Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Left Brain Wealth Management, LLC

  • NVDA
  • META
  • PLTR
  • NFLX
  • HOOD
  • TSM
  • APP
Left Brain Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 319 Billion
Stocks 98
Filing on Nov 12, 2025 Q3 2025

Artemis Wealth Advisors, LLC

  • QQQ
  • QQQ
  • BRK-A
  • EMXC
  • MSFT
  • AMZN
  • NVDA
Artemis Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 976 Million
Stocks 38
Filing on Nov 12, 2025 Q3 2025

8 Vc Gp I, LLC

  • JOBY
  • SNTI
8 Vc Gp I, LLC's Q3 2025 Portfolio
Portfolio Value 77.8 Billion
Stocks 2
Filing on Nov 12, 2025 Q3 2025

Paragon Financial Partners, Inc.

  • SPY
  • NVDA
  • VYM
  • ETV
  • IWF
  • VHT
  • AAPL
Paragon Financial Partners, Inc.'s Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 72
Filing on Nov 12, 2025 Q3 2025

Rovida Advisors Inc.

  • PAR
  • GOOGL
  • IWM
  • ALIT
  • UNH
  • IP
  • MSOS
Rovida Advisors Inc.'s Q3 2025 Portfolio
Portfolio Value 116 Million
Stocks 12
Filing on Nov 12, 2025 Q3 2025

Brooklyn Fi, LLC

  • VTI
  • VEA
  • VOO
  • IWV
  • VWO
  • VBR
  • VXUS
Brooklyn Fi, LLC's Q3 2025 Portfolio
Portfolio Value 438 Million
Stocks 79
Filing on Nov 12, 2025 Q3 2025

Blue Edge Capital, LLC

  • VUG
  • VTV
  • MGK
  • IVW
  • IEF
  • IEUR
  • SPY
Blue Edge Capital, LLC's Q3 2025 Portfolio
Portfolio Value 666 Million
Stocks 122
Filing on Nov 12, 2025 Q3 2025

Berry Wealth Group, LP

  • AVGO
  • AAPL
  • MSFT
  • ETN
  • MPC
  • JPM
  • MSI
Berry Wealth Group, LP's Q3 2025 Portfolio
Portfolio Value 30.6 Billion
Stocks 31
Filing on Nov 12, 2025 Q3 2025

Sr One Capital Management, LP

  • ACLX
  • CRSP
  • ORIC
  • DSGN
  • NKTX
  • SBTX
Sr One Capital Management, LP's Q3 2025 Portfolio
Portfolio Value 435 Million
Stocks 12
Filing on Nov 12, 2025 Q3 2025

Aptus Capital Advisors, LLC

  • HYG
  • ACIO
  • DASH
  • DRSK
  • NVDA
  • TMO
  • AAPL
Aptus Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 12.7 Billion
Stocks 1818
Filing on Nov 12, 2025 Q3 2025

Cmt Capital Markets Trading Gmb H

  • C
  • SHOP
  • GS
  • SBUX
  • GLD
  • MSFT
  • BABA
Cmt Capital Markets Trading Gmb H's Q3 2025 Portfolio
Portfolio Value 10.7 Billion
Stocks 347
Filing on Nov 12, 2025 Q3 2025

Integrity Advisory Solutions, LLC

  • DFAC
  • DUHP
  • SPMD
  • DFIC
  • DFSV
  • VCSH
  • CGGR
Integrity Advisory Solutions, LLC's Q3 2025 Portfolio
Portfolio Value 626 Billion
Stocks 246
Filing on Nov 12, 2025 Q3 2025

Paradigm Asset Management CO LLC

  • JPM
  • GOOGL
  • NVDA
  • ORCL
  • AAPL
  • MSFT
  • WFC
Paradigm Asset Management CO LLC's Q3 2025 Portfolio
Portfolio Value 280 Million
Stocks 491
Filing on Nov 12, 2025 Q3 2025

Lom Asset Management LTD

  • AVGO
  • GOOG
  • MSFT
  • NVDA
  • VOO
  • AMZN
  • JPM
Lom Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 319 Million
Stocks 247
Filing on Nov 12, 2025 Q3 2025

Endurance Services LTD

  • IVV
  • HYG
  • RSP
  • QQQE
  • JAAA
  • JPST
  • WCLD
Endurance Services LTD's Q3 2025 Portfolio
Portfolio Value 597 Billion
Stocks 14
Filing on Nov 12, 2025 Q3 2025

Walled Lake Planning & Wealth Management, LLC

  • CAPE
  • JQUA
  • USMV
  • SCHD
  • AAPL
  • RSP
  • MO
Walled Lake Planning & Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 250 Million
Stocks 143
Filing on Nov 12, 2025 Q3 2025

Palo Alto Wealth Advisors, LLC

  • GOOG
  • GOOGL
  • QUAL
  • DGRW
  • NVDA
  • MOAT
  • GSIE
Palo Alto Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 343 Billion
Stocks 64
Filing on Nov 12, 2025 Q3 2025

Mithril Ii Gp LP

  • BKSY
  • ADGI
Mithril Ii Gp LP's Q3 2025 Portfolio
Portfolio Value 64.5 Billion
Stocks 3