Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 30, 2025 Q3 2025

Sam Advisors, LLC

  • VTI
  • VXUS
  • QQQ
  • VB
  • SPHY
  • JPEM
  • IYG
Sam Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 308 Million
Stocks 41
Filing on Oct 30, 2025 Q3 2025

Legacy Advisory Services, LLC

  • SHV
  • SPLG
  • SGOV
  • USMV
  • QUAL
  • IWX
  • IVV
Legacy Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 133 Billion
Stocks 51
Filing on Oct 30, 2025 Q3 2025

Fortress Wealth Group, LLC

  • VUG
  • VTV
  • QQQ
  • FBND
  • SPY
  • MOAT
  • NVDA
Fortress Wealth Group, LLC's Q3 2025 Portfolio
Portfolio Value 218 Million
Stocks 109
Filing on Oct 30, 2025 Q3 2025

Millburn Ridgefield Corp

  • IWB
  • IJH
  • IWM
  • USMV
  • VWO
  • SPY
  • IJR
Millburn Ridgefield Corp's Q3 2025 Portfolio
Portfolio Value 4.19 Billion
Stocks 38
Filing on Oct 30, 2025 Q3 2025

Uscf Advisers LLC

  • MP
  • FSLR
  • CSIQ
  • ARRY
  • RUN
  • RNW
  • SQM
Uscf Advisers LLC's Q3 2025 Portfolio
Portfolio Value 996 Million
Stocks 20
Filing on Oct 30, 2025 Q3 2025

Aubrey Capital Management LTD

  • SE
  • FUTU
  • GRAB
  • ERJ
  • DIDIY
  • CPNG
  • IBN
Aubrey Capital Management LTD's Q3 2025 Portfolio
Portfolio Value 285 Million
Stocks 52
Filing on Oct 30, 2025 Q3 2025

Value Base Ltd.

  • CGNT
  • VLN
  • AUDC
  • RDCM
  • OB
  • DRTSW
Value Base Ltd.'s Q3 2025 Portfolio
Portfolio Value 141 Billion
Stocks 9
Filing on Oct 30, 2025 Q3 2025

Mountain Pacific Investment Advisers Inc

  • APH
  • AME
  • FISV
  • DHR
  • AJG
  • ROP
  • XYL
Mountain Pacific Investment Advisers Inc's Q3 2025 Portfolio
Portfolio Value 618 Million
Stocks 144
Filing on Oct 30, 2025 Q3 2025

Hgk Asset Management Inc

  • TSM
  • RYAAY
  • HDB
  • INFY
  • ICLR
  • C
  • JPM
Hgk Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 614 Million
Stocks 88
Filing on Oct 30, 2025 Q3 2025

Sellwood Investment Partners LLC

  • VOO
  • ESGV
  • RAFE
  • VSGX
  • VTIP
  • FNDX
  • VXUS
Sellwood Investment Partners LLC's Q3 2025 Portfolio
Portfolio Value 251 Billion
Stocks 107
Filing on Oct 30, 2025 Q3 2025

Outlook Wealth Advisors, LLC

  • IVV
  • BSEP
  • QQQ
  • VTV
  • HYDB
  • NVDA
  • QSPT
Outlook Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 331 Million
Stocks 290
Filing on Oct 30, 2025 Q3 2025

Leelyn Smith, LLC

  • MGK
  • MOAT
  • SCHD
  • VNLA
  • MINT
  • JSMD
  • NVDA
Leelyn Smith, LLC's Q3 2025 Portfolio
Portfolio Value 641 Million
Stocks 144
Filing on Oct 30, 2025 Q3 2025

Planning Center, Inc.

  • DFSD
  • DFAX
  • DFAC
  • DUHP
  • DIHP
  • DFIP
  • DFIV
Planning Center, Inc.'s Q3 2025 Portfolio
Portfolio Value 680 Million
Stocks 74
Filing on Oct 30, 2025 Q3 2025

Atlas Venture Advisors, Inc.

  • IAS
  • DKNG
  • ROKU
  • SNAP
Atlas Venture Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 438 Million
Stocks 4
Filing on Oct 30, 2025 Q3 2025

Westbridge Capital Management, LLC

  • FRSH
Westbridge Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 1
Filing on Oct 30, 2025 Q3 2025

Locust Wood Capital Advisers, LLC

  • SPY
  • TSM
  • AMZN
  • MSFT
  • CMPO
  • GOOGL
  • AAPL
Locust Wood Capital Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 3.39 Billion
Stocks 54
Filing on Oct 30, 2025 Q3 2025

Covestor LTD

  • VTI
  • VEA
  • NVDA
  • VWO
  • MSFT
  • AAPL
  • VYM
Covestor LTD's Q3 2025 Portfolio
Portfolio Value 181 Million
Stocks 2918
Filing on Oct 30, 2025 Q3 2025

Accredited Investors Inc.

  • AVDV
  • SCHB
  • IJH
  • VTV
  • IVV
  • IJR
  • IWM
Accredited Investors Inc.'s Q3 2025 Portfolio
Portfolio Value 1.79 Billion
Stocks 264