Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 27, 2025 Q3 2025

Pacific Life Fund Advisors LLC

  • IWD
  • IWP
  • IWN
  • IWS
  • AVIG
  • AVDE
  • VONG
Pacific Life Fund Advisors LLC's Q3 2025 Portfolio
Portfolio Value 975 Billion
Stocks 20
Filing on Oct 27, 2025 Q3 2025

Smith Shellnut Wilson LLC

  • VOO
  • IVV
  • ORCL
  • ITOT
  • QQQ
  • AGG
  • NOBL
Smith Shellnut Wilson LLC 's Q3 2025 Portfolio
Portfolio Value 257 Million
Stocks 143
Filing on Oct 27, 2025 Q3 2025

O'Connor Financial Group LLC

  • VOO
  • LDUR
  • BOND
  • AVUV
  • SPDW
  • TPIF
  • QQQ
O'Connor Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 238 Billion
Stocks 59
Filing on Oct 27, 2025 Q3 2025

Liberty One Investment Management, LLC

  • JNJ
  • CAH
  • LNT
  • SO
  • DUK
  • MCD
  • NOC
Liberty One Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.76 Billion
Stocks 143
Filing on Oct 27, 2025 Q3 2025

Fractal Investments LLC

  • MPLX
  • ET
  • PAA
  • WES
  • EPD
  • HESM
  • WMB
Fractal Investments LLC's Q3 2025 Portfolio
Portfolio Value 682 Million
Stocks 77
Filing on Oct 27, 2025 Q3 2025

Consolidated Planning Corp

  • AVUS
  • CGXU
  • HTAB
  • MGMT
  • DIVO
  • ZROZ
  • AAPL
Consolidated Planning Corp's Q3 2025 Portfolio
Portfolio Value 845 Million
Stocks 191
Filing on Oct 27, 2025 Q3 2025

Lighthouse Financial LLC

  • NVDA
  • VCSH
  • QQQ
  • IVV
  • JEPQ
  • VCLT
  • LQD
Lighthouse Financial LLC's Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 75
Filing on Oct 27, 2025 Q3 2025

Randolph CO Inc

  • AVGO
  • GLW
  • BX
  • CTAS
  • JPM
  • MSFT
  • GD
Randolph CO Inc's Q3 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 44
Filing on Oct 27, 2025 Q3 2025

Sippican Capital Advisors

  • TBBK
  • GE
  • TBK
  • NVR
  • XOM
  • ABBV
  • MMM
Sippican Capital Advisors's Q3 2025 Portfolio
Portfolio Value 139 Million
Stocks 114
Filing on Oct 27, 2025 Q3 2025

American Financial Advisors, LLC

  • QQQ
  • BRK-B
  • IWB
  • VIGI
  • SCHD
  • VBK
  • FTCS
American Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 742 Million
Stocks 158
Filing on Oct 27, 2025 Q3 2025

Qvr LLC

  • NVDA
  • PLTR
  • GOOG
  • SPY
  • TSLA
  • AMD
  • GOOGL
Qvr LLC's Q3 2025 Portfolio
Portfolio Value 827 Billion
Stocks 117
Filing on Oct 27, 2025 Q3 2025

First United Bank & Trust

  • QQQ
  • VTV
  • VOO
  • VUG
  • AAPL
  • DVY
  • MSFT
First United Bank & Trust's Q3 2025 Portfolio
Portfolio Value 294 Million
Stocks 584
Filing on Oct 27, 2025 Q3 2025

Financial Futures LTD Liability Co.

  • VCIT
  • SPHY
  • SPLG
  • VO
  • JEPI
  • AVUV
  • AVLV
Financial Futures LTD Liability Co.'s Q3 2025 Portfolio
Portfolio Value 187 Million
Stocks 68
Filing on Oct 27, 2025 Q3 2025

Bosman Wealth Management, LLC

  • PLTR
  • NVDA
  • GOOGL
  • CYBR
  • CRWD
  • MSFT
  • FTI
Bosman Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 42
Filing on Oct 27, 2025 Q3 2025

Grimes & Company, Inc.

  • IEFA
  • VB
  • SJNK
  • USHY
  • SPHY
  • IVV
  • XLK
Grimes & Company, Inc.'s Q3 2025 Portfolio
Portfolio Value 3.93 Billion
Stocks 517
Filing on Oct 27, 2025 Q3 2025

Decker Retirement Planning Inc.

  • SGOV
  • PLTR
  • APP
  • ESGU
  • COIN
  • VTI
  • XME
Decker Retirement Planning Inc.'s Q3 2025 Portfolio
Portfolio Value 182 Billion
Stocks 218
Filing on Oct 27, 2025 Q3 2025

Bogart Wealth, LLC

  • XOM
  • VOO
  • ACWI
  • JIRE
  • BND
  • CGDV
  • UITB
Bogart Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 2.46 Billion
Stocks 1529
Filing on Oct 27, 2025 Q3 2025

Fee Only Financial Planning, L.C.

  • VUG
  • VTV
  • VO
  • VB
  • VBR
  • VBK
  • VEU
Fee Only Financial Planning, L.C.'s Q3 2025 Portfolio
Portfolio Value 171 Billion
Stocks 42