Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 06, 2025 Q3 2025

Compass Advisory Group LLC

  • SCHB
  • VT
  • BALT
  • PJUL
  • SCHM
  • VTI
  • CALF
Compass Advisory Group LLC's Q3 2025 Portfolio
Portfolio Value 312 Million
Stocks 82
Filing on Nov 06, 2025 Q3 2025

Pacific Point Advisors, LLC

  • BIL
  • TSLA
  • IAU
  • MSFT
  • AAPL
  • GOOG
  • HUBB
Pacific Point Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 171 Billion
Stocks 122
Filing on Nov 06, 2025 Q3 2025

Long Island Wealth Management, Inc.

  • VTI
  • PJAN
  • IJAN
  • VT
  • CALF
  • BALT
  • VXF
Long Island Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 205 Billion
Stocks 85
Filing on Nov 06, 2025 Q3 2025

Naviter Wealth, LLC

  • AMLP
  • ACWI
  • JPST
  • NVDA
  • AAPL
  • TSM
  • MSFT
Naviter Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 842 Million
Stocks 260
Filing on Nov 06, 2025 Q3 2025

New World Advisors LLC

  • TJX
  • IVV
  • AAPL
  • IJR
  • MSFT
  • NVDA
  • AMZN
New World Advisors LLC's Q3 2025 Portfolio
Portfolio Value 546 Million
Stocks 77
Filing on Nov 06, 2025 Q3 2025

Wj Financial Advisors LLC

  • GLD
  • AAPL
  • BRK-B
  • SCHX
  • AMZN
  • SPY
  • TLT
Wj Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 103 Billion
Stocks 108
Filing on Nov 06, 2025 Q3 2025

Objectivity Squared, LLC

  • IWD
  • IWF
  • DGRO
  • VEA
  • AVUV
  • AVEM
  • USAC
Objectivity Squared, LLC's Q3 2025 Portfolio
Portfolio Value 150 Million
Stocks 53
Filing on Nov 06, 2025 Q3 2025

Hi Line Capital Management, LLC

  • BRK-A
  • IDEV
  • BRK-B
  • RSP
  • LBRDK
  • WBD
  • IEMG
Hi Line Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 271 Million
Stocks 39
Filing on Nov 06, 2025 Q3 2025

Horizon Wealth Management, LLC

  • ITOT
  • XLC
  • XLK
  • QQQ
  • QQQM
  • VTI
  • SPYG
Horizon Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 539 Million
Stocks 126
Filing on Nov 06, 2025 Q3 2025

Kailix Advisors LLC

  • CSTM
  • ALB
  • AR
  • GPRE
  • WCC
  • AXL
Kailix Advisors LLC's Q3 2025 Portfolio
Portfolio Value 73.5 Billion
Stocks 7
Filing on Nov 06, 2025 Q3 2025

Liberty Square Wealth Partners LLC

  • VOO
  • RDVY
  • SPLG
  • AAPL
  • IQLT
  • SCHD
  • HYDB
Liberty Square Wealth Partners LLC's Q3 2025 Portfolio
Portfolio Value 324 Billion
Stocks 146
Filing on Nov 06, 2025 Q3 2025

Libra Wealth LLC

  • VTI
  • VGIT
  • VEA
  • SCHB
  • SCHF
  • DFAT
  • AVUV
Libra Wealth LLC's Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 68
Filing on Nov 06, 2025 Q3 2025

Truffle Hound Capital, LLC

  • AMLP
  • STNE
  • PAGS
  • KKS.F
  • FXY
  • GOOGL
  • BBD
Truffle Hound Capital, LLC's Q3 2025 Portfolio
Portfolio Value 357 Billion
Stocks 50
Filing on Nov 06, 2025 Q3 2025

Palisades Hudson Asset Management, L.P.

  • IJS
  • SPY
  • IVV
  • VTI
  • IJT
  • IEUR
  • IJR
Palisades Hudson Asset Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 276 Million
Stocks 154
Filing on Nov 06, 2025 Q3 2025

G2 Capital Management, LLC

  • DFUS
  • JMUB
  • MOAT
  • BND
  • DUHP
  • DFAS
  • SCHX
G2 Capital Management, LLC 's Q3 2025 Portfolio
Portfolio Value 387 Million
Stocks 70
Filing on Nov 06, 2025 Q3 2025

Arch Capital Group Ltd.

  • JAAA
  • SHYG
  • IGSB
  • HYG
Arch Capital Group Ltd.'s Q3 2025 Portfolio
Portfolio Value 294 Million
Stocks 4
Filing on Nov 06, 2025 Q3 2025

Lyell Wealth Management, LP

  • NVDA
  • AAPL
  • MSFT
  • META
  • AMZN
  • GOOGL
  • PANW
Lyell Wealth Management, LP's Q3 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 211
Filing on Nov 06, 2025 Q3 2025

Graver Capital Management, LLC

  • DFUS
  • MOAT
  • DFAT
  • DFAI
  • DFCF
  • DFAE
  • SCHB
Graver Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 119 Billion
Stocks 26