Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 29, 2025 Q3 2025

Root Financial Partners, LLC

  • DFUS
  • DFAI
  • DFSD
  • DFCF
  • DFAE
  • DFAS
  • DFUV
Root Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 1.62 Trillion
Stocks 2297
Filing on Oct 29, 2025 Q3 2025

Northwestern University

  • BRK-A
  • RYAN
Northwestern University's Q3 2025 Portfolio
Portfolio Value 56.5 Million
Stocks 4
Filing on Oct 29, 2025 Q3 2025

Caldwell Sutter Capital, Inc.

  • AAPL
  • MSA
  • PPIH
  • PLBC
  • V
  • DGICA
  • SSBI
Caldwell Sutter Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 234 Billion
Stocks 871
Filing on Oct 29, 2025 Q3 2025

Lee Danner & Bass Inc

  • HCA
  • BRK-B
  • AAPL
  • GOOG
  • MSFT
  • AMZN
  • URI
Lee Danner & Bass Inc's Q3 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 233
Filing on Oct 29, 2025 Q3 2025

Horizon Bancorp Inc /In/

  • BND
  • GVI
  • VUG
  • VTV
  • EFA
  • HBNC
  • IEFA
Horizon Bancorp Inc /In/'s Q3 2025 Portfolio
Portfolio Value 210 Million
Stocks 189
Filing on Oct 29, 2025 Q3 2025

Gkv Capital Management Co., Inc.

  • NVDA
  • AVGO
  • MSFT
  • LLY
  • ORLY
  • COST
  • AAPL
Gkv Capital Management Co., Inc.'s Q3 2025 Portfolio
Portfolio Value 253 Billion
Stocks 86
Filing on Oct 29, 2025 Q3 2025

William B. Walkup & Associates, Inc.

  • AZO
  • VLO
  • JPM
  • COF
  • HD
  • WMT
  • ABBV
William B. Walkup & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 187 Billion
Stocks 163
Filing on Oct 29, 2025 Q3 2025

Portfolio Strategies, Inc.

  • MGK
  • IXN
  • IYW
  • IWY
  • SMH
  • QQQ
  • FTEC
Portfolio Strategies, Inc.'s Q3 2025 Portfolio
Portfolio Value 843 Million
Stocks 63
Filing on Oct 29, 2025 Q3 2025

Birinyi Associates Inc

  • AAPL
  • SPY
  • GOOGL
  • AMZN
  • MA
  • NVDA
  • MSFT
Birinyi Associates Inc's Q3 2025 Portfolio
Portfolio Value 386 Million
Stocks 57
Filing on Oct 29, 2025 Q3 2025

Providence First Trust CO

  • FLRN
  • MINT
  • AGG
  • LQD
  • VCLT
  • VCSH
  • XLK
Providence First Trust CO's Q3 2025 Portfolio
Portfolio Value 282 Million
Stocks 110
Filing on Oct 29, 2025 Q3 2025

Bcm Advisors, LLC

  • BIV
  • GLD
  • DFAU
  • VTI
  • DGRW
  • CATH
  • AVGO
Bcm Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 488 Million
Stocks 74
Filing on Oct 29, 2025 Q3 2025

Dynamic Wealth Strategies, LLC

  • IGM
  • BND
  • VTV
  • SGOV
  • VGIT
  • VMBS
  • SPHQ
Dynamic Wealth Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 149 Million
Stocks 241
Filing on Oct 29, 2025 Q3 2025

Slow Capital, Inc.

  • AVGO
  • NVDA
  • NFLX
  • TSLA
  • MELI
  • AMZN
  • GOOGL
Slow Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 818 Million
Stocks 118
Filing on Oct 29, 2025 Q3 2025

Fisher Funds Management LTD

  • MSFT
  • GOOGL
  • AMZN
  • MA
  • DHR
  • ISRG
  • AVGO
Fisher Funds Management LTD's Q3 2025 Portfolio
Portfolio Value 3.79 Trillion
Stocks 160
Filing on Oct 29, 2025 Q3 2025

Frontier Asset Management, LLC

  • AVDV
  • IJR
  • TSPA
  • LVHI
  • IQLT
  • VWO
  • PVAL
Frontier Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 290 Million
Stocks 74
Filing on Oct 29, 2025 Q3 2025

Arkadios Wealth Advisors

  • NVDA
  • AAPL
  • IVV
  • MSFT
  • AMZN
  • SPY
  • JPM
Arkadios Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 3.83 Billion
Stocks 2973
Filing on Oct 29, 2025 Q3 2025

Turtle Creek Wealth Advisors, LLC

  • VOO
  • IEFA
  • AAPL
  • NVDA
  • MSFT
  • JPM
  • AMZN
Turtle Creek Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.12 Trillion
Stocks 365
Filing on Oct 29, 2025 Q3 2025

Family Wealth Group, LLC

  • VOO
  • VUG
  • IEMG
  • IWY
  • QJUN
  • IWX
  • IDEV
Family Wealth Group, LLC's Q3 2025 Portfolio
Portfolio Value 105 Million
Stocks 104