Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 08, 2025 Q2 2025

Persium Advisors, LLC

  • SCHF
  • SCHG
  • SCHV
  • TLT
  • HD
  • AAPL
  • MSFT
Persium Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 121 Billion
Stocks 62
Filing on Jul 08, 2025 Q2 2025

Granite Bay Wealth Management, LLC

  • MDY
  • JHCB
  • RSP
  • IJR
  • EEM
  • EWJ
  • JHPI
Granite Bay Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 311 Million
Stocks 69
Filing on Jul 08, 2025 Q2 2025

Morris Retirement Advisors, LLC

  • IVV
  • VGK
  • QQQE
  • DJD
  • JAAA
  • LMBS
  • QUAL
Morris Retirement Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 137
Filing on Jul 08, 2025 Q2 2025

Robert Vinall

Rv Capital Ag
  • CVNA
  • META
  • CACC
  • WIX
  • IBKR
  • PDD
  • HTHT
Robert Vinall's Q2 2025 Portfolio
Portfolio Value 540 Million
Stocks 12
Filing on Jul 08, 2025 Q2 2025

Martin Capital Partners, LLC

  • JPM
  • CME
  • CFR
  • AMGN
  • ETR
  • CSCO
  • MSFT
Martin Capital Partners, LLC's Q2 2025 Portfolio
Portfolio Value 255 Million
Stocks 75
Filing on Jul 08, 2025 Q1 2025

Team Hewins, LLC

  • DFIV
  • DFAT
  • DFUV
  • AVUV
  • AVEM
  • IWO
  • SPY
Team Hewins, LLC's Q1 2025 Portfolio
Portfolio Value 257 Billion
Stocks 36
Filing on Jul 08, 2025 Q2 2025

D. Scott Neal, Inc.

  • GLD
  • QQQ
  • UNM
  • XLC
  • AJG
  • FLEX
  • KLAC
D. Scott Neal, Inc.'s Q2 2025 Portfolio
Portfolio Value 200 Million
Stocks 64
Filing on Jul 08, 2025 Q2 2025

Prism Advisors, Inc.

  • IHDG
  • VTV
  • XCEM
  • DFIV
  • WTV
  • RWK
  • IWD
Prism Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 341 Million
Stocks 71
Filing on Jul 08, 2025 Q2 2025

Webster Bank, N. A.

  • SPY
  • VOO
  • AAPL
  • NVDA
  • MSFT
  • JPM
  • AMZN
Webster Bank, N. A.'s Q2 2025 Portfolio
Portfolio Value 946 Million
Stocks 824
Filing on Jul 08, 2025 Q2 2025

Goldstone Financial Group, LLC

  • VOO
  • QQQ
  • BUFR
  • VTV
  • JQUA
  • JPIB
  • IVV
Goldstone Financial Group, LLC's Q2 2025 Portfolio
Portfolio Value 757 Billion
Stocks 206
Filing on Jul 08, 2025 Q2 2025

21 West Wealth Management LLC

  • VOO
  • JMUB
  • MUB
  • JEPQ
  • JEPI
  • VIG
  • BOND
21 West Wealth Management LLC's Q2 2025 Portfolio
Portfolio Value 99.1 Billion
Stocks 59
Filing on Jul 08, 2025 Q2 2025

Livelsberger Financial Advisory

  • ABBV
  • ABT
  • AAPL
  • XOM
  • MSFT
  • PH
  • RPM
Livelsberger Financial Advisory's Q2 2025 Portfolio
Portfolio Value 5.17 Billion
Stocks 85
Filing on Jul 08, 2025 Q2 2025

Rmr Wealth Builders

  • VUG
  • VOO
  • VTV
  • IJH
  • IEFA
  • IWF
  • NVDA
Rmr Wealth Builders's Q2 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 285
Filing on Jul 08, 2025 Q2 2025

Apella Capital, LLC

  • DFAC
  • DFSD
  • VTI
  • BSV
  • DFIC
  • BND
  • DFCF
Apella Capital, LLC's Q2 2025 Portfolio
Portfolio Value 3.51 Billion
Stocks 424
Filing on Jul 08, 2025 Q2 2025

Ballew Advisors, Inc

  • IVV
  • CGGR
  • TOTL
  • GDXJ
  • IJR
  • AJG
  • IEF
Ballew Advisors, Inc's Q2 2025 Portfolio
Portfolio Value 161 Million
Stocks 112
Filing on Jul 08, 2025 Q2 2025

First International Bank & Trust

  • AFIF
  • SPHQ
  • RLY
  • SPY
  • DXJ
  • AESR
  • SMLF
First International Bank & Trust's Q2 2025 Portfolio
Portfolio Value 287 Million
Stocks 95
Filing on Jul 08, 2025 Q2 2025

Richard P Slaughter Associates Inc

  • JIRE
  • IWY
  • IWX
  • GSSC
  • UDEC
  • AAPL
  • MSFT
Richard P Slaughter Associates Inc's Q2 2025 Portfolio
Portfolio Value 368 Million
Stocks 117
Filing on Jul 08, 2025 Q2 2025

Allen Mooney & Barnes Investment Advisors LLC

  • META
  • AAPL
  • GOOGL
  • MSFT
  • JPM
  • AXP
  • XOM
Allen Mooney & Barnes Investment Advisors LLC's Q2 2025 Portfolio
Portfolio Value 609 Billion
Stocks 153