Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 10, 2025 Q3 2025

Mesirow Financial Investment Management, Inc.

  • BRK-B
  • AAPL
  • MOAT
  • IJR
  • MSFT
  • IVV
  • ITOT
Mesirow Financial Investment Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 5.23 Billion
Stocks 554
Filing on Nov 10, 2025 Q3 2025

Kaizen Financial Strategies

  • SPY
  • SCHG
  • AAPL
  • CGDV
  • NVDA
  • SCHI
  • JIRE
Kaizen Financial Strategies's Q3 2025 Portfolio
Portfolio Value 197 Million
Stocks 151
Filing on Nov 10, 2025 Q3 2025

Integrated Advisors Network LLC

  • IVV
  • SPY
  • AAPL
  • NVDA
  • MSFT
  • BX
  • AVGO
Integrated Advisors Network LLC's Q3 2025 Portfolio
Portfolio Value 2.29 Billion
Stocks 771
Filing on Nov 10, 2025 Q3 2025

Xponance, Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • META
  • TSLA
Xponance, Inc.'s Q3 2025 Portfolio
Portfolio Value 12.3 Billion
Stocks 1526
Filing on Nov 10, 2025 Q3 2025

360 Financial, Inc.

  • VIG
  • QQQM
  • QUAL
  • XSVM
  • PAVE
  • NLR
  • KCE
360 Financial, Inc.'s Q3 2025 Portfolio
Portfolio Value 311 Billion
Stocks 85
Filing on Nov 10, 2025 Q3 2025

Diversify Wealth Management, LLC

  • SPYG
  • SPYV
  • DFAU
  • SPY
  • NVDA
  • SPDW
  • AAPL
Diversify Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.73 Trillion
Stocks 541
Filing on Nov 10, 2025 Q3 2025

Northwest Quadrant Wealth Management, LLC

  • SCHX
  • TFLO
  • IEFA
  • VO
  • SCHD
  • SHV
  • VBR
Northwest Quadrant Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 473 Million
Stocks 74
Filing on Nov 10, 2025 Q3 2025

Lansing Street Advisors

  • VOO
  • IVW
  • MCD
  • QQQ
  • VUG
  • SPY
  • IVE
Lansing Street Advisors's Q3 2025 Portfolio
Portfolio Value 352 Million
Stocks 142
Filing on Nov 10, 2025 Q3 2025

Bear Mountain Capital, Inc.

  • VO
  • VOO
  • MUB
  • SCZ
  • VEA
  • VCSH
  • BND
Bear Mountain Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 297 Million
Stocks 324
Filing on Nov 10, 2025 Q3 2025

Buska Wealth Management, LLC

  • IVV
  • VIG
  • SPYG
  • VYM
  • QQQ
  • FLRN
  • BUFF
Buska Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 333 Billion
Stocks 75
Filing on Nov 10, 2025 Q3 2025

Mill Creek Capital Advisors, LLC

  • VUG
  • VTV
  • IXUS
  • IEFA
  • IEMG
  • AGG
  • GOVT
Mill Creek Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 4.81 Billion
Stocks 271
Filing on Nov 10, 2025 Q3 2025

Cypress Asset Management Inc

  • NVDA
  • AAPL
  • MSFT
  • AVGO
  • JPM
  • LLY
  • AMZN
Cypress Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 429 Million
Stocks 105
Filing on Nov 10, 2025 Q3 2025

Hapanowicz & Associates Financial Services, Inc

  • VONG
  • VONV
  • SPY
  • VIG
  • VOT
  • VONE
  • FYX
Hapanowicz & Associates Financial Services, Inc's Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 34
Filing on Nov 10, 2025 Q3 2025

Forge Financial Services LLC

  • CGGO
  • CGDV
  • CGUS
  • QQQM
  • RSP
  • JHMM
  • CGGR
Forge Financial Services LLC's Q3 2025 Portfolio
Portfolio Value 213 Billion
Stocks 22
Filing on Nov 10, 2025 Q3 2025

Intech Investment Management LLC

  • NVDA
  • MSFT
  • AAPL
  • META
  • AVGO
  • AMZN
  • NFLX
Intech Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 10.8 Billion
Stocks 2994
Filing on Nov 10, 2025 Q3 2025

Primecap Management CO

  • LLY
  • MU
  • MSFT
  • GOOGL
  • KLAC
  • BABA
  • NVDA
Primecap Management CO's Q3 2025 Portfolio
Portfolio Value 126 Billion
Stocks 327
Filing on Nov 10, 2025 Q3 2025

Westfield Capital Management CO LP

  • NVDA
  • ASND
  • MSFT
  • AAPL
  • FIX
  • META
  • AMZN
Westfield Capital Management CO LP's Q3 2025 Portfolio
Portfolio Value 21.9 Billion
Stocks 235
Filing on Nov 10, 2025 Q3 2025

K.J. Harrison & Partners Inc

  • AAPL
  • MSFT
  • AMZN
  • RY
  • META
  • BRK-B
  • GOOG
K.J. Harrison & Partners Inc's Q3 2025 Portfolio
Portfolio Value 635 Million
Stocks 206