Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 06, 2025 Q3 2025

Benningfield Financial Advisors, LLC

  • DFUV
  • PLTR
  • VTIP
  • IEF
  • VTI
  • AVUV
  • DFIV
Benningfield Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 127 Billion
Stocks 18
Filing on Nov 06, 2025 Q3 2025

Warner Group LLC

  • FDN
  • PSI
  • QQQ
  • NVDA
  • USFR
  • SPY
  • PPA
Warner Group LLC's Q3 2025 Portfolio
Portfolio Value 145 Billion
Stocks 60
Filing on Nov 06, 2025 Q3 2025

Taylor Hoffman Capital Management LLC

  • AAPL
  • META
  • GOOGL
  • AMAT
  • EBAY
  • AWI
  • FICO
Taylor Hoffman Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 317 Billion
Stocks 118
Filing on Nov 06, 2025 Q3 2025

Lincoln National Corp

  • VUG
  • BSV
  • VTV
  • VTI
  • VEU
  • VOO
  • SCHP
Lincoln National Corp's Q3 2025 Portfolio
Portfolio Value 3.49 Billion
Stocks 20
Filing on Nov 06, 2025 Q3 2025

Pavion Blue Capital, LLC

  • MSFT
  • GOOG
  • WMT
  • BAC
  • AXP
  • BRK-B
  • COST
Pavion Blue Capital, LLC's Q3 2025 Portfolio
Portfolio Value 230 Million
Stocks 101
Filing on Nov 06, 2025 Q3 2025

Glaxis Capital Management, LLC

  • FXI
  • PFF
  • LDP
  • SPY
  • VOO
  • VSS
  • JD
Glaxis Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 54.6 Million
Stocks 48
Filing on Nov 06, 2025 Q3 2025

Investment Partners, Ltd.

  • IWF
  • VEA
  • IWD
  • MSFT
  • AAPL
  • NVDA
  • VWO
Investment Partners, Ltd.'s Q3 2025 Portfolio
Portfolio Value 277 Million
Stocks 154
Filing on Nov 06, 2025 Q3 2025

High Tower Advisors, LLC

  • AAPL
  • MSFT
  • IVV
  • VOO
  • NVDA
  • BRK-A
  • SPY
High Tower Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 84.5 Billion
Stocks 3830
Filing on Nov 06, 2025 Q3 2025

Shepherd Financial Partners LLC

  • SPY
  • SPTM
  • DYNF
  • IEFA
  • SPYG
  • QUAL
  • AAPL
Shepherd Financial Partners LLC's Q3 2025 Portfolio
Portfolio Value 976 Million
Stocks 243
Filing on Nov 06, 2025 Q3 2025

Gen Trust, LLC

  • VOO
  • SPY
  • AGG
  • BND
  • VPL
  • QQQ
  • VGK
Gen Trust, LLC's Q3 2025 Portfolio
Portfolio Value 2.16 Billion
Stocks 211
Filing on Nov 06, 2025 Q3 2025

Eq LLC

  • DYNF
  • VOO
  • IVV
  • IVW
  • EFV
  • IEMG
  • ONEQ
Eq LLC's Q3 2025 Portfolio
Portfolio Value 238 Million
Stocks 74
Filing on Nov 06, 2025 Q3 2025

Murphy & Mullick Capital Management Corp

  • NVDA
  • TSLA
  • AVGO
  • SCHG
  • MSFT
  • SCHM
  • SCHV
Murphy & Mullick Capital Management Corp's Q3 2025 Portfolio
Portfolio Value 135 Billion
Stocks 679
Filing on Nov 06, 2025 Q3 2025

Alphabet Inc.

  • ASTS
  • PL
  • RVMD
  • FRSH
  • GTLB
  • PATH
  • PRME
Alphabet Inc.'s Q3 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 40
Filing on Nov 06, 2025 Q3 2025

Pennsylvania Capital Management Inc

  • MSFT
  • AAPL
  • IVV
  • JPIE
  • AMZN
  • NVDA
  • FNDF
Pennsylvania Capital Management Inc 's Q3 2025 Portfolio
Portfolio Value 321 Million
Stocks 108
Filing on Nov 06, 2025 Q3 2025

Florida Financial Advisors, LLC

  • VOO
  • QQQ
  • BBUS
  • MSFT
  • XLK
  • MGC
  • NVDA
Florida Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 324 Billion
Stocks 262
Filing on Nov 06, 2025 Q3 2025

Coleford Investment Management Ltd.

  • MSFT
  • WMT
  • GOOGL
  • AXP
  • RY
  • ORCL
  • V
Coleford Investment Management Ltd.'s Q3 2025 Portfolio
Portfolio Value 416 Billion
Stocks 22
Filing on Nov 06, 2025 Q3 2025

Wulff, Hansen & Co.

  • BX
  • VGT
  • MSFT
  • GOOGL
  • JPM
  • AAPL
  • RTX
Wulff, Hansen & Co.'s Q3 2025 Portfolio
Portfolio Value 111 Million
Stocks 101
Filing on Nov 06, 2025 Q3 2025

Tanglewood Legacy Advisors, LLC

  • IUSV
  • IUSG
  • IWR
  • IWF
  • FMAY
  • IWD
  • DMAY
Tanglewood Legacy Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 259 Billion
Stocks 273