Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 09, 2025 Q2 2025

Werlinich Asset Management, LLC

  • NVDA
  • JPM
  • HUBB
  • UNP
  • MSFT
  • LMT
  • AMD
Werlinich Asset Management, LLC's Q2 2025 Portfolio
Portfolio Value 183 Billion
Stocks 60
Filing on Jul 09, 2025 Q2 2025

Focus Wealth Advisors, LLC

  • FMAY
  • BND
  • IVV
  • DIA
  • ITM
  • ITA
  • FTLS
Focus Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 175 Million
Stocks 56
Filing on Jul 09, 2025 Q2 2025

Tounjian Advisory Partners, LLC

  • AAPL
  • MSFT
  • NVDA
  • FTGS
  • VNLA
  • AMZN
  • META
Tounjian Advisory Partners, LLC's Q2 2025 Portfolio
Portfolio Value 516 Billion
Stocks 234
Filing on Jul 09, 2025 Q2 2025

Gsg Advisors LLC

  • VTI
  • VYM
  • SCHB
  • AAPL
  • SCHD
  • QUAL
  • RDVY
Gsg Advisors LLC's Q2 2025 Portfolio
Portfolio Value 345 Billion
Stocks 119
Filing on Jul 09, 2025 Q2 2025

Camelot Technology Advisors, Inc.

  • IVV
  • IEFA
  • SPY
  • PHYS
  • XLI
  • QQQ
  • IEMG
Camelot Technology Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 117 Billion
Stocks 51
Filing on Jul 09, 2025 Q2 2025

Affinity Capital Advisors, LLC

  • IVV
  • IUSB
  • VUG
  • VTV
  • AAPL
  • EFV
  • ESGU
Affinity Capital Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 576 Million
Stocks 159
Filing on Jul 09, 2025 Q2 2025

Pallas Capital Advisors LLC

  • BRKR
  • GLP
  • MSFT
  • JMBS
  • AAPL
  • AMZN
  • NVDA
Pallas Capital Advisors LLC's Q2 2025 Portfolio
Portfolio Value 2.43 Billion
Stocks 859
Filing on Jul 09, 2025 Q2 2025

Graves Light Lenhart Wealth, Inc.

  • AGG
  • IEFA
  • BRK-B
  • IJR
  • IJH
  • DFCF
  • SDY
Graves Light Lenhart Wealth, Inc.'s Q2 2025 Portfolio
Portfolio Value 835 Million
Stocks 192
Filing on Jul 09, 2025 Q2 2025

Central Valley Advisors, LLC

  • VTWO
  • VOO
  • BALT
  • AAPL
  • BSCS
  • BSCT
  • BSCR
Central Valley Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 294 Billion
Stocks 162
Filing on Jul 09, 2025 Q2 2025

Lineweaver Wealth Advisors, LLC

  • IVV
  • QUAL
  • FBND
  • USMV
  • AGG
  • JPIE
  • AAPL
Lineweaver Wealth Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 559 Million
Stocks 156
Filing on Jul 09, 2025 Q2 2025

Olio Financial Planning

  • DFUS
  • VTV
  • VEA
  • FBND
  • VTI
  • VOE
  • DFAT
Olio Financial Planning's Q2 2025 Portfolio
Portfolio Value 317 Million
Stocks 64
Filing on Jul 09, 2025 Q2 2025

Archer Investment Management, LLC

  • SCHR
  • SGOV
  • VEU
  • IQLT
  • TLT
  • USMF
  • DGRW
Archer Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 138 Billion
Stocks 53
Filing on Jul 09, 2025 Q2 2025

Eldred Rock Partners, LLC

  • TSM
  • COF
  • GOOGL
  • VNT
  • BRK-B
  • ASML
  • EMR
Eldred Rock Partners, LLC's Q2 2025 Portfolio
Portfolio Value 329 Billion
Stocks 29
Filing on Jul 09, 2025 Q2 2025

Lincoln Capital Corp

  • MSFT
  • IEFA
  • GSLC
  • AAPL
  • IEF
  • AMZN
  • SCHM
Lincoln Capital Corp's Q2 2025 Portfolio
Portfolio Value 240 Million
Stocks 89
Filing on Jul 09, 2025 Q2 2025

Defined Wealth Management, LLC

  • IEFA
  • VOO
  • VUG
  • SPY
  • IVV
  • IUSV
  • VTV
Defined Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 155 Million
Stocks 106
Filing on Jul 09, 2025 Q2 2025

O'Brien Wealth Partners LLC

  • ITOT
  • SPLG
  • USMC
  • DBEF
  • HDEF
  • COWZ
  • SPTI
O'Brien Wealth Partners LLC's Q2 2025 Portfolio
Portfolio Value 607 Million
Stocks 87
Filing on Jul 09, 2025 Q2 2025

Channel Wealth LLC

  • CARY
  • MSFT
  • SPY
  • AAPL
  • NVDA
  • SCHD
  • GOOG
Channel Wealth LLC's Q2 2025 Portfolio
Portfolio Value 354 Billion
Stocks 179
Filing on Jul 09, 2025 Q2 2025

Bruce G. Allen Investments, LLC

  • EFV
  • VTV
  • FNDF
  • FNDX
  • SCHD
  • VOE
  • PHYS
Bruce G. Allen Investments, LLC's Q2 2025 Portfolio
Portfolio Value 132 Billion
Stocks 1079