Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 07, 2025 Q3 2025

Cosner Financial Group, LLC

  • IMCG
  • ITOT
  • USIG
  • IVE
  • IVW
  • IVV
  • IUSV
Cosner Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 186 Billion
Stocks 37
Filing on Nov 07, 2025 Q3 2025

Bell & Brown Wealth Advisors, LLC

  • AVGO
  • AAPL
  • GOOGL
  • META
  • GS
  • JPM
  • LLY
Bell & Brown Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 303 Million
Stocks 72
Filing on Nov 07, 2025 Q3 2025

Oceanside Advisors LLC

  • DUHP
  • AVLV
  • DFSD
  • DFSV
  • DFAC
  • BND
  • DIHP
Oceanside Advisors LLC's Q3 2025 Portfolio
Portfolio Value 160 Billion
Stocks 48
Filing on Nov 07, 2025 Q3 2025

Denali Advisors LLC

  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • AMZN
  • META
  • HOOD
Denali Advisors LLC's Q3 2025 Portfolio
Portfolio Value 846 Million
Stocks 297
Filing on Nov 07, 2025 Q3 2025

Bastion Asset Management Inc.

  • ANGO
  • PYPL
  • GXO
  • IAG
  • KD
  • VVX
  • EXP
Bastion Asset Management Inc.'s Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 48
Filing on Nov 07, 2025 Q3 2025

Aft, Forsyth & Company, Inc.

  • NVDA
  • AAPL
  • MSFT
  • IGM
  • AMZN
  • V
  • LLY
Aft, Forsyth & Company, Inc.'s Q3 2025 Portfolio
Portfolio Value 206 Million
Stocks 116
Filing on Nov 07, 2025 Q3 2025

Tobam

  • MSTR
  • ED
  • HSY
  • CBOE
  • KR
  • CHD
  • VZ
Tobam's Q3 2025 Portfolio
Portfolio Value 276 Million
Stocks 247
Filing on Nov 07, 2025 Q3 2025

Colrain Capital LLC

  • NEM
  • VST
  • CVX
  • VICR
  • GOOGL
  • CVS
  • MOS
Colrain Capital LLC's Q3 2025 Portfolio
Portfolio Value 169 Million
Stocks 22
Filing on Nov 07, 2025 Q3 2025

Capital Planning Advisors, LLC

  • VEA
  • GLDM
  • USFR
  • SPHQ
  • IWF
  • XMHQ
  • DYNF
Capital Planning Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 704 Million
Stocks 143
Filing on Nov 07, 2025 Q3 2025

Fox Financial, Inc

  • DLN
  • SPTM
  • SMLF
  • QQQ
  • IWR
  • XLK
  • OMFL
Fox Financial, Inc's Q3 2025 Portfolio
Portfolio Value 126 Billion
Stocks 12
Filing on Nov 07, 2025 Q3 2025

Neos Investment Management LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • META
  • VTWO
Neos Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 12.8 Billion
Stocks 1122
Filing on Nov 07, 2025 Q3 2025

Founders Financial Alliance, LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • IVV
  • JPM
  • PULS
Founders Financial Alliance, LLC's Q3 2025 Portfolio
Portfolio Value 481 Million
Stocks 713
Filing on Nov 07, 2025 Q3 2025

Schwarz Dygos Wheeler Investment Advisors LLC

  • BRK-B
  • AAPL
  • DFAU
  • PHYS
  • DGRO
  • GOOGL
  • DVY
Schwarz Dygos Wheeler Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 459 Million
Stocks 163
Filing on Nov 07, 2025 Q3 2025

Zweig Di Menna Associates LLC

  • APP
  • AMZN
  • AVGO
  • TSM
  • PWR
  • NVDA
  • CYBR
Zweig Di Menna Associates LLC's Q3 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 99
Filing on Nov 07, 2025 Q3 2025

Vanguard Group Inc

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • META
  • GOOGL
Vanguard Group Inc's Q3 2025 Portfolio
Portfolio Value 6.44 Trillion
Stocks 17690
Filing on Nov 07, 2025 Q3 2025

Northwestern Mutual Investment Management Company, LLC

  • EFA
  • IVV
  • IJH
  • VOO
  • IJR
  • LQD
  • NVDA
Northwestern Mutual Investment Management Company, LLC's Q3 2025 Portfolio
Portfolio Value 6.85 Billion
Stocks 877
Filing on Nov 07, 2025 Q3 2025

Providence Financial Advisors, LLC

  • IVV
  • AVLV
  • SPY
  • JIRE
  • FBCG
  • IWY
  • MSFT
Providence Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 105 Billion
Stocks 49
Filing on Nov 07, 2025 Q3 2025

Texas Yale Capital Corp.

  • JBL
  • CTAS
  • EPD
  • AAPL
  • HD
  • BRK-B
  • QQQ
Texas Yale Capital Corp.'s Q3 2025 Portfolio
Portfolio Value 3.15 Billion
Stocks 482