Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 05, 2025 Q3 2025

Firestone Capital Management

  • SPY
  • VXF
  • VIG
  • VTI
  • VTV
  • FNDX
  • VCSH
Firestone Capital Management's Q3 2025 Portfolio
Portfolio Value 442 Million
Stocks 167
Filing on Nov 05, 2025 Q3 2025

Black Diamond Financial, LLC

  • MGV
  • MGK
  • VUG
  • AGG
  • SPTI
  • SCHV
  • SCHG
Black Diamond Financial, LLC's Q3 2025 Portfolio
Portfolio Value 889 Million
Stocks 161
Filing on Nov 05, 2025 Q3 2025

Harmony Asset Management LLC

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • AMZN
  • LLY
  • V
Harmony Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 290 Billion
Stocks 170
Filing on Nov 05, 2025 Q3 2025

Homestead Advisers Corp

  • JPM
  • ABBV
  • GS
  • META
  • PH
  • MSFT
  • ABT
Homestead Advisers Corp's Q3 2025 Portfolio
Portfolio Value 3.96 Billion
Stocks 104
Filing on Nov 05, 2025 Q3 2025

Forum Private Client Group LLC

  • VYM
  • JCPB
  • IWY
  • DFAS
  • DFAI
  • IUSB
  • IXUS
Forum Private Client Group LLC's Q3 2025 Portfolio
Portfolio Value 281 Billion
Stocks 80
Filing on Nov 05, 2025 Q3 2025

High Ground Investment Management LLP

  • ACGL
  • HUM
  • ELV
  • AER
  • REVG
  • AL
  • HCC
High Ground Investment Management LLP's Q3 2025 Portfolio
Portfolio Value 602 Billion
Stocks 8
Filing on Nov 05, 2025 Q3 2025

Stordahl Capital Management, Inc.

  • VOO
  • DFAS
  • VOOV
  • DFIC
  • BND
  • DFSV
  • DFEM
Stordahl Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 475 Million
Stocks 63
Filing on Nov 05, 2025 Q3 2025

Fusion Capital, LLC

  • FLTR
  • AAPL
  • VIG
  • IVV
  • VUG
  • JPM
  • VTWO
Fusion Capital, LLC's Q3 2025 Portfolio
Portfolio Value 311 Million
Stocks 98
Filing on Nov 05, 2025 Q3 2025

Titleist Asset Management, LLC

  • TSLA
  • SGOV
  • NVDA
  • IJH
  • IWM
  • SPY
  • IWY
Titleist Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.15 Trillion
Stocks 316
Filing on Nov 05, 2025 Q3 2025

First Fiduciary Investment Counsel, Inc.

  • JPM
  • MSFT
  • GS
  • LOW
  • HON
  • NVS
  • JNJ
First Fiduciary Investment Counsel, Inc.'s Q3 2025 Portfolio
Portfolio Value 514 Million
Stocks 73
Filing on Nov 05, 2025 Q3 2025

Abn Amro Bank N.V.

  • NVDA
  • MSFT
  • V
  • PANW
  • SPGI
  • NFLX
  • TJX
Abn Amro Bank N.V.'s Q3 2025 Portfolio
Portfolio Value 10.2 Trillion
Stocks 238
Filing on Nov 05, 2025 Q3 2025

Portside Wealth Group, LLC

  • BIL
  • MSFT
  • NVDA
  • SPYG
  • AMZN
  • ORCL
  • SPDW
Portside Wealth Group, LLC's Q3 2025 Portfolio
Portfolio Value 726 Billion
Stocks 939
Filing on Nov 05, 2025 Q3 2025

Elco Management Co., LLC

  • LNG
  • WMB
  • TRGP
  • ET
  • AAPL
  • MSFT
  • GOOG
Elco Management Co., LLC's Q3 2025 Portfolio
Portfolio Value 187 Million
Stocks 193
Filing on Nov 05, 2025 Q3 2025

Hudson Canyon Capital Management

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • AVGO
  • AMZN
  • NFLX
Hudson Canyon Capital Management's Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 51
Filing on Nov 05, 2025 Q3 2025

Castlekeep Investment Advisors LLC

  • VGK
  • BRK-B
  • KBE
  • BILS
  • VIG
  • RSP
  • IJS
Castlekeep Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 214 Billion
Stocks 87
Filing on Nov 05, 2025 Q3 2025

Cm Wealth Advisors LLC

  • OEF
  • DIA
  • LECO
  • VOO
  • IVV
  • IWD
  • VIG
Cm Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 359 Million
Stocks 89
Filing on Nov 05, 2025 Q3 2025

Aflac Inc

  • TRUP
  • PGYWW
Aflac Inc's Q3 2025 Portfolio
Portfolio Value 158 Million
Stocks 3
Filing on Nov 05, 2025 Q3 2025

Horan Wealth, LLC

  • IVV
  • IJH
  • AAPL
  • MSFT
  • UITB
  • AVGO
  • IJR
Horan Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 635 Billion
Stocks 192