Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Oct 27, 2025 Q3 2025

Hoxton Planning & Management, LLC

  • IVV
  • IUSB
  • NVDA
  • IWR
  • SPY
  • AAPL
  • VOO
Hoxton Planning & Management, LLC's Q3 2025 Portfolio
Portfolio Value 300 Million
Stocks 217
Filing on Oct 27, 2025 Q3 2025

Obermeyer Wood Investment Counsel, Lllp

  • MSFT
  • QUAL
  • GOOG
  • VOO
  • AAPL
  • NVDA
  • TSM
Obermeyer Wood Investment Counsel, Lllp's Q3 2025 Portfolio
Portfolio Value 2.04 Billion
Stocks 295
Filing on Oct 27, 2025 Q3 2025

Canal Insurance CO

  • MSFT
  • NOC
  • ABBV
  • IBM
  • AVAV
  • DUK
  • CVX
Canal Insurance CO's Q3 2025 Portfolio
Portfolio Value 470 Million
Stocks 68
Filing on Oct 27, 2025 Q3 2025

Retirement Planning Group

  • VOO
  • FSMD
  • DIVO
  • FDVV
  • FRDM
  • FBND
  • NFLT
Retirement Planning Group's Q3 2025 Portfolio
Portfolio Value 2.04 Billion
Stocks 407
Filing on Oct 27, 2025 Q3 2025

Gwn Securities Inc.

  • IVV
  • AAPL
  • QQQ
  • SUB
  • ICSH
  • SPY
  • NVDA
Gwn Securities Inc.'s Q3 2025 Portfolio
Portfolio Value 432 Billion
Stocks 393
Filing on Oct 27, 2025 Q3 2025

Touchstone Capital, Inc.

  • IFRA
  • BIZD
  • NVDA
  • MSFT
  • AAPL
  • MNST
  • GNTX
Touchstone Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 167 Million
Stocks 49
Filing on Oct 27, 2025 Q3 2025

Mountain Hill Investment Partners Corp.

  • FBND
  • IVV
  • NVDA
  • UPS
  • PFF
  • AMZN
  • XLU
Mountain Hill Investment Partners Corp.'s Q3 2025 Portfolio
Portfolio Value 114 Billion
Stocks 220
Filing on Oct 27, 2025 Q3 2025

Kera Capital Partners, Inc.

  • NVDA
  • SPY
  • RSP
  • CGGR
  • CGDV
  • HOOD
  • COIN
Kera Capital Partners, Inc.'s Q3 2025 Portfolio
Portfolio Value 631 Million
Stocks 423
Filing on Oct 27, 2025 Q3 2025

Paul Damon & Associates, Inc.

  • QQQ
  • IWY
  • SPY
  • AMZN
  • SCHD
  • DGRW
  • BUFR
Paul Damon & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 209 Billion
Stocks 100
Filing on Oct 27, 2025 Q3 2025

Klingman & Associates, LLC

  • IVV
  • IJH
  • VTIP
  • SPY
  • IEFA
  • SPYG
  • AAPL
Klingman & Associates, LLC's Q3 2025 Portfolio
Portfolio Value 1.97 Billion
Stocks 319
Filing on Oct 27, 2025 Q3 2025

Robeco Schweiz Ag

  • A
  • NVT
  • FSLR
  • PWR
  • ADSK
  • XYL
  • WAT
Robeco Schweiz Ag's Q3 2025 Portfolio
Portfolio Value 3.88 Billion
Stocks 128
Filing on Oct 27, 2025 Q3 2025

Mackay Shields LLC

  • IAU
  • BTT
  • TALO
  • MHD
  • GPOR
  • NEA
  • NZF
Mackay Shields LLC's Q3 2025 Portfolio
Portfolio Value 399 Million
Stocks 354
Filing on Oct 27, 2025 Q3 2025

Exencial Wealth Advisors, LLC

  • AAPL
  • MSFT
  • VTV
  • RSP
  • GOOG
  • VBR
  • AMZN
Exencial Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 2.97 Billion
Stocks 528
Filing on Oct 27, 2025 Q3 2025

Clarity Asset Management, Inc.

  • AVSU
  • ESGV
  • AVSD
  • NUDM
  • ESGU
  • NULG
  • TSME
Clarity Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 178 Billion
Stocks 249
Filing on Oct 27, 2025 Q3 2025

Financial Synergies Wealth Advisors, Inc.

  • IVV
  • VUG
  • VO
  • VTV
  • EFV
  • VEA
  • EFG
Financial Synergies Wealth Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 988 Billion
Stocks 112
Filing on Oct 27, 2025 Q3 2025

Boothe Investment Group, Inc.

  • CTA
  • DBND
  • HEDJ
  • JMST
  • ASEA
  • ULTA
  • KGC
Boothe Investment Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 239 Million
Stocks 37
Filing on Oct 27, 2025 Q3 2025

Concurrent Investment Advisors, LLC

  • MSFT
  • AAPL
  • VOO
  • NVDA
  • SPY
  • QQQ
  • AMZN
Concurrent Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 5.83 Trillion
Stocks 1497