Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Nov 06, 2025
Q3 2025
Eagle Bluffs Wealth Management LLC
- BBN
- NBB
- EMXC
- IDV
- NVDA
- NAD
- JEPQ
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 06, 2025
Q3 2025
Everest Management Corp.
- DFUS
- GOOGL
- GOOG
- VOO
- AVGO
- AAPL
- MSFT
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 06, 2025
Q3 2025
Fortress Financial Group, LLC
- IUSG
- IUSV
- RSP
- IJS
- IJT
- GSLC
- IJR
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 06, 2025
Q3 2025
Tiff Advisory Services Inc
- XLF
- NVDA
- VT
- AAPL
- VGLT
- VFH
- XLK
Filing on Nov 06, 2025
Q3 2025
Pca Investment Advisory Services Inc.
- IVV
- IUSV
- DFAS
- IUSG
- VTV
- VUG
- FBND
Filing on Nov 06, 2025
Q3 2025
Cadence Wealth Management LLC
- TLT
- SLV
- XOP
- IEF
- GLD
- CEF
- XLE
Filing on Nov 06, 2025
Q3 2025
May Barnhard Investments LLC
- SCHX
- SCHG
- VO
- IJR
- SCHV
- IJS
- QQQ
Filing on Nov 06, 2025
Q3 2025
Cannon Financial Strategists, Inc.
- DFIC
- SLYV
- SPYG
- AVLV
- BIV
- VUG
- SPIP
Filing on Nov 06, 2025
Q3 2025
Mid Atlantic Capital Management, Inc.
- IVV
- SPY
- VUG
- IWF
- VYM
- SPYG
- VEA
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 06, 2025
Q3 2025
Joel Adams & Associates, Inc.
- VOO
- AGG
- EAGG
- VSGX
- VTEB
- IEFA
- VXUS
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 06, 2025
Q3 2025
Asset Planning Corporation
- DFCF
- BRK-B
- DFAI
- DUHP
- VCIT
- VIOV
- DFNM
Filing on Nov 06, 2025
Q3 2025
Filing on Nov 06, 2025
Q3 2025
Rothschild Capital Partners, LLC
- AAPL
- JPM
- AMZN
- GOOGL
- MSFT
- GLD
- XLI