Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 27, 2025 Q3 2025

Meadow Creek Wealth Advisors LLC

  • IVV
  • SON
  • KO
  • NVDA
  • MSFT
  • AVGO
  • AAPL
Meadow Creek Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 145 Million
Stocks 137
Filing on Oct 27, 2025 Q3 2025

Arcadia Investment Management Corp

  • AVGO
  • NVDA
  • MSFT
  • PANW
  • AAPL
  • SYK
  • GOOGL
Arcadia Investment Management Corp's Q3 2025 Portfolio
Portfolio Value 645 Million
Stocks 256
Filing on Oct 27, 2025 Q3 2025

O'Dell Group, LLC

  • SPLG
  • DGRO
  • VTV
  • FDN
  • IEFA
  • IJR
  • SPY
O'Dell Group, LLC's Q3 2025 Portfolio
Portfolio Value 461 Million
Stocks 42
Filing on Oct 27, 2025 Q3 2025

Roof Eidam & Maycock

  • VEA
  • JQUA
  • VUG
  • JPST
  • VB
  • VIG
  • JSCP
Roof Eidam & Maycock's Q3 2025 Portfolio
Portfolio Value 401 Million
Stocks 127
Filing on Oct 27, 2025 Q3 2025

Holcombe Financial, Inc.

  • SCHO
  • AAPL
  • OVLH
  • SCHR
  • OVT
  • STIP
  • AVDE
Holcombe Financial, Inc.'s Q3 2025 Portfolio
Portfolio Value 143 Billion
Stocks 42
Filing on Oct 27, 2025 Q3 2025

Midwest Capital Advisors, LLC

  • SCHG
  • DYNF
  • QUAL
  • SPEM
  • OEF
  • IAU
  • TLH
Midwest Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 207 Billion
Stocks 211
Filing on Oct 27, 2025 Q3 2025

Moseley Investment Management Inc

  • AAPL
  • IBTI
  • IBTF
  • MSFT
  • AVGO
  • NVDA
  • BRK-B
Moseley Investment Management Inc's Q3 2025 Portfolio
Portfolio Value 317 Million
Stocks 176
Filing on Oct 27, 2025 Q3 2025

Capital City Trust CO

  • KO
  • AVGO
  • MSFT
  • AAPL
  • VOO
  • GOOGL
  • NVDA
Capital City Trust CO's Q3 2025 Portfolio
Portfolio Value 383 Million
Stocks 194
Filing on Oct 27, 2025 Q3 2025

Sage Private Wealth Group, LLC

  • DGRW
  • AIRR
  • IAU
  • DBMF
  • GLDM
  • FDT
  • NLR
Sage Private Wealth Group, LLC's Q3 2025 Portfolio
Portfolio Value 162 Million
Stocks 89
Filing on Oct 27, 2025 Q3 2025

One Day In July LLC

  • SPTI
  • VOO
  • VYM
  • VUG
  • SPTL
  • SPLG
  • QQQM
One Day In July LLC's Q3 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 137
Filing on Oct 27, 2025 Q3 2025

Vander Pol Investments L.L.C.

  • SCHX
  • SPY
  • SPY
  • SCHP
  • SCHZ
  • BCD
  • IDEV
Vander Pol Investments L.L.C.'s Q3 2025 Portfolio
Portfolio Value 57.7 Billion
Stocks 64
Filing on Oct 27, 2025 Q3 2025

Wealth Plan Partners, LLC

  • AAPL
  • BRK-B
  • NVDA
  • DGRO
  • BUFR
  • MSFT
  • IVV
Wealth Plan Partners, LLC's Q3 2025 Portfolio
Portfolio Value 591 Million
Stocks 289
Filing on Oct 27, 2025 Q3 2025

Japan Post Holdings Co., Ltd.

  • AFL
Japan Post Holdings Co., Ltd.'s Q3 2025 Portfolio
Portfolio Value 5.84 Trillion
Stocks 1
Filing on Oct 27, 2025 Q3 2025

Wealth Plan Investment Management, LLC

  • AAPL
  • VTI
  • BRK-B
  • NVDA
  • BIL
  • GOOG
  • IVV
Wealth Plan Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.38 Billion
Stocks 292
Filing on Oct 27, 2025 Q3 2025

Plan Group Financial, LLC

  • BRK-A
  • VOO
  • ACWI
  • COWZ
  • IWR
  • IJR
  • VTI
Plan Group Financial, LLC's Q3 2025 Portfolio
Portfolio Value 355 Million
Stocks 185
Filing on Oct 27, 2025 Q3 2025

Genworth Financial Inc

  • IVV
  • SPLV
Genworth Financial Inc's Q3 2025 Portfolio
Portfolio Value 437 Million
Stocks 2
Filing on Oct 27, 2025 Q3 2025

Brown Financial Advisory

  • SPLG
  • VB
  • IWB
  • SPDW
  • VONE
  • DFAR
  • IWF
Brown Financial Advisory's Q3 2025 Portfolio
Portfolio Value 171 Million
Stocks 55
Filing on Oct 27, 2025 Q3 2025

Schwab Charitable Fund

  • NVDA
  • ITOT
  • AJG
  • VT
  • RBLX
  • SCHK
  • META
Schwab Charitable Fund's Q3 2025 Portfolio
Portfolio Value 4.96 Billion
Stocks 41