Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Malaga Cove Capital, LLC

  • BIL
  • AMZN
  • ON
  • JPM
  • SGOV
  • SPOT
  • CAT
Malaga Cove Capital, LLC's Q3 2025 Portfolio
Portfolio Value 262 Million
Stocks 169
Filing on Nov 12, 2025 Q3 2025

Cottage Street Advisors LLC

  • NVDA
  • MSFT
  • MINT
  • AAPL
  • BX
  • JPM
  • GOOG
Cottage Street Advisors LLC's Q3 2025 Portfolio
Portfolio Value 235 Billion
Stocks 143
Filing on Nov 12, 2025 Q3 2025

J Hagan Capital, Inc.

  • SPY
  • QQQ
  • NVDA
  • DIA
  • THLV
  • GLD
  • AGGH
J Hagan Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 165 Billion
Stocks 81
Filing on Nov 12, 2025 Q3 2025

Triton Wealth Management, Pllc

  • SCHG
  • SPMO
  • KNX
  • QQQ
  • BUFR
  • NVDA
  • AAPL
Triton Wealth Management, Pllc's Q3 2025 Portfolio
Portfolio Value 239 Million
Stocks 111
Filing on Nov 12, 2025 Q3 2025

Smith Group Asset Management, LLC

  • MSFT
  • AVGO
  • AAPL
  • APP
  • KLAC
  • GOOGL
  • META
Smith Group Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.74 Trillion
Stocks 172
Filing on Nov 12, 2025 Q3 2025

Hall Capital Management CO Inc

  • MSFT
  • VCIT
  • VEU
  • VO
  • IGSB
  • AAPL
  • JPM
Hall Capital Management CO Inc's Q3 2025 Portfolio
Portfolio Value 253 Million
Stocks 98
Filing on Nov 12, 2025 Q3 2025

Pinnacle Associates LTD

  • AAPL
  • JNJ
  • MSFT
  • NVDA
  • AVGO
  • JPM
  • SPY
Pinnacle Associates LTD's Q3 2025 Portfolio
Portfolio Value 7.15 Billion
Stocks 868
Filing on Nov 12, 2025 Q3 2025

Hartford Funds Management CO LLC

  • HTRB
  • HCRB
  • RODM
  • HFGO
  • HSUN
  • ROUS
  • MSFT
Hartford Funds Management CO LLC's Q3 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 99
Filing on Nov 12, 2025 Q3 2025

Jefferies Financial Group Inc.

  • GLD
  • SPY
  • VGT
  • GLD
  • SPY
  • WRB
  • IREN
Jefferies Financial Group Inc.'s Q3 2025 Portfolio
Portfolio Value 20.1 Billion
Stocks 1424
Filing on Nov 12, 2025 Q3 2025

Altman Advisors, Inc.

  • IEUR
  • NVDA
  • SPYG
  • AAPL
  • GOOGL
  • MSFT
  • SPYV
Altman Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 271 Million
Stocks 92
Filing on Nov 12, 2025 Q3 2025

Aozora Bank, Ltd.

  • VCIT
  • LQD
Aozora Bank, Ltd.'s Q3 2025 Portfolio
Portfolio Value 98.4 Million
Stocks 2
Filing on Nov 12, 2025 Q3 2025

Pro Vise Management Group, LLC

  • DGRO
  • MSFT
  • GOOG
  • IWY
  • BRK-B
  • JPM
  • SPDW
Pro Vise Management Group, LLC's Q3 2025 Portfolio
Portfolio Value 1.33 Billion
Stocks 256
Filing on Nov 12, 2025 Q3 2025

Clientfirst Wealth Management, LLC

  • DDS
  • IWF
  • SPY
  • VOO
  • AAPL
  • IWD
  • IWM
Clientfirst Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 122 Million
Stocks 48
Filing on Nov 12, 2025 Q3 2025

Diversify Advisory Services, LLC

  • NVDA
  • SPY
  • QQQ
  • BKLN
  • AAPL
  • GLD
  • AMZN
Diversify Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 2.98 Trillion
Stocks 872
Filing on Nov 12, 2025 Q3 2025

Pfg Advisors

  • VUG
  • MSFT
  • AAPL
  • QQQ
  • VTI
  • NVDA
  • VIG
Pfg Advisors's Q3 2025 Portfolio
Portfolio Value 2.32 Billion
Stocks 812
Filing on Nov 12, 2025 Q3 2025

New England Private Wealth Advisors LLC

  • VTI
  • VIG
  • FVD
  • JAAA
  • RPG
  • SPLV
  • VXF
New England Private Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 727 Million
Stocks 178
Filing on Nov 12, 2025 Q3 2025

Alamar Capital Management, LLC

  • VOO
  • EFA
  • SHY
  • AGG
  • PGR
  • APPF
  • APH
Alamar Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 183 Million
Stocks 74
Filing on Nov 12, 2025 Q3 2025

Flavin Financial Services, Inc.

  • JPST
  • FBND
  • MSFT
  • TFLR
  • IBTH
  • AAPL
  • FDHY
Flavin Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 141 Billion
Stocks 70