Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 04, 2025 Q3 2025

Riverpoint Wealth Management Holdings, LLC

  • GSLC
  • SCHF
  • VEA
  • VO
  • FNDA
  • IVV
  • VOO
Riverpoint Wealth Management Holdings, LLC's Q3 2025 Portfolio
Portfolio Value 454 Million
Stocks 58
Filing on Nov 04, 2025 Q3 2025

Spring Vest Wealth Management LLC

  • VCIT
  • BRK-B
  • SPY
  • VUSB
  • VCSH
  • DFCF
  • DFAI
Spring Vest Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 136 Billion
Stocks 65
Filing on Nov 04, 2025 Q3 2025

Flynn Zito Capital Management, LLC

  • PRF
  • HFXI
  • AAPL
  • IWF
  • FLQM
  • NVDA
  • MSFT
Flynn Zito Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 243 Million
Stocks 133
Filing on Nov 04, 2025 Q3 2025

Unison Advisors LLC

  • AVUV
  • VTV
  • QUAL
  • AVDV
  • IQLT
  • FNDE
  • FNDF
Unison Advisors LLC's Q3 2025 Portfolio
Portfolio Value 867 Million
Stocks 175
Filing on Nov 04, 2025 Q3 2025

Shayne & Co., LLC

  • BRK-B
  • HCA
  • BRK-A
  • VTI
  • SYY
  • AXP
  • MSFT
Shayne & Co., LLC's Q3 2025 Portfolio
Portfolio Value 315 Million
Stocks 119
Filing on Nov 04, 2025 Q3 2025

Leicht Financial Planning & Wealth Management, Inc.

  • SPYG
  • SPYV
  • SPTI
  • SPDW
  • SPMB
  • SPSM
  • SPIB
Leicht Financial Planning & Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 222 Million
Stocks 15
Filing on Nov 04, 2025 Q3 2025

Checchi Capital Advisers, LLC

  • QQQ
  • SPY
  • VUG
  • MSFT
  • AAPL
  • BWX
  • NVDA
Checchi Capital Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 1.91 Billion
Stocks 556
Filing on Nov 04, 2025 Q3 2025

Savant Capital, LLC

  • AVEM
  • AVDV
  • VTI
  • DIHP
  • DFUV
  • JQUA
  • BND
Savant Capital, LLC's Q3 2025 Portfolio
Portfolio Value 17.8 Billion
Stocks 1908
Filing on Nov 04, 2025 Q3 2025

Auxano Advisors, LLC

  • MSFT
  • AAPL
  • AMZN
  • PHYS
  • COST
  • IWB
  • IWY
Auxano Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 441 Million
Stocks 172
Filing on Nov 04, 2025 Q3 2025

Financial Alternatives, Inc

  • DFAC
  • DFAI
  • VWOB
  • VTI
  • DFAE
  • JEPI
  • VNQ
Financial Alternatives, Inc's Q3 2025 Portfolio
Portfolio Value 165 Billion
Stocks 86
Filing on Nov 04, 2025 Q3 2025

Envestnet Asset Management Inc

  • IVV
  • DYNF
  • IUSB
  • MSFT
  • IVW
  • VOO
  • QUAL
Envestnet Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 324 Billion
Stocks 4505
Filing on Nov 04, 2025 Q3 2025

Pinnacle West Asset Management, Inc.

  • MSFT
  • AAPL
  • NVDA
  • JPM
  • AMZN
  • META
  • HD
Pinnacle West Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 154 Million
Stocks 116
Filing on Nov 04, 2025 Q3 2025

Hantz Financial Services, Inc.

  • IVV
  • TLT
  • IEFA
  • MSFT
  • FLCO
  • AGG
  • FLIA
Hantz Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 6.6 Billion
Stocks 2416
Filing on Nov 04, 2025 Q3 2025

Bank Of Marin

  • MSFT
  • AAPL
  • XLK
  • NVDA
  • AMZN
  • VOO
  • VO
Bank Of Marin's Q3 2025 Portfolio
Portfolio Value 135 Million
Stocks 147
Filing on Nov 04, 2025 Q3 2025

Evermay Wealth Management LLC

  • SPTI
  • SCHX
  • SPTS
  • VOO
  • IJH
  • SPY
  • IVV
Evermay Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 866 Million
Stocks 561
Filing on Nov 04, 2025 Q3 2025

Optimize Financial Inc

  • WBD
  • APP
  • MU
  • AMAT
  • KLAC
  • SMTC
  • MKSI
Optimize Financial Inc's Q3 2025 Portfolio
Portfolio Value 192 Billion
Stocks 323
Filing on Nov 04, 2025 Q3 2025

Ramsay, Stattman, Vela & Price, Inc.

  • MSFT
  • AAPL
  • NVDA
  • GOOG
  • BRK-B
  • V
  • SYK
Ramsay, Stattman, Vela & Price, Inc.'s Q3 2025 Portfolio
Portfolio Value 549 Million
Stocks 79
Filing on Nov 04, 2025 Q3 2025

Goodwin Investment Advisory

  • FBCG
  • FBND
  • FVAL
  • ESGU
  • VOO
  • IVV
  • XLG
Goodwin Investment Advisory's Q3 2025 Portfolio
Portfolio Value 93.2 Million
Stocks 229