Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Modern Wealth Management, LLC

  • JAAA
  • QQQ
  • SPTM
  • AAPL
  • IVW
  • MSFT
  • FBND
Modern Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 5.05 Trillion
Stocks 2333
Filing on Nov 12, 2025 Q3 2025

Hibernia Wealth Partners, LLC

  • BIL
  • SPY
  • DIVO
  • BUFR
  • XLSR
  • FISR
  • JNK
Hibernia Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 49
Filing on Nov 12, 2025 Q3 2025

Baltimore Washington Financial Advisors, Inc.

  • VV
  • QQQ
  • NVDA
  • MSFT
  • IVV
  • RSP
  • VONG
Baltimore Washington Financial Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.18 Billion
Stocks 177
Filing on Nov 12, 2025 Q3 2025

Sterling Capital Management LLC

  • MSFT
  • NVDA
  • VOO
  • AAPL
  • SCHW
  • ADI
  • AMZN
Sterling Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 6.83 Trillion
Stocks 3251
Filing on Nov 12, 2025 Q3 2025

Orleans Capital Management Corp

  • AAPL
  • MSFT
  • XLK
  • XLC
  • SMH
  • GS
  • COST
Orleans Capital Management Corp's Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 105
Filing on Nov 12, 2025 Q3 2025

Neuberger Berman Group LLC

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • JPM
  • GOOGL
  • GOOG
Neuberger Berman Group LLC's Q3 2025 Portfolio
Portfolio Value 130 Billion
Stocks 3470
Filing on Nov 12, 2025 Q3 2025

Lmg Wealth Partners, LLC

  • IVW
  • AAPL
  • WMT
  • MSFT
  • VBR
  • IWO
  • IWP
Lmg Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 538 Billion
Stocks 151
Filing on Nov 12, 2025 Q3 2025

United Wealth Management, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFSV
  • VGIT
  • DFAR
  • DISV
United Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 367 Billion
Stocks 23
Filing on Nov 12, 2025 Q3 2025

Nicholas Company, Inc.

  • MSFT
  • GOOG
  • NVDA
  • AMZN
  • AAPL
  • TJX
  • ORLY
Nicholas Company, Inc.'s Q3 2025 Portfolio
Portfolio Value 5.66 Billion
Stocks 215
Filing on Nov 12, 2025 Q3 2025

Fund Evaluation Group, LLC

  • IVV
  • GOVT
  • SCHG
  • SCHX
  • IXUS
  • VOO
  • SCHF
Fund Evaluation Group, LLC's Q3 2025 Portfolio
Portfolio Value 2.76 Billion
Stocks 75
Filing on Nov 12, 2025 Q3 2025

Life Line Wealth Management LLC

  • QQQ
  • IWF
  • QUAL
  • IAU
  • IQLT
  • VGK
  • EWG
Life Line Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 328 Billion
Stocks 37
Filing on Nov 12, 2025 Q3 2025

Nomura Asset Management CO LTD

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • AMZN
  • META
  • GOOGL
Nomura Asset Management CO LTD's Q3 2025 Portfolio
Portfolio Value 37.3 Billion
Stocks 2289
Filing on Nov 12, 2025 Q3 2025

Muirfield Wealth Advisors LLC

  • RSP
  • VUG
  • BRK-B
  • VGSH
  • VIG
  • IJR
  • IEF
Muirfield Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 135 Billion
Stocks 73
Filing on Nov 12, 2025 Q3 2025

Team Hewins, LLC

  • DFIV
  • DFAT
  • DFUV
  • AVUV
  • AVEM
  • IWO
  • DFSV
Team Hewins, LLC's Q3 2025 Portfolio
Portfolio Value 296 Billion
Stocks 39
Filing on Nov 12, 2025 Q3 2025

Verde Capital Management

  • ESGV
  • MOAT
  • FNDF
  • QQQM
  • IJH
  • HEFA
  • BIV
Verde Capital Management's Q3 2025 Portfolio
Portfolio Value 424 Million
Stocks 68
Filing on Nov 12, 2025 Q3 2025

Taikang Asset Management (Hong Kong) CO LTD

  • VOO
  • TSLA
  • AAPL
  • NVDA
  • BABA
  • GOOGL
  • MSFT
Taikang Asset Management (Hong Kong) CO LTD's Q3 2025 Portfolio
Portfolio Value 862 Million
Stocks 100
Filing on Nov 12, 2025 Q3 2025

Tcg Advisory Services, LLC

  • NVDA
  • VTI
  • NVDA
  • MSFT
  • GOOGL
  • FBND
  • JPM
Tcg Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 2.81 Billion
Stocks 816
Filing on Nov 12, 2025 Q3 2025

Beaton Management Co. Inc.

  • NVDA
  • MSFT
  • AAPL
  • JPM
  • META
  • ORLY
  • AMZN
Beaton Management Co. Inc.'s Q3 2025 Portfolio
Portfolio Value 220 Million
Stocks 142