Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Nov 05, 2025 Q3 2025

Next Capital Management LLC

  • IVV
  • AINV
  • TCPC
  • QQQ
  • META
  • IEFA
  • AMZN
Next Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 294 Million
Stocks 139
Filing on Nov 05, 2025 Q3 2025

Cornerstone Enterprises, LLC

  • SPHY
  • JEPI
  • SGOV
  • NVDA
  • MSFT
  • PLTR
  • AMZN
Cornerstone Enterprises, LLC's Q3 2025 Portfolio
Portfolio Value 203 Billion
Stocks 32
Filing on Nov 05, 2025 Q3 2025

Idg Technology Venture Investment Iv, LLC

  • COIN
Idg Technology Venture Investment Iv, LLC's Q3 2025 Portfolio
Portfolio Value 58.3 Million
Stocks 1
Filing on Nov 05, 2025 Q3 2025

Idg China Venture Capital Fund V Associates L.P.

  • RLX
Idg China Venture Capital Fund V Associates L.P.'s Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 1
Filing on Nov 05, 2025 Q3 2025

Idg China Venture Capital Fund Iv Associates L.P.

  • PDD
Idg China Venture Capital Fund Iv Associates L.P.'s Q3 2025 Portfolio
Portfolio Value 264 Million
Stocks 4
Filing on Nov 05, 2025 Q3 2025

Coston, Mc Isaac & Partners

  • VIG
  • VTI
  • BRK-B
  • VEU
  • AAPL
  • WSM
  • WMT
Coston, Mc Isaac & Partners's Q3 2025 Portfolio
Portfolio Value 420 Million
Stocks 1039