Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 13, 2025 Q3 2025

Legacy Advisors, LLC

  • MTZ
  • VERX
  • IWB
  • AAPL
  • IJR
  • SPY
  • IVV
Legacy Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 683 Million
Stocks 252
Filing on Nov 13, 2025 Q3 2025

Btg Pactual Asset Management Us LLC

  • SPY
  • SPY
  • IWF
  • SPY
  • MGK
  • IREN
  • CIFR
Btg Pactual Asset Management Us LLC's Q3 2025 Portfolio
Portfolio Value 2.1 Billion
Stocks 248
Filing on Nov 13, 2025 Q3 2025

Limestone Investment Advisors LP

  • SPY
  • SPY
  • MSFT
  • MSFT
  • AAPL
  • AAPL
  • JPM
Limestone Investment Advisors LP's Q3 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 521
Filing on Nov 13, 2025 Q3 2025

Scoggin Management LP

  • SPY
  • WULF
  • WULF
  • QQQ
  • WULF
  • SATS
  • SATS
Scoggin Management LP's Q3 2025 Portfolio
Portfolio Value 460 Million
Stocks 62
Filing on Nov 13, 2025 Q3 2025

British Columbia Investment Management Corp

  • NVDA
  • HYG
  • MSFT
  • AAPL
  • USHY
  • AMZN
  • RY
British Columbia Investment Management Corp's Q3 2025 Portfolio
Portfolio Value 16.4 Billion
Stocks 683
Filing on Nov 13, 2025 Q3 2025

Annandale Capital, LLC

  • BSV
  • DFCF
  • DFAI
  • DFAE
  • VYM
  • META
  • GOVT
Annandale Capital, LLC's Q3 2025 Portfolio
Portfolio Value 5.88 Billion
Stocks 124
Filing on Nov 13, 2025 Q3 2025

Beaird Harris Wealth Management, LLC

  • DFSD
  • DFCF
  • AVLV
  • VOO
  • AVUV
  • DUHP
  • DFUV
Beaird Harris Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.28 Billion
Stocks 727
Filing on Nov 13, 2025 Q3 2025

Lavaca Capital LLC

  • SPY
  • NVDA
  • SYY
  • KKR
  • AAPL
  • NFLX
  • SPY
Lavaca Capital LLC's Q3 2025 Portfolio
Portfolio Value 283 Million
Stocks 269
Filing on Nov 13, 2025 Q3 2025

Brogan Financial, Inc.

  • ACIO
  • OSCV
  • DRSK
  • RSP
  • DFAI
  • SPLG
  • AAPL
Brogan Financial, Inc.'s Q3 2025 Portfolio
Portfolio Value 235 Billion
Stocks 62
Filing on Nov 13, 2025 Q3 2025

Wealth Watch Advisors, Inc

  • QQH
  • CWB
  • LGH
  • QQQ
  • VOO
  • SPAB
  • SPYG
Wealth Watch Advisors, Inc's Q3 2025 Portfolio
Portfolio Value 243 Billion
Stocks 927
Filing on Nov 13, 2025 Q3 2025

Investments & Financial Planning, LLC

  • VB
  • SPYG
  • IJH
  • VO
  • CGGR
  • URTH
  • VT
Investments & Financial Planning, LLC's Q3 2025 Portfolio
Portfolio Value 185 Million
Stocks 37
Filing on Nov 13, 2025 Q3 2025

Resurgent Financial Advisors LLC

  • MSFT
  • AAPL
  • BRK-B
  • NVDA
  • JPM
  • SPY
  • GOOGL
Resurgent Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 189 Million
Stocks 207
Filing on Nov 13, 2025 Q3 2025

Vise Technologies, Inc.

  • DFUS
  • NVDA
  • AAPL
  • MSFT
  • GOOG
  • AMZN
  • META
Vise Technologies, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.52 Billion
Stocks 1181
Filing on Nov 13, 2025 Q3 2025

Nearwater Capital Markets, LTD

  • IVV
  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • GOOGL
  • GS
Nearwater Capital Markets, LTD's Q3 2025 Portfolio
Portfolio Value 7.48 Trillion
Stocks 144
Filing on Nov 13, 2025 Q3 2025

Guardian Investment Management

  • AAPL
  • DHR
  • MSFT
  • COST
  • AMGN
  • WMT
  • BAC
Guardian Investment Management's Q3 2025 Portfolio
Portfolio Value 113 Million
Stocks 55
Filing on Nov 13, 2025 Q3 2025

Intrepid Capital Management Inc

  • DUHP
  • SSIC
  • GOOGL
  • CEF
  • BRK-B
  • IAU
  • FN
Intrepid Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 189 Million
Stocks 109
Filing on Nov 13, 2025 Q3 2025

Seth Klarman

Baupost Group LLC
  • QSR
  • GOOG
  • ELV
  • CRH.L
  • WTW
  • UNP
  • WCC
Seth Klarman's Q3 2025 Portfolio
Portfolio Value 4.79 Billion
Stocks 22
Filing on Nov 13, 2025 Q3 2025

Q Global Advisors, LLC

  • ASND
  • ENVA
  • TDG
  • TRTX
  • HLF
  • RCL
  • SVIIW
Q Global Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 63.7 Million
Stocks 42