Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 29, 2025 Q3 2025

Schoolcraft Capital LLC

  • QUAL
  • DFUV
  • IVV
  • DBEF
  • IWB
  • IEF
  • DFIV
Schoolcraft Capital LLC's Q3 2025 Portfolio
Portfolio Value 500 Billion
Stocks 65
Filing on Oct 29, 2025 Q3 2025

Silver Coast Investments LLC

  • IQLT
  • DGRO
  • VBR
  • SCHD
  • VWO
  • BIV
  • BNDX
Silver Coast Investments LLC's Q3 2025 Portfolio
Portfolio Value 291 Billion
Stocks 114
Filing on Oct 29, 2025 Q3 2025

Dorval Corp

  • SPTM
  • LGLV
  • ACWV
  • TIP
  • VT
  • VO
  • XMLV
Dorval Corp's Q3 2025 Portfolio
Portfolio Value 302 Billion
Stocks 42
Filing on Oct 29, 2025 Q3 2025

Impact Investors, Inc

  • SPTL
  • IAU
  • NULG
  • ESGD
  • BGRN
  • SUSB
  • NVDA
Impact Investors, Inc's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 173
Filing on Oct 29, 2025 Q3 2025

Allegiance Financial Group Advisory Services LLC

  • VTI
  • AVLV
  • AVDV
  • DFAU
  • AVUV
  • AVIG
  • DFSD
Allegiance Financial Group Advisory Services LLC's Q3 2025 Portfolio
Portfolio Value 435 Billion
Stocks 164
Filing on Oct 29, 2025 Q3 2025

Joel Isaacson & Co., LLC

  • SDY
  • VIG
  • VTI
  • VYM
  • VO
  • GOOGL
  • GOOG
Joel Isaacson & Co., LLC's Q3 2025 Portfolio
Portfolio Value 2.68 Billion
Stocks 447
Filing on Oct 29, 2025 Q3 2025

Williams & Novak, LLC

  • FBND
  • MFUS
  • SYPR
  • PCQ
  • PML
  • MFEM
  • SLV
Williams & Novak, LLC's Q3 2025 Portfolio
Portfolio Value 130 Billion
Stocks 140
Filing on Oct 29, 2025 Q3 2025

Sky Mountain Capital Management, Inc.

  • USFR
  • GLD
  • NKE
  • GRID
  • MSTR
  • AAPL
  • VYM
Sky Mountain Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 143 Billion
Stocks 38
Filing on Oct 29, 2025 Q3 2025

Shared Vision Wealth Group LLC

  • AAPL
  • IVV
  • IUSB
  • DYNF
  • QUAL
  • IVW
  • EFV
Shared Vision Wealth Group LLC's Q3 2025 Portfolio
Portfolio Value 236 Billion
Stocks 98
Filing on Oct 29, 2025 Q3 2025

Adaptive Financial Consulting, LLC

  • AGG
  • VCSH
  • IVV
  • IVW
  • USMV
  • QQQ
  • VCR
Adaptive Financial Consulting, LLC's Q3 2025 Portfolio
Portfolio Value 248 Million
Stocks 19
Filing on Oct 29, 2025 Q3 2025

Forvis Wealth Advisors, LLC

  • VTI
  • VEU
  • SCHB
  • VOO
  • AGG
  • FBND
  • IVV
Forvis Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 4.75 Billion
Stocks 402
Filing on Oct 29, 2025 Q3 2025

Arrow Investment Advisors, LLC

  • XLI
  • EZU
  • IVW
  • GYLD
  • MTUM
  • IEV
  • XLF
Arrow Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 48.6 Million
Stocks 53
Filing on Oct 29, 2025 Q3 2025

Cboe Vest Financial, LLC

  • NVDA
  • CB
  • MSFT
  • ABT
  • ADP
  • AFL
  • AAPL
Cboe Vest Financial, LLC's Q3 2025 Portfolio
Portfolio Value 7.34 Billion
Stocks 573
Filing on Oct 29, 2025 Q3 2025

Patient Capital Management, LLC

  • GOOGL
  • C
  • UNH
  • AMZN
  • NVDA
  • NCLH
  • RPRX
Patient Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 2.17 Billion
Stocks 41
Filing on Oct 29, 2025 Q3 2025

Tmt General Partner LTD

  • XPEV
  • API
Tmt General Partner LTD's Q3 2025 Portfolio
Portfolio Value 378 Billion
Stocks 3
Filing on Oct 29, 2025 Q3 2025

Canopy Partners, LLC

  • AAPL
  • VTI
  • MSFT
  • SPY
  • NVDA
  • IEFA
  • DFAU
Canopy Partners, LLC's Q3 2025 Portfolio
Portfolio Value 299 Billion
Stocks 235
Filing on Oct 29, 2025 Q3 2025

Huntleigh Advisors, Inc.

  • NVDA
  • AAPL
  • AVGO
  • AMZN
  • MSFT
  • META
  • ORCL
Huntleigh Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 586 Billion
Stocks 278
Filing on Oct 29, 2025 Q3 2025

Mizuho Securities Co. Ltd.

  • TCOM
  • BILI
  • CRWD
  • AAPL
  • TSLA
  • CRM
  • NVDA
Mizuho Securities Co. Ltd.'s Q3 2025 Portfolio
Portfolio Value 14.1 Million
Stocks 43