Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Oct 28, 2025 Q3 2025

Journey Beyond Wealth, LLC

  • VOO
  • VEU
  • VXF
  • VEA
  • VUG
  • VTV
  • VWO
Journey Beyond Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 122 Billion
Stocks 30
Filing on Oct 28, 2025 Q3 2025

Csenge Advisory Group

  • SPY
  • FTSM
  • RSP
  • FDL
  • QQQ
  • RDVY
  • AAPL
Csenge Advisory Group's Q3 2025 Portfolio
Portfolio Value 2 Billion
Stocks 682
Filing on Oct 28, 2025 Q3 2025

Fischer Investment Strategies, LLC

  • SPMO
  • BUFD
  • BRK-B
  • DFIV
  • DISV
  • QTUM
  • QQQ
Fischer Investment Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 167 Billion
Stocks 33
Filing on Oct 28, 2025 Q3 2025

North Landing Financial Partners, LLC

  • IVV
  • IEFA
  • VTV
  • AGG
  • IEMG
  • VEA
  • VBR
North Landing Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 109 Million
Stocks 43
Filing on Oct 28, 2025 Q3 2025

Burrus Financial Services, Inc.

  • BND
  • VXUS
  • VTI
  • VFVA
  • BNDX
  • VB
  • MSFT
Burrus Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 218 Billion
Stocks 10
Filing on Oct 28, 2025 Q3 2025

Houlihan Financial Resource Group, Ltd.

  • SPY
  • IJR
  • GOOGL
  • VO
  • JPST
  • IVV
  • BSV
Houlihan Financial Resource Group, Ltd.'s Q3 2025 Portfolio
Portfolio Value 114 Million
Stocks 72
Filing on Oct 28, 2025 Q3 2025

Presper Financial Architects, LLC

  • FBND
  • XLK
  • KCE
  • IJH
  • EFA
  • QUS
  • IJR
Presper Financial Architects, LLC's Q3 2025 Portfolio
Portfolio Value 171 Million
Stocks 51
Filing on Oct 28, 2025 Q3 2025

Eulav Asset Management

  • HEI
  • TYL
  • MSCI
  • WCN
  • CTAS
  • CDNS
  • MPWR
Eulav Asset Management's Q3 2025 Portfolio
Portfolio Value 4.27 Billion
Stocks 154
Filing on Oct 28, 2025 Q3 2025

Montis Financial, LLC

  • VEA
  • FPEI
  • IEFA
  • VCSH
  • VYM
  • RSP
  • AAPL
Montis Financial, LLC's Q3 2025 Portfolio
Portfolio Value 430 Million
Stocks 153
Filing on Oct 28, 2025 Q3 2025

Wheelhouse Advisory Group LLC

  • VOOG
  • VOO
  • VHT
  • VV
  • MGK
  • VIG
  • VGT
Wheelhouse Advisory Group LLC's Q3 2025 Portfolio
Portfolio Value 232 Billion
Stocks 45
Filing on Oct 28, 2025 Q3 2025

Nwam LLC

  • MSFT
  • AAPL
  • NVDA
  • VUG
  • VTV
  • AMZN
  • AVGO
Nwam LLC's Q3 2025 Portfolio
Portfolio Value 1.34 Billion
Stocks 561
Filing on Oct 28, 2025 Q3 2025

Tkg Advisors, LLC

  • SPY
  • VTV
  • QQQ
  • NVDA
  • SPLV
  • MDY
  • IBM
Tkg Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 227 Million
Stocks 88
Filing on Oct 28, 2025 Q3 2025

Ritholtz Wealth Management

  • VTI
  • IVV
  • QQQ
  • STIP
  • FBND
  • AAPL
  • BND
Ritholtz Wealth Management's Q3 2025 Portfolio
Portfolio Value 5.05 Billion
Stocks 1042
Filing on Oct 28, 2025 Q3 2025

Private Harbour Investment Management & Counsel, LLC

  • IAU
  • NVDA
  • MSFT
  • SLV
  • XOM
  • AAPL
  • PDBC
Private Harbour Investment Management & Counsel, LLC's Q3 2025 Portfolio
Portfolio Value 94.9 Million
Stocks 39