Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 04, 2025 Q3 2025

Cornerstone Advisors Asset Management, Inc

  • SCHX
  • VEU
  • SPAB
  • HTRB
  • IVV
  • JAAA
  • SPLG
Cornerstone Advisors Asset Management, Inc's Q3 2025 Portfolio
Portfolio Value 572 Billion
Stocks 128
Filing on Nov 04, 2025 Q3 2025

Hartford Investment Management CO

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Hartford Investment Management CO's Q3 2025 Portfolio
Portfolio Value 3.24 Billion
Stocks 498
Filing on Nov 04, 2025 Q3 2025

Inca Investments LLC

  • BAP
  • FMX
  • GGAL
  • NU
  • BSAC
  • MELI
  • XP
Inca Investments LLC's Q3 2025 Portfolio
Portfolio Value 217 Million
Stocks 9
Filing on Nov 04, 2025 Q3 2025

Elm Partners Management LLC

  • VTI
  • VWO
  • VGK
  • SCHP
  • VPL
  • SGOV
  • IEMG
Elm Partners Management LLC's Q3 2025 Portfolio
Portfolio Value 1.81 Billion
Stocks 149
Filing on Nov 04, 2025 Q3 2025

Solutions 4 Wealth, LTD

  • VVR
  • PUTW
  • QYLD
  • XLK
  • AAPL
  • FNX
  • DFSD
Solutions 4 Wealth, LTD's Q3 2025 Portfolio
Portfolio Value 64.4 Billion
Stocks 56
Filing on Nov 04, 2025 Q3 2025

Atala Financial Inc

  • VTI
  • GOOGL
  • RBLX
  • IBM
  • ORCL
  • MSFT
  • NVDA
Atala Financial Inc's Q3 2025 Portfolio
Portfolio Value 160 Billion
Stocks 128
Filing on Nov 04, 2025 Q3 2025

University Of Maryland Foundation, Inc.

  • BRK-A
  • CRBN
University Of Maryland Foundation, Inc.'s Q3 2025 Portfolio
Portfolio Value 5.29 Million
Stocks 2
Filing on Nov 04, 2025 Q3 2025

Droms Strauss Advisors Inc

  • IVV
  • GSLC
  • IVW
  • IVE
  • VTV
  • IWO
  • QQQ
Droms Strauss Advisors Inc 's Q3 2025 Portfolio
Portfolio Value 337 Million
Stocks 71
Filing on Nov 04, 2025 Q3 2025

Cornerstone Planning Group LLC

  • QQQM
  • FNDC
  • VYM
  • SMLF
  • IMCG
  • QQQ
  • ICVT
Cornerstone Planning Group LLC's Q3 2025 Portfolio
Portfolio Value 624 Billion
Stocks 1694
Filing on Nov 04, 2025 Q3 2025

Uma Financial Services, Inc.

  • IVV
  • SPLG
  • DYNF
  • DFAI
  • QUAL
  • XLG
  • IVW
Uma Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 648 Million
Stocks 11496
Filing on Nov 04, 2025 Q3 2025

Compass Financial Services Inc

  • SPLG
  • DGRW
  • JPST
  • KNG
  • QQQM
  • JEPQ
  • VLU
Compass Financial Services Inc's Q3 2025 Portfolio
Portfolio Value 226 Billion
Stocks 323
Filing on Nov 04, 2025 Q3 2025

Wallace Hart LLC

  • QQQ
  • SPY
  • TPL
  • MSTR
  • PLTR
  • AVGO
  • MSFT
Wallace Hart LLC's Q3 2025 Portfolio
Portfolio Value 136 Billion
Stocks 45
Filing on Nov 04, 2025 Q3 2025

Shakespeare Wealth Management, Inc.

  • VOOV
  • VOOG
  • AGG
  • FBND
  • VOE
  • VBR
  • SCZ
Shakespeare Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 434 Million
Stocks 104
Filing on Nov 04, 2025 Q3 2025

Pettee Investors, Inc.

  • JPM
  • MSFT
  • JNJ
  • AAPL
  • HOMZ
  • URI
  • GOOG
Pettee Investors, Inc.'s Q3 2025 Portfolio
Portfolio Value 175 Million
Stocks 108
Filing on Nov 04, 2025 Q3 2025

Performa LTD (Us), LLC

  • VOO
  • SPY
  • VO
  • HYLB
  • VEU
  • VBR
  • IWN
Performa LTD (Us), LLC's Q3 2025 Portfolio
Portfolio Value 377 Million
Stocks 53
Filing on Nov 04, 2025 Q3 2025

Brown Wealth Management, LLC

  • VTV
  • VUG
  • IVV
  • BIV
  • MUB
  • SUB
  • VEA
Brown Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 356 Billion
Stocks 99
Filing on Nov 04, 2025 Q3 2025

Summit Partners L P

  • LFST
  • AVAH
  • JAMF
  • MTSI
  • ATEN
Summit Partners L P's Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 8
Filing on Nov 04, 2025 Q3 2025

First Citizens Asset Management, Inc.

  • IWY
  • IWX
  • AGG
  • IWS
  • IEFA
  • IWP
  • MUB
First Citizens Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 280 Billion
Stocks 26