Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 10, 2025 Q3 2025

Kropog Financial Group, LLC

  • VOOG
  • BIV
  • QQQ
  • CGDV
  • VYM
  • XLU
  • VTI
Kropog Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 122 Billion
Stocks 28
Filing on Nov 10, 2025 Q3 2025

Optiver Holding B.V.

  • SPY
  • AMZN
  • MSFT
  • AMD
  • AVGO
  • GOOGL
  • GOOG
Optiver Holding B.V.'s Q3 2025 Portfolio
Portfolio Value 6 Billion
Stocks 2707
Filing on Nov 10, 2025 Q3 2025

Decision Point Financial, LLC

  • DFAC
  • VCIT
  • DFIC
  • DFAS
  • DFCF
  • DFAI
  • VNQ
Decision Point Financial, LLC's Q3 2025 Portfolio
Portfolio Value 418 Million
Stocks 669
Filing on Nov 10, 2025 Q3 2025

Stonebrook Private Inc.

  • AAPL
  • QUAL
  • MSFT
  • IEMG
  • EFV
  • DYNF
  • XLG
Stonebrook Private Inc.'s Q3 2025 Portfolio
Portfolio Value 463 Billion
Stocks 208
Filing on Nov 10, 2025 Q3 2025

Cvfg LLC

  • SPY
  • AAPL
  • DIA
  • VTI
  • CWI
  • SPMD
  • QQQM
Cvfg LLC's Q3 2025 Portfolio
Portfolio Value 138 Billion
Stocks 99
Filing on Nov 10, 2025 Q3 2025

Insight Advisors, LLC

  • NVDA
  • SPY
  • AAPL
  • DGRW
  • AVGO
  • AMZN
  • MSFT
Insight Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 412 Million
Stocks 289
Filing on Nov 10, 2025 Q3 2025

Strata Wealth Advisors, LLC

  • FNDF
  • VGSH
  • VUG
  • BRK-B
  • DFEV
  • CGXU
  • FNDX
Strata Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 379 Billion
Stocks 100
Filing on Nov 10, 2025 Q3 2025

Weitz Investment Management, Inc.

  • BRK-B
  • GOOG
  • DHR
  • V
  • MA
  • META
  • MSFT
Weitz Investment Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 48
Filing on Nov 10, 2025 Q3 2025

Waratah Capital Advisors Ltd.

  • QQQ
  • GLD
  • HYG
  • GDX
  • TLT
  • GLD
  • XLU
Waratah Capital Advisors Ltd.'s Q3 2025 Portfolio
Portfolio Value 5.47 Billion
Stocks 183
Filing on Nov 10, 2025 Q3 2025

Monetta Financial Services Inc

  • SPY
  • AMZN
  • GOOG
  • VOO
  • JPM
  • NVDA
  • PLTR
Monetta Financial Services Inc's Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 57
Filing on Nov 10, 2025 Q3 2025

Glassman Wealth Services

  • VOO
  • FNDX
  • VEU
  • DGRW
  • DFAX
  • DFAC
  • SNA
Glassman Wealth Services's Q3 2025 Portfolio
Portfolio Value 708 Million
Stocks 186
Filing on Nov 10, 2025 Q3 2025

Patten Group, Inc.

  • NVDA
  • MSFT
  • AAPL
  • V
  • AVGO
  • KO
  • IWF
Patten Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 494 Million
Stocks 283
Filing on Nov 10, 2025 Q3 2025

Palumbo Wealth Management LLC

  • SPY
  • BBIN
  • AAPL
  • GLD
  • XLC
  • AMZN
  • MSFT
Palumbo Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 370 Million
Stocks 179
Filing on Nov 10, 2025 Q3 2025

Bright Financial Advisors, Inc.

  • AGG
  • GLD
  • RSP
  • IVV
  • IJR
  • GAL
  • NVDA
Bright Financial Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 205 Billion
Stocks 63
Filing on Nov 10, 2025 Q3 2025

America First Investment Advisors, LLC

  • SHY
  • FNV
  • GOOGL
  • RGLD
  • WRB
  • JNJ
  • TMO
America First Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 483 Million
Stocks 44
Filing on Nov 10, 2025 Q3 2025

Parr Mcknight Wealth Management Group, LLC

  • IVV
  • MSFT
  • AAPL
  • BND
  • IUSB
  • JPM
  • AVGO
Parr Mcknight Wealth Management Group, LLC's Q3 2025 Portfolio
Portfolio Value 762 Billion
Stocks 225
Filing on Nov 10, 2025 Q3 2025

Colonial Trust CO / Sc

  • AAPL
  • MSFT
  • IVV
  • JPM
  • NVDA
  • GOOGL
  • ORCL
Colonial Trust CO / Sc's Q3 2025 Portfolio
Portfolio Value 727 Million
Stocks 1088
Filing on Nov 10, 2025 Q3 2025

Cowa, LLC

  • AVUV
  • DFIV
  • IBHF
  • IBDR
  • FIX
  • FNDE
  • IBDX
Cowa, LLC's Q3 2025 Portfolio
Portfolio Value 299 Million
Stocks 141