Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 10, 2025 Q3 2025

Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)

  • SPY
  • XLK
  • TSEM
  • VOO
  • NVMI
  • FXI
  • XLF
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)'s Q3 2025 Portfolio
Portfolio Value 678 Million
Stocks 55
Filing on Nov 10, 2025 Q3 2025

Prakash Investment Advisors LLC

  • NVDA
  • NFLX
  • META
  • TSLA
  • APP
  • AMZN
  • AAPL
Prakash Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 149 Billion
Stocks 71
Filing on Nov 07, 2025 Q3 2025

New Millennium Group LLC

  • NVDA
  • MSFT
  • AVGO
  • GOOGL
  • META
  • PLTR
  • AAPL
New Millennium Group LLC's Q3 2025 Portfolio
Portfolio Value 212 Million
Stocks 501
Filing on Nov 07, 2025 Q3 2025

Strategic Family Wealth Counselors, L.L.C.

  • RBLX
  • SCHG
  • SCHD
  • SPY
  • CGGR
  • UBER
  • SCHX
Strategic Family Wealth Counselors, L.L.C.'s Q3 2025 Portfolio
Portfolio Value 366 Million
Stocks 164
Filing on Nov 07, 2025 Q3 2025

Northeast Financial Group, Inc.

  • SCHX
  • SPY
  • SCHM
  • SCHG
  • SCHF
  • SCHV
  • USHY
Northeast Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 402 Billion
Stocks 86
Filing on Nov 07, 2025 Q3 2025

Broderick Brian C

  • NVDA
  • GOOGL
  • AAPL
  • MSFT
  • MA
  • ADI
  • RTX
Broderick Brian C's Q3 2025 Portfolio
Portfolio Value 487 Million
Stocks 352
Filing on Nov 07, 2025 Q3 2025

Cohalo Advisory LLC

  • GAA
  • ACWF
  • GBIL
  • SGOV
  • GVIP
  • COST
  • AMZN
Cohalo Advisory LLC's Q3 2025 Portfolio
Portfolio Value 1.28 Billion
Stocks 12
Filing on Nov 07, 2025 Q3 2025

Puzo Michael J

  • GOOGL
  • NVDA
  • AAPL
  • MSFT
  • MA
  • RTX
  • AMZN
Puzo Michael J's Q3 2025 Portfolio
Portfolio Value 363 Million
Stocks 377
Filing on Nov 07, 2025 Q3 2025

Northern Financial Advisors Inc

  • SPY
  • VTV
  • VUG
  • AAPL
  • NFLX
  • AVGO
  • VEA
Northern Financial Advisors Inc's Q3 2025 Portfolio
Portfolio Value 191 Billion
Stocks 124
Filing on Nov 07, 2025 Q3 2025

Frisch Financial Group, Inc.

  • JPST
  • RSP
  • VTV
  • GOOGL
  • AAPL
  • QQQE
  • FMB
Frisch Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 396 Million
Stocks 157
Filing on Nov 07, 2025 Q3 2025

Wt Asset Management LTD

  • NVDA
  • RBLX
  • APP
  • NIO
  • HOOD
  • TSM
  • GOOG
Wt Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 1.89 Billion
Stocks 43
Filing on Nov 07, 2025 Q3 2025

Excalibur Management Corp

  • CSL
  • AAPL
  • MSFT
  • BRK-B
  • JPM
  • JNJ
  • META
Excalibur Management Corp's Q3 2025 Portfolio
Portfolio Value 273 Million
Stocks 166
Filing on Nov 07, 2025 Q3 2025

Wharton Business Group, LLC

  • QUAL
  • VLUE
  • EFAV
  • EEMV
  • KBWB
  • VYM
  • AAPL
Wharton Business Group, LLC's Q3 2025 Portfolio
Portfolio Value 2.32 Billion
Stocks 140
Filing on Nov 07, 2025 Q3 2025

Richmond Brothers, Inc.

  • QQQ
  • VOX
  • VPU
  • VGT
  • BSV
  • BLV
  • VIS
Richmond Brothers, Inc.'s Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 54
Filing on Nov 07, 2025 Q3 2025

Schrum Private Wealth Management LLC

  • SPY
  • MSFT
  • AAPL
  • VOO
  • FXL
  • SPLG
  • JPM
Schrum Private Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 135 Million
Stocks 129
Filing on Nov 07, 2025 Q3 2025

Berkeley Capital Partners, LLC

  • SPY
  • VYM
  • VCIT
  • VCLT
  • QQQ
  • VEU
  • GDX
Berkeley Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 409 Million
Stocks 188
Filing on Nov 07, 2025 Q3 2025

Goehring & Rozencwajg Associates, LLC

  • CCJ
  • RRC
  • SDRL
  • LEU
  • NTR
  • VAL
  • AGI
Goehring & Rozencwajg Associates, LLC's Q3 2025 Portfolio
Portfolio Value 831 Billion
Stocks 42
Filing on Nov 07, 2025 Q3 2025

Kovack Advisors, Inc.

  • NVDA
  • AAPL
  • SPMO
  • SPY
  • MSFT
  • AMZN
  • IVV
Kovack Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 611