Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 29, 2025 Q3 2025

Dudley Capital Management, LLC

  • MSFT
  • AAPL
  • NVDA
  • JNJ
  • JPM
  • GOOGL
  • CVX
Dudley Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 223 Billion
Stocks 134
Filing on Oct 29, 2025 Q3 2025

Awm Capital, LLC

  • DFAC
  • SGOV
  • DFIC
  • DFEM
  • AVUS
  • DFNM
  • DFAU
Awm Capital, LLC's Q3 2025 Portfolio
Portfolio Value 811 Million
Stocks 103
Filing on Oct 29, 2025 Q3 2025

Allstate Corp

  • IGSB
  • SPY
  • HYG
  • IVV
  • IGIB
  • IWB
  • NVDA
Allstate Corp's Q3 2025 Portfolio
Portfolio Value 4.24 Billion
Stocks 633
Filing on Oct 29, 2025 Q3 2025

Sfi Advisors, LLC

  • BIL
  • XTL
  • IAI
  • AAPL
  • FXO
  • IGV
  • CIBR
Sfi Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 148 Million
Stocks 62
Filing on Oct 29, 2025 Q3 2025

Jericho Financial, LLP

  • AVGO
  • GOOGL
  • NVDA
  • MSFT
  • NFLX
  • AAPL
  • JPM
Jericho Financial, LLP's Q3 2025 Portfolio
Portfolio Value 165 Billion
Stocks 41
Filing on Oct 29, 2025 Q3 2025

De Dora Capital, Inc.

  • VUG
  • VYM
  • FBND
  • IVV
  • VB
  • CGXU
  • VOO
De Dora Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 404 Million
Stocks 112
Filing on Oct 29, 2025 Q3 2025

Inspire Advisors, LLC

  • WWJD
  • RISN
  • IBD
  • ISMD
  • BIBL
  • USFR
  • BKLN
Inspire Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 919 Million
Stocks 531
Filing on Oct 29, 2025 Q3 2025

Intrua Financial, LLC

  • SPLG
  • SPY
  • DGRW
  • XLK
  • QGRO
  • GLD
  • XLY
Intrua Financial, LLC's Q3 2025 Portfolio
Portfolio Value 829 Million
Stocks 448
Filing on Oct 29, 2025 Q3 2025

Magnolia Capital Management LTD

  • QQQ
  • SPY
  • IJH
  • DIA
  • AAPL
  • GOOG
  • IJR
Magnolia Capital Management LTD's Q3 2025 Portfolio
Portfolio Value 130 Million
Stocks 70
Filing on Oct 29, 2025 Q3 2025

Xcel Wealth Management, LLC

  • AMZN
  • RH
  • BAC
  • NVDA
  • JPM
  • HD
  • AAPL
Xcel Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 364 Million
Stocks 138
Filing on Oct 29, 2025 Q3 2025

Axecap Investments, LLC

  • FFIV
  • VRSN
  • TMUS
  • GOOG
  • NVDA
  • ORCL
  • GILD
Axecap Investments, LLC's Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 83
Filing on Oct 29, 2025 Q3 2025

High Net Worth Advisory Group LLC

  • VOO
  • NVDA
  • VYM
  • VIG
  • AAPL
  • AGG
  • ABBV
High Net Worth Advisory Group LLC's Q3 2025 Portfolio
Portfolio Value 388 Million
Stocks 235
Filing on Oct 29, 2025 Q3 2025

Rovin Capital

  • BUFR
  • IEMG
  • SCHG
  • DVA
  • QQQM
  • VIG
  • XLK
Rovin Capital 's Q3 2025 Portfolio
Portfolio Value 361 Million
Stocks 194
Filing on Oct 29, 2025 Q3 2025

Schwartz Investment Counsel Inc

  • TPL
  • MA
  • NVDA
  • APG
  • ROP
  • TXN
  • SPGI
Schwartz Investment Counsel Inc's Q3 2025 Portfolio
Portfolio Value 2.72 Billion
Stocks 130
Filing on Oct 29, 2025 Q3 2025

Whelan Financial

  • QQQM
  • SCHD
  • VB
  • VNQ
  • VTIP
  • VCSH
  • BND
Whelan Financial's Q3 2025 Portfolio
Portfolio Value 314 Million
Stocks 97
Filing on Oct 29, 2025 Q3 2025

Mithaq Capital Spc

  • BUR
  • PLCE
Mithaq Capital Spc's Q3 2025 Portfolio
Portfolio Value 210 Million
Stocks 4
Filing on Oct 29, 2025 Q3 2025

Courier Capital LLC

  • IVW
  • IVV
  • AAPL
  • IVE
  • SPYG
  • MSFT
  • SPYV
Courier Capital LLC's Q3 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 390
Filing on Oct 29, 2025 Q3 2025

Interactive Financial Advisors

  • IVV
  • AGG
  • VEA
  • RAVI
  • QQQ
  • VIG
  • TLT
Interactive Financial Advisors's Q3 2025 Portfolio
Portfolio Value 179 Million
Stocks 81