Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 07, 2025 Q3 2025

Mc Mill Wealth Management

  • SPIB
  • DFUV
  • AVUV
  • SPLG
  • DFIV
  • DFUS
  • AVLV
Mc Mill Wealth Management's Q3 2025 Portfolio
Portfolio Value 351 Billion
Stocks 55
Filing on Nov 07, 2025 Q3 2025

Generation Capital Management LLC

  • TBIL
  • JAAA
  • TFLO
  • AAPL
  • GOOG
  • VOO
  • MSFT
Generation Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 138 Billion
Stocks 80
Filing on Nov 07, 2025 Q3 2025

Fifth Third Bancorp

  • NVDA
  • AAPL
  • MSFT
  • IVV
  • GOOGL
  • AVGO
  • AMZN
Fifth Third Bancorp's Q3 2025 Portfolio
Portfolio Value 30.5 Billion
Stocks 2662
Filing on Nov 07, 2025 Q3 2025

Amica Retiree Medical Trust

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOGL
  • BRK-B
Amica Retiree Medical Trust's Q3 2025 Portfolio
Portfolio Value 73.2 Million
Stocks 141
Filing on Nov 07, 2025 Q3 2025

Amica Mutual Insurance CO

  • IXUS
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • GOOGL
Amica Mutual Insurance CO's Q3 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 142
Filing on Nov 07, 2025 Q3 2025

Phillips Wealth Planners LLC

  • VOO
  • MSFT
  • JPM
  • AVGO
  • XLK
  • ABBV
  • WMB
Phillips Wealth Planners LLC's Q3 2025 Portfolio
Portfolio Value 120 Billion
Stocks 201
Filing on Nov 07, 2025 Q3 2025

Atticus Wealth Management, LLC

  • SPY
  • IWF
  • HTRB
  • SPYV
  • AAPL
  • SPLV
  • MSFT
Atticus Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 364 Million
Stocks 197
Filing on Nov 07, 2025 Q3 2025

Smithfield Trust CO

  • VOO
  • VGSH
  • BSV
  • SHY
  • VCSH
  • VO
  • AAPL
Smithfield Trust CO's Q3 2025 Portfolio
Portfolio Value 2.24 Billion
Stocks 1259
Filing on Nov 07, 2025 Q3 2025

Crow'S Nest Holdings LP

  • AMZN
  • ENSG
  • LPX
  • TSM
  • TDG
  • META
  • TRU
Crow'S Nest Holdings LP's Q3 2025 Portfolio
Portfolio Value 430 Million
Stocks 9
Filing on Nov 07, 2025 Q3 2025

Credit Industriel Et Commercial

  • XLE
  • GOOG
  • SMH
  • IWM
  • FXI
  • AMZN
  • SOXX
Credit Industriel Et Commercial's Q3 2025 Portfolio
Portfolio Value 1.19 Trillion
Stocks 351
Filing on Nov 07, 2025 Q3 2025

Wealth Bridge Capital Management, LLC

  • IVV
  • SPY
  • RSP
  • BKLC
  • BRK-B
  • QQQ
  • AAPL
Wealth Bridge Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 414 Million
Stocks 214
Filing on Nov 07, 2025 Q3 2025

Addison Advisors LLC

  • VGIT
  • VTIP
  • VIG
  • VUG
  • VLUE
  • DFUV
  • BNDX
Addison Advisors LLC's Q3 2025 Portfolio
Portfolio Value 376 Million
Stocks 1138
Filing on Nov 07, 2025 Q3 2025

Brooktree Capital Management

  • IBKR
  • RMNI
  • PAR
  • BRK-B
  • THRY
  • IAC
  • BFH
Brooktree Capital Management's Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 42
Filing on Nov 07, 2025 Q3 2025

Htg Investment Advisors, Inc.

  • DFAC
  • AVUS
  • DFIC
  • AVDE
  • CBRE
  • DFAX
  • BSV
Htg Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 297 Billion
Stocks 75
Filing on Nov 07, 2025 Q3 2025

Main Street Group, LTD

  • QLD
  • SSO
  • PULS
  • SCHO
  • MSFT
  • QQQ
  • TQQQ
Main Street Group, LTD's Q3 2025 Portfolio
Portfolio Value 301 Million
Stocks 1447
Filing on Nov 07, 2025 Q3 2025

Bsn Capital Partners LTD

  • AMZN
  • MSFT
  • BRK-B
  • NFLX
  • TSLA
  • AMD
  • ISRG
Bsn Capital Partners LTD's Q3 2025 Portfolio
Portfolio Value 1.27 Trillion
Stocks 20
Filing on Nov 07, 2025 Q3 2025

Conscious Wealth Investments, LLC

  • SPY
  • HD
  • NVDA
  • IUSB
  • KLAC
  • VCIT
  • GOOG
Conscious Wealth Investments, LLC's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 57
Filing on Nov 07, 2025 Q3 2025

Calton & Associates, Inc.

  • QQQ
  • SPLG
  • SPY
  • AAPL
  • FDVV
  • BIL
  • VFH
Calton & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 622 Million
Stocks 425