Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 05, 2025 Q3 2025

Providence Wealth Advisors, LLC

  • AAPL
  • MSFT
  • LLY
  • AVGO
  • JPM
  • CAT
  • HON
Providence Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 150 Million
Stocks 85
Filing on Nov 05, 2025 Q3 2025

Carbahal Olsen Financial Services Group, LLC

  • IVV
  • QQQ
  • IVW
  • IEFA
  • AGG
  • FDVV
  • IVE
Carbahal Olsen Financial Services Group, LLC's Q3 2025 Portfolio
Portfolio Value 125 Billion
Stocks 37
Filing on Nov 05, 2025 Q3 2025

Shade Tree Advisors LLC

  • VTI
  • VXUS
  • BND
  • VTEB
  • GFS
  • VOO
  • SPY
Shade Tree Advisors LLC's Q3 2025 Portfolio
Portfolio Value 116 Billion
Stocks 18
Filing on Nov 05, 2025 Q3 2025

Kondo Wealth Advisors, Inc.

  • ITOT
  • AVUV
  • VGIT
  • AVDV
  • IDEV
  • DFEM
  • DFSD
Kondo Wealth Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 248 Billion
Stocks 68
Filing on Nov 05, 2025 Q3 2025

Capital Management Associates

  • NVDA
  • GOOGL
  • MSFT
  • JPM
  • META
  • AMZN
  • PWR
Capital Management Associates 's Q3 2025 Portfolio
Portfolio Value 58 Million
Stocks 42
Filing on Nov 05, 2025 Q3 2025

Legacy Financial Group, Inc.

  • VUG
  • AVUS
  • DFAC
  • DFAI
  • DFUV
  • DFSD
  • DFAX
Legacy Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 365 Billion
Stocks 92
Filing on Nov 05, 2025 Q3 2025

Rmr Wealth Builders

  • VUG
  • VOO
  • VTV
  • IJH
  • IEFA
  • IWF
  • NVDA
Rmr Wealth Builders's Q3 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 282
Filing on Nov 05, 2025 Q3 2025

Vantage Financial Partners, LLC

  • ITOT
  • IXUS
  • IVV
  • DIVO
  • SGOV
  • AGG
  • IUSG
Vantage Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 386 Million
Stocks 216
Filing on Nov 05, 2025 Q3 2025

Beacon Harbor Wealth Advisors, Inc.

  • VOO
  • VXF
  • BND
  • IEFA
  • APP
  • IETC
  • IAU
Beacon Harbor Wealth Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 409 Million
Stocks 70
Filing on Nov 05, 2025 Q3 2025

W.H. Cornerstone Investments Inc.

  • VTI
  • AAPL
  • VCSH
  • MSFT
  • VCIT
  • VEA
  • SCHR
W.H. Cornerstone Investments Inc.'s Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 115
Filing on Nov 05, 2025 Q3 2025

Daido Life Insurance CO

  • SPY
  • IVV
  • IWB
  • OMFL
  • XLK
  • SPLG
Daido Life Insurance CO's Q3 2025 Portfolio
Portfolio Value 695 Million
Stocks 6
Filing on Nov 05, 2025 Q3 2025

Hobbs Wealth Management, LLC

  • SPLG
  • QUAL
  • DYNF
  • IVW
  • XLG
  • EFV
  • IVE
Hobbs Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 119 Billion
Stocks 57
Filing on Nov 05, 2025 Q3 2025

Seros Financial, LLC

  • SPMO
  • QQQ
  • BRK-B
  • SCHF
  • AUSF
  • IWY
  • FPE
Seros Financial, LLC's Q3 2025 Portfolio
Portfolio Value 172 Billion
Stocks 64
Filing on Nov 05, 2025 Q3 2025

Altrius Capital Management Inc

  • TTE
  • BBVA
  • BAESY
  • RY
  • BP
  • NVS
  • AZN
Altrius Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 425 Million
Stocks 85
Filing on Nov 05, 2025 Q3 2025

C World Wide Group Holding A

  • MSFT
  • GOOG
  • AMZN
  • V
  • TMO
  • PH
  • HDB
C World Wide Group Holding A's Q3 2025 Portfolio
Portfolio Value 6.48 Billion
Stocks 95
Filing on Nov 05, 2025 Q3 2025

Waterloo Capital, L.P.

  • IVV
  • SPYG
  • WMT
  • ACIO
  • AAPL
  • QQQM
  • NVDA
Waterloo Capital, L.P.'s Q3 2025 Portfolio
Portfolio Value 1.34 Trillion
Stocks 455
Filing on Nov 05, 2025 Q3 2025

High Point Advisor Group LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • JPM
  • ABBV
  • TSLA
High Point Advisor Group LLC's Q3 2025 Portfolio
Portfolio Value 2.05 Billion
Stocks 687
Filing on Nov 05, 2025 Q3 2025

Flagship Harbor Advisors, LLC

  • SPYG
  • SPYV
  • NVDA
  • SGOV
  • AAPL
  • SPY
  • SPLG
Flagship Harbor Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 2.12 Billion
Stocks 803