Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 07, 2025 Q3 2025

Brightwater Advisory LLC

  • SCHF
  • SCHP
  • SPY
  • SCHB
  • FNDB
  • VB
  • VIG
Brightwater Advisory LLC's Q3 2025 Portfolio
Portfolio Value 146 Billion
Stocks 59
Filing on Nov 07, 2025 Q3 2025

Pitti Group Wealth Management, LLC

  • EFA
  • VTI
  • BUFQ
  • META
  • JNJ
  • IJH
  • NFLX
Pitti Group Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 93.1 Million
Stocks 75
Filing on Nov 07, 2025 Q3 2025

Summitry LLC

  • TSM
  • AMZN
  • ULTA
  • FISV
  • LOW
  • GOOGL
  • MA
Summitry LLC's Q3 2025 Portfolio
Portfolio Value 2.18 Billion
Stocks 222
Filing on Nov 07, 2025 Q3 2025

Southeast Asset Advisors Inc.

  • BRK-B
  • GOOG
  • CNX
  • AAPL
  • RSP
  • VOO
  • KO
Southeast Asset Advisors Inc.'s Q3 2025 Portfolio
Portfolio Value 899 Million
Stocks 209
Filing on Nov 07, 2025 Q3 2025

Ballast, Inc.

  • VB
  • VO
  • SPHQ
  • COWZ
  • VEU
  • RSP
  • SHY
Ballast, Inc.'s Q3 2025 Portfolio
Portfolio Value 411 Million
Stocks 134
Filing on Nov 07, 2025 Q3 2025

Mmbg Investment Advisors Co.

  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • META
  • BWMX
  • NVDA
Mmbg Investment Advisors Co.'s Q3 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 179
Filing on Nov 07, 2025 Q3 2025

Swan Global Investments, LLC

  • SPY
  • IVV
  • XLK
  • PSMJ
  • PSMR
  • PSMD
  • HEGD
Swan Global Investments, LLC's Q3 2025 Portfolio
Portfolio Value 2.18 Billion
Stocks 71
Filing on Nov 07, 2025 Q3 2025

Beacon Capital Management, LLC

  • SPY
  • QQQ
  • MGK
  • VTI
  • VUG
  • DIA
  • VGT
Beacon Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 599 Million
Stocks 140
Filing on Nov 07, 2025 Q3 2025

Valence8 Us LP

  • QUAL
  • QQQ
  • IQLT
  • BIL
  • EFV
  • VTV
  • SMH
Valence8 Us LP's Q3 2025 Portfolio
Portfolio Value 292 Billion
Stocks 14
Filing on Nov 07, 2025 Q3 2025

M&G PLC

  • MSFT
  • AMCR
  • META
  • MEOH
  • GOOGL
  • NEE
  • ELV
M&G PLC's Q3 2025 Portfolio
Portfolio Value 17.1 Billion
Stocks 406
Filing on Nov 07, 2025 Q3 2025

Cassaday & CO Wealth Management LLC

  • MGK
  • IWP
  • IWO
  • GLDM
  • VGLT
  • SCHD
  • IWS
Cassaday & CO Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 4.32 Billion
Stocks 344
Filing on Nov 07, 2025 Q3 2025

New Jersey Better Educational Savings Trust

  • USIG
  • BND
  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
New Jersey Better Educational Savings Trust's Q3 2025 Portfolio
Portfolio Value 59 Million
Stocks 9
Filing on Nov 07, 2025 Q3 2025

Nj State Employees Deferred Compensation Plan

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • GOOG
  • META
  • JPM
Nj State Employees Deferred Compensation Plan's Q3 2025 Portfolio
Portfolio Value 877 Million
Stocks 437
Filing on Nov 07, 2025 Q3 2025

Supplemental Annuity Collective Trust Of Nj

  • NVDA
  • AAPL
  • MSFT
  • GOOG
  • AMZN
  • META
  • JPM
Supplemental Annuity Collective Trust Of Nj's Q3 2025 Portfolio
Portfolio Value 372 Million
Stocks 208
Filing on Nov 07, 2025 Q3 2025

Heartland Advisors Inc

  • TCBI
  • SIMO
  • LINC
  • TDY
  • CCS
  • CGAU
  • PSA
Heartland Advisors Inc's Q3 2025 Portfolio
Portfolio Value 1.82 Billion
Stocks 237
Filing on Nov 07, 2025 Q3 2025

Guidance Capital, Inc

  • SPY
  • IJR
  • IEMG
  • IEFA
  • GSY
  • BIL
  • RSP
Guidance Capital, Inc's Q3 2025 Portfolio
Portfolio Value 383 Billion
Stocks 202
Filing on Nov 07, 2025 Q3 2025

Good Haven Capital Management, LLC

  • BRK-B
  • GOOG
  • JEF
  • BAC
  • BLDR
  • KKR
  • DVN
Good Haven Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 260 Million
Stocks 26
Filing on Nov 07, 2025 Q3 2025

Putney Financial Group LLC

  • AAPL
  • GOOGL
  • AMZN
  • MSFT
  • NVDA
  • MA
  • SHOP
Putney Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 101 Billion
Stocks 77