Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 06, 2025 Q3 2025

Icw Investment Advisors LLC

  • MSFT
  • AAPL
  • AVGO
  • MA
  • ABBV
  • ORLY
  • VOO
Icw Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 269 Million
Stocks 144
Filing on Nov 06, 2025 Q3 2025

Northern Capital Management, Inc.

  • SCHG
  • QQQ
  • SCHV
  • VV
  • GBCI
  • JNJ
  • SPYV
Northern Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 184 Million
Stocks 46
Filing on Nov 06, 2025 Q3 2025

Mraz, Amerine & Associates, Inc.

  • BRK-B
  • FRFHF
  • WRB
  • WTM
  • JEF
  • MKL
  • L
Mraz, Amerine & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 602 Million
Stocks 188
Filing on Nov 06, 2025 Q3 2025

Harry Burn

Sound Shore Management Inc
  • TEVA
  • C
  • CTRA
  • COF
  • BAC
  • QCOM
  • FIS
Harry Burn's Q3 2025 Portfolio
Portfolio Value 2.91 Billion
Stocks 38
Filing on Nov 06, 2025 Q3 2025

Cibc Capital Markets (Europe) S.A.

  • BRK-B
  • AMZN
  • NFLX
  • AMD
  • TSLA
  • NVDA
  • UBER
Cibc Capital Markets (Europe) S.A.'s Q3 2025 Portfolio
Portfolio Value 573 Million
Stocks 10
Filing on Nov 06, 2025 Q3 2025

Haven Private, LLC

  • MUST
  • USFR
  • BIZD
  • AAPL
  • IFRA
  • AVEM
  • GBTC
Haven Private, LLC's Q3 2025 Portfolio
Portfolio Value 226 Billion
Stocks 153
Filing on Nov 06, 2025 Q3 2025

Whipplewood Advisors, LLC

  • JAAA
  • BALT
  • TSLA
  • VIG
  • JEPI
  • ARKK
  • MTUM
Whipplewood Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 293
Filing on Nov 06, 2025 Q3 2025

Public Sector Pension Investment Board

  • MSFT
  • NVDA
  • AAPL
  • META
  • AMZN
  • AVGO
  • TSAT
Public Sector Pension Investment Board's Q3 2025 Portfolio
Portfolio Value 26.3 Billion
Stocks 1270
Filing on Nov 06, 2025 Q3 2025

Good Steward Wealth Advisors,Llc

  • VTI
  • PULS
  • PFXF
  • VOO
  • EMBD
  • VXUS
  • IEF
Good Steward Wealth Advisors,Llc's Q3 2025 Portfolio
Portfolio Value 145 Billion
Stocks 77
Filing on Nov 06, 2025 Q3 2025

Metis Global Partners, LLC

  • NVDA
  • SGOL
  • BCI
  • MSFT
  • AAPL
  • AMZN
  • META
Metis Global Partners, LLC's Q3 2025 Portfolio
Portfolio Value 4.15 Billion
Stocks 759
Filing on Nov 06, 2025 Q3 2025

Abich Financial Wealth Management LLC

  • BIL
  • VGK
  • SPY
  • QQQ
  • SPMD
  • VTV
  • SPEM
Abich Financial Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 281 Billion
Stocks 655
Filing on Nov 06, 2025 Q3 2025

Tacita Capital Inc

  • ACWV
  • MTUM
  • VBR
  • MOAT
  • IMTM
  • RY
  • QUAL
Tacita Capital Inc's Q3 2025 Portfolio
Portfolio Value 144 Million
Stocks 213
Filing on Nov 06, 2025 Q3 2025

Assetmark, Inc

  • MGK
  • MGV
  • VOO
  • NVDA
  • MSFT
  • VBR
  • MINT
Assetmark, Inc's Q3 2025 Portfolio
Portfolio Value 45.6 Billion
Stocks 3181
Filing on Nov 06, 2025 Q3 2025

Atria Investments LLC

  • MSFT
  • NVDA
  • IVV
  • AMZN
  • AAPL
  • VOO
  • META
Atria Investments LLC's Q3 2025 Portfolio
Portfolio Value 8.14 Billion
Stocks 2003
Filing on Nov 06, 2025 Q3 2025

Verde Servicos Internacionais S.A.

  • MSFT
  • COF
  • NVDA
  • ISRG
  • GFL
  • META
  • DPZ
Verde Servicos Internacionais S.A.'s Q3 2025 Portfolio
Portfolio Value 351 Million
Stocks 49
Filing on Nov 06, 2025 Q3 2025

Cbiz Investment Advisory Services, LLC

  • BND
  • VUG
  • VTV
  • VEU
  • QQQ
  • VO
  • VWO
Cbiz Investment Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 2.55 Billion
Stocks 668
Filing on Nov 06, 2025 Q3 2025

Drake & Associates, LLC

  • FBND
  • RECS
  • PVAL
  • SPYG
  • JAAA
  • AFIF
  • ACWI
Drake & Associates, LLC's Q3 2025 Portfolio
Portfolio Value 452 Million
Stocks 102
Filing on Nov 06, 2025 Q3 2025

Wealth Forward, LLC

  • OEF
  • RSP
  • FNDA
  • VEA
  • FNDX
  • IGSB
  • TIP
Wealth Forward, LLC's Q3 2025 Portfolio
Portfolio Value 172 Billion
Stocks 43