Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Bedell Frazier Investment Counseling, LLC

  • AAPL
  • GLD
  • AMZN
  • GOOGL
  • MSFT
  • UBER
  • IWM
Bedell Frazier Investment Counseling, LLC's Q3 2025 Portfolio
Portfolio Value 466 Million
Stocks 129
Filing on Nov 12, 2025 Q3 2025

River Wealth Advisors LLC

  • AAPL
  • MSFT
  • NVDA
  • IWR
  • IVV
  • GOOGL
  • SMLF
River Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 821 Million
Stocks 203
Filing on Nov 12, 2025 Q3 2025

Siena Capital Partners Gp, LLC

  • PLBC
  • OVLY
  • FCNCA
  • EXSR
  • TSBK
  • ORPB
  • CFG
Siena Capital Partners Gp, LLC's Q3 2025 Portfolio
Portfolio Value 202 Million
Stocks 102
Filing on Nov 12, 2025 Q3 2025

Legacy Wealth Managment, Llc/Id

  • NEOV
  • BIL
  • ORCL
  • BUFR
  • BITO
  • ECC
  • ICSH
Legacy Wealth Managment, Llc/Id's Q3 2025 Portfolio
Portfolio Value 145 Million
Stocks 823
Filing on Nov 12, 2025 Q3 2025

Police & Firemen'S Retirement System Of New Jersey

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Police & Firemen'S Retirement System Of New Jersey's Q3 2025 Portfolio
Portfolio Value 11.5 Billion
Stocks 3166
Filing on Nov 12, 2025 Q3 2025

Fi3 Financial Advisors, LLC

  • IVV
  • VEA
  • IJR
  • SPY
  • LLY
  • SCHP
  • AAPL
Fi3 Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 291 Million
Stocks 159
Filing on Nov 12, 2025 Q3 2025

Miura Global Management, LLC

  • NVDA
  • MSFT
  • META
  • WWW
  • BSX
  • HOOD
  • IBKR
Miura Global Management, LLC's Q3 2025 Portfolio
Portfolio Value 66.8 Million
Stocks 16
Filing on Nov 12, 2025 Q3 2025

Arete Wealth Advisors, LLC

  • NVDA
  • AAPL
  • DIS
  • RSP
  • SPLG
  • SPAB
  • FBND
Arete Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.6 Billion
Stocks 769
Filing on Nov 12, 2025 Q3 2025

Principal Securities, Inc.

  • USMC
  • IVV
  • AGG
  • PSC
  • GSUS
  • MSFT
  • IUSV
Principal Securities, Inc.'s Q3 2025 Portfolio
Portfolio Value 6.07 Trillion
Stocks 3731
Filing on Nov 12, 2025 Q3 2025

Tom Russo

Gardner Russo & Quinn LLC
  • BRK-A
  • GOOG
  • MA
  • PM
  • NFLX
  • BRK-B
  • NSRGY
Tom Russo's Q3 2025 Portfolio
Portfolio Value 7.24 Billion
Stocks 85
Filing on Nov 12, 2025 Q3 2025

Ameliora Wealth Management Ltd.

  • IGEB
  • IVV
  • FLRN
  • SGOL
  • IGIB
  • TMUS
  • AGG
Ameliora Wealth Management Ltd.'s Q3 2025 Portfolio
Portfolio Value 300 Billion
Stocks 221
Filing on Nov 12, 2025 Q3 2025

Simplex Trading, LLC

  • NVDA
  • AAPL
  • MSFT
  • IWM
  • UNH
  • AMZN
  • AVGO
Simplex Trading, LLC's Q3 2025 Portfolio
Portfolio Value 195 Billion
Stocks 10359
Filing on Nov 12, 2025 Q3 2025

Hamel Associates, Inc.

  • AAPL
  • SCHY
  • WMT
  • GOOG
  • KO
  • JNJ
  • MSFT
Hamel Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 325 Million
Stocks 81
Filing on Nov 12, 2025 Q3 2025

Fortress Private Ledger, LLC

  • PLTR
  • NVDA
  • CGDV
  • AAPL
  • MSFT
  • RGTI
  • GLD
Fortress Private Ledger, LLC's Q3 2025 Portfolio
Portfolio Value 274 Billion
Stocks 202
Filing on Nov 12, 2025 Q3 2025

Blue Stem Wealth Partners, LLC

  • IVV
  • VUG
  • SCHF
  • FNDX
  • SPEM
  • IJH
  • RECS
Blue Stem Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 873 Billion
Stocks 124
Filing on Nov 12, 2025 Q3 2025

Cambridge Investment Research Advisors, Inc.

  • VOO
  • AAPL
  • NVDA
  • QQQ
  • VTI
  • IVV
  • MSFT
Cambridge Investment Research Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 36.4 Billion
Stocks 3715
Filing on Nov 12, 2025 Q3 2025

Atlas Wealth LLC

  • AAPL
  • MSFT
  • PG
  • JAAA
  • GOOG
  • AIRR
  • JPM
Atlas Wealth LLC's Q3 2025 Portfolio
Portfolio Value 189 Million
Stocks 107
Filing on Nov 12, 2025 Q3 2025

Commerce Bank

  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • AMZN
  • AVGO
  • JPM
Commerce Bank's Q3 2025 Portfolio
Portfolio Value 17.7 Billion
Stocks 2391