Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 21, 2025 Q3 2025

Tcm Advisors, LLC

  • IWM
  • DIA
  • QQQ
  • TLT
  • GLD
  • BIL
  • IYR
Tcm Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 952 Million
Stocks 65
Filing on Nov 21, 2025 Q3 2025

Newport Capital Group, LLC

  • IWF
  • AJG
  • IWD
  • BND
  • VGIT
  • VEA
  • IWM
Newport Capital Group, LLC's Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 69
Filing on Nov 21, 2025 Q3 2025

Capital Square, LLC

  • PFF
  • VTI
  • AMZN
  • LLY
  • MO
  • HD
  • DIVO
Capital Square, LLC's Q3 2025 Portfolio
Portfolio Value 187 Million
Stocks 210
Filing on Nov 21, 2025 Q3 2025

Petix & Botte CO

  • SPLG
  • IUSG
  • GTO
  • IUSV
  • FVD
  • IEFA
  • FTSM
Petix & Botte CO's Q3 2025 Portfolio
Portfolio Value 417 Million
Stocks 136
Filing on Nov 21, 2025 Q3 2025

Watts Gwilliam & Co., LLC

  • NVDA
  • SPY
  • MSFT
  • AAPL
  • IVE
  • SPY
  • INTC
Watts Gwilliam & Co., LLC's Q3 2025 Portfolio
Portfolio Value 668 Million
Stocks 242
Filing on Nov 21, 2025 Q3 2025

Alpine Global Management, LLC

  • IMVT
  • CLM
  • RIVN
  • CRF
  • ACHR
  • LBRDA
  • UTF
Alpine Global Management, LLC's Q3 2025 Portfolio
Portfolio Value 344 Million
Stocks 239
Filing on Nov 21, 2025 Q3 2025

Magnolia Wealth Management, LLC

  • VTI
  • IXUS
  • VGT
  • VNQ
  • IJR
  • MSFT
  • AAPL
Magnolia Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 114 Million
Stocks 14
Filing on Nov 21, 2025 Q3 2025

Bell Investment Advisors, Inc

  • GBIL
  • FNDX
  • VMBS
  • TDTT
  • TLT
  • FNDF
  • MTUM
Bell Investment Advisors, Inc's Q3 2025 Portfolio
Portfolio Value 603 Million
Stocks 1876
Filing on Nov 21, 2025 Q3 2025

Sycomore Asset Management

  • MSFT
  • NVDA
  • WCN
  • WDAY
  • NOW
  • ACN
  • MA
Sycomore Asset Management's Q3 2025 Portfolio
Portfolio Value 601 Million
Stocks 64
Filing on Nov 21, 2025 Q3 2025

Urban Financial Advisory Corp

  • SPY
  • IJH
  • PICB
  • FNDX
  • VCSH
  • IEFA
  • EEM
Urban Financial Advisory Corp's Q3 2025 Portfolio
Portfolio Value 215 Billion
Stocks 53
Filing on Nov 21, 2025 Q3 2025

Ovata Capital Management LTD

  • TSM
  • BABA
  • RYAAY
  • ASX
  • RIO
  • UAA
  • FOX
Ovata Capital Management LTD's Q3 2025 Portfolio
Portfolio Value 166 Million
Stocks 41
Filing on Nov 21, 2025 Q3 2025

Forefront Analytics, LLC

  • ESGD
  • NULV
  • MTUM
  • ESGE
  • VWO
  • VEA
  • DBEF
Forefront Analytics, LLC's Q3 2025 Portfolio
Portfolio Value 104 Million
Stocks 46
Filing on Nov 21, 2025 Q3 2025

Inflection Point Investments LLP

  • XMTR
  • ITRN
  • CARG
  • KRNT
  • COUR
  • RDCM
  • PINS
Inflection Point Investments LLP's Q3 2025 Portfolio
Portfolio Value 46.9 Billion
Stocks 9
Filing on Nov 21, 2025 Q3 2025

Maple Capital Management, Inc.

  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • AMZN
  • META
  • COST
Maple Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 114
Filing on Nov 21, 2025 Q3 2025

Sulzberger Capital Advisors, Inc.

  • SHV
  • NVDA
  • MSFT
  • VOO
  • VTI
  • QQQM
  • JEPI
Sulzberger Capital Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 89.7 Billion
Stocks 51
Filing on Nov 21, 2025 Q3 2025

Blue Fin Capital, Inc.

  • NVDA
  • AAPL
  • MSFT
  • META
  • AMZN
  • GOOGL
  • IGSB
Blue Fin Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 620 Million
Stocks 147
Filing on Nov 21, 2025 Q3 2025

Achmea Investment Management B.V.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • AVGO
  • JPM
Achmea Investment Management B.V.'s Q3 2025 Portfolio
Portfolio Value 8.05 Billion
Stocks 296
Filing on Nov 21, 2025 Q3 2025

True Wealth Financial Partners

  • VOO
  • VBR
  • VEA
  • VWO
  • VGSH
  • BND
  • VDE
True Wealth Financial Partners's Q3 2025 Portfolio
Portfolio Value 194 Million
Stocks 25