Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 30, 2025 Q3 2025

Register Financial Advisors LLC

  • VUG
  • AAPL
  • VTV
  • VXUS
  • KTOS
  • MSFT
  • JPM
Register Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 254 Billion
Stocks 338
Filing on Oct 30, 2025 Q3 2025

Stock Yards Bank & Trust CO

  • MSFT
  • AAPL
  • GOOGL
  • IVV
  • JPM
  • AVGO
  • LLY
Stock Yards Bank & Trust CO's Q3 2025 Portfolio
Portfolio Value 3.1 Billion
Stocks 678
Filing on Oct 30, 2025 Q3 2025

Stiles Financial Services Inc

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • BRK-B
  • COST
  • GOOGL
Stiles Financial Services Inc's Q3 2025 Portfolio
Portfolio Value 304 Million
Stocks 176
Filing on Oct 30, 2025 Q3 2025

Tranquility Partners, LLC

  • MSFT
  • BX
  • AAPL
  • NVDA
  • AMZN
  • HCA
  • COST
Tranquility Partners, LLC's Q3 2025 Portfolio
Portfolio Value 291 Million
Stocks 237
Filing on Oct 30, 2025 Q3 2025

Mitchell Mcleod Pugh & Williams Inc

  • VOO
  • VUG
  • VTV
  • AAPL
  • VO
  • MSFT
  • NVDA
Mitchell Mcleod Pugh & Williams Inc's Q3 2025 Portfolio
Portfolio Value 602 Million
Stocks 360
Filing on Oct 30, 2025 Q3 2025

Avidian Wealth Solutions, LLC

  • IVV
  • IEFA
  • NVDA
  • SPLG
  • USIG
  • IJH
  • MBB
Avidian Wealth Solutions, LLC's Q3 2025 Portfolio
Portfolio Value 2.51 Billion
Stocks 580
Filing on Oct 30, 2025 Q3 2025

Objective Capital Management, LLC

  • IVV
  • QQQ
  • VV
  • SPY
  • VO
  • VB
  • DIA
Objective Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 90.6 Million
Stocks 88
Filing on Oct 30, 2025 Q3 2025

Gray Foundation

  • HLT
  • IGM
  • GOOG
  • INDA
  • ROBO
  • INVH
  • SOXX
Gray Foundation's Q3 2025 Portfolio
Portfolio Value 351 Billion
Stocks 8
Filing on Oct 30, 2025 Q3 2025

Bank Plus Wealth Management LLC

  • IVV
  • JCPB
  • JPIE
  • AAPL
  • BND
  • MSFT
  • IWM
Bank Plus Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 170 Billion
Stocks 108
Filing on Oct 30, 2025 Q3 2025

Cornerstone Wealth Group, LLC

  • NVDA
  • SPY
  • AAPL
  • AGG
  • IVV
  • MSFT
  • SCHX
Cornerstone Wealth Group, LLC's Q3 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 355
Filing on Oct 30, 2025 Q3 2025

Berkeley, Inc

  • DSTL
  • IHDG
  • V
  • IDHQ
  • NVR
  • LOW
  • MKL
Berkeley, Inc's Q3 2025 Portfolio
Portfolio Value 311 Billion
Stocks 75
Filing on Oct 30, 2025 Q3 2025

Next Level Wealth Planning, LLC

  • VOO
  • DFAI
  • VO
  • VTI
  • SCHG
  • IJR
  • SCHD
Next Level Wealth Planning, LLC's Q3 2025 Portfolio
Portfolio Value 177 Billion
Stocks 61
Filing on Oct 30, 2025 Q3 2025

Universal Beteiligungs Und Servicegesellschaft Mb H

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • META
  • AVGO
Universal Beteiligungs Und Servicegesellschaft Mb H's Q3 2025 Portfolio
Portfolio Value 56.8 Billion
Stocks 2099
Filing on Oct 30, 2025 Q3 2025

Brandywine Oak Private Wealth LLC

  • SCHF
  • VTV
  • VUG
  • VCIT
  • VGIT
  • VWO
  • AAPL
Brandywine Oak Private Wealth LLC's Q3 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 234
Filing on Oct 30, 2025 Q3 2025

Samalin Investment Counsel, LLC

  • AAPL
  • OUNZ
  • NVDA
  • SPY
  • MSFT
  • IWY
  • ITOT
Samalin Investment Counsel, LLC's Q3 2025 Portfolio
Portfolio Value 274 Million
Stocks 328
Filing on Oct 30, 2025 Q3 2025

All Stars Investment LTD

  • YMM
  • PDD
All Stars Investment LTD's Q3 2025 Portfolio
Portfolio Value 291 Million
Stocks 4
Filing on Oct 30, 2025 Q3 2025

Migdal Insurance & Financial Holdings Ltd.

  • TEVA
  • XLI
  • XLK
  • NVMI
  • META
  • TSM
  • NVDA
Migdal Insurance & Financial Holdings Ltd.'s Q3 2025 Portfolio
Portfolio Value 9.29 Billion
Stocks 325
Filing on Oct 29, 2025 Q3 2025

Demars Financial Group, LLC

  • SPHQ
  • XLG
  • FLOT
  • OEF
  • BRK-B
  • FLTR
  • NVDA
Demars Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 289 Billion
Stocks 94