Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 09, 2025 Q2 2025

Baron Financial Group, LLC

  • SPY
  • IWM
  • VTIP
  • QQQ
  • EFA
  • GLD
  • CWB
Baron Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 170 Million
Stocks 49
Filing on Jul 09, 2025 Q2 2025

High Probability Advisors, LLC

  • GSLC
  • MTUM
  • DUHP
  • GSIE
  • NYF
  • DIHP
  • USMV
High Probability Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 669 Billion
Stocks 60
Filing on Jul 09, 2025 Q2 2025

Presidio Capital Management, LLC

  • QQQ
  • FBND
  • SCHD
  • COWZ
  • BRK-B
  • SHV
  • GRID
Presidio Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 258 Million
Stocks 67
Filing on Jul 09, 2025 Q2 2025

Brand Asset Management Group, Inc.

  • IEMG
  • IJH
  • VO
  • VONG
  • SCZ
  • IWF
  • SCHF
Brand Asset Management Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 260 Million
Stocks 92
Filing on Jul 09, 2025 Q2 2025

Veracity Capital LLC

  • IUSG
  • IUSV
  • VO
  • SPY
  • AAPL
  • MSFT
  • NVDA
Veracity Capital LLC's Q2 2025 Portfolio
Portfolio Value 286 Million
Stocks 242
Filing on Jul 09, 2025 Q2 2025

Efficient Frontier Advisors LLC

  • SGOV
  • DFUV
  • DFAT
  • DFIV
  • VTI
  • GDX
  • DFSV
Efficient Frontier Advisors LLC's Q2 2025 Portfolio
Portfolio Value 157 Million
Stocks 22
Filing on Jul 09, 2025 Q2 2025

Bulwark Capital Corp

  • VTI
  • IVV
  • VMBS
  • VTIP
  • SCHP
  • VGT
  • UYLD
Bulwark Capital Corp's Q2 2025 Portfolio
Portfolio Value 119 Billion
Stocks 95
Filing on Jul 09, 2025 Q2 2025

Sandy Cove Advisors, LLC

  • IVV
  • VOO
  • AGG
  • VO
  • VTI
  • AAPL
  • BRK-B
Sandy Cove Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 275 Million
Stocks 131
Filing on Jul 09, 2025 Q2 2025

Czech National Bank

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Czech National Bank's Q2 2025 Portfolio
Portfolio Value 12.5 Billion
Stocks 504
Filing on Jul 09, 2025 Q2 2025

First Financial Corp

  • THFF
  • VOO
  • VGT
  • MSFT
  • VEA
  • VO
  • VB
First Financial Corp 's Q2 2025 Portfolio
Portfolio Value 222 Million
Stocks 423
Filing on Jul 09, 2025 Q2 2025

Svenska Handelsbanken Ab (Publ)

  • MSFT
  • AAPL
  • BAC
  • WFC
  • SCHW
  • WELL
  • GOGL
Svenska Handelsbanken Ab (Publ)'s Q2 2025 Portfolio
Portfolio Value 106 Million
Stocks 8
Filing on Jul 08, 2025 Q2 2025

Sandbox Financial Partners, LLC

  • VUG
  • AAPL
  • MSFT
  • AMZN
  • SNOW
  • SPY
  • JEPI
Sandbox Financial Partners, LLC's Q2 2025 Portfolio
Portfolio Value 307 Million
Stocks 123
Filing on Jul 08, 2025 Q2 2025

Sar Wealth Management Group, LLC

  • FV
  • FBND
  • VTI
  • RSP
  • SDY
  • SCHD
  • ITOT
Sar Wealth Management Group, LLC's Q2 2025 Portfolio
Portfolio Value 162 Billion
Stocks 48
Filing on Jul 08, 2025 Q2 2025

Wealth Care Investment Partners, LLC

  • QQQ
  • FVD
  • CGGR
  • ITA
  • FBND
  • IAU
  • SPMO
Wealth Care Investment Partners, LLC's Q2 2025 Portfolio
Portfolio Value 259 Million
Stocks 157
Filing on Jul 08, 2025 Q2 2025

Massmutual Trust CO Fsb

  • MSFT
  • NVDA
  • VO
  • AAPL
  • AMZN
  • VEA
  • JPM
Massmutual Trust CO Fsb's Q2 2025 Portfolio
Portfolio Value 3.7 Billion
Stocks 2375
Filing on Jul 08, 2025 Q2 2025

Act Wealth Management, LLC

  • VXF
  • VYM
  • IWB
  • GLD
  • CEMB
  • SCHF
  • HEFA
Act Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 236 Million
Stocks 57
Filing on Jul 08, 2025 Q2 2025

Zrc Wealth Management, LLC

  • IUSB
  • IUSG
  • FNDX
  • AVDE
  • SCHX
  • VO
  • AVEM
Zrc Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 253 Billion
Stocks 489
Filing on Jul 08, 2025 Q2 2025

Ptm Wealth Management, LLC

  • FNDX
  • ULST
  • XLK
  • SMLF
  • BALT
  • IMCG
  • COWZ
Ptm Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 151 Billion
Stocks 49