks 442
Filing on Jul 15, 2025 Q2 2025

Vannoy Advisory Group, Inc.

  • DFAC
  • DFIC
  • BND
  • DFEM
  • VTI
  • AVUS
  • DFAR
Vannoy Advisory Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 145 Billion
Stocks 27
Filing on Jul 15, 2025 Q2 2025

Define Financial, LLC

  • AVUV
  • VTIP
  • AVDV
  • VTI
  • VEU
  • VNQ
  • AVEM
Define Financial, LLC's Q2 2025 Portfolio
Portfolio Value 152 Billion
Stocks 37