Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Advisor Resource Council

  • SPY
  • RSP
  • EWJ
  • GLD
  • IWB
  • PTLC
  • RDVY
Advisor Resource Council's Q3 2025 Portfolio
Portfolio Value 68.7 Million
Stocks 40
Filing on Nov 12, 2025 Q3 2025

Mosaic Advisors LLC

  • ITOT
  • AAPL
  • COP
  • VEU
  • SHW
  • IWV
  • VIG
Mosaic Advisors LLC's Q3 2025 Portfolio
Portfolio Value 40.3 Million
Stocks 15
Filing on Nov 12, 2025 Q3 2025

Powers Capital, LLC

  • VOO
  • XLK
Powers Capital, LLC's Q3 2025 Portfolio
Portfolio Value 217 Billion
Stocks 2
Filing on Nov 12, 2025 Q3 2025

Private Advisor Group, LLC

  • AAPL
  • NVDA
  • SPY
  • VTI
  • SPLG
  • MSFT
  • QQQ
Private Advisor Group, LLC's Q3 2025 Portfolio
Portfolio Value 18.8 Billion
Stocks 2564
Filing on Nov 12, 2025 Q3 2025

Sns Financial Group, LLC

  • QUAL
  • SCHF
  • IEI
  • DGRW
  • OEF
  • SCHB
  • SPY
Sns Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 296
Filing on Nov 12, 2025 Q3 2025

Gerber Kawasaki Wealth & Investment Management

  • QQQM
  • NVDA
  • SPYG
  • SPYV
  • IXUS
  • AGG
  • AAPL
Gerber Kawasaki Wealth & Investment Management's Q3 2025 Portfolio
Portfolio Value 2.88 Billion
Stocks 331
Filing on Nov 12, 2025 Q3 2025

Schroder Investment Management Group

  • MSFT
  • NVDA
  • GOOGL
  • AAPL
  • META
  • AVGO
  • AMZN
Schroder Investment Management Group's Q3 2025 Portfolio
Portfolio Value 122 Billion
Stocks 3301
Filing on Nov 12, 2025 Q3 2025

Planning Directions Inc

  • SCHD
  • BSV
  • VIG
  • UITB
  • AAPL
  • IJR
  • MGV
Planning Directions Inc's Q3 2025 Portfolio
Portfolio Value 188 Million
Stocks 93
Filing on Nov 12, 2025 Q3 2025

Navalign, LLC

  • FBND
  • AAPL
  • IJR
  • VIGI
  • SPYG
  • SPYV
  • SCHP
Navalign, LLC's Q3 2025 Portfolio
Portfolio Value 374 Million
Stocks 122
Filing on Nov 12, 2025 Q3 2025

Smh Capital Advisors Inc

  • SPHY
  • TRIN
  • CSWC
  • VICI
  • PSEC
  • CG
  • MAIN
Smh Capital Advisors Inc's Q3 2025 Portfolio
Portfolio Value 25.9 Million
Stocks 51
Filing on Nov 12, 2025 Q3 2025

Ndwm LLC

  • IVV
  • SPY
  • BILS
  • BIL
  • GLD
  • CMF
  • RSP
Ndwm LLC's Q3 2025 Portfolio
Portfolio Value 147 Billion
Stocks 34
Filing on Nov 12, 2025 Q3 2025

Torrey Growth & Income Advisors

  • QCOM
  • NOW
  • ORCL
  • AMD
  • FAS
  • AXP
  • SHOP
Torrey Growth & Income Advisors's Q3 2025 Portfolio
Portfolio Value 340 Billion
Stocks 126
Filing on Nov 12, 2025 Q3 2025

Chicago Wealth Management, Inc.

  • ITA
  • IAI
  • XLI
  • SLV
  • SOXX
  • IGV
  • SPHQ
Chicago Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 224 Million
Stocks 50
Filing on Nov 12, 2025 Q3 2025

Tairen Capital LTD

  • TSLA
  • HOOD
  • NVDA
  • TSM
  • BABA
  • ASML
  • GOOGL
Tairen Capital LTD's Q3 2025 Portfolio
Portfolio Value 852 Million
Stocks 66
Filing on Nov 12, 2025 Q3 2025

Global Alpha Capital Management Ltd.

  • ORA
  • SANM
  • UMBF
  • SCZ
  • GMED
  • GXO
  • VRNT
Global Alpha Capital Management Ltd.'s Q3 2025 Portfolio
Portfolio Value 1.77 Billion
Stocks 56
Filing on Nov 12, 2025 Q3 2025

Pinnacle Wealth Planning Services, Inc.

  • FLTR
  • SPSM
  • ET
  • SPYV
  • AAPL
  • NVDA
  • SPAB
Pinnacle Wealth Planning Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 838 Million
Stocks 484
Filing on Nov 12, 2025 Q3 2025

Family Legacy, Inc.

  • AAPL
  • MSFT
  • JPM
  • CAT
  • GOOGL
  • TSM
  • ORCL
Family Legacy, Inc.'s Q3 2025 Portfolio
Portfolio Value 320 Million
Stocks 122
Filing on Nov 12, 2025 Q3 2025

Hoey Investments, Inc

  • NVDA
  • AMZN
  • META
  • MSFT
  • PLTR
  • AAPL
  • AVGO
Hoey Investments, Inc's Q3 2025 Portfolio
Portfolio Value 734 Million
Stocks 414