Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 15, 2025 Q2 2025

Orcam Financial Group

  • DSCF
  • VT
  • SCHB
  • VTI
  • SCHF
  • VXUS
  • VGIT
Orcam Financial Group's Q2 2025 Portfolio
Portfolio Value 114 Million
Stocks 51
Filing on Aug 15, 2025 Q2 2025

North Ridge Wealth Advisors, Inc.

  • DFAC
  • DFAX
  • VGIT
  • EDV
  • DFIC
  • VWOB
  • VTIP
North Ridge Wealth Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 163 Billion
Stocks 176
Filing on Aug 15, 2025 Q2 2025

U S Wealth Group, Llc.

  • NVDA
  • IEF
  • AGG
  • TLT
  • MSFT
  • SCHX
  • AAPL
U S Wealth Group, Llc.'s Q2 2025 Portfolio
Portfolio Value 128 Billion
Stocks 41
Filing on Aug 15, 2025 Q2 2025

Asset Allocation Strategies LLC

  • QQQM
  • SCHD
  • QQQ
  • SCHX
  • SCHZ
  • IOO
  • VEA
Asset Allocation Strategies LLC's Q2 2025 Portfolio
Portfolio Value 452 Billion
Stocks 137
Filing on Aug 15, 2025 Q2 2025

Fft Wealth Management LLC

  • IVV
  • IWV
  • DGRO
  • SPY
  • IJR
  • CPRT
  • QQQ
Fft Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 450 Million
Stocks 100
Filing on Aug 15, 2025 Q2 2025

Lgl Partners, LLC

  • SPY
  • IJH
  • IVV
  • IJR
  • QQQ
  • EFA
  • EEM
Lgl Partners, LLC's Q2 2025 Portfolio
Portfolio Value 213 Million
Stocks 57
Filing on Aug 15, 2025 Q2 2025

Firsthand Capital Management, Inc.

  • PLTR
  • NFLX
  • ROKU
  • DOMO
  • DOCU
  • UBER
  • PANW
Firsthand Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 48.8 Million
Stocks 49
Filing on Aug 15, 2025 Q2 2025

Caz Investments LP

  • GRAB
  • IBB
  • XOP
  • EEM
  • USCI
  • OPEN
  • SQ
Caz Investments LP's Q2 2025 Portfolio
Portfolio Value 17.5 Million
Stocks 27
Filing on Aug 15, 2025 Q2 2025

Blue Edge Capital, LLC

  • VUG
  • VTV
  • MGK
  • IEUR
  • IEF
  • IVW
  • SPY
Blue Edge Capital, LLC's Q2 2025 Portfolio
Portfolio Value 642 Million
Stocks 115
Filing on Aug 15, 2025 Q2 2025

Binnacle Investments Inc

  • DFAC
  • DFCF
  • DFAU
  • DFAX
  • DFAI
  • DFUS
  • DUHP
Binnacle Investments Inc's Q2 2025 Portfolio
Portfolio Value 154 Billion
Stocks 772
Filing on Aug 15, 2025 Q2 2025

Urban Financial Advisory Corp

  • SPY
  • IJH
  • PICB
  • FNDX
  • VCSH
  • IEFA
  • EEM
Urban Financial Advisory Corp's Q2 2025 Portfolio
Portfolio Value 199 Billion
Stocks 48
Filing on Aug 15, 2025 Q2 2025

Resources Management Corp

  • MSFT
  • AAPL
  • JPM
  • APH
  • MCD
  • AVGO
  • HD
Resources Management Corp 's Q2 2025 Portfolio
Portfolio Value 736 Million
Stocks 421
Filing on Aug 15, 2025 Q2 2025

Semmax Financial Advisors Inc.

  • FLOT
  • VUG
  • JPM
  • JAAA
  • VOO
  • NEAR
  • BKNG
Semmax Financial Advisors Inc.'s Q2 2025 Portfolio
Portfolio Value 360 Million
Stocks 431
Filing on Aug 15, 2025 Q2 2025

Ramsey Quantitative Systems

  • SPY
  • RC
  • XLF
  • GLD
  • AMZN
  • NVDA
  • AVGO
Ramsey Quantitative Systems's Q2 2025 Portfolio
Portfolio Value 101 Million
Stocks 9
Filing on Aug 15, 2025 Q2 2025

Opaleye Management Inc.

  • HROW
  • ETON
  • IMNM
  • LQDA
  • CDXS
  • RYTM
  • TGTX
Opaleye Management Inc.'s Q2 2025 Portfolio
Portfolio Value 418 Million
Stocks 41
Filing on Aug 15, 2025 Q2 2025

Fairfield, Bush & Co.

  • MSFT
  • ORCL
  • AMZN
  • TSM
  • AVGO
  • ADM
  • GOOG
Fairfield, Bush & Co.'s Q2 2025 Portfolio
Portfolio Value 177 Billion
Stocks 110
Filing on Aug 15, 2025 Q2 2025

Brown Financial Advisors

  • SPLG
  • MSFT
  • NVDA
  • AMZN
  • SPYI
  • AVDE
  • META
Brown Financial Advisors's Q2 2025 Portfolio
Portfolio Value 256 Billion
Stocks 138
Filing on Aug 15, 2025 Q2 2025

Northern Right Capital Management, L.P.

  • NWSA
  • APO
  • IAC
  • ARES
  • TRU
  • NRZ
  • GEG
Northern Right Capital Management, L.P.'s Q2 2025 Portfolio
Portfolio Value 160 Million
Stocks 24