Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Oct 27, 2025
Q3 2025
Hoxton Planning & Management, LLC
- IVV
- IUSB
- NVDA
- IWR
- SPY
- AAPL
- VOO
Filing on Oct 27, 2025
Q3 2025
Obermeyer Wood Investment Counsel, Lllp
- MSFT
- QUAL
- GOOG
- VOO
- AAPL
- NVDA
- TSM
Filing on Oct 27, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Retirement Planning Group
- VOO
- FSMD
- DIVO
- FDVV
- FRDM
- FBND
- NFLT
Filing on Oct 27, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Touchstone Capital, Inc.
- IFRA
- BIZD
- NVDA
- MSFT
- AAPL
- MNST
- GNTX
Filing on Oct 27, 2025
Q3 2025
Mountain Hill Investment Partners Corp.
- FBND
- IVV
- NVDA
- UPS
- PFF
- AMZN
- XLU
Filing on Oct 27, 2025
Q3 2025
Kera Capital Partners, Inc.
- NVDA
- SPY
- RSP
- CGGR
- CGDV
- HOOD
- COIN
Filing on Oct 27, 2025
Q3 2025
Paul Damon & Associates, Inc.
- QQQ
- IWY
- SPY
- AMZN
- SCHD
- DGRW
- BUFR
Filing on Oct 27, 2025
Q3 2025
Klingman & Associates, LLC
- IVV
- IJH
- VTIP
- SPY
- IEFA
- SPYG
- AAPL
Filing on Oct 27, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Filing on Oct 27, 2025
Q3 2025
Exencial Wealth Advisors, LLC
- AAPL
- MSFT
- VTV
- RSP
- GOOG
- VBR
- AMZN
Filing on Oct 27, 2025
Q3 2025
Clarity Asset Management, Inc.
- AVSU
- ESGV
- AVSD
- NUDM
- ESGU
- NULG
- TSME
Filing on Oct 27, 2025
Q3 2025
Financial Synergies Wealth Advisors, Inc.
- IVV
- VUG
- VO
- VTV
- EFV
- VEA
- EFG
Filing on Oct 27, 2025
Q3 2025
Boothe Investment Group, Inc.
- CTA
- DBND
- HEDJ
- JMST
- ASEA
- ULTA
- KGC
Filing on Oct 27, 2025
Q3 2025
Concurrent Investment Advisors, LLC
- MSFT
- AAPL
- VOO
- NVDA
- SPY
- QQQ
- AMZN
Filing on Oct 27, 2025
Q3 2025
Vivid Wealth Management, LLC
- IVV
- QQQ
- SGOV
- BIL
- VTV
- JEPI
- TSLA