Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Gsi Capital Advisors LLC

  • EQIX
  • WELL
  • PLD
  • VTR
  • DLR
  • VICI
  • SPG
Gsi Capital Advisors LLC's Q3 2025 Portfolio
Portfolio Value 166 Million
Stocks 58
Filing on Nov 12, 2025 Q3 2025

Wealth Trust Asset Management, LLC

  • WLTG
  • VGT
  • BIL
  • IWB
  • AGG
  • FLOT
  • USB
Wealth Trust Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 139 Million
Stocks 83
Filing on Nov 12, 2025 Q3 2025

Gentry Private Wealth, LLC

  • VOO
  • VUG
  • SPIB
  • XNTK
  • IEFA
  • VGK
  • NEAR
Gentry Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 96
Filing on Nov 12, 2025 Q3 2025

Accredited Wealth Management, LLC

  • AVUS
  • IXUS
  • MOAT
  • SCHD
  • FBND
  • VIG
  • VIGI
Accredited Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 134 Billion
Stocks 431
Filing on Nov 12, 2025 Q3 2025

Dunhill Financial, LLC

  • VOO
  • VEU
  • BND
  • VGLT
  • VB
  • VTI
  • NFLX
Dunhill Financial, LLC's Q3 2025 Portfolio
Portfolio Value 383 Billion
Stocks 989
Filing on Nov 12, 2025 Q3 2025

Caitlin John, LLC

  • BIL
  • BILS
  • VV
  • SPY
  • VTI
  • QQQ
  • SPDW
Caitlin John, LLC's Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 1116
Filing on Nov 12, 2025 Q3 2025

River Road Asset Management, LLC

  • BJ
  • MGRC
  • BRK-B
  • CACI
  • MUSA
  • WTM
  • CXW
River Road Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 7.9 Billion
Stocks 176
Filing on Nov 12, 2025 Q3 2025

Rodgers Brothers Inc.

  • LLY
  • ABBV
  • WSM
  • MSFT
  • ABT
  • EMR
  • PG
Rodgers Brothers Inc.'s Q3 2025 Portfolio
Portfolio Value 753 Million
Stocks 235
Filing on Nov 12, 2025 Q3 2025

Integrated Financial Solutions, Inc.

  • NVDA
  • AAPL
  • AVGO
  • AMD
  • GOOGL
  • ASML
  • MSFT
Integrated Financial Solutions, Inc.'s Q3 2025 Portfolio
Portfolio Value 118 Billion
Stocks 24
Filing on Nov 12, 2025 Q3 2025

Rockbridge Capital Management LLC

  • MSFT
  • ORLY
  • AMT
  • MKL
  • AMZN
  • BRK-B
  • CPRT
Rockbridge Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 29
Filing on Nov 12, 2025 Q3 2025

Clare Market Investments LLC

  • AAPL
  • AMZN
  • MSFT
  • GOOG
  • META
  • GOOGL
  • NFLX
Clare Market Investments LLC's Q3 2025 Portfolio
Portfolio Value 500 Billion
Stocks 155
Filing on Nov 12, 2025 Q3 2025

Prairieview Wealth Partners, LLC

  • IVV
  • AGG
  • IWR
  • MUB
  • VTV
  • VTWO
  • SPYG
Prairieview Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 106 Billion
Stocks 29
Filing on Nov 12, 2025 Q3 2025

Black Diamond Wealth Management Inc.

  • USFR
  • SPLG
  • MSFT
  • AAPL
  • ITOT
  • NVDA
  • QDPL
Black Diamond Wealth Management Inc.'s Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 175
Filing on Nov 12, 2025 Q3 2025

Innovative Wealth Building LLC

  • VOO
  • PULS
  • IVV
  • DFUS
  • QQQ
  • VGT
  • VO
Innovative Wealth Building LLC's Q3 2025 Portfolio
Portfolio Value 128 Billion
Stocks 55
Filing on Nov 12, 2025 Q3 2025

Insight Wealth Partners, LLC

  • SPY
  • VCIT
  • SPXL
  • LQD
  • JPST
  • FBND
  • IAU
Insight Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 692 Million
Stocks 115
Filing on Nov 12, 2025 Q3 2025

Brilliance Asset Management LTD

  • GOOG
  • LI
  • ONTO
  • LX
  • EDU
  • NVDA
Brilliance Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 151 Million
Stocks 7
Filing on Nov 12, 2025 Q3 2025

Boussard & Gavaudan Investment Management LLP

  • K
  • CYBR
  • NSC
  • LBRDA
  • COMP
  • DD
  • TASK
Boussard & Gavaudan Investment Management LLP's Q3 2025 Portfolio
Portfolio Value 76.1 Million
Stocks 81
Filing on Nov 12, 2025 Q3 2025

Magma Venture Partners General Partner Ltd.

  • REAX
  • INVZ
  • VLN
Magma Venture Partners General Partner Ltd.'s Q3 2025 Portfolio
Portfolio Value 99 Million
Stocks 3