Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Fsa Advisors, Inc.

  • VOO
  • MSFT
  • CSHI
  • NVDA
  • VEA
  • AAPL
  • MIY
Fsa Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 126 Billion
Stocks 156
Filing on Nov 12, 2025 Q3 2025

Great Lakes Retirement, Inc.

  • SPAB
  • NVDA
  • GSEW
  • VCIT
  • GOOGL
  • MSFT
  • FIXD
Great Lakes Retirement, Inc.'s Q3 2025 Portfolio
Portfolio Value 916 Billion
Stocks 199
Filing on Nov 12, 2025 Q3 2025

Nautilus Advisors LLC

  • AMZN
  • AAPL
  • SPY
  • NFLX
  • GOOGL
  • DFAC
  • TDVG
Nautilus Advisors LLC's Q3 2025 Portfolio
Portfolio Value 149 Billion
Stocks 171
Filing on Nov 12, 2025 Q3 2025

Insigneo Advisory Services, LLC

  • AAPL
  • SPY
  • NVDA
  • MSFT
  • AMZN
  • QQQ
  • BRK-B
Insigneo Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 1.42 Trillion
Stocks 748
Filing on Nov 12, 2025 Q3 2025

Symphony Financial Services, Inc.

  • BUFR
  • USMC
  • KNG
  • JAAA
  • PAVE
  • JMBS
  • AAPL
Symphony Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 186 Billion
Stocks 100
Filing on Nov 12, 2025 Q3 2025

Jmg Financial Group, Ltd.

  • VOO
  • VO
  • VEA
  • SCHX
  • DFSV
  • SPY
  • VWO
Jmg Financial Group, Ltd.'s Q3 2025 Portfolio
Portfolio Value 3.36 Billion
Stocks 122
Filing on Nov 12, 2025 Q3 2025

Planning Alternatives LTD

  • IVV
  • IJH
  • VEA
  • SPMO
  • VIG
  • IJR
  • VUG
Planning Alternatives LTD 's Q3 2025 Portfolio
Portfolio Value 767 Million
Stocks 88
Filing on Nov 12, 2025 Q3 2025

Evernest Financial Advisors, LLC

  • GLDM
  • IVV
  • IJH
  • RSP
  • FSMO
  • IEFA
  • VOO
Evernest Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 318 Million
Stocks 188
Filing on Nov 12, 2025 Q3 2025

Context Capital Management, LLC

  • EMLDW
  • CELUW
  • PBAXW
  • DFLIW
  • PTWOW
Context Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 14,000
Stocks 269
Filing on Nov 12, 2025 Q3 2025

Atw Spac Management LLC

  • WAVSW
  • PTWOW
  • ICUCW
  • SHFSW
Atw Spac Management LLC's Q3 2025 Portfolio
Portfolio Value 28,000
Stocks 152
Filing on Nov 12, 2025 Q3 2025

Emory University

  • IAU
  • SPY
  • ACWI
  • NVDA
Emory University's Q3 2025 Portfolio
Portfolio Value 79.7 Million
Stocks 7
Filing on Nov 12, 2025 Q3 2025

Managed Asset Portfolios, LLC

  • MSFT
  • CEF
  • NFG
  • META
  • CSCO
  • SNY
  • JNJ
Managed Asset Portfolios, LLC's Q3 2025 Portfolio
Portfolio Value 756 Million
Stocks 51
Filing on Nov 12, 2025 Q3 2025

Fiduciary Group LLC

  • AAPL
  • VOO
  • MSFT
  • GOOG
  • AGG
  • SHY
  • JPM
Fiduciary Group LLC's Q3 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 289
Filing on Nov 12, 2025 Q3 2025

Israel Discount Bank Of New York

  • IEF
  • IGIB
  • IEUR
  • IBND
  • EEM
  • IGSB
  • IVV
Israel Discount Bank Of New York's Q3 2025 Portfolio
Portfolio Value 32.9 Million
Stocks 49
Filing on Nov 12, 2025 Q3 2025

Varenne Capital Partners

  • APH
  • WAB
  • UHS
  • DIS
  • GLW
  • UBER
  • NFLX
Varenne Capital Partners's Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 24
Filing on Nov 12, 2025 Q3 2025

Black Creek Investment Management Inc.

  • HOLX
  • ELAN
  • BAH
  • PSMT
  • PYPL
  • NTR
  • NICE
Black Creek Investment Management Inc.'s Q3 2025 Portfolio
Portfolio Value 1.98 Billion
Stocks 28
Filing on Nov 12, 2025 Q3 2025

Minerva Advisors LLC

  • GLDD
  • TG
  • EML
  • VIRC
  • INFU
  • ATRO
  • ESCA
Minerva Advisors LLC's Q3 2025 Portfolio
Portfolio Value 148 Million
Stocks 103
Filing on Nov 12, 2025 Q3 2025

E L Financial Corp LTD

  • VOO
E L Financial Corp LTD's Q3 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 1