Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Marvin & Palmer Associates Inc

  • NVDA
  • AVGO
  • GS
  • ORCL
  • JPM
  • MS
  • IBKR
Marvin & Palmer Associates Inc's Q3 2025 Portfolio
Portfolio Value 127 Million
Stocks 27
Filing on Nov 12, 2025 Q3 2025

Kilter Howling LLC

  • VOO
  • SCHZ
  • VIG
  • QQQ
  • SHYG
  • USMV
  • VEA
Kilter Howling LLC's Q3 2025 Portfolio
Portfolio Value 180 Billion
Stocks 46
Filing on Nov 12, 2025 Q3 2025

Black Swift Group, LLC

  • SPYG
  • SPY
  • IWF
  • XLK
  • AMZN
  • IGV
  • AIQ
Black Swift Group, LLC's Q3 2025 Portfolio
Portfolio Value 495 Million
Stocks 110
Filing on Nov 12, 2025 Q3 2025

Cladis Investment Advisory, LLC

  • AAPL
  • NVDA
  • MSFT
  • GE
  • AMZN
  • QQQ
  • LLY
Cladis Investment Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 175 Billion
Stocks 145
Filing on Nov 12, 2025 Q3 2025

Cm Management, LLC

  • TGB
  • ALCO
  • PLPC
  • RLGT
  • NMRK
  • FOLD
  • CHRS
Cm Management, LLC's Q3 2025 Portfolio
Portfolio Value 107 Million
Stocks 66
Filing on Nov 12, 2025 Q3 2025

Alpha Financial Advisors, LLC

  • DFAU
  • DFIC
  • TSPA
  • CGGR
  • DFCF
  • DFSV
  • FIXD
Alpha Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 284 Billion
Stocks 62
Filing on Nov 12, 2025 Q3 2025

Powell Investment Advisors, LLC

  • IVW
  • IVE
  • IWN
  • IWO
  • QQQ
  • DVY
  • AMZN
Powell Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 277 Million
Stocks 167
Filing on Nov 12, 2025 Q3 2025

Rosenblum Silverman Sutton S F Inc

  • NVDA
  • MSFT
  • NFLX
  • META
  • AMZN
  • V
  • COST
Rosenblum Silverman Sutton S F Inc 's Q3 2025 Portfolio
Portfolio Value 405 Million
Stocks 78
Filing on Nov 12, 2025 Q3 2025

Guardian Partners Inc.

  • RY
  • TD
  • KBWB
  • BMO
  • ENB
  • BNS
  • MSFT
Guardian Partners Inc.'s Q3 2025 Portfolio
Portfolio Value 1.18 Trillion
Stocks 179
Filing on Nov 12, 2025 Q3 2025

Prudent Investors Network, Inc.

  • FBND
  • EMBD
  • IAGG
  • IEF
  • XLF
  • QQQ
  • VO
Prudent Investors Network, Inc.'s Q3 2025 Portfolio
Portfolio Value 408 Million
Stocks 68
Filing on Nov 12, 2025 Q3 2025

Creative One Wealth, LLC

  • VUG
  • VEA
  • AAPL
  • VTV
  • NVDA
  • AMZN
  • MSFT
Creative One Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 3.51 Billion
Stocks 1849
Filing on Nov 12, 2025 Q3 2025

Obsidian Personal Planning Solutions LLC

  • IBTH
  • SPIB
  • IJR
  • VTV
  • JPIE
  • SCHD
  • SPDW
Obsidian Personal Planning Solutions LLC's Q3 2025 Portfolio
Portfolio Value 283 Million
Stocks 119
Filing on Nov 12, 2025 Q3 2025

Tpg Financial Advisors, LLC

  • IEF
  • JPIE
  • SPYV
  • SPYG
  • SPSM
  • SPMD
  • SPTI
Tpg Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 257 Million
Stocks 66
Filing on Nov 12, 2025 Q3 2025

Planwiser Financial, LLC

  • AVUS
  • IVV
  • VTV
  • VUG
  • AVLV
  • SPDW
  • IGIB
Planwiser Financial, LLC's Q3 2025 Portfolio
Portfolio Value 126 Billion
Stocks 48
Filing on Nov 12, 2025 Q3 2025

Integrity Investment Advisors, LLC

  • IVV
  • SPHQ
  • SPMO
  • IGM
  • DFCF
  • AVUS
  • JEPI
Integrity Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 150834
Filing on Nov 12, 2025 Q3 2025

Crestmont Private Wealth LLC

  • IVV
  • VOO
  • BOND
  • VWO
  • VEA
  • JPST
  • DFAT
Crestmont Private Wealth LLC's Q3 2025 Portfolio
Portfolio Value 303 Billion
Stocks 95
Filing on Nov 12, 2025 Q3 2025

Alamea Verwaltungs Gmb H

  • GLD
  • SPY
  • GBTC
  • SLV
  • IWM
  • WGMI
  • OGE
Alamea Verwaltungs Gmb H's Q3 2025 Portfolio
Portfolio Value 146 Billion
Stocks 104
Filing on Nov 12, 2025 Q3 2025

Strategic Financial Concepts, LLC

  • SPYG
  • SPTI
  • SPYV
  • SPMB
  • SPIB
  • SPDW
  • SPSM
Strategic Financial Concepts, LLC's Q3 2025 Portfolio
Portfolio Value 688 Billion
Stocks 266