Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 04, 2025 Q3 2025

Board Of Trustees Of The Leland Stanford Junior University

  • EFA
  • GOOGL
  • EEM
  • EWJ
  • LNW
  • QS
  • KOD
Board Of Trustees Of The Leland Stanford Junior University's Q3 2025 Portfolio
Portfolio Value 827 Million
Stocks 20
Filing on Nov 04, 2025 Q3 2025

Gallacher Capital Management LLC

  • PEP
  • YUM
  • IVW
  • BRK-B
  • JQUA
  • EMXC
  • JPST
Gallacher Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 253 Billion
Stocks 296
Filing on Nov 04, 2025 Q3 2025

Howe & Rusling Inc

  • AVGO
  • VTI
  • JPM
  • IVV
  • IUSG
  • MSFT
  • VCIT
Howe & Rusling Inc's Q3 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 505
Filing on Nov 04, 2025 Q3 2025

Bronte Capital Management Pty Ltd.

  • IBKR
  • GOOGL
  • REGN
  • BRK-B
  • PM
  • AMZN
  • COF
Bronte Capital Management Pty Ltd.'s Q3 2025 Portfolio
Portfolio Value 847 Million
Stocks 30
Filing on Nov 04, 2025 Q3 2025

Sbi Securities Co., Ltd.

  • NVDA
  • VOO
  • VTI
  • TSLA
  • AAPL
  • QQQ
  • PLTR
Sbi Securities Co., Ltd.'s Q3 2025 Portfolio
Portfolio Value 3.9 Trillion
Stocks 4192
Filing on Nov 04, 2025 Q3 2025

Baker Boyer National Bank

  • DFAC
  • VTEB
  • DFAX
  • DFUV
  • FBND
  • DFIV
  • DFAI
Baker Boyer National Bank's Q3 2025 Portfolio
Portfolio Value 301 Million
Stocks 108
Filing on Nov 04, 2025 Q3 2025

Beam Wealth Advisors, Inc.

  • IVV
  • RAAX
  • EMXC
  • NVDA
  • VO
  • BIL
  • IWR
Beam Wealth Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 330 Million
Stocks 109
Filing on Nov 04, 2025 Q3 2025

Lokken Investment Group LLC

  • VTV
  • VUG
  • GLD
  • MGMT
  • VB
  • FBND
  • AAPL
Lokken Investment Group LLC's Q3 2025 Portfolio
Portfolio Value 254 Million
Stocks 148
Filing on Nov 04, 2025 Q3 2025

Anderson Financial Strategies, LLC

  • WTV
  • QGRO
  • IAGG
  • SKOR
  • CWB
  • USVM
  • PFFA
Anderson Financial Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 39
Filing on Nov 04, 2025 Q3 2025

Peregrine Asset Advisers, Inc.

  • NVDA
  • MSFT
  • AAPL
  • ATGE
  • SPY
  • TRV
  • COF
Peregrine Asset Advisers, Inc.'s Q3 2025 Portfolio
Portfolio Value 296 Million
Stocks 177
Filing on Nov 04, 2025 Q3 2025

Aspen Capital Management, LLC

  • DFIC
  • SGOV
  • DFAC
  • DFCF
  • DFAT
  • DFEM
  • DFAS
Aspen Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 392 Billion
Stocks 81
Filing on Nov 04, 2025 Q3 2025

Hoya Capital Real Estate, LLC

  • HOMZ
  • MSFT
  • AAPL
  • RIET
  • JPM
  • JNJ
  • INTC
Hoya Capital Real Estate, LLC's Q3 2025 Portfolio
Portfolio Value 6.01 Million
Stocks 9
Filing on Nov 04, 2025 Q3 2025

Telos Capital Management, Inc.

  • AAPL
  • VTI
  • QCOM
  • GOOGL
  • VEU
  • HD
  • MS
Telos Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 194
Filing on Nov 04, 2025 Q3 2025

Ashton Thomas Private Wealth, LLC

  • BIL
  • AAPL
  • XLK
  • MSFT
  • IVV
  • NVDA
  • SSUS
Ashton Thomas Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 3.86 Trillion
Stocks 967
Filing on Nov 04, 2025 Q3 2025

Pl Capital Advisors, LLC

  • BANC
  • FISI
  • EFSC
  • HBNC
  • FRME
  • FNB
  • FNWD
Pl Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 289 Million
Stocks 26
Filing on Nov 04, 2025 Q3 2025

Alta Capital Management LLC

  • GOOGL
  • NVDA
  • MSFT
  • AMZN
  • AAPL
  • APH
  • AVGO
Alta Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 1.79 Billion
Stocks 97
Filing on Nov 04, 2025 Q3 2025

Premier Path Wealth Partners, LLC

  • AAPL
  • XLK
  • MSFT
  • NVDA
  • XLF
  • AMZN
  • ACWX
Premier Path Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 777 Billion
Stocks 391
Filing on Nov 04, 2025 Q3 2025

Valley Brook Capital Group, Inc.

  • MSFT
  • AAPL
  • JPM
  • NVDA
  • AVGO
  • ABBV
  • HD
Valley Brook Capital Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 147 Million
Stocks 124