Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Smith & Howard Wealth Management, LLC

  • VTI
  • IEFA
  • VTV
  • JMUB
  • VUG
  • VEA
  • AGG
Smith & Howard Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 351 Million
Stocks 96
Filing on Nov 12, 2025 Q3 2025

Tumwater Wealth Management, LLC

  • DFAX
  • VTI
  • DFAT
  • BIV
  • VV
  • DFUV
  • VOO
Tumwater Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 225 Billion
Stocks 33
Filing on Nov 12, 2025 Q3 2025

Dividend Assets Capital, LLC

  • MSFT
  • COST
  • ORCL
  • JPM
  • V
  • NVO
  • ET
Dividend Assets Capital, LLC's Q3 2025 Portfolio
Portfolio Value 566 Million
Stocks 144
Filing on Nov 12, 2025 Q3 2025

Catalyst Funds Management Pty LTD

  • AAPL
  • NVDA
  • META
  • MSFT
  • ASHR
  • RIO
  • NWS
Catalyst Funds Management Pty LTD's Q3 2025 Portfolio
Portfolio Value 662 Billion
Stocks 479
Filing on Nov 12, 2025 Q3 2025

Easterly Investment Partners LLC

  • SPY
  • BAC
  • JPM
  • CMC
  • CSCO
  • JXN
  • C
Easterly Investment Partners LLC's Q3 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 208
Filing on Nov 12, 2025 Q3 2025

Mcia Inc

  • VTV
  • VUG
  • FNDF
  • HTRB
  • VB
  • ATFV
  • SCHE
Mcia Inc's Q3 2025 Portfolio
Portfolio Value 562 Million
Stocks 84
Filing on Nov 12, 2025 Q3 2025

Parus Finance (Uk) LTD

  • NVDA
  • GOOGL
  • BABA
  • META
  • V
  • ORCL
  • AVGO
Parus Finance (Uk) LTD's Q3 2025 Portfolio
Portfolio Value 384 Million
Stocks 30
Filing on Nov 12, 2025 Q3 2025

Seek First Inc.

  • AAPL
  • SCHG
  • SCHV
  • TSLA
  • SCHD
  • SCHF
  • VBR
Seek First Inc.'s Q3 2025 Portfolio
Portfolio Value 139 Billion
Stocks 59
Filing on Nov 12, 2025 Q3 2025

Northwest & Ethical Investments L.P.

  • MSFT
  • NVDA
  • AAPL
  • RY
  • AMZN
  • GOOG
  • AVGO
Northwest & Ethical Investments L.P.'s Q3 2025 Portfolio
Portfolio Value 4.24 Trillion
Stocks 500
Filing on Nov 12, 2025 Q3 2025

Tandem Capital Management Corp

  • MSFT
  • GE
  • GOOGL
  • META
  • SYK
  • AAPL
  • JPM
Tandem Capital Management Corp 's Q3 2025 Portfolio
Portfolio Value 191 Million
Stocks 118
Filing on Nov 12, 2025 Q3 2025

Act Two Investors LLC

  • MSFT
  • GOOG
  • AMZN
  • TMUS
  • V
  • IQV
  • ES
Act Two Investors LLC's Q3 2025 Portfolio
Portfolio Value 561 Million
Stocks 39
Filing on Nov 12, 2025 Q3 2025

Letko, Brosseau & Associates Inc

  • BNS
  • TD
  • BMO
  • RCI
  • RY
  • OTEX
  • GOOG
Letko, Brosseau & Associates Inc's Q3 2025 Portfolio
Portfolio Value 5.53 Billion
Stocks 98
Filing on Nov 12, 2025 Q3 2025

Fountain Vest China Capital Partners Gp3 Ltd.

  • QFIN
Fountain Vest China Capital Partners Gp3 Ltd.'s Q3 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 2
Filing on Nov 12, 2025 Q3 2025

Denver Wealth Management, Inc.

  • SPLG
  • QQQM
  • RWL
  • IWF
  • JAAA
  • RDVY
  • AAPL
Denver Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 256 Million
Stocks 91
Filing on Nov 12, 2025 Q3 2025

Westport Asset Management Inc

  • SNPS
  • WTW
  • UHS
  • MTG
  • ORCL
  • ZBRA
  • URI
Westport Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 220 Million
Stocks 75
Filing on Nov 12, 2025 Q3 2025

Covington Investment Advisors Inc.

  • GOOG
  • MSFT
  • AVGO
  • NVDA
  • AAPL
  • AMZN
  • ANET
Covington Investment Advisors Inc.'s Q3 2025 Portfolio
Portfolio Value 764 Million
Stocks 75
Filing on Nov 12, 2025 Q3 2025

Berbice Capital Management LLC

  • NVDA
  • META
  • MSFT
  • AVGO
  • AMZN
  • GOOGL
  • SPMO
Berbice Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 194
Filing on Nov 12, 2025 Q3 2025

Requisite Capital Management, LLC

  • IVV
  • RSP
  • RRC
  • NOG
  • JEPI
  • JPST
  • ET
Requisite Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 374 Million
Stocks 363