Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Rbo & CO LLC

  • ABBV
  • JNJ
  • BRK-B
  • MCD
  • PM
  • ABT
  • JPM
Rbo & CO LLC's Q3 2025 Portfolio
Portfolio Value 567 Million
Stocks 54
Filing on Nov 12, 2025 Q3 2025

Mcdonald Partners LLC

  • MSFT
  • ETN
  • AAPL
  • JPM
  • BRK-B
  • ORCL
  • VOO
Mcdonald Partners LLC's Q3 2025 Portfolio
Portfolio Value 320 Million
Stocks 223
Filing on Nov 12, 2025 Q3 2025

One Charles Private Wealth Services, LLC

  • BRK-B
  • GBTC
  • TPL
  • INFL
  • VTV
  • VUG
  • JAAA
One Charles Private Wealth Services, LLC's Q3 2025 Portfolio
Portfolio Value 342 Million
Stocks 170
Filing on Nov 12, 2025 Q3 2025

Tillman Hartley LLC

  • DFAC
  • DFUV
  • DFCF
  • DFAS
  • DFAT
  • BSV
  • DFSD
Tillman Hartley LLC's Q3 2025 Portfolio
Portfolio Value 386 Billion
Stocks 145
Filing on Nov 12, 2025 Q3 2025

Gutierrez Wealth Advisory, LLC

  • VOO
  • CGDV
  • CGGR
  • VEA
  • VXF
  • CGXU
  • CGGO
Gutierrez Wealth Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 97
Filing on Nov 12, 2025 Q3 2025

Bellwether Advisors, LLC

  • XLK
  • XLC
  • XLY
  • XLI
  • IVV
  • XLF
  • AVGO
Bellwether Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 572 Million
Stocks 136
Filing on Nov 12, 2025 Q3 2025

Propel Bio Management, LLC

  • PAGP
  • AKRO
  • MIST
  • APLT
  • PHAT
  • ABEO
  • DCTH
Propel Bio Management, LLC's Q3 2025 Portfolio
Portfolio Value 99.9 Billion
Stocks 16
Filing on Nov 12, 2025 Q3 2025

Talos Asset Management LP

  • WDC
  • ASML
  • JBL
  • NVDA
  • GLW
  • AMAT
  • STX
Talos Asset Management LP's Q3 2025 Portfolio
Portfolio Value 520 Billion
Stocks 20
Filing on Nov 12, 2025 Q3 2025

Nfc Investments, LLC

  • MTG
  • APO
  • GOOG
  • AZO
  • PGR
  • WEST
  • DAR
Nfc Investments, LLC's Q3 2025 Portfolio
Portfolio Value 313 Million
Stocks 43
Filing on Nov 12, 2025 Q3 2025

Snyder Capital Management L P

  • BWXT
  • CLH
  • ENTG
  • HALO
  • UGI
  • SSNC
  • APH
Snyder Capital Management L P's Q3 2025 Portfolio
Portfolio Value 5.05 Billion
Stocks 67
Filing on Nov 12, 2025 Q3 2025

Reyes Financial Architecture, Inc.

  • USFR
  • GLD
  • BIL
  • SMH
  • SLV
  • GLDM
  • ARKK
Reyes Financial Architecture, Inc.'s Q3 2025 Portfolio
Portfolio Value 147 Billion
Stocks 300
Filing on Nov 12, 2025 Q3 2025

Norwood Investment Partners, LP

  • APG
  • CWAN
  • GFL
  • FLYW
  • MGNI
  • THRY
  • EEFT
Norwood Investment Partners, LP's Q3 2025 Portfolio
Portfolio Value 104 Million
Stocks 15
Filing on Nov 12, 2025 Q3 2025

Rpo LLC

  • SPY
  • SPY
  • NVDA
  • MSFT
  • BAC
  • BAC
  • COP
Rpo LLC's Q3 2025 Portfolio
Portfolio Value 898 Million
Stocks 44
Filing on Nov 12, 2025 Q3 2025

Diversified Portfolios, Inc.

  • VTI
  • AVDE
  • ICSH
  • DFSD
  • AVEM
  • SPY
  • IVV
Diversified Portfolios, Inc.'s Q3 2025 Portfolio
Portfolio Value 905 Million
Stocks 166
Filing on Nov 12, 2025 Q3 2025

Davidson Capital Management Inc.

  • VCIT
  • XMMO
  • SPHQ
  • QQQ
  • RSP
  • VCLT
  • FIX
Davidson Capital Management Inc.'s Q3 2025 Portfolio
Portfolio Value 440 Million
Stocks 90
Filing on Nov 12, 2025 Q3 2025

Ifg Advisory, LLC

  • SPY
  • QQQ
  • VTI
  • AAPL
  • DFAC
  • NOBL
  • VOO
Ifg Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 2.09 Billion
Stocks 763
Filing on Nov 12, 2025 Q3 2025

10 Elms LLP

  • IEFA
  • XLK
  • IEMG
  • XLV
  • USMV
  • SPY
  • SCHD
10 Elms LLP's Q3 2025 Portfolio
Portfolio Value 111 Billion
Stocks 498
Filing on Nov 12, 2025 Q3 2025

Retirement Capital Strategies

  • VT
  • VTI
  • BIV
  • AGG
  • VOO
  • SPTM
  • EFIV
Retirement Capital Strategies's Q3 2025 Portfolio
Portfolio Value 243 Million
Stocks 62