Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 10, 2025 Q3 2025

Trajan Wealth LLC

  • VOO
  • MSFT
  • AGG
  • GOOGL
  • BND
  • META
  • TSM
Trajan Wealth LLC's Q3 2025 Portfolio
Portfolio Value 2.32 Trillion
Stocks 160
Filing on Nov 10, 2025 Q3 2025

Lowery Thomas, LLC

  • SCHG
  • VOO
  • QQQM
  • FNDX
  • SPY
  • QQQ
  • IWF
Lowery Thomas, LLC's Q3 2025 Portfolio
Portfolio Value 170 Million
Stocks 55
Filing on Nov 10, 2025 Q3 2025

Arbor Trust Wealth Advisors, LLC

  • SCHF
  • JCPB
  • SCHG
  • ABBV
  • SCHM
  • EFA
  • AAPL
Arbor Trust Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 81
Filing on Nov 10, 2025 Q3 2025

Eleva Capital Sas

  • CRH.L
  • MELI
  • MSFT
  • KGC
  • PL
  • NFLX
  • BMRN
Eleva Capital Sas's Q3 2025 Portfolio
Portfolio Value 379 Billion
Stocks 15
Filing on Nov 10, 2025 Q3 2025

Transatlantique Private Wealth LLC

  • MSFT
  • AAPL
  • VGT
  • DEO
  • IUSG
  • GOOGL
  • AMZN
Transatlantique Private Wealth LLC's Q3 2025 Portfolio
Portfolio Value 300 Million
Stocks 213
Filing on Nov 10, 2025 Q3 2025

American Money Management, LLC

  • VGSH
  • VCSH
  • MSFT
  • AAPL
  • BIV
  • VEA
  • JCPB
American Money Management, LLC's Q3 2025 Portfolio
Portfolio Value 590 Million
Stocks 155
Filing on Nov 10, 2025 Q3 2025

Af Advisors, Inc.

  • FICO
  • VYM
  • SPMD
  • SPSM
  • WFC
  • VTI
  • NVDA
Af Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 246 Million
Stocks 30
Filing on Nov 10, 2025 Q3 2025

Charles Schwab Investment Management Inc

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • FNDX
  • META
Charles Schwab Investment Management Inc's Q3 2025 Portfolio
Portfolio Value 601 Billion
Stocks 3588
Filing on Nov 10, 2025 Q3 2025

Kovitz Investment Group Partners, LLC

  • MSFT
  • AAPL
  • POWL
  • AMZN
  • SPY
  • GOOGL
  • NVDA
Kovitz Investment Group Partners, LLC's Q3 2025 Portfolio
Portfolio Value 23.6 Billion
Stocks 1394
Filing on Nov 10, 2025 Q3 2025

Everstar Asset Management, LLC

  • BIL
  • SHY
  • IEI
  • VTI
  • XLK
  • PFM
  • XLF
Everstar Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 176 Billion
Stocks 232
Filing on Nov 10, 2025 Q3 2025

Gardner Lewis Asset Management L P

  • NVDA
  • VRNA
  • VBTX
  • MA
  • UBS
  • BA
  • MSFT
Gardner Lewis Asset Management L P's Q3 2025 Portfolio
Portfolio Value 373 Million
Stocks 76
Filing on Nov 10, 2025 Q3 2025

Nicollet Investment Management, Inc.

  • MSFT
  • AMZN
  • AAPL
  • GOOG
  • META
  • NVDA
  • GOOGL
Nicollet Investment Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 307 Million
Stocks 71
Filing on Nov 10, 2025 Q3 2025

Sigma Planning Corp

  • IVV
  • AAPL
  • NVDA
  • AMZN
  • QQQ
  • MSFT
  • SPY
Sigma Planning Corp's Q3 2025 Portfolio
Portfolio Value 3.32 Billion
Stocks 1290
Filing on Nov 10, 2025 Q3 2025

Alliance Wealth Advisors, LLC /Ut

  • BIL
  • MSFT
  • NVDA
  • ORCL
  • AMZN
  • SPEM
  • V
Alliance Wealth Advisors, LLC /Ut's Q3 2025 Portfolio
Portfolio Value 427 Billion
Stocks 282
Filing on Nov 10, 2025 Q3 2025

Telemark Asset Management, LLC

  • NVDA
  • CCJ
  • CSGP
  • HEI
  • META
  • AMZN
  • AMSC
Telemark Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 988 Million
Stocks 47
Filing on Nov 10, 2025 Q3 2025

Ferguson Shapiro LLC

  • QJUN
  • FJUL
  • CGGR
  • CLOI
  • MOAT
  • GLIN
  • AAPL
Ferguson Shapiro LLC's Q3 2025 Portfolio
Portfolio Value 199 Million
Stocks 74
Filing on Nov 10, 2025 Q3 2025

Advisors Preferred, LLC

  • XLC
  • XLY
  • XLK
  • EEM
  • QQQM
  • VGT
  • SCHD
Advisors Preferred, LLC's Q3 2025 Portfolio
Portfolio Value 653 Million
Stocks 236
Filing on Nov 10, 2025 Q3 2025

Premier Fund Managers LTD

  • V
  • SCI
  • ROP
  • MAR
  • ROL
  • HQY
  • WCN
Premier Fund Managers LTD's Q3 2025 Portfolio
Portfolio Value 2.43 Billion
Stocks 176