Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 04, 2025 Q3 2025

New Dimensions Wealth Management, LLC

  • DFAC
  • DFIC
  • DFUV
  • DFEM
  • DFIP
  • DFSD
  • VTIP
New Dimensions Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 114 Billion
Stocks 20
Filing on Nov 04, 2025 Q3 2025

Asb Consultores, LLC

  • SPY
  • ACWI
  • JMBS
  • VTV
  • IQLT
  • SPTI
  • FTEC
Asb Consultores, LLC's Q3 2025 Portfolio
Portfolio Value 21.4 Million
Stocks 30
Filing on Nov 04, 2025 Q3 2025

Westside Investment Management, Inc.

  • AAPL
  • VYM
  • VTI
  • QQQ
  • TPC
  • MSFT
  • AMZN
Westside Investment Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 626 Billion
Stocks 1763
Filing on Nov 04, 2025 Q3 2025

First Citizens Investor Services, Inc.

  • IWY
  • IWX
  • AGG
  • IEFA
  • IWS
  • IWP
  • MUB
First Citizens Investor Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 259 Billion
Stocks 23
Filing on Nov 04, 2025 Q3 2025

Van Berkom & Associates Inc.

  • ENSG
  • LAUR
  • SNEX
  • LOPE
  • VCTR
  • MMS
  • EEFT
Van Berkom & Associates Inc.'s Q3 2025 Portfolio
Portfolio Value 3.46 Billion
Stocks 63
Filing on Nov 04, 2025 Q3 2025

Bellevue Asset Management, LLC

  • MSFT
  • AAPL
  • CGGR
  • RDVY
  • LMBS
  • COST
  • AMZN
Bellevue Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 208 Million
Stocks 487
Filing on Nov 04, 2025 Q3 2025

Marco Investment Management LLC

  • AVGO
  • AAPL
  • JPM
  • MSFT
  • COST
  • GS
  • CAT
Marco Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 1.3 Billion
Stocks 222
Filing on Nov 04, 2025 Q3 2025

Stonebridge Advisors LLC

  • FPE
  • PGX
Stonebridge Advisors LLC's Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 4
Filing on Nov 04, 2025 Q3 2025

Sgl Investment Advisors, Inc.

  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • IBM
  • IVW
  • JPM
Sgl Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 240 Billion
Stocks 126
Filing on Nov 04, 2025 Q3 2025

Nyl Investors LLC

  • VCLT
  • SPLB
  • LQD
  • IGLB
  • IAGG
  • XOM
  • IXUS
Nyl Investors LLC's Q3 2025 Portfolio
Portfolio Value 289 Million
Stocks 36
Filing on Nov 04, 2025 Q3 2025

Penserra Capital Management LLC

  • AVGO
  • CSCO
  • NOC
  • NET
  • CRWD
  • PANW
  • GD
Penserra Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 7.65 Billion
Stocks 1555
Filing on Nov 04, 2025 Q3 2025

Kinnevik Ab (Publ)

  • RXRX
Kinnevik Ab (Publ)'s Q3 2025 Portfolio
Portfolio Value 65.6 Million
Stocks 1
Filing on Nov 04, 2025 Q3 2025

New York Life Insurance CO

  • VOO
  • SPY
New York Life Insurance CO's Q3 2025 Portfolio
Portfolio Value 323 Million
Stocks 5
Filing on Nov 04, 2025 Q3 2025

Valtinson Bruner Financial Planning LLC

  • ICSH
  • BUFR
  • EDV
  • SPLG
  • BUFQ
  • SPYV
  • BMAY
Valtinson Bruner Financial Planning LLC's Q3 2025 Portfolio
Portfolio Value 272 Million
Stocks 159
Filing on Nov 04, 2025 Q3 2025

Adell Harriman & Carpenter Inc

  • AVGO
  • NVDA
  • AAPL
  • MSFT
  • PWR
  • AMZN
  • PANW
Adell Harriman & Carpenter Inc's Q3 2025 Portfolio
Portfolio Value 1.65 Trillion
Stocks 170
Filing on Nov 04, 2025 Q3 2025

Strengthening Families & Communities, LLC

  • AAPL
  • NVDA
  • VGT
  • AMZN
  • VCR
  • FHLC
  • QQQ
Strengthening Families & Communities, LLC's Q3 2025 Portfolio
Portfolio Value 439 Million
Stocks 720
Filing on Nov 04, 2025 Q3 2025

North Berkeley Wealth Management, LLC

  • SSD
  • NUSC
  • ACWI
  • IVW
  • IEMG
  • IJR
  • AAPL
North Berkeley Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 127 Billion
Stocks 65
Filing on Nov 04, 2025 Q3 2025

Amazon Com Inc

  • RIVN
  • VITL
  • MRVL
  • NAUT
  • SMRT
Amazon Com Inc's Q3 2025 Portfolio
Portfolio Value 2.41 Billion
Stocks 7