Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 29, 2025 Q3 2025

Capital Advisory Group Advisory Services, LLC

  • SPY
  • QQQ
  • SPTM
  • FLOT
  • SPYV
  • SPYG
  • FLRN
Capital Advisory Group Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 315 Million
Stocks 180
Filing on Oct 29, 2025 Q3 2025

Hiddenite Capital Partners LP

  • TLT
  • SPY
  • SHEL
  • DKS
  • GLD
  • TQQQ
  • FIX
Hiddenite Capital Partners LP's Q3 2025 Portfolio
Portfolio Value 501 Million
Stocks 30
Filing on Oct 29, 2025 Q3 2025

Donoghue Forlines LLC

  • JPST
  • BIL
  • SRLN
  • BKLN
  • BGT
  • SPHY
  • STX
Donoghue Forlines LLC's Q3 2025 Portfolio
Portfolio Value 318 Million
Stocks 100
Filing on Oct 29, 2025 Q3 2025

Fsr Wealth Management Ltd.

  • AZBJ
  • META
  • NVDA
  • AAPL
  • SPLG
  • GLD
  • JPST
Fsr Wealth Management Ltd.'s Q3 2025 Portfolio
Portfolio Value 84.5 Billion
Stocks 34
Filing on Oct 29, 2025 Q3 2025

Fiduciary Family Office, LLC

  • AAPL
  • NVDA
  • JEPI
  • MSFT
  • GOOGL
  • AMZN
  • META
Fiduciary Family Office, LLC's Q3 2025 Portfolio
Portfolio Value 351 Billion
Stocks 185
Filing on Oct 29, 2025 Q3 2025

Cabot Wellington, LLC

  • VTI
  • IEFA
  • IEMG
  • VB
  • VT
Cabot Wellington, LLC's Q3 2025 Portfolio
Portfolio Value 309 Billion
Stocks 5
Filing on Oct 29, 2025 Q3 2025

Cfc Planning CO LLC

  • AAPL
  • CSCO
  • AXP
  • DIS
  • UNH
  • PM
  • SCCO
Cfc Planning CO LLC's Q3 2025 Portfolio
Portfolio Value 122 Billion
Stocks 94
Filing on Oct 29, 2025 Q3 2025

Nippon Life Global Investors Americas, Inc.

  • NVDA
  • MSFT
  • AMZN
  • META
  • AVGO
  • AAPL
  • C
Nippon Life Global Investors Americas, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.29 Billion
Stocks 106
Filing on Oct 29, 2025 Q3 2025

New Insight Wealth Advisors

  • IVV
  • FBND
  • VO
  • VGT
  • SCHD
  • VIOO
  • RSP
New Insight Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 266 Billion
Stocks 106
Filing on Oct 29, 2025 Q3 2025

Ridgeline Wealth Planning, LLC

  • SPLG
  • JPST
  • CGGO
  • CGDV
  • DYNF
  • QQQ
  • CGGR
Ridgeline Wealth Planning, LLC's Q3 2025 Portfolio
Portfolio Value 133 Billion
Stocks 42
Filing on Oct 29, 2025 Q3 2025

Blvd Private Wealth, LLC

  • TT
  • IR
  • SCHR
  • AVUS
  • AVDE
  • SMH
  • QQQ
Blvd Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 117 Billion
Stocks 76
Filing on Oct 29, 2025 Q3 2025

Stenger Family Office, LLC

  • NTSI
  • MSFT
  • AAPL
  • NVDA
  • JPM
  • FAUG
  • GOOGL
Stenger Family Office, LLC's Q3 2025 Portfolio
Portfolio Value 488 Billion
Stocks 108
Filing on Oct 29, 2025 Q3 2025

Smithbridge Asset Management Inc

  • AAPL
  • MSFT
  • NVDA
  • SPY
  • APP
  • AMZN
  • DIA
Smithbridge Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 639 Million
Stocks 150
Filing on Oct 29, 2025 Q3 2025

Beacon Financial Advisory LLC

  • JEPI
  • CGDV
  • FVD
  • JEPQ
  • AAPL
  • MSFT
  • NVDA
Beacon Financial Advisory LLC's Q3 2025 Portfolio
Portfolio Value 373 Million
Stocks 383
Filing on Oct 29, 2025 Q3 2025

Lji Wealth Management, LLC

  • ITOT
  • SLQD
  • ONEQ
  • VTI
  • IWM
  • FLOT
  • YYY
Lji Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 573 Billion
Stocks 185
Filing on Oct 29, 2025 Q3 2025

Resonant Capital Advisors, LLC

  • IVV
  • JMST
  • MEAR
  • SCHR
  • VCSH
  • DSTL
  • IJH
Resonant Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 437
Filing on Oct 29, 2025 Q3 2025

Harel Insurance Investments & Financial Services Ltd.

  • TEVA
  • XLF
  • XLK
  • VGT
  • NVMI
  • XLV
  • GOOGL
Harel Insurance Investments & Financial Services Ltd.'s Q3 2025 Portfolio
Portfolio Value 11.1 Billion
Stocks 469
Filing on Oct 29, 2025 Q3 2025

Meitav Dash Investments LTD

  • SPY
  • QQQM
  • XLF
  • QQQ
  • XLC
  • NVDA
  • ESLT
Meitav Dash Investments LTD's Q3 2025 Portfolio
Portfolio Value 6.92 Billion
Stocks 248