Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 07, 2025 Q3 2025

Keyvantage Wealth, LLC

  • SCHF
  • VCIT
  • JGRO
  • JAVA
  • SCHX
  • SCHR
  • SCHG
Keyvantage Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 238 Billion
Stocks 98
Filing on Nov 07, 2025 Q3 2025

Synergy Investment Management, LLC

  • VOO
  • VUG
  • IVV
  • DYNF
  • SPYG
  • SPHQ
  • SPTI
Synergy Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 262 Billion
Stocks 134
Filing on Nov 07, 2025 Q3 2025

Prospector Partners LLC

  • BRK-B
  • GL
  • BRO
  • PNC
  • ETN
  • RE
  • LFUS
Prospector Partners LLC's Q3 2025 Portfolio
Portfolio Value 772 Million
Stocks 92
Filing on Nov 07, 2025 Q3 2025

New View Capital Partners I, LLC

  • UDMY
New View Capital Partners I, LLC's Q3 2025 Portfolio
Portfolio Value 28 Million
Stocks 1
Filing on Nov 07, 2025 Q3 2025

Presima Inc.

  • EQIX
  • VTR
  • GLPI
  • BRX
  • FR
  • EQR
  • DLR
Presima Inc.'s Q3 2025 Portfolio
Portfolio Value 356 Million
Stocks 48
Filing on Nov 07, 2025 Q3 2025

Fiscal Wisdom Wealth Management, LLC

  • GORO
  • EXK
  • SKE
  • DC
  • SPLG
  • EQX
  • SVM
Fiscal Wisdom Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 106 Billion
Stocks 82
Filing on Nov 07, 2025 Q3 2025

Alberta Investment Management Corp

  • IVV
  • SPY
  • VOO
  • SPY
  • GOOGL
  • SEE
  • META
Alberta Investment Management Corp's Q3 2025 Portfolio
Portfolio Value 8.96 Billion
Stocks 414
Filing on Nov 07, 2025 Q3 2025

Redmont Wealth Advisors LLC

  • RSP
  • NOBL
  • SPY
  • PFF
  • VCSH
  • DFAI
  • DVY
Redmont Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 67.2 Million
Stocks 307
Filing on Nov 07, 2025 Q3 2025

Bornite Capital Management LP

  • ECL
  • GLW
  • PWR
  • CRS
  • CNM
  • CNI
  • DY
Bornite Capital Management LP's Q3 2025 Portfolio
Portfolio Value 872 Million
Stocks 35
Filing on Nov 07, 2025 Q3 2025

Certus Wealth Management, LLC

  • VOO
  • VUG
  • EFV
  • DYNF
  • BND
  • IVV
  • ITOT
Certus Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 155 Million
Stocks 58
Filing on Nov 07, 2025 Q3 2025

Cercano Management LLC

  • MSFT
  • UNP
  • XPO
  • RSP
  • LLY
  • META
  • NVDA
Cercano Management LLC's Q3 2025 Portfolio
Portfolio Value 2.28 Billion
Stocks 173
Filing on Nov 07, 2025 Q3 2025

Studio Investment Management LLC

  • VTIP
  • VTV
  • VIG
  • DFIC
  • VBR
  • FNDF
  • BRK-B
Studio Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 501 Million
Stocks 174
Filing on Nov 07, 2025 Q3 2025

Bok Financial Private Wealth, Inc.

  • VOO
  • VUG
  • VEA
  • VTV
  • IJH
  • VTIP
  • IVV
Bok Financial Private Wealth, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.58 Billion
Stocks 380
Filing on Nov 07, 2025 Q3 2025

Syon Capital LLC

  • DASH
  • CMF
  • NVDA
  • MSFT
  • META
  • AAPL
  • GOOGL
Syon Capital LLC's Q3 2025 Portfolio
Portfolio Value 1.86 Trillion
Stocks 810
Filing on Nov 07, 2025 Q3 2025

King Wealth

  • IVV
  • QQQ
  • MSFT
  • SPY
  • NVDA
  • AAPL
  • IJH
King Wealth's Q3 2025 Portfolio
Portfolio Value 796 Million
Stocks 160
Filing on Nov 07, 2025 Q3 2025

Advisors Capital Management, LLC

  • MSFT
  • AVGO
  • AAPL
  • NVDA
  • ABBV
  • BX
  • JPM
Advisors Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 7.61 Billion
Stocks 536
Filing on Nov 07, 2025 Q3 2025

Aspiring Ventures, LLC

  • TSLA
  • MSTR
  • NVDA
  • TSLA
  • ASML
  • AMZN
  • SCHB
Aspiring Ventures, LLC's Q3 2025 Portfolio
Portfolio Value 293 Billion
Stocks 124
Filing on Nov 07, 2025 Q3 2025

Bbr Partners, LLC

  • SPY
  • IVV
  • UPS
  • AAPL
  • MSFT
  • VTI
  • VOO
Bbr Partners, LLC's Q3 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 270