Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Wealthstar Advisors, LLC

  • SPXL
  • LQD
  • TXN
  • HYG
  • VTC
  • TLH
  • IGSB
Wealthstar Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 239 Million
Stocks 138
Filing on Nov 12, 2025 Q3 2025

Momentum Wealth Planning, LLC

  • SPY
  • QQQ
  • SMH
  • SCHO
  • KWEB
  • BIV
  • TSLA
Momentum Wealth Planning, LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 44
Filing on Nov 12, 2025 Q3 2025

Arcadia Wealth Management, LLC

  • VUG
  • VEA
  • VTV
  • IWF
  • VWO
  • IWD
  • ACWX
Arcadia Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 252 Billion
Stocks 61
Filing on Nov 12, 2025 Q3 2025

Arch Point Investors

  • GOOGL
  • VTI
  • CW
  • AMZN
  • VOOG
  • VOO
  • LZB
Arch Point Investors's Q3 2025 Portfolio
Portfolio Value 357 Million
Stocks 72
Filing on Nov 12, 2025 Q3 2025

Pacifica Capital Investments, LLC

  • FIVE
  • BRK-B
  • BBW
  • ASO
  • SBUX
  • RTO
  • NKE
Pacifica Capital Investments, LLC's Q3 2025 Portfolio
Portfolio Value 370 Million
Stocks 14
Filing on Nov 12, 2025 Q3 2025

Polen Capital

Polen Capital Management LLC
  • ORCL
  • MSFT
  • AMZN
  • SHOP
  • MA
  • V
  • AVGO
Polen Capital's Q3 2025 Portfolio
Portfolio Value 30.8 Billion
Stocks 232
Filing on Nov 12, 2025 Q3 2025

Lifeworks Advisors, LLC

  • SPDW
  • GOVT
  • LQD
  • MBB
  • BNDX
  • IAU
  • FTEC
Lifeworks Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 720 Million
Stocks 327
Filing on Nov 12, 2025 Q3 2025

Barnes Pettey Financial Advisors, LLC

  • CGGR
  • RDVY
  • CGDV
  • DIVO
  • SCHD
  • WMT
  • DFIV
Barnes Pettey Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 177 Million
Stocks 126
Filing on Nov 12, 2025 Q3 2025

Pillar Financial Advisors, LLC

  • DFUS
  • DFAS
  • DFIC
  • DFUV
  • DFAT
  • DFAR
  • DFSV
Pillar Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 159 Billion
Stocks 117
Filing on Nov 12, 2025 Q3 2025

Hfg Advisors, Inc.

  • QQQ
  • FV
  • RDVY
  • VOT
  • VOE
  • FDL
  • IWB
Hfg Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 130 Million
Stocks 105
Filing on Nov 12, 2025 Q3 2025

Carroll Investors, Inc

  • PLTR
  • NVDA
  • TSLA
  • AAPL
  • MSFT
  • PANW
  • SNOW
Carroll Investors, Inc's Q3 2025 Portfolio
Portfolio Value 205 Million
Stocks 30
Filing on Nov 12, 2025 Q3 2025

Alpha Zero LLC

  • SCHX
  • USFR
  • SCHG
  • QQQ
  • JQUA
  • SHV
  • DGRW
Alpha Zero LLC's Q3 2025 Portfolio
Portfolio Value 173 Billion
Stocks 61
Filing on Nov 12, 2025 Q3 2025

Thompson Siegel & Walmsley LLC

  • AER
  • LKQ
  • HII
  • D
  • CHKP
  • CAG
  • EVRG
Thompson Siegel & Walmsley LLC's Q3 2025 Portfolio
Portfolio Value 6.19 Billion
Stocks 406
Filing on Nov 12, 2025 Q3 2025

Exor N.V.

  • CLVT
Exor N.V.'s Q3 2025 Portfolio
Portfolio Value 258 Million
Stocks 3
Filing on Nov 12, 2025 Q3 2025

Aletheian Wealth Advisors LLC

  • ITOT
  • BND
  • VEA
  • BNDX
  • VWO
  • IVV
  • VNQ
Aletheian Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 206 Million
Stocks 101
Filing on Nov 12, 2025 Q3 2025

Shufro Rose & CO LLC

  • IBDU
  • GLW
  • IVV
  • MSFT
  • AAPL
  • JPM
  • LLY
Shufro Rose & CO LLC's Q3 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 315
Filing on Nov 12, 2025 Q3 2025

Central Securities Corp

  • GOOGL
  • PGR
  • ADI
  • SCHW
  • COF
  • META
  • MSI
Central Securities Corp's Q3 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 29
Filing on Nov 12, 2025 Q3 2025

Heronetta Management, L.P.

  • MPLX
  • WMB
  • EPD
  • ET
  • OKE
  • ENB
  • WES
Heronetta Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 25