Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 29, 2025 Q3 2025

Vert Asset Management LLC

  • WELL
  • SPG
  • DLR
  • PLD
  • EQIX
  • AMT
  • VTR
Vert Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 297 Million
Stocks 45
Filing on Oct 29, 2025 Q3 2025

Floyd Financial Group LLC

  • JCPB
  • NVDA
  • JEPI
  • GOOGL
  • AMZN
  • MSFT
  • RSP
Floyd Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 131 Million
Stocks 60
Filing on Oct 29, 2025 Q3 2025

Seizert Capital Partners, LLC

  • GS
  • GOOGL
  • JPM
  • QCOM
  • WFC
  • AYI
  • MTCH
Seizert Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 2.21 Billion
Stocks 170
Filing on Oct 29, 2025 Q3 2025

Keeler & Nadler Financial Planning & Wealth Management

  • SCHG
  • QUAL
  • FNDF
  • SPLG
  • SCHV
  • VUG
  • VIGI
Keeler & Nadler Financial Planning & Wealth Management's Q3 2025 Portfolio
Portfolio Value 273 Billion
Stocks 79
Filing on Oct 29, 2025 Q3 2025

Ldr Capital Management LLC

  • VICI
  • EQIX
  • AMT
  • ELS
  • DHC
  • CHCT
  • UMH
Ldr Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 33.3 Million
Stocks 34
Filing on Oct 29, 2025 Q3 2025

Dynasty Wealth Management, LLC

  • IVV
  • TTAC
  • SPYG
  • FBCG
  • DYNF
  • NETZ
  • IEFA
Dynasty Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 7.49 Trillion
Stocks 309
Filing on Oct 29, 2025 Q3 2025

Cascade Investment Group, Inc.

  • VTI
  • SPTM
  • AAPL
  • CIBR
  • VXUS
  • SKYY
  • MSFT
Cascade Investment Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 146
Filing on Oct 29, 2025 Q3 2025

Vaughan David Investments LLC

  • AVGO
  • MSFT
  • ORCL
  • JPM
  • AXP
  • ABBV
  • DE
Vaughan David Investments LLC's Q3 2025 Portfolio
Portfolio Value 4.64 Billion
Stocks 227
Filing on Oct 29, 2025 Q3 2025

Jackson Thornton Asset Management, LLC

  • DFAC
  • DFAT
  • DFIV
  • DFUV
  • DFAX
  • VGIT
  • DISV
Jackson Thornton Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 971 Million
Stocks 541
Filing on Oct 29, 2025 Q3 2025

Platform Technology Partners

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • APO
  • JPM
  • SCHD
Platform Technology Partners's Q3 2025 Portfolio
Portfolio Value 385 Million
Stocks 256
Filing on Oct 29, 2025 Q3 2025

Bloomberg Sen Inc.

  • CI
  • PGR
  • GOOG
  • HCA
  • DHI
  • AON
  • CIGI
Bloomberg Sen Inc.'s Q3 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 33
Filing on Oct 29, 2025 Q3 2025

Live Oak Investment Partners

  • PULS
  • VEA
  • UCON
  • SRLN
  • FTLS
  • XMHQ
  • QAI
Live Oak Investment Partners's Q3 2025 Portfolio
Portfolio Value 146 Million
Stocks 82
Filing on Oct 29, 2025 Q3 2025

Inscription Capital, LLC

  • VT
  • SPY
  • AAPL
  • NVDA
  • MSFT
  • BIL
  • PULS
Inscription Capital, LLC's Q3 2025 Portfolio
Portfolio Value 889 Million
Stocks 638
Filing on Oct 29, 2025 Q3 2025

Americana Partners, LLC

  • MSFT
  • AAPL
  • NVDA
  • JPM
  • AVGO
  • EPD
  • ABBV
Americana Partners, LLC's Q3 2025 Portfolio
Portfolio Value 3.01 Billion
Stocks 457
Filing on Oct 29, 2025 Q3 2025

California First Leasing Corp

  • GOOGL
  • AMAT
  • GS
  • XOM
  • MU
  • META
  • MRVL
California First Leasing Corp's Q3 2025 Portfolio
Portfolio Value 262 Million
Stocks 44
Filing on Oct 29, 2025 Q3 2025

Matisse Capital

  • AAPL
  • PCQ
  • DGRO
  • MSFT
  • ASND
  • TWN
  • CHN
Matisse Capital's Q3 2025 Portfolio
Portfolio Value 213 Million
Stocks 196
Filing on Oct 29, 2025 Q3 2025

Pacific Heights Asset Management LLC

  • PLTR
  • TPL
  • NVDA
  • META
  • FCX
  • AVGO
  • APP
Pacific Heights Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 2.15 Billion
Stocks 79
Filing on Oct 29, 2025 Q3 2025

Qtr Family Wealth, LLC

  • NVDA
  • AAPL
  • MSFT
  • TSLA
  • GOOG
  • VOO
  • AMZN
Qtr Family Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 211 Billion
Stocks 255