Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 07, 2025 Q3 2025

Northern Financial Advisors Inc

  • SPY
  • VTV
  • VUG
  • AAPL
  • NFLX
  • AVGO
  • VEA
Northern Financial Advisors Inc's Q3 2025 Portfolio
Portfolio Value 191 Billion
Stocks 124
Filing on Nov 07, 2025 Q3 2025

Frisch Financial Group, Inc.

  • JPST
  • RSP
  • VTV
  • GOOGL
  • AAPL
  • QQQE
  • FMB
Frisch Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 396 Million
Stocks 157
Filing on Nov 07, 2025 Q3 2025

Wt Asset Management LTD

  • NVDA
  • RBLX
  • APP
  • NIO
  • HOOD
  • TSM
  • GOOG
Wt Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 1.89 Billion
Stocks 43
Filing on Nov 07, 2025 Q3 2025

Excalibur Management Corp

  • CSL
  • AAPL
  • MSFT
  • BRK-B
  • JPM
  • JNJ
  • META
Excalibur Management Corp's Q3 2025 Portfolio
Portfolio Value 273 Million
Stocks 166
Filing on Nov 07, 2025 Q3 2025

Wharton Business Group, LLC

  • QUAL
  • VLUE
  • EFAV
  • EEMV
  • KBWB
  • VYM
  • AAPL
Wharton Business Group, LLC's Q3 2025 Portfolio
Portfolio Value 2.32 Billion
Stocks 140
Filing on Nov 07, 2025 Q3 2025

Richmond Brothers, Inc.

  • QQQ
  • VOX
  • VPU
  • VGT
  • BSV
  • BLV
  • VIS
Richmond Brothers, Inc.'s Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 54
Filing on Nov 07, 2025 Q3 2025

Schrum Private Wealth Management LLC

  • SPY
  • MSFT
  • AAPL
  • VOO
  • FXL
  • SPLG
  • JPM
Schrum Private Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 135 Million
Stocks 129
Filing on Nov 07, 2025 Q3 2025

Berkeley Capital Partners, LLC

  • SPY
  • VYM
  • VCIT
  • VCLT
  • QQQ
  • VEU
  • GDX
Berkeley Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 409 Million
Stocks 188
Filing on Nov 07, 2025 Q3 2025

Goehring & Rozencwajg Associates, LLC

  • CCJ
  • RRC
  • SDRL
  • LEU
  • NTR
  • VAL
  • AGI
Goehring & Rozencwajg Associates, LLC's Q3 2025 Portfolio
Portfolio Value 831 Billion
Stocks 42
Filing on Nov 07, 2025 Q3 2025

Kovack Advisors, Inc.

  • NVDA
  • AAPL
  • SPMO
  • SPY
  • MSFT
  • AMZN
  • IVV
Kovack Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 611
Filing on Nov 07, 2025 Q3 2025

Mendel Money Management

  • MSFT
  • AMZN
  • GOOG
  • V
  • IBM
  • TMO
  • PANW
Mendel Money Management's Q3 2025 Portfolio
Portfolio Value 215 Million
Stocks 150
Filing on Nov 07, 2025 Q3 2025

Fortis Advisors, LLC

  • DBND
  • BSV
  • EMXC
  • ICOW
  • VEA
  • GDX
  • SCHP
Fortis Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 123
Filing on Nov 07, 2025 Q3 2025

O Donnell Financial Services, LLC

  • SPLG
  • DSTL
  • RDVY
  • MGK
  • EFA
  • QQQ
  • FDD
O Donnell Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 247 Million
Stocks 55
Filing on Nov 07, 2025 Q3 2025

Mullooly Asset Management, Inc.

  • MTUM
  • VLUE
  • VEU
  • IJH
  • SHV
  • VTI
  • IJR
Mullooly Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 261 Billion
Stocks 51
Filing on Nov 07, 2025 Q3 2025

Clear Creek Financial Management, LLC

  • SPLG
  • IVV
  • SPAB
  • QQQ
  • SPYG
  • EFA
  • EEM
Clear Creek Financial Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 560
Filing on Nov 07, 2025 Q3 2025

Pekin Hardy Strauss, Inc.

  • PHYS
  • BRK-B
  • GDX
  • CCJ
  • CEF
  • PSLV
  • AEM
Pekin Hardy Strauss, Inc.'s Q3 2025 Portfolio
Portfolio Value 919 Million
Stocks 409
Filing on Nov 07, 2025 Q3 2025

Icici Prudential Asset Management CO LTD

  • VTRS
  • ASHR
  • CTSH
  • MSFT
  • PBR
  • NVDA
  • ADBE
Icici Prudential Asset Management CO LTD's Q3 2025 Portfolio
Portfolio Value 919 Million
Stocks 158
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