Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 07, 2025 Q3 2025

Riverstone Advisors, LLC

  • IVV
  • GOOGL
  • AMZN
  • TOL
  • BRK-B
  • TSCO
  • RTX
Riverstone Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 203 Million
Stocks 62
Filing on Nov 07, 2025 Q3 2025

Pelham Capital Ltd.

  • HLT
  • TSM
  • AMZN
  • MLM
  • GE
  • ORLY
  • AJG
Pelham Capital Ltd.'s Q3 2025 Portfolio
Portfolio Value 172 Million
Stocks 13
Filing on Nov 07, 2025 Q3 2025

Troy Asset Management LTD

  • V
  • GOOGL
  • MSFT
  • A
  • CNI
  • CB
  • ADBE
Troy Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 3.89 Trillion
Stocks 32
Filing on Nov 07, 2025 Q3 2025

Summit Investment Advisory Services, LLC

  • CGDV
  • CGGR
  • CGUS
  • DGRO
  • SPTM
  • IVW
  • VTI
Summit Investment Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 251 Billion
Stocks 76
Filing on Nov 07, 2025 Q3 2025

Tide Cove Capital Partners LLC

  • VTI
  • AGG
  • BND
  • VUG
  • QQQM
  • VIG
  • VYM
Tide Cove Capital Partners LLC's Q3 2025 Portfolio
Portfolio Value 130 Billion
Stocks 10
Filing on Nov 07, 2025 Q3 2025

Financial Advisors, LLC

  • USMV
  • SCHG
  • SCHV
  • HAWX
  • QUAL
  • IJR
  • ESGU
Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 563 Million
Stocks 80
Filing on Nov 07, 2025 Q3 2025

Herald Investment Management LTD

  • FN
  • PEGA
  • SIMO
  • VRNS
  • ARLO
  • RDWR
  • DSGX
Herald Investment Management LTD's Q3 2025 Portfolio
Portfolio Value 587 Million
Stocks 94
Filing on Nov 07, 2025 Q3 2025

Salus Financial Advisors, LLC

  • IVV
  • IEFA
  • IUSV
  • FBND
  • FBCG
  • FDEM
  • FCOR
Salus Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 32
Filing on Nov 07, 2025 Q3 2025

Uniting Wealth Partners, LLC

  • WMT
  • ACIO
  • RDVY
  • DRSK
  • NVDA
  • BUFR
  • VCIT
Uniting Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 424 Billion
Stocks 199
Filing on Nov 07, 2025 Q3 2025

Prospect Financial Services LLC

  • SLG
  • GOOG
  • VCLT
  • BA
  • NVDA
  • QQQ
  • VOO
Prospect Financial Services LLC's Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 104
Filing on Nov 07, 2025 Q3 2025

Perfromance Wealth Partners, LLC

  • AAPL
  • VUG
  • NVDA
  • MSFT
  • AMZN
  • GOOG
  • GS
Perfromance Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 3.51 Billion
Stocks 203
Filing on Nov 07, 2025 Q3 2025

Sageworth Trust CO

  • VTI
  • VXUS
  • ACWI
  • VOO
  • SPY
  • ACWX
  • VT
Sageworth Trust CO's Q3 2025 Portfolio
Portfolio Value 2.11 Billion
Stocks 268
Filing on Nov 07, 2025 Q3 2025

Snider Financial Group

  • IVV
  • AGG
  • MSFT
  • VIG
  • GOVT
  • AAPL
  • AMZN
Snider Financial Group's Q3 2025 Portfolio
Portfolio Value 360 Million
Stocks 115
Filing on Nov 07, 2025 Q3 2025

Arnhold LLC

  • GLD
  • IAU
  • GOOGL
  • AVGO
  • T
  • LITE
  • KD
Arnhold LLC's Q3 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 116
Filing on Nov 07, 2025 Q3 2025

Petra Financial Advisors Inc

  • JQUA
  • IWP
  • GLD
  • GOF
  • SPLV
  • SCHV
  • OUNZ
Petra Financial Advisors Inc's Q3 2025 Portfolio
Portfolio Value 172 Billion
Stocks 140
Filing on Nov 07, 2025 Q3 2025

Todd Asset Management LLC

  • TEVA
  • SAN
  • JPM
  • QCOM
  • TTE
  • ING
  • BCS
Todd Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 4.74 Billion
Stocks 267
Filing on Nov 07, 2025 Q3 2025

Shell Asset Management CO

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • AVGO
  • GOOG
  • META
Shell Asset Management CO's Q3 2025 Portfolio
Portfolio Value 996 Million
Stocks 1191
Filing on Nov 07, 2025 Q3 2025

Pnc Financial Services Group, Inc.

  • LLY
  • IVV
  • AAPL
  • MSFT
  • SPY
  • GOOGL
  • JPM
Pnc Financial Services Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 17124