Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 11, 2025 Q2 2025

Cardinal Capital Management, Inc.

  • MFC
  • SU
  • GIL
  • CM
  • BMO
  • TRP
  • RY
Cardinal Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 2.43 Billion
Stocks 68
Filing on Jul 11, 2025 Q2 2025

Deane Retirement Strategies, Inc.

  • VTIP
  • SGOV
  • STIP
  • VEA
  • PTLC
  • IEFA
  • VGSH
Deane Retirement Strategies, Inc.'s Q2 2025 Portfolio
Portfolio Value 222 Million
Stocks 63
Filing on Jul 11, 2025 Q2 2025

Farther Finance Advisors, LLC

  • IVV
  • VOO
  • VEA
  • AAPL
  • IUSB
  • NVDA
  • MSFT
Farther Finance Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 5 Trillion
Stocks 4503
Filing on Jul 11, 2025 Q2 2025

Quadratic Capital Management LLC

  • SCHP
  • VGLT
Quadratic Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 245 Million
Stocks 2
Filing on Jul 11, 2025 Q2 2025

Great Waters Wealth Management

  • DFUS
  • DFAX
  • DFCF
  • DFSD
  • DFAS
  • BND
  • DFAT
Great Waters Wealth Management's Q2 2025 Portfolio
Portfolio Value 769 Billion
Stocks 110
Filing on Jul 11, 2025 Q2 2025

Wedge Capital Management L L P

  • FN
  • META
  • MSFT
  • STX
  • KLAC
  • JBL
  • CW
Wedge Capital Management L L P's Q2 2025 Portfolio
Portfolio Value 5.35 Billion
Stocks 509
Filing on Jul 11, 2025 Q2 2025

Osher Van De Voorde Investment Management

  • MSFT
  • EMR
  • V
  • AMZN
  • JPM
  • GLW
  • GOOG
Osher Van De Voorde Investment Management's Q2 2025 Portfolio
Portfolio Value 400 Million
Stocks 29
Filing on Jul 11, 2025 Q2 2025

Silver Oak Securities, Inc

  • FTCS
  • CDC
  • TSLA
  • FBND
  • AAPL
  • CGDV
  • NVDA
Silver Oak Securities, Inc's Q2 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 706
Filing on Jul 11, 2025 Q2 2025

Busey Wealth Management

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOG
  • IGSB
  • META
Busey Wealth Management's Q2 2025 Portfolio
Portfolio Value 3.2 Billion
Stocks 599
Filing on Jul 11, 2025 Q2 2025

Wealth Bridge Investment Counsel Inc.

  • JPM
  • ORCL
  • GS
  • V
  • ETN
  • AMZN
  • EFA
Wealth Bridge Investment Counsel Inc.'s Q2 2025 Portfolio
Portfolio Value 308 Million
Stocks 47
Filing on Jul 11, 2025 Q2 2025

Weatherly Asset Management L. P.

  • LLY
  • AAPL
  • NFLX
  • AMZN
  • MSFT
  • FBND
  • JMST
Weatherly Asset Management L. P.'s Q2 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 182
Filing on Jul 11, 2025 Q2 2025

Spence Asset Management

  • V
  • MA
  • AMZN
  • ISRG
  • MSFT
  • GS
  • TYL
Spence Asset Management's Q2 2025 Portfolio
Portfolio Value 489 Million
Stocks 40
Filing on Jul 11, 2025 Q2 2025

Kaydan Wealth Management, Inc.

  • VEA
  • VTV
  • SHY
  • IAU
  • ITOT
  • RSP
  • SLV
Kaydan Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 305 Billion
Stocks 112
Filing on Jul 11, 2025 Q2 2025

Walker Financial Services, Inc.

  • AGG
  • SCHD
  • SPSB
  • FBND
  • STIP
  • VXUS
  • VGIT
Walker Financial Services, Inc.'s Q2 2025 Portfolio
Portfolio Value 220 Billion
Stocks 37
Filing on Jul 11, 2025 Q2 2025

Windsor Capital Management, LLC

  • IVV
  • SPLG
  • SPYV
  • ESGD
  • IJH
  • SPSM
  • IBDT
Windsor Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 337 Million
Stocks 120
Filing on Jul 11, 2025 Q2 2025

Harbour Capital Advisors, LLC

  • AVGO
  • MSFT
  • JPM
  • IEFA
  • LLY
  • AAPL
  • AMZN
Harbour Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 440 Million
Stocks 287
Filing on Jul 11, 2025 Q2 2025

Afg Fiduciary Services Limited Partnership

  • SPY
  • PULS
  • MINT
  • AMZN
  • IJH
  • QQQ
  • TLT
Afg Fiduciary Services Limited Partnership's Q2 2025 Portfolio
Portfolio Value 361 Million
Stocks 86
Filing on Jul 11, 2025 Q2 2025

Andrews, Lucia Wealth Management LLC

  • DFAC
  • DFAT
  • DFUV
  • DFAX
  • DFIV
  • DFAI
  • DFAS
Andrews, Lucia Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 153 Million
Stocks 28