Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 09, 2025 Q2 2025

Key Client Fiduciary Advisors, LLC

  • RDVY
  • AAPL
  • MSFT
  • FDL
  • SPY
  • AMZN
  • NVDA
Key Client Fiduciary Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 218 Million
Stocks 207
Filing on Jul 09, 2025 Q2 2025

Lifestyle Asset Management, Inc.

  • SPY
  • BUFR
  • SDVY
  • RSP
  • CWB
  • AGG
  • SPDW
Lifestyle Asset Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 214 Billion
Stocks 124
Filing on Jul 09, 2025 Q2 2025

Dudley & Shanley, Inc.

  • WPM
  • APH
  • V
  • AON
  • RYAN
  • SCI
  • ADI
Dudley & Shanley, Inc.'s Q2 2025 Portfolio
Portfolio Value 612 Million
Stocks 37
Filing on Jul 09, 2025 Q2 2025

Mfg Wealth Management, Inc.

  • NVDA
  • URTY
  • PLTR
  • ORCL
  • PANW
  • C
  • XLU
Mfg Wealth Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 119 Billion
Stocks 51
Filing on Jul 09, 2025 Q2 2025

Murphy, Middleton, Hinkle & Parker, Inc.

  • SCHG
  • SCHV
  • EFA
  • MSFT
  • CCBG
  • SPY
  • HD
Murphy, Middleton, Hinkle & Parker, Inc.'s Q2 2025 Portfolio
Portfolio Value 187 Million
Stocks 132
Filing on Jul 09, 2025 Q2 2025

Bay Rivers Group

  • AVGO
  • NVDA
  • AAPL
  • USMV
  • MSFT
  • TLT
  • META
Bay Rivers Group's Q2 2025 Portfolio
Portfolio Value 209 Million
Stocks 90
Filing on Jul 09, 2025 Q2 2025

Alken Asset Management Ltd.

  • KO
  • MSCI
  • IAU
Alken Asset Management Ltd.'s Q2 2025 Portfolio
Portfolio Value 57 Million
Stocks 36
Filing on Jul 09, 2025 Q2 2025

Bowman & CO S.C.

  • VOO
  • AVUV
  • AGG
  • AVGO
  • JPM
  • MSFT
  • JAAA
Bowman & CO S.C.'s Q2 2025 Portfolio
Portfolio Value 220 Million
Stocks 109
Filing on Jul 09, 2025 Q2 2025

Riversedge Advisors, LLC

  • VV
  • IDEV
  • BND
  • SPYG
  • SPYV
  • VWO
  • SCHF
Riversedge Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 504 Million
Stocks 126
Filing on Jul 09, 2025 Q2 2025

Sarver Vrooman Wealth Advisors

  • IBDW
  • SCHD
  • IBDR
  • DGRW
  • USMV
  • DBEF
  • BSMR
Sarver Vrooman Wealth Advisors's Q2 2025 Portfolio
Portfolio Value 150 Billion
Stocks 129
Filing on Jul 09, 2025 Q2 2025

Connective Portfolio Management, LLC

  • IAU
  • MSFT
  • IBM
  • NVDA
  • GLD
  • AVGO
  • EWZ
Connective Portfolio Management, LLC's Q2 2025 Portfolio
Portfolio Value 42.6 Million
Stocks 30
Filing on Jul 09, 2025 Q2 2025

Sterling Manor Financial, LLC

  • SPBO
  • RSP
  • SPYG
  • DGRO
  • FTSM
  • IWP
  • VFVA
Sterling Manor Financial, LLC's Q2 2025 Portfolio
Portfolio Value 122 Million
Stocks 30
Filing on Jul 09, 2025 Q2 2025

West Hill Financial Advisors, Inc.

  • VOO
  • VONG
  • VEA
  • VONV
  • FBND
  • SCHR
  • VWO
West Hill Financial Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 470 Million
Stocks 72
Filing on Jul 09, 2025 Q2 2025

Beacon Financial Group

  • DGRW
  • VYM
  • BRK-B
  • BIL
  • VUG
  • FDL
  • IVV
Beacon Financial Group's Q2 2025 Portfolio
Portfolio Value 896 Million
Stocks 338
Filing on Jul 09, 2025 Q2 2025

Westmount Partners, LLC

  • AAPL
  • MSFT
  • VOO
  • AVGO
  • NVDA
  • CACI
  • SPY
Westmount Partners, LLC's Q2 2025 Portfolio
Portfolio Value 364 Billion
Stocks 246
Filing on Jul 09, 2025 Q2 2025

Client First Investment Management LLC

  • ADPV
  • SSO
  • USD
  • QLD
  • QTUM
  • GREK
  • MSFT
Client First Investment Management LLC's Q2 2025 Portfolio
Portfolio Value 163 Billion
Stocks 26
Filing on Jul 09, 2025 Q2 2025

Reyes Financial Architecture, Inc.

  • USFR
  • SPY
  • XLK
  • DIA
  • XLC
  • QQQ
  • XLI
Reyes Financial Architecture, Inc.'s Q2 2025 Portfolio
Portfolio Value 116 Billion
Stocks 282
Filing on Jul 09, 2025 Q2 2025

Burr Financial Services, LLC

  • NVDA
  • META
  • AMZN
  • PLTR
  • AVGO
  • PANW
  • UBER
Burr Financial Services, LLC's Q2 2025 Portfolio
Portfolio Value 118 Million
Stocks 30