Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 07, 2025 Q3 2025

Aire Advisors, LLC

  • AAPL
  • VUG
  • VOT
  • VOE
  • SLYG
  • DFIC
  • AVLV
Aire Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 513 Million
Stocks 168
Filing on Nov 07, 2025 Q3 2025

Delaney Dennis R

  • NVDA
  • GOOGL
  • MSFT
  • AAPL
  • MA
  • ADP
  • AMZN
Delaney Dennis R's Q3 2025 Portfolio
Portfolio Value 199 Million
Stocks 234
Filing on Nov 07, 2025 Q3 2025

Elefante Mark B

  • GOOGL
  • NVDA
  • AAPL
  • MSFT
  • MA
  • AMZN
  • ADI
Elefante Mark B's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 222
Filing on Nov 07, 2025 Q3 2025

Marshall & Sterling Wealth Advisors Inc.

  • VCIT
  • DGRW
  • MOAT
  • RSP
  • VGT
  • VIG
  • VUG
Marshall & Sterling Wealth Advisors Inc.'s Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 7268
Filing on Nov 07, 2025 Q3 2025

Compass Wealth Management LLC

  • AVGO
  • RSP
  • JPM
  • GOOG
  • AEIS
  • DHR
  • GOOGL
Compass Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 448 Billion
Stocks 148
Filing on Nov 07, 2025 Q3 2025

Bnp Paribas Asset Management Holding S.A.

  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • META
  • AVGO
  • TSLA
Bnp Paribas Asset Management Holding S.A.'s Q3 2025 Portfolio
Portfolio Value 38.6 Billion
Stocks 2206
Filing on Nov 07, 2025 Q3 2025

Boundary Creek Advisors LP

  • GBTG
Boundary Creek Advisors LP's Q3 2025 Portfolio
Portfolio Value 22.9 Billion
Stocks 1
Filing on Nov 07, 2025 Q3 2025

Fiera Capital Corp

  • TSM
  • MSFT
  • GOOGL
  • AZO
  • MCO
  • ORCL
  • MA
Fiera Capital Corp's Q3 2025 Portfolio
Portfolio Value 29.1 Billion
Stocks 685
Filing on Nov 07, 2025 Q3 2025

Wealth Alliance

  • AAPL
  • IVV
  • DYNF
  • IVE
  • IVW
  • MSFT
  • IUSB
Wealth Alliance's Q3 2025 Portfolio
Portfolio Value 902 Million
Stocks 554
Filing on Nov 07, 2025 Q3 2025

Midland Wealth Advisors LLC

  • IVV
  • MBB
  • IEFA
  • JAAA
  • EDV
  • JQUA
  • IVW
Midland Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 1.87 Trillion
Stocks 168
Filing on Nov 07, 2025 Q3 2025

Wafra Inc.

  • CMTG
Wafra Inc.'s Q3 2025 Portfolio
Portfolio Value 8.3 Million
Stocks 2
Filing on Nov 07, 2025 Q3 2025

Hc Advisors, LLC

  • SCHR
  • IYW
  • FDL
  • SCHE
  • SCHG
  • DES
  • SCHD
Hc Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 135 Million
Stocks 61
Filing on Nov 07, 2025 Q3 2025

Hemenway Trust CO LLC

  • NVDA
  • MSFT
  • GOOGL
  • AAPL
  • MA
  • AMZN
  • ABT
Hemenway Trust CO LLC's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 125
Filing on Nov 07, 2025 Q3 2025

David Abrams

Abrams Capital Management, L.P.
  • LAD
  • ABG
  • GOOGL
  • CPNG
  • TPX
  • META
  • WTW
David Abrams's Q3 2025 Portfolio
Portfolio Value 3.25 Billion
Stocks 13
Filing on Nov 07, 2025 Q3 2025

Cfo4 Life Group, LLC

  • VOO
  • DYNF
  • QUAL
  • IEFA
  • AAPL
  • UPS
  • MSFT
Cfo4 Life Group, LLC's Q3 2025 Portfolio
Portfolio Value 648 Million
Stocks 236
Filing on Nov 07, 2025 Q3 2025

Muhlenkamp & CO Inc

  • AEM
  • EQT
  • NEM
  • MTZ
  • MCK
  • RUSHA
  • BRK-B
Muhlenkamp & CO Inc's Q3 2025 Portfolio
Portfolio Value 350 Million
Stocks 31
Filing on Nov 07, 2025 Q3 2025

Horizon Family Wealth, Inc.

  • GSLC
  • VUG
  • BILS
  • IVW
  • GSIE
  • VO
  • SPYV
Horizon Family Wealth, Inc.'s Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 109
Filing on Nov 07, 2025 Q3 2025

Alp Invest Partners B.V.

  • NABL
  • CRWD
  • HOOD
  • DNUT
  • TBLA
  • BZ
Alp Invest Partners B.V.'s Q3 2025 Portfolio
Portfolio Value 36.8 Million
Stocks 7