Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Cache Advisors, LLC

  • NVDA
  • AAPL
  • AVGO
  • GOOG
  • MSFT
  • META
  • PLTR
Cache Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 573 Billion
Stocks 107
Filing on Nov 12, 2025 Q3 2025

United Bank

  • NVDA
  • AAPL
  • GOOGL
  • XLK
  • MSFT
  • HYGV
  • NFRA
United Bank's Q3 2025 Portfolio
Portfolio Value 285 Million
Stocks 119
Filing on Nov 12, 2025 Q3 2025

Emergence Gp Partners, LLC

  • VEEV
  • DOCS
  • BLND
Emergence Gp Partners, LLC's Q3 2025 Portfolio
Portfolio Value 193 Million
Stocks 4
Filing on Nov 12, 2025 Q3 2025

Eley Financial Management, Inc

  • IVV
  • AGG
  • IJH
  • IEI
  • IGLB
  • NVDA
  • MSFT
Eley Financial Management, Inc's Q3 2025 Portfolio
Portfolio Value 278 Billion
Stocks 68
Filing on Nov 12, 2025 Q3 2025

Aviso Financial Inc.

  • TD
  • BMO
  • MSFT
  • V
  • GOOG
  • AVGO
  • CNQ
Aviso Financial Inc.'s Q3 2025 Portfolio
Portfolio Value 2.46 Trillion
Stocks 346
Filing on Nov 12, 2025 Q3 2025

Meridian Wealth Advisors, LLC

  • IVV
  • IAU
  • XOM
  • MSFT
  • AAPL
  • SPY
  • JPM
Meridian Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 667 Million
Stocks 186
Filing on Nov 12, 2025 Q3 2025

Mufg Securities (Canada), Ltd.

  • RY
  • SHOP
  • TRP
  • TD
  • ENB
  • BMO
  • AEM
Mufg Securities (Canada), Ltd.'s Q3 2025 Portfolio
Portfolio Value 3.58 Trillion
Stocks 43
Filing on Nov 12, 2025 Q3 2025

Lasalle Investment Management Securities LLC

  • EQIX
  • WELL
  • PLD
  • PSA
  • VTR
  • ARE
  • AMH
Lasalle Investment Management Securities LLC's Q3 2025 Portfolio
Portfolio Value 2.45 Billion
Stocks 44
Filing on Nov 12, 2025 Q3 2025

Spx Equities Gestao De Recursos Ltda

  • VALE
  • PBR
  • EEM
  • EWZ
  • CPA
  • VINP
  • ARCO
Spx Equities Gestao De Recursos Ltda's Q3 2025 Portfolio
Portfolio Value 1.2 Trillion
Stocks 167
Filing on Nov 12, 2025 Q3 2025

Kirkoswald Asset Management LLC

  • FCX
Kirkoswald Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 82.8 Billion
Stocks 1
Filing on Nov 12, 2025 Q3 2025

Pinnacle Financial Group, LLC

  • PRF
  • DFIC
  • DTD
  • DFEM
  • DFAC
  • VYMI
  • VYM
Pinnacle Financial Group, LLC 's Q3 2025 Portfolio
Portfolio Value 319 Million
Stocks 108
Filing on Nov 12, 2025 Q3 2025

Paradigm Financial Partners, LLC

  • SPOT
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • GDX
Paradigm Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 937 Million
Stocks 346
Filing on Nov 12, 2025 Q3 2025

Clal Insurance Enterprises Holdings LTD

  • VOO
  • QQQM
  • SPY
  • TEVA
  • ESLT
  • NVMI
  • EEM
Clal Insurance Enterprises Holdings LTD's Q3 2025 Portfolio
Portfolio Value 13.1 Billion
Stocks 215
Filing on Nov 12, 2025 Q3 2025

Nicholas Hoffman & Company, Llc.

  • VOO
  • VEA
  • BRK-B
  • VWO
  • VO
  • VB
  • VIG
Nicholas Hoffman & Company, Llc.'s Q3 2025 Portfolio
Portfolio Value 4.06 Billion
Stocks 306
Filing on Nov 12, 2025 Q3 2025

Blair William & CO

  • MSFT
  • AAPL
  • AMZN
  • NVDA
  • GOOG
  • JPM
  • V
Blair William & CO's Q3 2025 Portfolio
Portfolio Value 36.3 Billion
Stocks 1844
Filing on Nov 12, 2025 Q3 2025

Blue Owl Capital Holdings LP

  • ORCC
  • LRMR
  • EVCM
  • HLLY
  • ROIV
  • CGEM
  • RARE
Blue Owl Capital Holdings LP's Q3 2025 Portfolio
Portfolio Value 231 Million
Stocks 75
Filing on Nov 12, 2025 Q3 2025

Sequent Planning LLC

  • AGG
  • FLCB
  • QDEC
  • FLQG
  • FLQL
  • XLK
  • GLD
Sequent Planning LLC's Q3 2025 Portfolio
Portfolio Value 352 Billion
Stocks 201
Filing on Nov 12, 2025 Q3 2025

Angeles Wealth Management, LLC

  • MGK
  • VT
  • SPYV
  • VXUS
  • VOO
  • MUB
  • SCHG
Angeles Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 408