Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 05, 2025 Q3 2025

State Of Michigan Retirement System

  • NVDA
  • MSFT
  • AAPL
  • SPY
  • AMZN
  • META
  • AVGO
State Of Michigan Retirement System's Q3 2025 Portfolio
Portfolio Value 20.3 Billion
Stocks 944
Filing on Nov 05, 2025 Q3 2025

Eukles Asset Management

  • NVDA
  • MSFT
  • AAPL
  • IWF
  • URI
  • CBOE
  • MA
Eukles Asset Management's Q3 2025 Portfolio
Portfolio Value 252 Million
Stocks 239
Filing on Nov 05, 2025 Q3 2025

Spinnaker Trust

  • SPLG
  • XLK
  • ESGD
  • SUSA
  • ISTB
  • MMM
  • MSFT
Spinnaker Trust's Q3 2025 Portfolio
Portfolio Value 1.78 Billion
Stocks 333
Filing on Nov 05, 2025 Q3 2025

Mma Asset Management LLC

  • IVE
  • SPYG
  • SPLG
  • GOVT
  • IVV
  • GLD
  • VOT
Mma Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 291 Million
Stocks 302
Filing on Nov 05, 2025 Q3 2025

Ceera Investments, LLC

  • MOAT
  • META
  • JPST
  • GOOGL
  • AXP
  • AAPL
  • IT
Ceera Investments, LLC's Q3 2025 Portfolio
Portfolio Value 294 Million
Stocks 110
Filing on Nov 05, 2025 Q3 2025

Concord Wealth Partners

  • NVDA
  • HYBL
  • SHV
  • SPSB
  • SPDW
  • SPTI
  • SPIB
Concord Wealth Partners's Q3 2025 Portfolio
Portfolio Value 710 Million
Stocks 833
Filing on Nov 05, 2025 Q3 2025

Durante & Waters, LLC

  • IVV
  • ITOT
  • AGG
  • SHY
  • VTI
  • BRK-A
  • SUB
Durante & Waters, LLC's Q3 2025 Portfolio
Portfolio Value 136 Billion
Stocks 33
Filing on Nov 05, 2025 Q3 2025

Client First Capital LLC

  • QQQ
  • SHV
  • USFR
  • IVV
  • QUAL
  • GLD
  • XLC
Client First Capital LLC's Q3 2025 Portfolio
Portfolio Value 215 Million
Stocks 22
Filing on Nov 05, 2025 Q3 2025

Capital Investment Advisory Services, LLC

  • NVDA
  • AAPL
  • AMZN
  • JPST
  • VTV
  • GOOG
  • SSO
Capital Investment Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 1084
Filing on Nov 05, 2025 Q3 2025

Tag Stone Capital, Inc.

  • IVV
  • VCIT
  • AMZN
  • SPYG
  • BRK-B
  • VCSH
  • IWP
Tag Stone Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 229 Million
Stocks 117
Filing on Nov 05, 2025 Q3 2025

Financial & Tax Architects, LLC

  • EFA
  • FBND
  • SPY
  • BCI
  • USRT
  • IEF
  • AGG
Financial & Tax Architects, LLC's Q3 2025 Portfolio
Portfolio Value 453 Billion
Stocks 104
Filing on Nov 05, 2025 Q3 2025

Prime Capital Investment Advisors, LLC

  • VTI
  • AGG
  • SCHX
  • ITOT
  • NVDA
  • AAPL
  • VGK
Prime Capital Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 7.73 Billion
Stocks 1045
Filing on Nov 05, 2025 Q3 2025

M.D. Sass Investors Services, Inc.

  • HSIC
  • WMB
  • DHR
  • AME
  • APG
  • MLM
  • CLH
M.D. Sass Investors Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 35
Filing on Nov 05, 2025 Q3 2025

Idg China Capital Fund Iii Associates L.P.

  • WDH
Idg China Capital Fund Iii Associates L.P.'s Q3 2025 Portfolio
Portfolio Value 10.8 Million
Stocks 3
Filing on Nov 05, 2025 Q3 2025

Compass Financial Group, Inc.

  • IVV
  • IWV
  • IWF
  • PRF
  • JAAA
  • VTI
  • SPYG
Compass Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 207 Million
Stocks 46
Filing on Nov 05, 2025 Q3 2025

Rodgers & Associates, LTD

  • VTV
  • VBR
  • VOE
  • IWF
  • IWP
  • SPYG
  • SPSB
Rodgers & Associates, LTD's Q3 2025 Portfolio
Portfolio Value 967 Million
Stocks 105
Filing on Nov 05, 2025 Q3 2025

Slate Stone Wealth, LLC

  • AAPL
  • NVDA
  • MSFT
  • QUAL
  • VXF
  • GOOGL
  • JPM
Slate Stone Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 293
Filing on Nov 05, 2025 Q3 2025

Virtus Family Office LLC

  • VCSH
  • PXH
  • FLOT
  • BABA
  • TSM
  • PDD
  • VWOB
Virtus Family Office LLC's Q3 2025 Portfolio
Portfolio Value 97.2 Million
Stocks 52