Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 04, 2025 Q3 2025

Parker Investment Management, LLC

  • QQQ
  • IYW
  • XLK
  • NVDA
  • IVV
  • GOOGL
  • GDX
Parker Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 733 Million
Stocks 40
Filing on Nov 04, 2025 Q3 2025

Jackson Creek Investment Advisors LLC

  • EME
  • TTMI
  • AGX
  • EYE
  • IDCC
  • ARQT
  • EHC
Jackson Creek Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 346 Million
Stocks 276
Filing on Nov 04, 2025 Q3 2025

Morling Financial Advisors, LLC

  • VTI
  • TOTL
  • VGSH
  • DFAU
  • DFAE
  • DFAI
  • SCHX
Morling Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 254 Million
Stocks 105
Filing on Nov 04, 2025 Q3 2025

Buck Wealth Strategies, LLC

  • IVV
  • AGG
  • BOND
  • VO
  • AAPL
  • VEA
  • GOOGL
Buck Wealth Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 703 Million
Stocks 170
Filing on Nov 04, 2025 Q3 2025

Wilkinson Global Asset Management LLC

  • MSFT
  • TJX
  • JPM
  • AAPL
  • NVDA
  • TSM
  • SHW
Wilkinson Global Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 102
Filing on Nov 04, 2025 Q3 2025

Win Advisors, Inc

  • SCHG
  • VUG
  • IWY
  • SPMO
  • PWB
  • VONG
  • FDG
Win Advisors, Inc's Q3 2025 Portfolio
Portfolio Value 203 Million
Stocks 58
Filing on Nov 04, 2025 Q3 2025

Commonwealth Retirement Investments LLC

  • AVGO
  • MSFT
  • ABBV
  • JPM
  • HD
  • XOM
  • CVX
Commonwealth Retirement Investments LLC's Q3 2025 Portfolio
Portfolio Value 294 Billion
Stocks 120
Filing on Nov 04, 2025 Q3 2025

Family Office Research LLC

  • MAR
  • VOO
  • TBIL
  • SMLF
  • MOAT
  • DFAC
  • QQQ
Family Office Research LLC's Q3 2025 Portfolio
Portfolio Value 229 Billion
Stocks 72
Filing on Nov 04, 2025 Q3 2025

Cooper/Haims Advisors, LLC

  • SCHE
  • VGK
  • IVV
  • JCPB
  • REET
  • SCHX
  • PAYX
Cooper/Haims Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 210 Million
Stocks 88
Filing on Nov 04, 2025 Q3 2025

Money Concepts Capital Corp

  • SPMO
  • SVAL
  • XMMO
  • IWS
  • VOO
  • AAPL
  • VYM
Money Concepts Capital Corp's Q3 2025 Portfolio
Portfolio Value 1.5 Billion
Stocks 468
Filing on Nov 04, 2025 Q3 2025

Villere St Denis J & CO LLC

  • JPM
  • LGND
  • V
  • POOL
  • AMZN
  • ROP
  • CVX
Villere St Denis J & CO LLC's Q3 2025 Portfolio
Portfolio Value 954 Million
Stocks 81
Filing on Nov 04, 2025 Q3 2025

Ogorek Anthony Joseph

  • DJUL
  • VTI
  • VOO
  • VXUS
  • SCHB
  • YMAR
  • YSEP
Ogorek Anthony Joseph 's Q3 2025 Portfolio
Portfolio Value 350 Million
Stocks 691
Filing on Nov 04, 2025 Q3 2025

Guerra Advisors Inc

  • SPY
  • SCHG
  • QQQ
  • IYW
  • FCOM
  • AAPL
  • XLC
Guerra Advisors Inc's Q3 2025 Portfolio
Portfolio Value 271 Billion
Stocks 931
Filing on Nov 04, 2025 Q3 2025

Nicholson Wealth Management Group, LLC

  • VOO
  • MSFT
  • VTI
  • AAPL
  • UBSI
  • AVGO
  • PG
Nicholson Wealth Management Group, LLC's Q3 2025 Portfolio
Portfolio Value 171 Billion
Stocks 108
Filing on Nov 04, 2025 Q3 2025

Atlantic Union Bankshares Corp

  • MSFT
  • NVDA
  • AAPL
  • IVV
  • IJH
  • IWY
  • IJR
Atlantic Union Bankshares Corp's Q3 2025 Portfolio
Portfolio Value 5.09 Billion
Stocks 3378
Filing on Nov 04, 2025 Q3 2025

Towerview LLC

  • TRC
  • GASS
  • SGA
  • ACI
  • LE
  • ALCO
  • GYRO
Towerview LLC's Q3 2025 Portfolio
Portfolio Value 127 Million
Stocks 17
Filing on Nov 04, 2025 Q3 2025

Peak Retirement Planning, Inc.

  • SGOV
  • VEA
  • VOO
  • XLC
  • VWO
  • XLY
  • XLRE
Peak Retirement Planning, Inc.'s Q3 2025 Portfolio
Portfolio Value 355 Billion
Stocks 128
Filing on Nov 04, 2025 Q3 2025

Mission Wealth Management, LP

  • VUG
  • VTV
  • IEFA
  • VB
  • AAPL
  • MSFT
  • NVDA
Mission Wealth Management, LP's Q3 2025 Portfolio
Portfolio Value 4.95 Billion
Stocks 704