Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 10, 2025 Q3 2025

Abbot Financial Management, Inc.

  • MSFT
  • AAPL
  • NVDA
  • JPM
  • GOOGL
  • VUG
  • XLK
Abbot Financial Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 229 Million
Stocks 133
Filing on Nov 10, 2025 Q3 2025

Jfs Wealth Advisors, LLC

  • DFAC
  • DFAX
  • DFUS
  • IWB
  • AGG
  • BRK-B
  • IVV
Jfs Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 1904
Filing on Nov 10, 2025 Q3 2025

Dakota Wealth Management

  • KLAC
  • IVV
  • AAPL
  • MSFT
  • BIL
  • AMZN
  • JPM
Dakota Wealth Management's Q3 2025 Portfolio
Portfolio Value 4.83 Billion
Stocks 646
Filing on Nov 10, 2025 Q3 2025

Invictus Private Wealth, LLC

  • VOO
  • QQQ
  • VUG
  • VO
  • VTV
  • VB
  • VWO
Invictus Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 1.6 Trillion
Stocks 81
Filing on Nov 10, 2025 Q3 2025

Rollins Financial Advisors, LLC

  • QQQ
  • AAPL
  • MSFT
  • SCHG
  • AMZN
  • GOOGL
  • BAC
Rollins Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 661 Billion
Stocks 144
Filing on Nov 10, 2025 Q3 2025

Zhang Financial LLC

  • VOO
  • VTI
  • DFUS
  • ITOT
  • VXUS
  • DFAC
  • VT
Zhang Financial LLC's Q3 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 316
Filing on Nov 10, 2025 Q3 2025

Permit Capital, LLC

  • SBAC
  • PBI
  • EXPE
  • IDCC
  • WDC
  • OTEX
  • GOOG
Permit Capital, LLC's Q3 2025 Portfolio
Portfolio Value 308 Million
Stocks 20
Filing on Nov 10, 2025 Q3 2025

Waddell & Associates, LLC

  • FDX
  • PAVE
  • MDY
  • DGRW
  • FNDA
  • AUSF
  • CAPE
Waddell & Associates, LLC's Q3 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 325
Filing on Nov 10, 2025 Q3 2025

Kdt Advisors, LLC

  • VOO
  • AAPL
  • MSFT
  • VYM
  • GOOGL
  • VIG
  • BRK-B
Kdt Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 60.9 Billion
Stocks 61
Filing on Nov 10, 2025 Q3 2025

Kropog Financial Group, LLC

  • VOOG
  • BIV
  • QQQ
  • CGDV
  • VYM
  • XLU
  • VTI
Kropog Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 122 Billion
Stocks 28
Filing on Nov 10, 2025 Q3 2025

M3 Advisory Group, LLC

  • VIG
  • QQQ
  • VTI
  • VUG
  • VOO
  • NVDA
  • IVV
M3 Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 160 Billion
Stocks 153
Filing on Nov 10, 2025 Q3 2025

Optiver Holding B.V.

  • SPY
  • AMZN
  • MSFT
  • AMD
  • AVGO
  • GOOGL
  • GOOG
Optiver Holding B.V.'s Q3 2025 Portfolio
Portfolio Value 6 Billion
Stocks 2707
Filing on Nov 10, 2025 Q3 2025

Decision Point Financial, LLC

  • DFAC
  • VCIT
  • DFIC
  • DFAS
  • DFCF
  • DFAI
  • VNQ
Decision Point Financial, LLC's Q3 2025 Portfolio
Portfolio Value 418 Million
Stocks 669
Filing on Nov 10, 2025 Q3 2025

Stonebrook Private Inc.

  • AAPL
  • QUAL
  • MSFT
  • IEMG
  • EFV
  • DYNF
  • XLG
Stonebrook Private Inc.'s Q3 2025 Portfolio
Portfolio Value 463 Billion
Stocks 208
Filing on Nov 10, 2025 Q3 2025

Cvfg LLC

  • SPY
  • AAPL
  • DIA
  • VTI
  • CWI
  • SPMD
  • QQQM
Cvfg LLC's Q3 2025 Portfolio
Portfolio Value 138 Billion
Stocks 99
Filing on Nov 10, 2025 Q3 2025

Insight Advisors, LLC

  • NVDA
  • SPY
  • AAPL
  • DGRW
  • AVGO
  • AMZN
  • MSFT
Insight Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 412 Million
Stocks 289
Filing on Nov 10, 2025 Q3 2025

Strata Wealth Advisors, LLC

  • FNDF
  • VGSH
  • VUG
  • BRK-B
  • DFEV
  • CGXU
  • FNDX
Strata Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 379 Billion
Stocks 100
Filing on Nov 10, 2025 Q3 2025

Weitz Investment Management, Inc.

  • BRK-B
  • GOOG
  • DHR
  • V
  • MA
  • META
  • MSFT
Weitz Investment Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 48