Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 29, 2025 Q3 2025

Bank Hapoalim Bm

  • VOO
  • QQQ
  • SPY
  • VEA
  • QQQM
  • XLK
  • IDEV
Bank Hapoalim Bm's Q3 2025 Portfolio
Portfolio Value 813 Million
Stocks 130
Filing on Oct 28, 2025 Q3 2025

Baer Investment Advisory LLC

  • NVDA
  • TSM
  • APH
  • AMZN
  • EME
  • INTU
  • MSFT
Baer Investment Advisory LLC's Q3 2025 Portfolio
Portfolio Value 117 Billion
Stocks 41
Filing on Oct 28, 2025 Q3 2025

Sequoia Financial Advisors, LLC

  • VTI
  • IXUS
  • NVDA
  • AAPL
  • MSFT
  • VONG
  • DSTL
Sequoia Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 14.6 Billion
Stocks 1742
Filing on Oct 28, 2025 Q3 2025

Beaumont Asset Management, L.L.C.

  • IVV
  • MOAT
  • MSFT
  • IBDQ
  • GOOGL
  • SPHQ
  • IBDR
Beaumont Asset Management, L.L.C.'s Q3 2025 Portfolio
Portfolio Value 192 Million
Stocks 68
Filing on Oct 28, 2025 Q3 2025

Dupree Financial Group, LLC

  • AGNC
  • ENB
  • BTI
  • VZ
  • M
  • BP
  • RE
Dupree Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 263 Billion
Stocks 70
Filing on Oct 28, 2025 Q3 2025

Emerald Advisors, LLC

  • COST
  • VTV
  • VUG
  • IQLT
  • IEFA
  • IVV
  • IEMG
Emerald Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 745 Million
Stocks 102
Filing on Oct 28, 2025 Q3 2025

Maryland State Retirement & Pension System

  • NVDA
  • MSFT
  • AAPL
  • ENB
  • AMZN
  • AMT
  • META
Maryland State Retirement & Pension System's Q3 2025 Portfolio
Portfolio Value 4.57 Billion
Stocks 1368
Filing on Oct 28, 2025 Q3 2025

Walkner Condon Financial Advisors LLC

  • SPDW
  • SPLG
  • IVV
  • JCPB
  • LMBS
  • VOO
  • AAPL
Walkner Condon Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 612 Million
Stocks 299
Filing on Oct 28, 2025 Q3 2025

Lmcg Investments, LLC

  • MSFT
  • AAPL
  • AMZN
  • GOOGL
  • JPM
  • NVDA
  • GS
Lmcg Investments, LLC's Q3 2025 Portfolio
Portfolio Value 1.67 Billion
Stocks 222
Filing on Oct 28, 2025 Q3 2025

Aviance Capital Partners, LLC

  • AAPL
  • GOOGL
  • AVGO
  • ABBV
  • AMZN
  • JPM
  • MSFT
Aviance Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 789 Million
Stocks 363
Filing on Oct 28, 2025 Q3 2025

Sigma Investment Counselors Inc

  • IVV
  • IJH
  • VEA
  • IJR
  • SJNK
  • STIP
  • IWB
Sigma Investment Counselors Inc's Q3 2025 Portfolio
Portfolio Value 1.88 Billion
Stocks 198
Filing on Oct 28, 2025 Q3 2025

Compass Ion Advisors, LLC

  • VTI
  • IXUS
  • IUSB
  • SPHQ
  • SPLG
  • DRSK
  • FBND
Compass Ion Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 958 Million
Stocks 275
Filing on Oct 28, 2025 Q3 2025

Vested Financial Planning, LLC

  • DFAC
  • DFAX
  • VOO
  • DFNM
  • DFCF
  • DUHP
  • SPDW
Vested Financial Planning, LLC's Q3 2025 Portfolio
Portfolio Value 123 Billion
Stocks 30
Filing on Oct 28, 2025 Q3 2025

Theory Financial LLC

  • SCHZ
  • XLC
  • VFH
  • MBB
  • IGIB
  • QUAL
  • HYLB
Theory Financial LLC's Q3 2025 Portfolio
Portfolio Value 254 Million
Stocks 90
Filing on Oct 28, 2025 Q3 2025

Sol Capital Management CO

  • SPLG
  • QQQM
  • CGGR
  • VO
  • CGXU
  • VTV
  • PDO
Sol Capital Management CO's Q3 2025 Portfolio
Portfolio Value 1.12 Billion
Stocks 305
Filing on Oct 28, 2025 Q3 2025

All Gen Financial Advisors, Inc.

  • VTI
  • BND
  • VEU
  • IAU
  • QQQM
  • MGV
  • JMBS
All Gen Financial Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 407 Billion
Stocks 42
Filing on Oct 28, 2025 Q3 2025

Alesco Advisors LLC

  • IVV
  • IJH
  • IJR
  • IDEV
  • BND
  • SCHP
  • SPY
Alesco Advisors LLC's Q3 2025 Portfolio
Portfolio Value 3.66 Billion
Stocks 202
Filing on Oct 28, 2025 Q3 2025

Consolidated Investment Group LLC

  • QQQ
  • SPY
  • RSP
  • IWR
  • IWM
  • AVGO
  • NVDA
Consolidated Investment Group LLC's Q3 2025 Portfolio
Portfolio Value 810 Million
Stocks 69