Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 31, 2025 Q3 2025

Monte Financial Group, LLC

  • WFC
  • RTX
  • HSY
  • HD
  • ABT
  • DELL
  • JNJ
Monte Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 270 Million
Stocks 92
Filing on Oct 31, 2025 Q3 2025

Instrumental Wealth, LLC

  • IJH
  • IVW
  • IVE
  • IVV
  • IEFA
  • RSP
  • COWZ
Instrumental Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 143 Billion
Stocks 71
Filing on Oct 31, 2025 Q3 2025

Copia Wealth Management

  • SPLG
  • TBIL
  • GLD
  • COWZ
  • SPYV
  • STIP
  • XLG
Copia Wealth Management's Q3 2025 Portfolio
Portfolio Value 135 Billion
Stocks 473
Filing on Oct 31, 2025 Q3 2025

Grove Street Fiduciary, LLC

  • EMQQ
  • VOE
  • BNDX
  • FMQQ
  • SCHP
  • SCHZ
  • VSS
Grove Street Fiduciary, LLC's Q3 2025 Portfolio
Portfolio Value 212 Billion
Stocks 70
Filing on Oct 31, 2025 Q3 2025

Parthenon LLC

  • MSFT
  • BRK-B
  • META
  • GOOGL
  • AAPL
  • PAYX
  • GOOG
Parthenon LLC's Q3 2025 Portfolio
Portfolio Value 887 Million
Stocks 129
Filing on Oct 31, 2025 Q3 2025

Heritage Wealth Management, Inc./Texas

  • DFUS
  • DFUV
  • DFAS
  • DFAI
  • MUB
  • DFCF
  • DUHP
Heritage Wealth Management, Inc./Texas's Q3 2025 Portfolio
Portfolio Value 227 Billion
Stocks 39
Filing on Oct 31, 2025 Q3 2025

Avantax Planning Partners, Inc.

  • SCHG
  • SCHV
  • SCHD
  • SCHZ
  • SCHF
  • JPIB
  • SPTL
Avantax Planning Partners, Inc.'s Q3 2025 Portfolio
Portfolio Value 3.45 Billion
Stocks 438
Filing on Oct 31, 2025 Q3 2025

Harvey Capital Management Inc

  • NVDA
  • AMZN
  • GOOG
  • AAPL
  • MSFT
  • NEM
  • URI
Harvey Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 464 Million
Stocks 85
Filing on Oct 31, 2025 Q3 2025

Redw Wealth LLC

  • VTI
  • JQUA
  • VEA
  • AVUS
  • IVV
  • JPST
  • BSV
Redw Wealth LLC's Q3 2025 Portfolio
Portfolio Value 262 Million
Stocks 112
Filing on Oct 31, 2025 Q3 2025

White Wing Wealth Management

  • VTI
  • JPST
  • VEA
  • VB
  • QQQ
  • SCHJ
  • VIG
White Wing Wealth Management's Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 34
Filing on Oct 31, 2025 Q3 2025

Savoir Faire Capital Management, L.P.

  • PM
  • AAP
  • BTI
  • KHC
  • WMT
  • COST
  • TJX
Savoir Faire Capital Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 279 Billion
Stocks 44
Filing on Oct 31, 2025 Q3 2025

Atlas Wealth Partners, LLC

  • GBTC
  • TPL
  • INFL
  • FNV
  • MSFT
  • SCHD
  • WPM
Atlas Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 70.1 Million
Stocks 62
Filing on Oct 31, 2025 Q3 2025

Formulate Financial LLC

  • VOO
  • QQQ
  • VIG
  • SPY
  • IWB
  • IVW
  • ITOT
Formulate Financial LLC's Q3 2025 Portfolio
Portfolio Value 80.6 Billion
Stocks 26
Filing on Oct 31, 2025 Q3 2025

Cfs Investment Advisory Services, LLC

  • PTLC
  • SPLG
  • VUG
  • DYNF
  • IWD
  • IVV
  • QUAL
Cfs Investment Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 1.23 Billion
Stocks 341
Filing on Oct 31, 2025 Q3 2025

Aj Advisors, LLC

  • VOO
  • IGRO
  • QQQ
  • VO
  • VB
  • VTV
  • STIP
Aj Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 244 Billion
Stocks 36
Filing on Oct 31, 2025 Q3 2025

One Ascent Family Office, LLC

  • OACP
  • XLE
  • MSFT
  • DFAC
  • EMB
  • VSLU
  • DFAT
One Ascent Family Office, LLC's Q3 2025 Portfolio
Portfolio Value 97.4 Million
Stocks 158
Filing on Oct 31, 2025 Q3 2025

One Ascent Financial Services LLC

  • OACP
  • NVDA
  • AAPL
  • VOO
  • IBD
  • VTI
  • BRK-B
One Ascent Financial Services LLC's Q3 2025 Portfolio
Portfolio Value 582 Million
Stocks 395
Filing on Oct 31, 2025 Q3 2025

Patron Partners, LLC

  • PB
  • NVDA
  • AAPL
  • MSFT
  • VV
  • AMZN
  • COST
Patron Partners, LLC's Q3 2025 Portfolio
Portfolio Value 210 Million
Stocks 174