Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 27, 2025 Q3 2025

Sumitomo Mitsui Trust Holdings, Inc.

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • TSLA
Sumitomo Mitsui Trust Holdings, Inc.'s Q3 2025 Portfolio
Portfolio Value 168 Billion
Stocks 1050
Filing on Oct 27, 2025 Q3 2025

Cornell Pochily Investment Advisors, Inc.

  • AAPL
  • NVDA
  • ITOT
  • SPY
  • MSFT
  • BRK-A
  • TMP
Cornell Pochily Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 177
Filing on Oct 27, 2025 Q3 2025

Roger Wittlin Investment Advisory, LLC

  • VTI
  • IVV
  • ITOT
  • SCHB
  • LONZ
  • SPY
  • VLU
Roger Wittlin Investment Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 178 Million
Stocks 41
Filing on Oct 27, 2025 Q3 2025

Hippocratic Financial Advisors, LLC

  • IWB
  • BIL
  • DUHP
  • DFIC
  • DFAC
  • DFEM
  • DBND
Hippocratic Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 208 Billion
Stocks 27
Filing on Oct 24, 2025 Q3 2025

First Horizon Corp

  • SPY
  • AAPL
  • MSFT
  • EFA
  • JPM
  • VUG
  • AVGO
First Horizon Corp's Q3 2025 Portfolio
Portfolio Value 2.11 Billion
Stocks 1419
Filing on Oct 24, 2025 Q3 2025

Creekside Partners

  • SCHF
  • AAPL
  • SCHA
  • VO
  • SCHB
  • VB
  • VIG
Creekside Partners's Q3 2025 Portfolio
Portfolio Value 227 Billion
Stocks 172
Filing on Oct 24, 2025 Q3 2025

Mowery & Schoenfeld Wealth Management, LLC

  • FTEC
  • AAPL
  • DFAC
  • NVDA
  • MSFT
  • PRF
  • NOBL
Mowery & Schoenfeld Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 58.2 Billion
Stocks 383
Filing on Oct 24, 2025 Q3 2025

Lattice Capital Management, LLC

  • NVDA
  • AAPL
  • GOOGL
  • MSFT
  • PLTR
  • ISRG
  • AMZN
Lattice Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 97 Million
Stocks 23
Filing on Oct 24, 2025 Q3 2025

Elite Wealth Management, Inc.

  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • META
  • AAPL
  • PLTR
Elite Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 380 Million
Stocks 49
Filing on Oct 24, 2025 Q3 2025

Gradient Capital Advisors, LLC

  • IVV
  • AAPL
  • SPDW
  • VCSH
  • DFSD
  • SCHF
  • SCHM
Gradient Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 358 Million
Stocks 167
Filing on Oct 24, 2025 Q3 2025

Eliot Finkel Investment Counsel, LLC

  • ETN
  • GLW
  • DE
  • NSC
  • GD
  • AMGN
  • MCD
Eliot Finkel Investment Counsel, LLC's Q3 2025 Portfolio
Portfolio Value 166 Million
Stocks 33
Filing on Oct 24, 2025 Q3 2025

Vicus Capital

  • SPLG
  • IVV
  • IEFA
  • SPDW
  • IJH
  • IAUM
  • AGG
Vicus Capital's Q3 2025 Portfolio
Portfolio Value 1.28 Billion
Stocks 270
Filing on Oct 24, 2025 Q3 2025

Rebel Financial LLC

  • SPYV
  • SCHV
  • AGG
  • VUG
  • BIV
  • CGGR
  • IDEV
Rebel Financial LLC's Q3 2025 Portfolio
Portfolio Value 229 Billion
Stocks 62
Filing on Oct 24, 2025 Q3 2025

Columbia Advisory Partners LLC

  • DGRW
  • SCHD
  • USMF
  • JVAL
  • VOE
  • MTUM
  • DGRS
Columbia Advisory Partners LLC's Q3 2025 Portfolio
Portfolio Value 122 Million
Stocks 90
Filing on Oct 24, 2025 Q3 2025

Godsey & Gibb Associates

  • AVGO
  • ORCL
  • AAPL
  • GLW
  • MSFT
  • RTX
  • IBM
Godsey & Gibb Associates's Q3 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 375
Filing on Oct 24, 2025 Q3 2025

Pinnacle Bancorp, Inc.

  • BRK-A
  • VOO
  • MSFT
  • AAPL
  • BRK-B
  • IJH
  • IVV
Pinnacle Bancorp, Inc.'s Q3 2025 Portfolio
Portfolio Value 331 Million
Stocks 910
Filing on Oct 24, 2025 Q3 2025

Lederer & Associates Investment Counsel

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • META
  • AVGO
Lederer & Associates Investment Counsel's Q3 2025 Portfolio
Portfolio Value 154 Million
Stocks 85
Filing on Oct 24, 2025 Q3 2025

Toews Corp

  • IVV
  • USHY
  • JNK
  • SPHY
  • HYLB
  • VEA
  • FALN
Toews Corp 's Q3 2025 Portfolio
Portfolio Value 690 Million
Stocks 15