Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 06, 2025 Q3 2025

Beacon Bridge Wealth Partners, LLC

  • SPY
  • QUAL
  • VUG
  • VTV
  • MUB
  • VOO
  • DYNF
Beacon Bridge Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 281 Billion
Stocks 87
Filing on Nov 06, 2025 Q3 2025

True Link Financial Advisors, LLC

  • BIV
  • IVV
  • BSV
  • ITOT
  • DFCF
  • IEFA
  • VTIP
True Link Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.55 Billion
Stocks 92
Filing on Nov 06, 2025 Q3 2025

Cornerstone Investment Partners, LLC

  • GOOGL
  • META
  • AVGO
  • MU
  • KLAC
  • MSFT
  • V
Cornerstone Investment Partners, LLC's Q3 2025 Portfolio
Portfolio Value 2.3 Billion
Stocks 210
Filing on Nov 06, 2025 Q3 2025

Caisse Des Depots Et Consignations

  • UBS
  • ALC
  • TT
  • NVDA
  • AAPL
  • V
  • MSFT
Caisse Des Depots Et Consignations's Q3 2025 Portfolio
Portfolio Value 2.35 Trillion
Stocks 219
Filing on Nov 06, 2025 Q3 2025

Leuthold Group, LLC

  • MSFT
  • META
  • BWX
  • ORCL
  • NFLX
  • GOOGL
  • SPDN
Leuthold Group, LLC's Q3 2025 Portfolio
Portfolio Value 883 Million
Stocks 205
Filing on Nov 06, 2025 Q3 2025

Integrity Wealth Solutions LLC

  • VEA
  • VUG
  • VTV
  • AVUV
  • PTRB
  • GLDM
  • SLYG
Integrity Wealth Solutions LLC's Q3 2025 Portfolio
Portfolio Value 224 Billion
Stocks 117
Filing on Nov 06, 2025 Q3 2025

Santa Clara Valley Transportation Authority

  • IEMG
  • SHY
  • USIG
  • USHY
Santa Clara Valley Transportation Authority's Q3 2025 Portfolio
Portfolio Value 119 Billion
Stocks 4
Filing on Nov 06, 2025 Q3 2025

Eubel Brady & Suttman Asset Management Inc

  • WBD
  • GTX
  • BRK-B
  • MDT
  • PYPL
  • DIS
  • ZBH
Eubel Brady & Suttman Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 870 Million
Stocks 110
Filing on Nov 06, 2025 Q3 2025

Mitchell Capital Management CO

  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • AVGO
  • META
  • AMZN
Mitchell Capital Management CO's Q3 2025 Portfolio
Portfolio Value 542 Million
Stocks 126
Filing on Nov 06, 2025 Q3 2025

Westover Capital Advisors, LLC

  • AAPL
  • NVDA
  • GOOGL
  • MSFT
  • AVGO
  • GLD
  • AMZN
Westover Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 522 Million
Stocks 217
Filing on Nov 06, 2025 Q3 2025

Strategic Financial Partners, Ltd.

  • SPLG
  • SPYV
  • VONG
  • SPDW
  • IWR
  • AGG
  • VUG
Strategic Financial Partners, Ltd.'s Q3 2025 Portfolio
Portfolio Value 215 Million
Stocks 80
Filing on Nov 06, 2025 Q3 2025

Seaview Investment Managers LLC

  • QQQ
  • SPY
  • ASML
  • GOOGL
  • TSM
  • ORCL
  • NVDA
Seaview Investment Managers LLC's Q3 2025 Portfolio
Portfolio Value 256 Million
Stocks 211
Filing on Nov 06, 2025 Q3 2025

Sanchez Wealth Management Group

  • JHML
  • IWF
  • SPY
  • QQQ
  • DGRW
  • MTUM
  • IVV
Sanchez Wealth Management Group's Q3 2025 Portfolio
Portfolio Value 417 Million
Stocks 48
Filing on Nov 06, 2025 Q3 2025

Endowment Wealth Management, Inc.

  • VTI
  • NVDA
  • ITOT
  • IUSG
  • QAI
  • IUSV
  • IEFA
Endowment Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 189 Million
Stocks 167
Filing on Nov 06, 2025 Q3 2025

Madison Asset Management, LLC

  • ACGL
  • APH
  • ROST
  • PCAR
  • CDW
  • GOOG
  • CPRT
Madison Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 8.04 Billion
Stocks 336
Filing on Nov 06, 2025 Q3 2025

Krilogy Financial LLC

  • SCHG
  • DFAU
  • SCHV
  • AAPL
  • XLK
  • IBTM
  • AVUV
Krilogy Financial LLC's Q3 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 878
Filing on Nov 06, 2025 Q3 2025

Westbourne Investments, Inc.

  • NVDA
  • GE
  • AMZN
  • MSFT
  • GOOGL
  • AAPL
  • META
Westbourne Investments, Inc.'s Q3 2025 Portfolio
Portfolio Value 209 Billion
Stocks 130
Filing on Nov 06, 2025 Q3 2025

Magnolia Private Wealth, LLC

  • AVUS
  • AVDE
  • JAAA
  • TUA
  • GDE
  • FNDX
  • AVEM
Magnolia Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 136 Billion
Stocks 109