Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 07, 2025 Q3 2025

Beverly Hills Private Wealth, LLC

  • AAPL
  • MSFT
  • NVDA
  • JPM
  • AMZN
  • BRK-B
  • VGIT
Beverly Hills Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 567 Billion
Stocks 1004
Filing on Nov 07, 2025 Q3 2025

Amara Financial, Llc.

  • MGK
  • VIG
  • VEA
  • VO
  • SCHG
  • MGV
  • EFA
Amara Financial, Llc.'s Q3 2025 Portfolio
Portfolio Value 136 Billion
Stocks 47
Filing on Nov 07, 2025 Q3 2025

Factory Mutual Insurance CO

  • NVDA
  • MSFT
  • IXUS
  • AAPL
  • GOOG
  • AGG
  • XLK
Factory Mutual Insurance CO's Q3 2025 Portfolio
Portfolio Value 10.1 Billion
Stocks 195
Filing on Nov 07, 2025 Q3 2025

Somerville Kurt F

  • NVDA
  • GOOGL
  • AAPL
  • MSFT
  • MA
  • AMZN
  • ADI
Somerville Kurt F's Q3 2025 Portfolio
Portfolio Value 596 Million
Stocks 467
Filing on Nov 07, 2025 Q3 2025

D'Orazio & Associates, Inc.

  • VTI
  • BAH
  • IQLT
  • JPIE
  • BRK-B
  • QQQM
  • VEA
D'Orazio & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 738 Million
Stocks 288
Filing on Nov 07, 2025 Q3 2025

Woodley Farra Manion Portfolio Management Inc

  • AVGO
  • GOOGL
  • SGOV
  • MSFT
  • ASML
  • MS
  • DIS
Woodley Farra Manion Portfolio Management Inc's Q3 2025 Portfolio
Portfolio Value 2.11 Billion
Stocks 117
Filing on Nov 07, 2025 Q3 2025

David Kennon Inc

  • VOO
  • VTI
  • ONEQ
  • VXUS
  • VB
  • VO
  • FIDI
David Kennon Inc's Q3 2025 Portfolio
Portfolio Value 252 Million
Stocks 36
Filing on Nov 07, 2025 Q3 2025

Bridgewater Advisors Inc.

  • JPST
  • AVLV
  • AVUS
  • VCIT
  • VTI
  • AAPL
  • DFAI
Bridgewater Advisors Inc.'s Q3 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 434
Filing on Nov 07, 2025 Q3 2025

Financial Designs Corp

  • ITOT
  • AGG
  • OMFL
  • HEGD
  • DIVO
  • IXUS
  • BALT
Financial Designs Corp's Q3 2025 Portfolio
Portfolio Value 173 Billion
Stocks 22
Filing on Nov 07, 2025 Q3 2025

Convergence Financial, LLC

  • SPYG
  • SPYV
  • SPAB
  • BIL
  • MDYV
  • JAVA
  • MDYG
Convergence Financial, LLC's Q3 2025 Portfolio
Portfolio Value 666 Billion
Stocks 188
Filing on Nov 07, 2025 Q3 2025

Amg National Trust Bank

  • SPY
  • IWR
  • IWM
  • VOO
  • IXUS
  • LOW
  • BND
Amg National Trust Bank's Q3 2025 Portfolio
Portfolio Value 4.1 Billion
Stocks 627
Filing on Nov 07, 2025 Q3 2025

Kidder Stephen W

  • AAPL
  • GOOGL
  • MSFT
  • NVDA
  • ADP
  • MA
  • AMZN
Kidder Stephen W's Q3 2025 Portfolio
Portfolio Value 347 Million
Stocks 331
Filing on Nov 07, 2025 Q3 2025

Lion Street Advisors, LLC

  • GIS
  • DRI
  • COST
  • AAPL
  • VV
  • QQQ
  • VTI
Lion Street Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 310 Million
Stocks 224
Filing on Nov 07, 2025 Q3 2025

Ascension Capital Advisors, Inc.

  • RDVY
  • ARKK
  • SCHX
  • SCHA
  • JPST
  • SCHF
  • EEM
Ascension Capital Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 39
Filing on Nov 07, 2025 Q3 2025

Alexander Randolph Advisory, Inc.

  • NEAR
  • ISTB
  • RMT
  • EDD
  • GOOGL
  • CVS
  • WBD
Alexander Randolph Advisory, Inc.'s Q3 2025 Portfolio
Portfolio Value 121 Billion
Stocks 53
Filing on Nov 07, 2025 Q3 2025

Notis Mc Conarty Edward

  • NVDA
  • GOOGL
  • AAPL
  • MSFT
  • MA
  • ADP
  • ABT
Notis Mc Conarty Edward's Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 228
Filing on Nov 07, 2025 Q3 2025

Bck Capital Management LP

  • ACI
  • TLT
  • SPR
  • K
  • GTLS
  • CTLP
  • TGNA
Bck Capital Management LP's Q3 2025 Portfolio
Portfolio Value 80.4 Million
Stocks 93
Filing on Nov 07, 2025 Q3 2025

Dempze Nancy E

  • NVDA
  • MSFT
  • GOOGL
  • AAPL
  • MA
  • AMZN
  • ADI
Dempze Nancy E's Q3 2025 Portfolio
Portfolio Value 167 Million
Stocks 302