Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 30, 2025 Q3 2025

Millstone Evans Group, LLC

  • NVDA
  • AAPL
  • MSFT
  • ORCL
  • BRK-B
  • JPM
  • RJF
Millstone Evans Group, LLC's Q3 2025 Portfolio
Portfolio Value 157 Billion
Stocks 834
Filing on Oct 30, 2025 Q3 2025

Steadview Capital Management LLC

  • HOOD
  • APP
  • CVNA
  • DASH
  • SHOP
  • HIMS
  • SPOT
Steadview Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 690 Million
Stocks 12
Filing on Oct 30, 2025 Q3 2025

3 Edge Asset Management, LP

  • GLDM
  • SPEM
  • BBJP
  • STIP
  • VXUS
  • BIL
  • IVV
3 Edge Asset Management, LP's Q3 2025 Portfolio
Portfolio Value 1.65 Billion
Stocks 97
Filing on Oct 30, 2025 Q3 2025

Socha Financial Group, LLC

  • SPY
  • QQQ
  • FMIL
  • SCHB
  • XLK
  • IBM
  • GLW
Socha Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 237 Billion
Stocks 23
Filing on Oct 30, 2025 Q3 2025

Parkside Financial Bank & Trust

  • AAPL
  • VONG
  • IWF
  • VONV
  • MSFT
  • NVDA
  • IWD
Parkside Financial Bank & Trust's Q3 2025 Portfolio
Portfolio Value 976 Million
Stocks 4139
Filing on Oct 30, 2025 Q3 2025

Wfa Asset Management Corp

  • SCHD
  • SPYG
  • XMHQ
  • BBLU
  • IWL
  • RWJ
  • RSP
Wfa Asset Management Corp's Q3 2025 Portfolio
Portfolio Value 184 Billion
Stocks 196
Filing on Oct 30, 2025 Q3 2025

Glenorchy Capital LTD

  • QQQ
  • TLT
  • SPY
  • KWEB
  • GDX
  • GREK
  • EWZ
Glenorchy Capital LTD's Q3 2025 Portfolio
Portfolio Value 680 Billion
Stocks 66
Filing on Oct 30, 2025 Q3 2025

Facet Wealth, Inc.

  • VEA
  • VTI
  • QUAL
  • BND
  • VTV
  • VWO
  • SPMD
Facet Wealth, Inc.'s Q3 2025 Portfolio
Portfolio Value 4.83 Billion
Stocks 215
Filing on Oct 30, 2025 Q3 2025

Arcus Capital Partners, LLC

  • KO
  • DVY
  • DFH
  • QQQ
  • IJH
  • IVV
  • SPY
Arcus Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 212 Million
Stocks 118
Filing on Oct 30, 2025 Q3 2025

Gouws Capital LLC

  • QQQ
  • GOOG
  • LLY
  • COST
  • V
  • AMZN
  • CAT
Gouws Capital LLC's Q3 2025 Portfolio
Portfolio Value 181 Million
Stocks 55
Filing on Oct 30, 2025 Q3 2025

Ridgewood Investments LLC

  • BRK-B
  • GOOGL
  • SGOV
  • SHV
  • VOO
  • BSV
  • VT
Ridgewood Investments LLC's Q3 2025 Portfolio
Portfolio Value 236 Million
Stocks 202
Filing on Oct 30, 2025 Q3 2025

Naples Global Advisors, LLC

  • AAPL
  • AVGO
  • MSFT
  • TSM
  • IVV
  • VOO
  • SCHF
Naples Global Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 436
Filing on Oct 30, 2025 Q3 2025

Strategic Investment Management, LLC

  • AGG
  • IEMG
  • IWV
  • GSG
  • IEFA
  • BBCA
  • GLD
Strategic Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 179 Million
Stocks 14
Filing on Oct 30, 2025 Q3 2025

Quadrant Private Wealth Management, LLC

  • NVDA
  • META
  • SNOW
  • SPLG
  • GOOG
  • TLT
  • MSFT
Quadrant Private Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 519 Million
Stocks 252
Filing on Oct 30, 2025 Q3 2025

Courant Investment Management LLC

  • JPM
  • PGR
  • SCHW
  • ULTA
  • LOW
  • KMX
  • FISV
Courant Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 126 Million
Stocks 7
Filing on Oct 30, 2025 Q3 2025

Atlas Legacy Advisors, LLC

  • IYW
  • VOO
  • IVV
  • QQQM
  • RWL
  • AAPL
  • IWR
Atlas Legacy Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 519 Billion
Stocks 307
Filing on Oct 30, 2025 Q3 2025

Strs Ohio

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOG
Strs Ohio's Q3 2025 Portfolio
Portfolio Value 26.2 Billion
Stocks 2185
Filing on Oct 30, 2025 Q3 2025

Emerald Mutual Fund Advisers Trust

  • KTOS
  • CRDO
  • AVAV
  • RMBS
  • LITE
  • TTMI
  • GH
Emerald Mutual Fund Advisers Trust's Q3 2025 Portfolio
Portfolio Value 1.75 Billion
Stocks 219