Filing on Oct 31, 2025 Q3 2025

Formulate Financial LLC

  • VOO
  • QQQ
  • VIG
  • SPY
  • IWB
  • IVW
  • ITOT
Formulate Financial LLC's Q3 2025 Portfolio
Filing on Nov 04, 2025 Q3 2025

Allianz Asset Management Gmb H

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • IVV
  • META
Allianz Asset Management Gmb H's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Wiser Advisor Group LLC

  • AAPL
  • VOO
  • GOOGL
  • LLY
  • AMZN
  • META
  • HFXI
Wiser Advisor Group LLC's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Prudential Financial Inc

  • NVDA
  • IVV
  • MSFT
  • AAPL
  • DFUS
  • AMZN
  • AVGO
Prudential Financial Inc's Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Semanteon Capital Management, LP

  • BE
  • SRCE
  • APO
  • RHI
  • HELE
  • PSTG
  • CTS
Semanteon Capital Management, LP's Q3 2025 Portfolio
Filing on Jan 06, 2026 Q4 2025

Jb Global.Com LLC

  • VCSH
  • IGSB
  • SCHG
  • DXJ
  • AAPL
  • LOW
  • PAYX
Jb Global.Com LLC's Q4 2025 Portfolio
Filing on Dec 03, 2024 Q3 2024

Dantai Capital LTD

  • AAPL
  • TSM
  • AMZN
  • NVDA
  • COST
  • META
  • LLY
Dantai Capital LTD's Q3 2024 Portfolio
Filing on Nov 03, 2025 Q3 2025

Kpcb Dgf Ii Associates, LLC

  • DASH
Kpcb Dgf Ii Associates, LLC's Q3 2025 Portfolio
Filing on Nov 14, 2025 Q3 2025

Notable Capital Management, L.L.C.

  • BZ
  • API
  • OPEN
  • BIGC
Notable Capital Management, L.L.C.'s Q3 2025 Portfolio
Filing on Nov 10, 2025 Q3 2025

Irth Capital Management LP

  • PZZA
Irth Capital Management LP's Q3 2025 Portfolio
Filing on Jan 09, 2026 Q4 2025

Sg Americas Securities, LLC

  • NVDA
  • AVGO
  • AAPL
  • MSFT
  • GOOGL
  • JPM
  • GOOG
Sg Americas Securities, LLC's Q4 2025 Portfolio
Filing on Nov 06, 2025 Q3 2025

Northwest Financial Advisors

  • VIG
  • AAPL
  • QQQ
  • BOND
  • GTO
  • SPHQ
  • CGGO
Northwest Financial Advisors's Q3 2025 Portfolio
Filing on Nov 12, 2025 Q3 2025

8 Vc Gp I, LLC

  • JOBY
  • SNTI
8 Vc Gp I, LLC's Q3 2025 Portfolio
Filing on Jan 07, 2026 Q4 2025

Puff Wealth Management, LLC

  • AAPL
  • SPDW
  • NVDA
  • AIRR
  • META
  • SPLG
  • AMZN
Puff Wealth Management, LLC's Q4 2025 Portfolio
Filing on Oct 22, 2025 Q3 2025

Commonwealth Equity Services, LLC

  • AAPL
  • NVDA
  • IVV
  • MSFT
  • QQQ
  • SPY
  • AMZN
Commonwealth Equity Services, LLC's Q3 2025 Portfolio
Filing on Nov 13, 2025 Q3 2025

Mackenzie Financial Corp

  • RY
  • MSFT
  • NVDA
  • AAPL
  • SPY
  • TD
  • GOOGL
Mackenzie Financial Corp's Q3 2025 Portfolio
Filing on Mar 10, 2025 Q4 2024

Anchor Pointe Wealth Management, LLC

  • MGK
  • MGV
  • PG
  • AAPL
  • IVV
  • IVW
  • MINT
Anchor Pointe Wealth Management, LLC's Q4 2024 Portfolio
Filing on Oct 24, 2025 Q3 2025

Yoffe Investment Management, LLC

  • VB
  • IBM
  • VTI
  • MSFT
  • WMT
  • JPM
  • HON
Yoffe Investment Management, LLC's Q3 2025 Portfolio