Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 30, 2025 Q3 2025

Coordinated Financial Services, Inc.

  • IVV
  • SPY
  • VTI
  • GLD
  • EFA
  • VB
  • SCHD
Coordinated Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 159
Filing on Oct 30, 2025 Q3 2025

Orion Capital Management LLC

  • SGOV
  • IVV
  • JAAA
  • AVUS
  • AAPL
  • DSTL
  • VIG
Orion Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 278 Million
Stocks 553
Filing on Oct 30, 2025 Q3 2025

Rmg Wealth Management LLC

  • SCHG
  • VTV
  • IMCB
  • SJNK
  • RYT
  • SPLB
  • SCHA
Rmg Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 710 Billion
Stocks 353
Filing on Oct 30, 2025 Q3 2025

Jmac Enterprises LLC

  • QQQ
  • IWD
  • IWF
  • AMGN
  • IEI
  • VEA
  • VGT
Jmac Enterprises LLC's Q3 2025 Portfolio
Portfolio Value 481 Million
Stocks 119
Filing on Oct 30, 2025 Q3 2025

Jlb & Associates Inc

  • ORCL
  • APH
  • AAPL
  • TJX
  • MA
  • MSFT
  • CASY
Jlb & Associates Inc's Q3 2025 Portfolio
Portfolio Value 716 Million
Stocks 74
Filing on Oct 30, 2025 Q3 2025

Envestnet Portfolio Solutions, Inc.

  • IVV
  • IWY
  • VOO
  • VO
  • IEFA
  • AGG
  • VEA
Envestnet Portfolio Solutions, Inc.'s Q3 2025 Portfolio
Portfolio Value 23.8 Billion
Stocks 1443
Filing on Oct 30, 2025 Q3 2025

Rossmore Private Capital

  • XOM
  • IVV
  • AAPL
  • MSFT
  • CVX
  • JPM
  • VEA
Rossmore Private Capital's Q3 2025 Portfolio
Portfolio Value 914 Million
Stocks 328
Filing on Oct 30, 2025 Q3 2025

Lockheed Martin Investment Management CO

  • VT
  • AGG
  • VOO
  • NVDA
  • MSFT
  • AAPL
  • JPM
Lockheed Martin Investment Management CO's Q3 2025 Portfolio
Portfolio Value 2.67 Billion
Stocks 115
Filing on Oct 30, 2025 Q3 2025

Sherwood Financial Partners, LLC

  • SCHX
  • BND
  • SCHF
  • SCHM
  • SCHE
  • VOO
  • NVDA
Sherwood Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 115 Billion
Stocks 9
Filing on Oct 30, 2025 Q3 2025

Select Asset Management & Trust

  • SPY
  • DIA
  • VIG
  • VYM
  • EFA
  • EME
  • MGV
Select Asset Management & Trust's Q3 2025 Portfolio
Portfolio Value 325 Million
Stocks 98
Filing on Oct 30, 2025 Q3 2025

Trellis Wealth Advisors LLC

  • DFAX
  • DFAC
  • VTI
  • AVUS
  • AVDE
  • BSV
  • BND
Trellis Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 246 Billion
Stocks 38
Filing on Oct 30, 2025 Q3 2025

Hunter Associates Investment Management LLC

  • GSLC
  • MSFT
  • AAPL
  • IHDG
  • FBND
  • QQQM
  • ISTB
Hunter Associates Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 719 Million
Stocks 256
Filing on Oct 30, 2025 Q3 2025

Jennison Associates LLC

  • NVDA
  • MSFT
  • AMZN
  • AAPL
  • META
  • AVGO
  • NFLX
Jennison Associates LLC's Q3 2025 Portfolio
Portfolio Value 170 Billion
Stocks 778
Filing on Oct 30, 2025 Q3 2025

Gibbs Wealth Management

  • SPYG
  • SPDW
  • GOVT
  • SHYG
  • SECT
  • SPMB
  • SPYV
Gibbs Wealth Management's Q3 2025 Portfolio
Portfolio Value 442 Billion
Stocks 329
Filing on Oct 30, 2025 Q3 2025

Smart Portfolios, LLC

  • BOND
  • AVGO
  • XLC
  • COWZ
  • AAPL
  • PKW
  • MSFT
Smart Portfolios, LLC's Q3 2025 Portfolio
Portfolio Value 94 Million
Stocks 101
Filing on Oct 30, 2025 Q3 2025

Amansa Capital Pte. Ltd.

  • IBN
  • MMYT
Amansa Capital Pte. Ltd.'s Q3 2025 Portfolio
Portfolio Value 331 Billion
Stocks 2
Filing on Oct 30, 2025 Q3 2025

Westfuller Advisors, LLC

  • SGOV
  • VOO
  • AAPL
  • NUBD
  • AMZN
  • GOVT
  • VSGX
Westfuller Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 220 Billion
Stocks 766
Filing on Oct 30, 2025 Q3 2025

Ardent Capital Management, Inc.

  • BRK-B
  • JNJ
  • GOOG
  • META
  • AAPL
  • SYK
  • GOOGL
Ardent Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 51