Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 29, 2025 Q3 2025

Chicago Partners Investment Group LLC

  • VOO
  • VO
  • NVDA
  • BRK-B
  • DFUS
  • AAPL
  • VUG
Chicago Partners Investment Group LLC's Q3 2025 Portfolio
Portfolio Value 3.5 Billion
Stocks 1218
Filing on Oct 29, 2025 Q3 2025

Variant Private Wealth, LLC

  • AAPL
  • GBTC
  • MSFT
  • ARKK
  • IVV
  • URTY
  • IUSV
Variant Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 108 Billion
Stocks 38
Filing on Oct 29, 2025 Q3 2025

Boomfish Wealth Group, LLC

  • BIL
  • MOAT
  • AGG
  • NVDA
  • MSFT
  • TLT
  • AAPL
Boomfish Wealth Group, LLC's Q3 2025 Portfolio
Portfolio Value 185 Billion
Stocks 87
Filing on Oct 29, 2025 Q3 2025

Grey Fox Wealth Advisors, LLC

  • VTV
  • VUG
  • VEA
  • AGG
  • VBR
  • VO
  • SLYG
Grey Fox Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 491 Billion
Stocks 681
Filing on Oct 29, 2025 Q3 2025

Bank Of Stockton

  • IVV
  • IJH
  • IJR
  • IVE
  • AAPL
  • MSFT
  • SCZ
Bank Of Stockton's Q3 2025 Portfolio
Portfolio Value 349 Million
Stocks 152
Filing on Oct 29, 2025 Q3 2025

Magnolia Group, LLC

  • NNI
  • BOC
  • ABG
  • ARLP
  • CCOI
  • CRMT
  • RMAX
Magnolia Group, LLC's Q3 2025 Portfolio
Portfolio Value 557 Million
Stocks 11
Filing on Oct 29, 2025 Q3 2025

Triasima Portfolio Management Inc.

  • RY
  • SHOP
  • KGC
  • CM
  • TD
  • MSFT
  • AVGO
Triasima Portfolio Management Inc.'s Q3 2025 Portfolio
Portfolio Value 568 Million
Stocks 149
Filing on Oct 29, 2025 Q3 2025

Mill Capital Management, LLC

  • AAPL
  • MSFT
  • BRK-A
  • GOOG
  • V
  • JPM
  • AMZN
Mill Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.29 Billion
Stocks 122
Filing on Oct 29, 2025 Q3 2025

Sage Mountain Advisors LLC

  • JAAA
  • JQUA
  • VTI
  • QUAL
  • IQLT
  • VOO
  • GBDC
Sage Mountain Advisors LLC's Q3 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 547
Filing on Oct 29, 2025 Q3 2025

Axis Capital Holdings LTD

  • VOO
  • VEU
Axis Capital Holdings LTD's Q3 2025 Portfolio
Portfolio Value 264 Million
Stocks 2
Filing on Oct 29, 2025 Q3 2025

Rede Wealth, LLC

  • VEA
  • TSLA
  • AAPL
  • VWO
  • DVY
  • MSFT
  • IVV
Rede Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 123 Million
Stocks 109
Filing on Oct 29, 2025 Q3 2025

Skorpios Trust

  • STOK
  • XBI
Skorpios Trust's Q3 2025 Portfolio
Portfolio Value 53.2 Million
Stocks 2
Filing on Oct 29, 2025 Q3 2025

Scissortail Wealth Management, LLC

  • VTI
  • IVW
  • DYNF
  • QUAL
  • VEU
  • AAPL
  • IVE
Scissortail Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 438 Million
Stocks 116
Filing on Oct 29, 2025 Q3 2025

Coalescence Partners Investment Management, LP

  • TSM
  • MSFT
  • AMZN
  • TDG
  • SNPS
  • FICO
  • SPGI
Coalescence Partners Investment Management, LP's Q3 2025 Portfolio
Portfolio Value 384 Billion
Stocks 13
Filing on Oct 29, 2025 Q3 2025

Rolek Wealth Management LLC

  • VUG
  • VOO
  • VTI
  • QQQM
  • VGT
  • ITOT
  • MGK
Rolek Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 133 Billion
Stocks 16
Filing on Oct 29, 2025 Q3 2025

First Interstate Bank

  • VCIT
  • FIBK
  • RSP
  • IVV
  • VGIT
  • IJH
  • PFF
First Interstate Bank's Q3 2025 Portfolio
Portfolio Value 1.76 Billion
Stocks 328
Filing on Oct 29, 2025 Q3 2025

Middleton & CO Inc

  • AAPL
  • GOOGL
  • AMZN
  • AVGO
  • IVV
  • MSFT
  • V
Middleton & CO Inc's Q3 2025 Portfolio
Portfolio Value 911 Million
Stocks 166
Filing on Oct 29, 2025 Q3 2025

Mc Adam, LLC

  • SCHX
  • FNDX
  • SCHG
  • SCHF
  • SCHC
  • VOE
  • VOT
Mc Adam, LLC's Q3 2025 Portfolio
Portfolio Value 1.99 Billion
Stocks 395