Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 07, 2025 Q3 2025

Mendel Money Management

  • MSFT
  • AMZN
  • GOOG
  • V
  • IBM
  • TMO
  • PANW
Mendel Money Management's Q3 2025 Portfolio
Portfolio Value 215 Million
Stocks 150
Filing on Nov 07, 2025 Q3 2025

Fortis Advisors, LLC

  • DBND
  • BSV
  • EMXC
  • ICOW
  • VEA
  • GDX
  • SCHP
Fortis Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 123
Filing on Nov 07, 2025 Q3 2025

O Donnell Financial Services, LLC

  • SPLG
  • DSTL
  • RDVY
  • MGK
  • EFA
  • QQQ
  • FDD
O Donnell Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 247 Million
Stocks 55
Filing on Nov 07, 2025 Q3 2025

Mullooly Asset Management, Inc.

  • MTUM
  • VLUE
  • VEU
  • IJH
  • SHV
  • VTI
  • IJR
Mullooly Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 261 Billion
Stocks 51
Filing on Nov 07, 2025 Q3 2025

Clear Creek Financial Management, LLC

  • SPLG
  • IVV
  • SPAB
  • QQQ
  • SPYG
  • EFA
  • EEM
Clear Creek Financial Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 560
Filing on Nov 07, 2025 Q3 2025

Pekin Hardy Strauss, Inc.

  • PHYS
  • BRK-B
  • GDX
  • CCJ
  • CEF
  • PSLV
  • AEM
Pekin Hardy Strauss, Inc.'s Q3 2025 Portfolio
Portfolio Value 919 Million
Stocks 409
Filing on Nov 07, 2025 Q3 2025

Icici Prudential Asset Management CO LTD

  • VTRS
  • ASHR
  • CTSH
  • MSFT
  • PBR
  • NVDA
  • ADBE
Icici Prudential Asset Management CO LTD's Q3 2025 Portfolio
Portfolio Value 919 Million
Stocks 158
Filing on Nov 07, 2025 Q3 2025

Beverly Hills Private Wealth, LLC

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • AMZN
  • BRK-B
  • VGIT
Beverly Hills Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 567 Billion
Stocks 1004
Filing on Nov 07, 2025 Q3 2025

Amara Financial, Llc.

  • MGK
  • VIG
  • VEA
  • VO
  • SCHG
  • MGV
  • EFA
Amara Financial, Llc.'s Q3 2025 Portfolio
Portfolio Value 136 Billion
Stocks 47
Filing on Nov 07, 2025 Q3 2025

Factory Mutual Insurance CO

  • NVDA
  • MSFT
  • IXUS
  • AAPL
  • GOOG
  • AGG
  • XLK
Factory Mutual Insurance CO's Q3 2025 Portfolio
Portfolio Value 10.1 Billion
Stocks 195
Filing on Nov 07, 2025 Q3 2025

Somerville Kurt F

  • NVDA
  • GOOGL
  • AAPL
  • MSFT
  • MA
  • AMZN
  • ADI
Somerville Kurt F's Q3 2025 Portfolio
Portfolio Value 596 Million
Stocks 467
Filing on Nov 07, 2025 Q3 2025

D'Orazio & Associates, Inc.

  • VTI
  • BAH
  • IQLT
  • JPIE
  • BRK-B
  • QQQM
  • VEA
D'Orazio & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 738 Million
Stocks 288
Filing on Nov 07, 2025 Q3 2025

Woodley Farra Manion Portfolio Management Inc

  • AVGO
  • GOOGL
  • SGOV
  • MSFT
  • ASML
  • MS
  • DIS
Woodley Farra Manion Portfolio Management Inc's Q3 2025 Portfolio
Portfolio Value 2.11 Billion
Stocks 117
Filing on Nov 07, 2025 Q3 2025

David Kennon Inc

  • VOO
  • VTI
  • ONEQ
  • VXUS
  • VB
  • VO
  • FIDI
David Kennon Inc's Q3 2025 Portfolio
Portfolio Value 252 Million
Stocks 36
Filing on Nov 07, 2025 Q3 2025

Bridgewater Advisors Inc.

  • JPST
  • AVLV
  • AVUS
  • VCIT
  • VTI
  • AAPL
  • DFAI
Bridgewater Advisors Inc.'s Q3 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 434
Filing on Nov 07, 2025 Q3 2025

Financial Designs Corp

  • ITOT
  • AGG
  • OMFL
  • HEGD
  • DIVO
  • IXUS
  • BALT
Financial Designs Corp's Q3 2025 Portfolio
Portfolio Value 173 Billion
Stocks 22
Filing on Nov 07, 2025 Q3 2025

Convergence Financial, LLC

  • SPYG
  • SPYV
  • SPAB
  • BIL
  • MDYV
  • JAVA
  • MDYG
Convergence Financial, LLC's Q3 2025 Portfolio
Portfolio Value 666 Billion
Stocks 188
Filing on Nov 07, 2025 Q3 2025

Amg National Trust Bank

  • SPY
  • IWR
  • IWM
  • VOO
  • IXUS
  • LOW
  • BND
Amg National Trust Bank's Q3 2025 Portfolio
Portfolio Value 4.1 Billion
Stocks 627