Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 29, 2025 Q3 2025

Vista Investment Partners Ii, LLC

  • MSTR
  • LLY
  • NVDA
  • KLAC
  • VOO
  • ORLY
  • AAPL
Vista Investment Partners Ii, LLC's Q3 2025 Portfolio
Portfolio Value 214 Billion
Stocks 143
Filing on Oct 29, 2025 Q3 2025

Merkkuri Wealth Advisors LLC

  • SPLG
  • SCHD
  • IUSG
  • FBND
  • IJH
  • JEPI
  • QQQ
Merkkuri Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 138 Billion
Stocks 80
Filing on Oct 29, 2025 Q3 2025

Diamant Asset Management, Inc.

  • AAPL
  • MSFT
  • V
  • GOOGL
  • COST
  • PGR
  • LDOS
Diamant Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 135 Million
Stocks 71
Filing on Oct 29, 2025 Q3 2025

St. James Investment Company, LLC

  • BRK-B
  • FNV
  • L
  • GBIL
  • AEM
  • UL
  • ENB
St. James Investment Company, LLC's Q3 2025 Portfolio
Portfolio Value 621 Million
Stocks 30
Filing on Oct 29, 2025 Q3 2025

Cravens & CO Advisors, LLC

  • DFAC
  • DFEM
  • DFIC
  • DBND
  • VMBS
  • VGIT
  • VGSH
Cravens & CO Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 146 Billion
Stocks 58
Filing on Oct 29, 2025 Q3 2025

Element Wealth, LLC

  • IVV
  • TFLO
  • SCHX
  • ITOT
  • DIVO
  • AGG
  • AMLP
Element Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 219 Million
Stocks 196
Filing on Oct 29, 2025 Q3 2025

Roberts Foundation

  • PG
Roberts Foundation's Q3 2025 Portfolio
Portfolio Value 37.6 Billion
Stocks 2
Filing on Oct 29, 2025 Q3 2025

Nordwand Advisors, LLC

  • BRK-A
  • AVGO
  • VV
  • MSFT
  • ORCL
  • ETN
  • JPM
Nordwand Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 631 Billion
Stocks 155
Filing on Oct 29, 2025 Q3 2025

Verdence Capital Advisors LLC

  • AAPL
  • BIL
  • MSFT
  • SPY
  • FLOT
  • AGG
  • JPM
Verdence Capital Advisors LLC's Q3 2025 Portfolio
Portfolio Value 1.66 Billion
Stocks 704
Filing on Oct 29, 2025 Q3 2025

American Alpha Advisors, LLC

  • EFA
  • SCHD
  • SPY
  • PHYL
  • ICOW
  • LVHI
  • ELF
American Alpha Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 91
Filing on Oct 29, 2025 Q3 2025

Carlton Hofferkamp & Jenks Wealth Management, LLC

  • RSP
  • SCHB
  • SPY
  • VTI
  • XOM
  • AAPL
  • VV
Carlton Hofferkamp & Jenks Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 285 Million
Stocks 141
Filing on Oct 29, 2025 Q3 2025

Tradewinds, Llc.

  • NVDA
  • MSFT
  • AAPL
  • JPM
  • AMZN
  • DFIV
  • WMT
Tradewinds, Llc.'s Q3 2025 Portfolio
Portfolio Value 398 Million
Stocks 210
Filing on Oct 29, 2025 Q3 2025

Pacific Capital Wealth Advisors, Inc

  • SPY
  • BND
  • IEFA
  • QQQ
  • VYM
  • VCIT
  • VNQ
Pacific Capital Wealth Advisors, Inc's Q3 2025 Portfolio
Portfolio Value 577 Million
Stocks 79
Filing on Oct 29, 2025 Q3 2025

Wpg Advisers, LLC

  • QQQ
  • IVV
  • IQLT
  • SCHG
  • AIRR
  • SCHD
  • JHMM
Wpg Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 1447
Filing on Oct 29, 2025 Q3 2025

Hhm Wealth Advisors, LLC

  • SCHD
  • SCHB
  • SCHG
  • SPMD
  • CALF
  • SPTS
  • VNQ
Hhm Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 848 Million
Stocks 864
Filing on Oct 29, 2025 Q3 2025

Invera Wealth Advisors, LLC

  • MSFT
  • IGIB
  • AAPL
  • USXF
  • GOOGL
  • SUSC
  • JPM
Invera Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 87
Filing on Oct 29, 2025 Q3 2025

Mizuho Markets Americas LLC

  • CSGP
  • SHY
  • LYV
  • LYV
  • FIS
  • SPGI
  • IVV
Mizuho Markets Americas LLC's Q3 2025 Portfolio
Portfolio Value 5.73 Billion
Stocks 205
Filing on Oct 29, 2025 Q3 2025

Violich Capital Management, Inc.

  • MSFT
  • GOOG
  • GOOGL
  • ORCL
  • AAPL
  • V
  • COST
Violich Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 823 Million
Stocks 109