Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 28, 2025 Q3 2025

Howland Capital Management LLC

  • MSFT
  • GOOGL
  • VEU
  • AAPL
  • NVDA
  • BRK-B
  • APH
Howland Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 2.54 Billion
Stocks 274
Filing on Oct 28, 2025 Q3 2025

Valued Wealth Advisors LLC

  • DFAU
  • DFAI
  • AVUV
  • DFSD
  • AVDV
  • AVEM
  • AVLV
Valued Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 216 Billion
Stocks 627
Filing on Oct 28, 2025 Q3 2025

Veritas Investment Partners (Uk) Ltd.

  • MSFT
  • MA
  • MMC
  • INTU
  • AMZN
  • TSCO
  • CDNS
Veritas Investment Partners (Uk) Ltd.'s Q3 2025 Portfolio
Portfolio Value 4.91 Billion
Stocks 52
Filing on Oct 28, 2025 Q3 2025

Gold Investment Management Ltd.

  • TSM
  • TSLA
  • MSFT
  • BNS
  • TD
  • RY
  • SU
Gold Investment Management Ltd.'s Q3 2025 Portfolio
Portfolio Value 298 Billion
Stocks 203
Filing on Oct 28, 2025 Q3 2025

Red Crane Wealth Management, LLC

  • SIXJ
  • SPYV
  • SGOV
  • SPYG
  • VOO
  • VO
  • KAPR
Red Crane Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 119 Billion
Stocks 66
Filing on Oct 28, 2025 Q3 2025

Acute Investment Advisory, LLC

  • TFLO
  • ICSH
  • EMR
  • QQQ
  • SPY
  • SPYV
  • SHV
Acute Investment Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 11.9 Million
Stocks 17
Filing on Oct 28, 2025 Q3 2025

Hartline Investment Corp

  • NVDA
  • BRK-A
  • FLOT
  • AAPL
  • MSFT
  • MRVL
  • GOOGL
Hartline Investment Corp's Q3 2025 Portfolio
Portfolio Value 928 Million
Stocks 114
Filing on Oct 28, 2025 Q3 2025

Qrg Capital Management, Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • AVGO
  • META
  • GOOGL
Qrg Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 8.25 Trillion
Stocks 1031
Filing on Oct 28, 2025 Q3 2025

Retirement Investment Advisors, Inc.

  • VUG
  • VTV
  • IEFA
  • BIV
  • IEMG
  • VBR
  • BNDX
Retirement Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.2 Trillion
Stocks 65
Filing on Oct 28, 2025 Q3 2025

Rather & Kittrell, Inc.

  • DFIC
  • DFCF
  • DFSD
  • DFAC
  • DFNM
  • DFEM
  • DFAR
Rather & Kittrell, Inc.'s Q3 2025 Portfolio
Portfolio Value 507 Million
Stocks 98
Filing on Oct 28, 2025 Q3 2025

Minich Mac Gregor Wealth Management, LLC

  • GLD
  • ITA
  • IYC
  • VWO
  • NVDA
  • IYF
  • SCHG
Minich Mac Gregor Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 484 Million
Stocks 140
Filing on Oct 28, 2025 Q3 2025

Waters Parkerson & Co., LLC

  • META
  • MSFT
  • JPM
  • V
  • HD
  • TMO
  • XOM
Waters Parkerson & Co., LLC's Q3 2025 Portfolio
Portfolio Value 1.97 Billion
Stocks 184
Filing on Oct 28, 2025 Q3 2025

Phoenix Wealth Advisors

  • JPST
  • VEA
  • ISCF
  • MSFT
  • JMST
  • GOVT
  • AAPL
Phoenix Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 254 Million
Stocks 131
Filing on Oct 28, 2025 Q3 2025

Evergreen Capital Management LLC

  • GS
  • MSFT
  • AAPL
  • IEI
  • COF
  • PCAR
  • NVDA
Evergreen Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 3.91 Billion
Stocks 1889
Filing on Oct 28, 2025 Q3 2025

Lodestar Private Asset Management LLC

  • IVV
  • QQQ
  • AAPL
  • QQQM
  • SCHD
  • SPAB
  • CWI
Lodestar Private Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 948 Million
Stocks 225
Filing on Oct 28, 2025 Q3 2025

Sterling Investment Advisors, Ltd.

  • AAPL
  • AMZN
  • NVDA
  • GOOGL
  • MSFT
  • KMI
  • GDX
Sterling Investment Advisors, Ltd.'s Q3 2025 Portfolio
Portfolio Value 457 Million
Stocks 203
Filing on Oct 28, 2025 Q3 2025

Ssi Investment Management LLC

  • IVV
  • LQD
  • VXUS
  • IYW
  • IEMG
  • JAAA
  • BUFR
Ssi Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 259 Million
Stocks 540
Filing on Oct 28, 2025 Q3 2025

Ampfield Management, L.P.

  • TDG
  • ESQ
  • FIVE
  • ROST
Ampfield Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 89.7 Million
Stocks 4