Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Nov 06, 2025 Q3 2025

Onyx Bridge Wealth Group LLC

  • IVV
  • QQQ
  • AAPL
  • WTV
  • VUG
  • CGDV
  • NVDA
Onyx Bridge Wealth Group LLC's Q3 2025 Portfolio
Portfolio Value 816 Million
Stocks 447
Filing on Nov 06, 2025 Q3 2025

Lsv Asset Management

  • T
  • GOOGL
  • BK
  • C
  • CSCO
  • JNJ
  • QCOM
Lsv Asset Management's Q3 2025 Portfolio
Portfolio Value 45.3 Billion
Stocks 894
Filing on Nov 06, 2025 Q3 2025

Allegheny Financial Group LTD

  • PVAL
  • NVR
  • DGRO
  • ERIE
  • SCHG
  • AAPL
  • XOM
Allegheny Financial Group LTD's Q3 2025 Portfolio
Portfolio Value 459 Million
Stocks 263
Filing on Nov 06, 2025 Q3 2025

Willis Johnson & Associates, Inc.

  • SPYV
  • SPYG
  • VGK
  • VWO
  • MBB
  • VPL
  • IJK
Willis Johnson & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 191
Filing on Nov 06, 2025 Q3 2025

Skylands Capital, LLC

  • UNP
  • GOOGL
  • GM
  • AAPL
  • CCI
  • OSK
  • NSC
Skylands Capital, LLC's Q3 2025 Portfolio
Portfolio Value 633 Million
Stocks 152
Filing on Nov 06, 2025 Q3 2025

Tpg Advisors LLC

  • SCHB
  • SCHF
  • VTI
  • MOAT
  • AGG
  • VEA
  • AAPL
Tpg Advisors LLC's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 103
Filing on Nov 06, 2025 Q3 2025

Mechanics Financial Corp

  • GRC
  • IJH
  • AAPL
  • EFA
  • IEFA
  • IVV
  • MSFT
Mechanics Financial Corp's Q3 2025 Portfolio
Portfolio Value 260 Million
Stocks 240
Filing on Nov 06, 2025 Q3 2025

Plan A Wealth LLC

  • OAIM
  • BRK-A
  • TPSC
  • IBD
  • NVDA
  • SCHO
  • VGIT
Plan A Wealth LLC's Q3 2025 Portfolio
Portfolio Value 197 Billion
Stocks 175
Filing on Nov 06, 2025 Q3 2025

Bp PLC

  • CME
Bp PLC's Q3 2025 Portfolio
Portfolio Value 16.2 Million
Stocks 1
Filing on Nov 06, 2025 Q3 2025

Vantage Consulting Group Inc

  • BW
  • ADCT
Vantage Consulting Group Inc's Q3 2025 Portfolio
Portfolio Value 9.74 Million
Stocks 3