Latest 13F Filings: The Latest Updates from Institutional Investors
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
Filing on Oct 27, 2025
Q3 2025
Pb Mares Wealth Management LLC
- DFUS
- DFCF
- DFAU
- DFAC
- DFAI
- DFAT
- DFNM
Filing on Oct 27, 2025
Q3 2025
Unified Investment Management
- GPC
- IGSB
- VNLA
- MSFT
- NVDA
- NEAR
- GVI
Filing on Oct 27, 2025
Q3 2025
Td Private Client Wealth LLC
- SPLG
- IEFA
- SPY
- VMBS
- GOVT
- DGRO
- VOOG
Filing on Oct 27, 2025
Q3 2025
Primoris Wealth Advisors, LLC
- FTEC
- VOO
- META
- FBND
- AAPL
- IWM
- PLTR
Filing on Oct 27, 2025
Q3 2025
Financial Network Wealth Advisors LLC
- BUFR
- SPYG
- AAPL
- BIL
- SPDW
- BUFF
- MSFT
Filing on Oct 27, 2025
Q3 2025
Pacific Life Fund Advisors LLC
- IWD
- IWP
- IWN
- IWS
- AVIG
- AVDE
- VONG
Filing on Oct 27, 2025
Q3 2025
Smith Shellnut Wilson LLC
- VOO
- IVV
- ORCL
- ITOT
- QQQ
- AGG
- NOBL