Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 12, 2025 Q3 2025

Le Clair Wealth Partners LLC

  • FIXD
  • AAPL
  • BUFR
  • VTV
  • RDVY
  • MSFT
  • CTAS
Le Clair Wealth Partners LLC's Q3 2025 Portfolio
Portfolio Value 160 Billion
Stocks 105
Filing on Nov 12, 2025 Q3 2025

Mgb Wealth Management, LLC

  • APP
  • QQQ
  • MSFT
  • AVGO
  • SPY
  • NVDA
  • XSD
Mgb Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 354 Billion
Stocks 313
Filing on Nov 12, 2025 Q3 2025

Essex Woodlands Management, Inc.

  • MDXG
  • BVS
  • EYPT
  • TELA
  • MNOV
Essex Woodlands Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 306 Million
Stocks 6
Filing on Nov 12, 2025 Q3 2025

Erste Asset Management Gmb H

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • AVGO
  • AMZN
  • META
Erste Asset Management Gmb H's Q3 2025 Portfolio
Portfolio Value 10.3 Trillion
Stocks 932
Filing on Nov 12, 2025 Q3 2025

Rock Creek Group, LP

  • ITOT
  • RSP
  • ISHG
  • CHH
  • GLD
  • JPST
  • IDEV
Rock Creek Group, LP's Q3 2025 Portfolio
Portfolio Value 942 Million
Stocks 62
Filing on Nov 12, 2025 Q3 2025

Regimen Wealth, LLC

  • HDV
  • FBND
  • VTEB
  • USFR
  • FDVV
  • AGG
  • SCHD
Regimen Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 337 Billion
Stocks 75
Filing on Nov 12, 2025 Q3 2025

Ibex Wealth Advisors

  • NVDA
  • AVGO
  • PLTR
  • MSFT
  • APP
  • AAPL
  • WMB
Ibex Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 995 Million
Stocks 203
Filing on Nov 12, 2025 Q3 2025

Hfm Investment Advisors, LLC

  • DFAC
  • DFAX
  • DFCF
  • DFNM
  • DUHP
  • AOA
  • VT
Hfm Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 246 Billion
Stocks 1267
Filing on Nov 12, 2025 Q3 2025

Singapore Technologies Telemedia Pte LTD

  • GDS
Singapore Technologies Telemedia Pte LTD's Q3 2025 Portfolio
Portfolio Value 381 Million
Stocks 1
Filing on Nov 12, 2025 Q3 2025

1 St Source Bank

  • SRCE
  • IWF
  • IWD
  • SPY
  • SDY
  • EMXC
  • EFA
1 St Source Bank's Q3 2025 Portfolio
Portfolio Value 1.89 Billion
Stocks 405
Filing on Nov 12, 2025 Q3 2025

Handelsbanken Fonder Ab

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • META
  • GOOGL
  • GOOG
Handelsbanken Fonder Ab's Q3 2025 Portfolio
Portfolio Value 31.5 Billion
Stocks 1499
Filing on Nov 12, 2025 Q3 2025

Aegis Financial Corp

  • EQX
  • HNRG
  • PDS
  • NGS
  • PBF
  • CVE
  • TDW
Aegis Financial Corp's Q3 2025 Portfolio
Portfolio Value 261 Billion
Stocks 26
Filing on Nov 12, 2025 Q3 2025

Andra Ap Fonden

  • QCOM
  • NVDA
  • AAPL
  • KLAC
  • APP
  • ULTA
  • AMAT
Andra Ap Fonden's Q3 2025 Portfolio
Portfolio Value 7.41 Billion
Stocks 404
Filing on Nov 12, 2025 Q3 2025

Fukoku Mutual Life Insurance CO

  • AVGO
  • ABBV
  • JPM
  • MSFT
  • NVDA
  • KO
  • IDV
Fukoku Mutual Life Insurance CO's Q3 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 261
Filing on Nov 12, 2025 Q3 2025

Generali Investments, Management CO LLC

  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • AAPL
  • TSLA
  • META
Generali Investments, Management CO LLC's Q3 2025 Portfolio
Portfolio Value 479 Billion
Stocks 174
Filing on Nov 12, 2025 Q3 2025

Wind River Trust CO

  • VT
  • IWD
  • IWV
  • SPY
  • ACWI
  • VEA
  • VUG
Wind River Trust CO's Q3 2025 Portfolio
Portfolio Value 268 Million
Stocks 10
Filing on Nov 12, 2025 Q3 2025

Ithaka Group LLC

  • NVDA
  • AMZN
  • MSFT
  • META
  • NOW
  • MA
  • NFLX
Ithaka Group LLC's Q3 2025 Portfolio
Portfolio Value 571 Million
Stocks 38
Filing on Nov 12, 2025 Q3 2025

Tiaa Trust, National Association

  • IEFA
  • MBB
  • IEMG
  • VUG
  • IWY
  • USIG
  • VTV
Tiaa Trust, National Association's Q3 2025 Portfolio
Portfolio Value 40.7 Billion
Stocks 916