Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 07, 2025 Q2 2025

Enterprise Bank & Trust CO

  • IJH
  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • SPY
  • DFAE
Enterprise Bank & Trust CO's Q2 2025 Portfolio
Portfolio Value 264 Million
Stocks 135
Filing on Jul 07, 2025 Q2 2025

Versant Capital Management, Inc

  • AVDE
  • AVEM
  • DFAC
  • MSFT
  • GUNR
  • GDX
  • DFIC
Versant Capital Management, Inc's Q2 2025 Portfolio
Portfolio Value 637 Million
Stocks 2631
Filing on Jul 07, 2025 Q2 2025

Peak Financial Advisors LLC

  • GLDM
  • CTA
  • ANGL
  • EMB
  • INDA
  • COST
  • NFLX
Peak Financial Advisors LLC's Q2 2025 Portfolio
Portfolio Value 151 Million
Stocks 87
Filing on Jul 07, 2025 Q2 2025

Osprey Private Wealth LLC

  • NVDA
  • META
  • GOOG
  • JPM
  • V
  • TTEK
  • MSFT
Osprey Private Wealth LLC's Q2 2025 Portfolio
Portfolio Value 184 Billion
Stocks 50
Filing on Jul 07, 2025 Q2 2025

Trust CO

  • SHV
  • AGG
  • VUG
  • VTV
  • BND
  • EDIV
  • FNDF
Trust CO's Q2 2025 Portfolio
Portfolio Value 850 Million
Stocks 414
Filing on Jul 07, 2025 Q2 2025

First Community Trust Na

  • AAPL
  • MSFT
  • NVDA
  • DE
  • AMAT
  • META
  • PG
First Community Trust Na's Q2 2025 Portfolio
Portfolio Value 122 Million
Stocks 326
Filing on Jul 07, 2025 Q2 2025

Insight Wealth Strategies, LLC

  • CVX
  • VCLT
  • PFF
  • TLT
  • QUAL
  • SPMO
  • DYNF
Insight Wealth Strategies, LLC's Q2 2025 Portfolio
Portfolio Value 740 Million
Stocks 171
Filing on Jul 07, 2025 Q2 2025

Delphi Management Inc /Ma/

  • BRK-B
  • JBL
  • AAPL
  • FLEX
  • CAKE
  • GS
  • MS
Delphi Management Inc /Ma/'s Q2 2025 Portfolio
Portfolio Value 103 Million
Stocks 80
Filing on Jul 07, 2025 Q2 2025

Retirement Wealth Solutions LLC

  • VOO
  • VEA
  • IVV
  • BNDX
  • VWO
  • BSV
  • DYNF
Retirement Wealth Solutions LLC's Q2 2025 Portfolio
Portfolio Value 137 Billion
Stocks 445
Filing on Jul 07, 2025 Q2 2025

M & L Capital Management LTD

  • NVDA
  • MSFT
  • AVGO
  • AMD
  • SNPS
  • HOOD
  • CDNS
M & L Capital Management LTD's Q2 2025 Portfolio
Portfolio Value 444 Billion
Stocks 25
Filing on Jul 07, 2025 Q2 2025

Dominguez Wealth Management Solutions, Inc.

  • VUG
  • AAPL
  • FIXD
  • SGOV
  • SPLV
  • BALT
  • EFG
Dominguez Wealth Management Solutions, Inc.'s Q2 2025 Portfolio
Portfolio Value 144 Billion
Stocks 61
Filing on Jul 07, 2025 Q1 2025

Brio Consultants, LLC

  • VOO
  • BND
  • SCHG
  • GTO
  • SPDW
  • GSIE
  • COWZ
Brio Consultants, LLC's Q1 2025 Portfolio
Portfolio Value 627 Million
Stocks 119
Filing on Jul 07, 2025 Q2 2025

First Citizens Financial Corp

  • IYW
  • EFA
  • IYF
  • IJK
  • IJJ
  • IYH
  • BRK-B
First Citizens Financial Corp's Q2 2025 Portfolio
Portfolio Value 181 Million
Stocks 126
Filing on Jul 07, 2025 Q2 2025

General Partner, Inc.

  • BRK-A
  • AAPL
  • MSFT
  • ICSH
  • GOOG
  • VBR
  • MA
General Partner, Inc.'s Q2 2025 Portfolio
Portfolio Value 171 Billion
Stocks 268
Filing on Jul 07, 2025 Q2 2025

Modus Advisors, LLC

  • IAU
  • QQQM
  • DGRO
  • VTI
  • USMV
  • AAPL
  • NVDA
Modus Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 317 Million
Stocks 111
Filing on Jul 07, 2025 Q2 2025

Ables, Iannone, Moore & Associates, Inc.

  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • V
  • MSFT
  • JPM
Ables, Iannone, Moore & Associates, Inc.'s Q2 2025 Portfolio
Portfolio Value 161 Billion
Stocks 56
Filing on Jul 07, 2025 Q2 2025

Global Wealth Strategies & Associates

  • VOO
  • IEFA
  • BND
  • QQQM
  • QUAL
  • VIG
  • MTUM
Global Wealth Strategies & Associates's Q2 2025 Portfolio
Portfolio Value 349 Billion
Stocks 378
Filing on Jul 07, 2025 Q2 2025

Lbj Family Wealth Advisors, Ltd.

  • IWF
  • IWD
  • IWP
  • IWS
  • IWN
  • WIP
  • IWO
Lbj Family Wealth Advisors, Ltd.'s Q2 2025 Portfolio
Portfolio Value 172 Million
Stocks 27