Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 11, 2025 Q2 2025

Btc Capital Management, Inc.

  • BND
  • MSFT
  • NVDA
  • EFA
  • AAPL
  • IWF
  • AVGO
Btc Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 514
Filing on Jul 11, 2025 Q2 2025

Coastwise Capital Group, LLC

  • SCHD
  • AAPL
  • SPY
  • MSFT
  • NVDA
  • AMZN
  • SCHV
Coastwise Capital Group, LLC's Q2 2025 Portfolio
Portfolio Value 124 Million
Stocks 124
Filing on Jul 11, 2025 Q2 2025

Orrstown Financial Services Inc

  • IVV
  • OMFL
  • JAVA
  • AVUV
  • JEPI
  • JGRO
  • MSFT
Orrstown Financial Services Inc's Q2 2025 Portfolio
Portfolio Value 475 Billion
Stocks 146
Filing on Jul 11, 2025 Q2 2025

Williams Financial, LLC

  • SCHO
  • JPIE
  • SPYV
  • DBEF
  • VDC
  • AAPL
  • CVS
Williams Financial, LLC's Q2 2025 Portfolio
Portfolio Value 91.7 Million
Stocks 10
Filing on Jul 11, 2025 Q2 2025

Fcf Advisors LLC

  • MA
  • SPOT
  • BKNG
  • ABBV
  • PM
  • RBLX
  • ZS
Fcf Advisors LLC's Q2 2025 Portfolio
Portfolio Value 695 Million
Stocks 62
Filing on Jul 11, 2025 Q2 2025

Grant Private Wealth Management Inc

  • FDEC
  • META
  • AMZN
  • MSFT
  • KO
  • C
  • T
Grant Private Wealth Management Inc's Q2 2025 Portfolio
Portfolio Value 176 Billion
Stocks 70
Filing on Jul 11, 2025 Q2 2025

Ridgeline Wealth, LLC

  • SPLG
  • DFIC
  • AVLV
  • DFUS
  • AVUS
  • JAAA
  • OEF
Ridgeline Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 123 Billion
Stocks 48
Filing on Jul 11, 2025 Q2 2025

Scratch Capital LLC

  • DFAC
  • VGSH
  • DFIC
  • DUHP
  • DFIP
  • DFSV
  • DFAT
Scratch Capital LLC's Q2 2025 Portfolio
Portfolio Value 123 Billion
Stocks 37
Filing on Jul 11, 2025 Q2 2025

Hilltop Wealth Advisors, LLC

  • IUSG
  • JEPQ
  • IVV
  • VEA
  • XLV
  • SUSA
  • SCHM
Hilltop Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 178 Million
Stocks 51
Filing on Jul 11, 2025 Q2 2025

Meriwether Wealth & Planning, LLC

  • SCHG
  • SCHV
  • FBND
  • BSCR
  • BSCQ
  • DFAS
  • JPM
Meriwether Wealth & Planning, LLC's Q2 2025 Portfolio
Portfolio Value 160 Billion
Stocks 127
Filing on Jul 11, 2025 Q2 2025

First Premier Bank

  • VTI
  • VTV
  • AAPL
  • MSFT
  • VGT
  • PHDG
  • VUG
First Premier Bank's Q2 2025 Portfolio
Portfolio Value 413 Million
Stocks 612
Filing on Jul 11, 2025 Q2 2025

Ttp Investments, Inc.

  • SSO
  • QQQ
  • AAPL
  • NVDA
  • META
  • MSFT
  • IGV
Ttp Investments, Inc.'s Q2 2025 Portfolio
Portfolio Value 234 Million
Stocks 50
Filing on Jul 11, 2025 Q2 2025

Kure Advisory, LLC

  • DFAU
  • DFAI
  • BALT
  • VGSH
  • IJR
  • SCHD
  • VUG
Kure Advisory, LLC's Q2 2025 Portfolio
Portfolio Value 132 Billion
Stocks 43
Filing on Jul 11, 2025 Q2 2025

Fruth Investment Management

  • GWW
  • LIN
  • MA
  • MSFT
  • XOM
  • TT
  • TSCO
Fruth Investment Management's Q2 2025 Portfolio
Portfolio Value 368 Million
Stocks 217
Filing on Jul 11, 2025 Q2 2025

Physician Wealth Solutions Inc.

  • DFAU
  • DFCF
  • DFIP
  • AVRE
  • DFSV
  • DFEM
  • DFUS
Physician Wealth Solutions Inc.'s Q2 2025 Portfolio
Portfolio Value 216 Billion
Stocks 45
Filing on Jul 11, 2025 Q2 2025

Mallini Complete Financial Planning LLC

  • BND
  • VXUS
  • VTEB
  • VTI
  • ESGV
  • EAGG
  • USAC
Mallini Complete Financial Planning LLC's Q2 2025 Portfolio
Portfolio Value 79.1 Billion
Stocks 60
Filing on Jul 11, 2025 Q2 2025

Capital Advantage, Inc.

  • VCIT
  • FNDF
  • VIGI
  • VYMI
  • MGV
  • SCHD
  • XLF
Capital Advantage, Inc.'s Q2 2025 Portfolio
Portfolio Value 570 Million
Stocks 139
Filing on Jul 11, 2025 Q2 2025

Kaufman Rossin Wealth, LLC

  • ITOT
  • AVDV
  • DFEM
  • DUHP
  • DFAC
  • IDEV
  • DIHP
Kaufman Rossin Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 158 Billion
Stocks 139