Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 28, 2025 Q3 2025

Peoples Financial Services Corp.

  • AAPL
  • MSFT
  • AVGO
  • LLY
  • PFIS
  • AMZN
  • MCD
Peoples Financial Services Corp.'s Q3 2025 Portfolio
Portfolio Value 219 Million
Stocks 396
Filing on Oct 28, 2025 Q3 2025

Gould Asset Management LLC

  • SPY
  • VGSH
  • STIP
  • TLT
  • VCSH
  • BAB
  • IVV
Gould Asset Management LLC 's Q3 2025 Portfolio
Portfolio Value 534 Million
Stocks 170
Filing on Oct 28, 2025 Q3 2025

Baron Silver Stevens Financial Advisors, LLC

  • IVV
  • IWF
  • VTV
  • VTI
  • AGG
  • VIG
  • BND
Baron Silver Stevens Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 674 Million
Stocks 146
Filing on Oct 28, 2025 Q3 2025

Nalanda India Equity Fund LTD

  • G
Nalanda India Equity Fund LTD's Q3 2025 Portfolio
Portfolio Value 531 Million
Stocks 1
Filing on Oct 28, 2025 Q3 2025

Mascoma Wealth Management LLC

  • IVV
  • AGG
  • FBND
  • VEA
  • JCPB
  • JPST
  • SHV
Mascoma Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 437 Million
Stocks 457
Filing on Oct 28, 2025 Q3 2025

Mas Advisors LLC

  • IVV
  • BND
  • IEI
  • SCHD
  • SPMO
  • VMBS
  • XLK
Mas Advisors LLC's Q3 2025 Portfolio
Portfolio Value 61 Million
Stocks 67
Filing on Oct 28, 2025 Q3 2025

Belfer Management LLC

  • CPNG
  • GLD
  • LMT
  • WES
  • MPLX
  • ET
  • AVTR
Belfer Management LLC's Q3 2025 Portfolio
Portfolio Value 7.2 Billion
Stocks 19
Filing on Oct 28, 2025 Q3 2025

Wood Trust Financial Corp

  • EFA
  • VWO
  • MSFT
  • VOT
  • VOE
  • BRK-B
  • IWO
Wood Trust Financial Corp's Q3 2025 Portfolio
Portfolio Value 840 Million
Stocks 252
Filing on Oct 28, 2025 Q3 2025

Kuhn & CO Investment Counsel

  • FNDF
  • NVDA
  • CGGR
  • VTV
  • AAPL
  • VUG
  • CGDV
Kuhn & CO Investment Counsel's Q3 2025 Portfolio
Portfolio Value 126 Billion
Stocks 126
Filing on Oct 28, 2025 Q3 2025

Reliant Investment Partners, LLC

  • NVDA
  • DUK
  • TFC
  • VOO
  • AAPL
  • APP
  • MSFT
Reliant Investment Partners, LLC's Q3 2025 Portfolio
Portfolio Value 128 Billion
Stocks 108
Filing on Oct 28, 2025 Q3 2025

Mainsail Asset Management, LLC

  • VUG
  • VTV
  • CTAS
  • MINT
  • ICSH
  • VBR
  • AAPL
Mainsail Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 228 Billion
Stocks 91
Filing on Oct 28, 2025 Q3 2025

Insight Inv LLC

  • AAPL
  • MSFT
  • GOOGL
  • ORCL
  • RDVY
  • IBM
  • JPM
Insight Inv LLC's Q3 2025 Portfolio
Portfolio Value 169 Million
Stocks 112
Filing on Oct 28, 2025 Q3 2025

Asr Vermogensbeheer N.V.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • AVGO
  • META
Asr Vermogensbeheer N.V.'s Q3 2025 Portfolio
Portfolio Value 8.24 Trillion
Stocks 552
Filing on Oct 28, 2025 Q3 2025

D. Scott Neal, Inc.

  • GLD
  • QQQ
  • XLC
  • UNM
  • AJG
  • FLEX
  • KLAC
D. Scott Neal, Inc.'s Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 66
Filing on Oct 28, 2025 Q3 2025

Great Point Wealth Advisors, LLC

  • AVUS
  • DFAI
  • JPST
  • DFAE
  • BFAM
  • HTRB
  • AVUV
Great Point Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 497 Million
Stocks 64
Filing on Oct 28, 2025 Q3 2025

Portland Financial Advisors Inc

  • VO
  • USFR
  • STIP
  • SPY
  • OHI
  • VYM
  • ACWV
Portland Financial Advisors Inc's Q3 2025 Portfolio
Portfolio Value 46.9 Billion
Stocks 78
Filing on Oct 28, 2025 Q3 2025

Mba Advisors LLC

  • BIV
  • IQLT
  • SCHX
  • SCHG
  • DGRW
  • IAU
  • SHY
Mba Advisors LLC's Q3 2025 Portfolio
Portfolio Value 231 Million
Stocks 142
Filing on Oct 28, 2025 Q3 2025

Figure 8 Investment Strategies LLC

  • MSFT
  • AAPL
  • GOOGL
  • TSM
  • TT
  • TJX
  • COST
Figure 8 Investment Strategies LLC's Q3 2025 Portfolio
Portfolio Value 112 Billion
Stocks 59