Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Sand Hill Global Advisors, LLC

  • VOO
  • EFA
  • SPY
  • VWO
  • VNQ
  • IJH
  • IWM
Sand Hill Global Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 2.82 Billion
Stocks 199
Filing on Nov 12, 2025 Q3 2025

Rfp Financial Group LLC

  • EQWL
  • IVV
  • AAPL
  • IXUS
  • RSP
  • AGG
  • IJH
Rfp Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 228 Million
Stocks 103
Filing on Nov 12, 2025 Q3 2025

Pks Advisory Services, LLC

  • IVV
  • MRK
  • QQQ
  • SPY
  • IJR
  • IJH
  • AAPL
Pks Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 479 Billion
Stocks 245
Filing on Nov 12, 2025 Q3 2025

Geneva Partners, LLC

  • NVDA
  • AVGO
  • GOOGL
  • META
  • GLD
  • MSFT
  • PLTR
Geneva Partners, LLC's Q3 2025 Portfolio
Portfolio Value 253 Million
Stocks 68
Filing on Nov 12, 2025 Q3 2025

Bahl & Gaynor Inc

  • AVGO
  • MSFT
  • ABBV
  • JPM
  • PG
  • LLY
  • WMB
Bahl & Gaynor Inc's Q3 2025 Portfolio
Portfolio Value 19.9 Billion
Stocks 326
Filing on Nov 12, 2025 Q3 2025

Journey Strategic Wealth LLC

  • JNJ
  • SPY
  • IVV
  • AAPL
  • MSFT
  • AVDE
  • NVDA
Journey Strategic Wealth LLC's Q3 2025 Portfolio
Portfolio Value 3.41 Billion
Stocks 3558
Filing on Nov 12, 2025 Q3 2025

Bright Futures Wealth Management, Llc.

  • MGK
  • CALF
  • AVDV
  • KRE
  • FLTR
  • BXMT
  • AAPL
Bright Futures Wealth Management, Llc.'s Q3 2025 Portfolio
Portfolio Value 111 Million
Stocks 144
Filing on Nov 12, 2025 Q3 2025

Provenance Wealth Advisors, LLC

  • ITOT
  • MOAT
  • VIG
  • VXUS
  • JGRO
  • AGG
  • EEM
Provenance Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 774 Billion
Stocks 437
Filing on Nov 12, 2025 Q3 2025

Monashee Investment Management LLC

  • BBIO
  • CRBG
  • CYTK
  • CMPX
  • BTBT
  • NWS
  • FOX
Monashee Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 62.4 Million
Stocks 61
Filing on Nov 12, 2025 Q3 2025

Rs Crum Inc.

  • BSV
  • DFUS
  • DFAC
  • DFIC
  • DFEM
  • DFUV
  • GLD
Rs Crum Inc.'s Q3 2025 Portfolio
Portfolio Value 432 Million
Stocks 99
Filing on Nov 12, 2025 Q3 2025

Fine Mark National Bank & Trust

  • SPY
  • IVV
  • UPS
  • AAPL
  • MSFT
  • AVGO
  • NVDA
Fine Mark National Bank & Trust's Q3 2025 Portfolio
Portfolio Value 2.99 Billion
Stocks 522
Filing on Nov 12, 2025 Q3 2025

Laurel Wealth Advisors LLC

  • AAPL
  • VIG
  • MSFT
  • TFLO
  • NVDA
  • SGOV
  • BRK-A
Laurel Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 695 Million
Stocks 164
Filing on Nov 12, 2025 Q3 2025

Ivy Lane Capital Management, LLC

  • GOOG
  • MSFT
  • BLK
  • T
  • BILL
  • UNP
  • Z
Ivy Lane Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 87.9 Million
Stocks 10
Filing on Nov 12, 2025 Q3 2025

New Age Alpha Advisors, LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • TSM
  • AVGO
  • GOOG
New Age Alpha Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 2.39 Trillion
Stocks 812
Filing on Nov 12, 2025 Q3 2025

Group One Trading, L.P.

  • IREN
  • HOOD
  • TIGR
  • URA
  • NN
  • WYNN
  • FUTU
Group One Trading, L.P.'s Q3 2025 Portfolio
Portfolio Value 2.81 Billion
Stocks 8852
Filing on Nov 12, 2025 Q3 2025

M3 F, Inc.

  • WLFC
  • AL
  • AER
  • PBFS
  • ASLE
  • SNFCA
  • RBKB
M3 F, Inc.'s Q3 2025 Portfolio
Portfolio Value 353 Million
Stocks 28
Filing on Nov 12, 2025 Q3 2025

William Blair Investment Management, LLC

  • NVDA
  • MSFT
  • TSM
  • AAPL
  • AMZN
  • AVGO
  • META
William Blair Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 35.8 Billion
Stocks 414
Filing on Nov 12, 2025 Q3 2025

Hendershot Investments Inc.

  • BRK-B
  • GOOGL
  • AAPL
  • TJX
  • BKNG
  • MSFT
  • JNJ
Hendershot Investments Inc.'s Q3 2025 Portfolio
Portfolio Value 777 Million
Stocks 128