Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 05, 2025 Q3 2025

Candriam S.C.A.

  • MSFT
  • NVDA
  • AAPL
  • GOOGL
  • AMZN
  • AVGO
  • LLY
Candriam S.C.A.'s Q3 2025 Portfolio
Portfolio Value 18.4 Billion
Stocks 665
Filing on Nov 05, 2025 Q3 2025

Francis Financial, Inc.

  • VOO
  • BIV
  • META
  • VUG
  • JIRE
  • IVOO
  • VYM
Francis Financial, Inc.'s Q3 2025 Portfolio
Portfolio Value 411 Million
Stocks 260
Filing on Nov 05, 2025 Q3 2025

Latko Wealth Management, Ltd.

  • IVV
  • DIA
  • QQQM
  • SCHD
  • SPY
  • QQQ
  • FNDF
Latko Wealth Management, Ltd.'s Q3 2025 Portfolio
Portfolio Value 197 Million
Stocks 32
Filing on Nov 05, 2025 Q3 2025

Oppenheimer Asset Management Inc.

  • MSFT
  • BIL
  • NVDA
  • AMZN
  • JPM
  • V
  • GBIL
Oppenheimer Asset Management Inc.'s Q3 2025 Portfolio
Portfolio Value 8.74 Billion
Stocks 3337
Filing on Nov 05, 2025 Q3 2025

Regents Of The University Of California

  • ASML
  • STT
  • OWL
  • SRZNW
Regents Of The University Of California's Q3 2025 Portfolio
Portfolio Value 839 Million
Stocks 7
Filing on Nov 05, 2025 Q3 2025

Hassell Wealth Management, LLC

  • VTI
  • VEA
  • VCIT
  • BNDX
  • DFSV
  • VCSH
  • VGIT
Hassell Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 288 Billion
Stocks 26
Filing on Nov 05, 2025 Q3 2025

Spectrum Investment Advisors, Inc.

  • DFAU
  • VOO
  • DFAI
  • PLW
  • MBB
  • VBR
  • DFAE
Spectrum Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 185 Billion
Stocks 30
Filing on Nov 05, 2025 Q3 2025

Fielder Capital Group LLC

  • SLVP
  • COPX
  • IAU
  • GDX
  • GDXJ
  • IAUM
  • TPL
Fielder Capital Group LLC's Q3 2025 Portfolio
Portfolio Value 439 Billion
Stocks 268
Filing on Nov 05, 2025 Q3 2025

Gateway Wealth Partners, LLC

  • SPLG
  • SPY
  • AAPL
  • AMLP
  • AVUS
  • IVV
  • SPTM
Gateway Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 741 Billion
Stocks 410
Filing on Nov 05, 2025 Q3 2025

Ma Private Wealth

  • VOO
  • IVW
  • DYNF
  • BND
  • QUAL
  • VTV
  • EFV
Ma Private Wealth's Q3 2025 Portfolio
Portfolio Value 574 Million
Stocks 80
Filing on Nov 05, 2025 Q3 2025

Legacy Financial Strategies, LLC

  • SCHG
  • SCHB
  • AGG
  • DGRO
  • IGM
  • AVLV
  • VTI
Legacy Financial Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 548 Million
Stocks 135
Filing on Nov 05, 2025 Q3 2025

Allen Holding Inc

  • KO
  • PLTR
  • BRK-A
  • PFE
  • IAC
  • AFRM
  • BAC
Allen Holding Inc 's Q3 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 9
Filing on Nov 05, 2025 Q3 2025

Allen Investment Management LLC

  • MSFT
  • AMZN
  • SCHW
  • META
  • V
  • SPGI
  • UNH
Allen Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 8.64 Billion
Stocks 202
Filing on Nov 05, 2025 Q3 2025

Lex Aurum Advisors, LLC

  • GSLC
  • JPST
  • AVUS
  • AAPL
  • AVIG
  • VTI
  • GSIE
Lex Aurum Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 632 Million
Stocks 374
Filing on Nov 05, 2025 Q3 2025

Allen Operations LLC

  • PLTR
  • AYI
  • AUR
  • AFRM
  • MSFT
  • MA
  • SCHW
Allen Operations LLC's Q3 2025 Portfolio
Portfolio Value 776 Million
Stocks 38
Filing on Nov 05, 2025 Q3 2025

Al Ti Global, Inc.

  • EFA
  • ITOT
  • SPY
  • SPMD
  • VTI
  • GLD
  • IJH
Al Ti Global, Inc.'s Q3 2025 Portfolio
Portfolio Value 4.26 Trillion
Stocks 683
Filing on Nov 05, 2025 Q3 2025

Centerpoint Advisors, LLC

  • IVV
  • QUAL
  • IWB
  • IJH
  • IJR
  • IVW
  • MSFT
Centerpoint Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 322 Million
Stocks 466
Filing on Nov 05, 2025 Q3 2025

Sja Financial Advisory, LLC

  • IEFA
  • IVV
  • BND
  • IVE
  • IVW
  • IJK
  • IEMG
Sja Financial Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 145 Million
Stocks 41