Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 31, 2025 Q3 2025

Riverwater Partners LLC

  • AVSE
  • LOPE
  • EFV
  • VECO
  • AVSD
  • IVV
  • TGLS
Riverwater Partners LLC's Q3 2025 Portfolio
Portfolio Value 206 Million
Stocks 217
Filing on Oct 31, 2025 Q3 2025

First Command Advisory Services, Inc.

  • IVV
  • DYNF
  • QQQM
  • IJH
  • IJR
  • IWP
  • EWJ
First Command Advisory Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 13.7 Billion
Stocks 643
Filing on Oct 31, 2025 Q3 2025

Tandem Financial, LLC

  • IVV
  • BIV
  • GDX
  • SPY
  • FNDE
  • QQQ
  • IMCG
Tandem Financial, LLC's Q3 2025 Portfolio
Portfolio Value 269 Billion
Stocks 89
Filing on Oct 31, 2025 Q3 2025

Flagstone Financial Management

  • DFUS
  • IGIB
  • SPDW
  • SPSB
  • SPTI
  • BNDX
  • AVUV
Flagstone Financial Management's Q3 2025 Portfolio
Portfolio Value 379 Billion
Stocks 62
Filing on Oct 31, 2025 Q3 2025

Alta Advisers LTD

  • VGSH
  • NVDA
  • VT
  • MSFT
  • AAPL
  • AMZN
  • VOO
Alta Advisers LTD's Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 250
Filing on Oct 31, 2025 Q3 2025

Destiny Capital Corp/Co

  • SPYG
  • IVV
  • SPYV
  • QQQ
  • FBND
  • IJH
  • AGG
Destiny Capital Corp/Co's Q3 2025 Portfolio
Portfolio Value 183 Million
Stocks 52
Filing on Oct 31, 2025 Q3 2025

Compass Wealth Management LLC

  • WBS
  • WELL
  • BSV
  • VTI
  • VEA
  • VLO
  • VTV
Compass Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 448 Billion
Stocks 148
Filing on Oct 31, 2025 Q3 2025

General American Investors CO Inc

  • MSFT
  • BRK-A
  • RSG
  • TJX
  • GOOG
  • AAPL
  • AMZN
General American Investors CO Inc's Q3 2025 Portfolio
Portfolio Value 1.63 Billion
Stocks 80
Filing on Oct 31, 2025 Q3 2025

Tom Gayner

Markel Corp
  • BRK-A
  • BRK-B
  • GOOG
  • AMZN
  • DE
  • HD
  • V
Tom Gayner's Q3 2025 Portfolio
Portfolio Value 11.1 Billion
Stocks 208
Filing on Oct 31, 2025 Q3 2025

Nwf Advisory Services Inc.

  • VOO
  • BRK-B
  • XLK
  • AAPL
  • SDY
  • BABA
  • GOOG
Nwf Advisory Services Inc.'s Q3 2025 Portfolio
Portfolio Value 911 Billion
Stocks 419
Filing on Oct 31, 2025 Q3 2025

Chilton Capital Management LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • GOOG
  • META
  • AVGO
Chilton Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 568
Filing on Oct 31, 2025 Q3 2025

Bank Of Jackson Hole Trust

  • IWF
  • NVDA
  • EFA
  • AAPL
  • IJH
  • MSFT
  • IVV
Bank Of Jackson Hole Trust's Q3 2025 Portfolio
Portfolio Value 200 Billion
Stocks 447
Filing on Oct 31, 2025 Q3 2025

Cvs Health Corp

  • SPY
  • PRU
  • HCAT
Cvs Health Corp's Q3 2025 Portfolio
Portfolio Value 103 Million
Stocks 3
Filing on Oct 31, 2025 Q3 2025

Viewpoint Investment Partners Corp

  • EMLC
  • TIP
  • HYG
  • VTI
  • BRK-B
  • XAR
  • MSFT
Viewpoint Investment Partners Corp's Q3 2025 Portfolio
Portfolio Value 187 Million
Stocks 36
Filing on Oct 31, 2025 Q3 2025

Fortis Capital Advisors, LLC

  • NVDA
  • QQQ
  • SCHX
  • FNDX
  • SCHG
  • SPY
  • SCHF
Fortis Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 631 Billion
Stocks 283
Filing on Oct 31, 2025 Q3 2025

Pier 88 Investment Partners LLC

  • MPWR
  • ITT
  • GOOGL
  • TSLA
  • CCL
  • EXPE
  • META
Pier 88 Investment Partners LLC's Q3 2025 Portfolio
Portfolio Value 77.7 Million
Stocks 113
Filing on Oct 31, 2025 Q3 2025

Scalar Gauge Management, LLC

  • BL
  • AVGO
  • FIX
  • FN
  • AXON
  • PD
  • SNOW
Scalar Gauge Management, LLC's Q3 2025 Portfolio
Portfolio Value 197 Billion
Stocks 32
Filing on Oct 31, 2025 Q3 2025

Nicola Wealth Management Ltd.

  • TRP
  • CM
  • MSFT
  • TD
  • TU
  • BNS
  • WCN
Nicola Wealth Management Ltd.'s Q3 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 65