Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 24, 2025 Q3 2025

Nixon Capital, LLC

  • UBER
  • NU
  • CCL
  • PYPL
  • SHOO
  • GTLS
  • OSW
Nixon Capital, LLC's Q3 2025 Portfolio
Portfolio Value 329 Billion
Stocks 25
Filing on Oct 24, 2025 Q3 2025

Mgo One Seven LLC

  • NVDA
  • AAPL
  • VOO
  • MSFT
  • AVGO
  • AMZN
  • JPM
Mgo One Seven LLC's Q3 2025 Portfolio
Portfolio Value 4.05 Billion
Stocks 1325
Filing on Oct 24, 2025 Q3 2025

Conestoga Capital Advisors, LLC

  • CWST
  • ROAD
  • DSGX
  • FSV
  • NOVT
  • STVN
  • BCPC
Conestoga Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 6.22 Billion
Stocks 122
Filing on Oct 24, 2025 Q3 2025

Meeder Asset Management Inc

  • MSFT
  • NVDA
  • BRK-B
  • AAPL
  • GOOG
  • META
  • EMB
Meeder Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 1.74 Billion
Stocks 1838
Filing on Oct 24, 2025 Q3 2025

Nexus Investment Management Ulc

  • JPM
  • GOOG
  • META
  • C
  • CSCO
  • AEP
  • MSFT
Nexus Investment Management Ulc's Q3 2025 Portfolio
Portfolio Value 683 Million
Stocks 70
Filing on Oct 24, 2025 Q3 2025

Elevate Wealth Advisory, Inc

  • ITOT
  • BSV
  • VGIT
  • DFIV
  • STIP
  • IEMG
  • AVDV
Elevate Wealth Advisory, Inc's Q3 2025 Portfolio
Portfolio Value 138 Billion
Stocks 121
Filing on Oct 24, 2025 Q3 2025

Citizens Financial Group Inc

  • VOO
  • AAPL
  • NVDA
  • MSFT
  • IVV
  • IJH
  • IEFA
Citizens Financial Group Inc's Q3 2025 Portfolio
Portfolio Value 7.13 Billion
Stocks 1007
Filing on Oct 24, 2025 Q3 2025

Alley Investment Management Company, LLC

  • JPM
  • MSFT
  • AAPL
  • GOOGL
  • PM
  • ABBV
  • AMP
Alley Investment Management Company, LLC's Q3 2025 Portfolio
Portfolio Value 834 Million
Stocks 88
Filing on Oct 24, 2025 Q3 2025

Williams Financial, LLC

  • SCHO
  • JPIE
  • SPYV
  • DBEF
  • IVV
  • AAPL
  • XOM
Williams Financial, LLC's Q3 2025 Portfolio
Portfolio Value 96.9 Million
Stocks 17
Filing on Oct 24, 2025 Q3 2025

Gibson Capital, LLC

  • VTI
  • VNQ
  • BRK-A
  • VV
  • DCO
  • IAU
  • DFAT
Gibson Capital, LLC's Q3 2025 Portfolio
Portfolio Value 508 Million
Stocks 133
Filing on Oct 24, 2025 Q3 2025

Meeder Advisory Services, Inc.

  • JMUB
  • IEFA
  • NVDA
  • AAPL
  • MSFT
  • IEMG
  • VEA
Meeder Advisory Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.15 Trillion
Stocks 624
Filing on Oct 24, 2025 Q3 2025

Sterneck Capital Management, LLC

  • AAPL
  • RSP
  • SPEM
  • JPIN
  • JPUS
  • GBIL
  • SPTM
Sterneck Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 209 Million
Stocks 106
Filing on Oct 24, 2025 Q3 2025

Panoramic Investment Advisors, LLC

  • SPLG
  • SCHV
  • VUG
  • SCHG
  • GOOG
  • ICSH
  • SCHD
Panoramic Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 178 Billion
Stocks 125
Filing on Oct 24, 2025 Q3 2025

Westwood Wealth Management

  • NVDA
  • META
  • GOOGL
  • QLD
  • AVGO
  • MSFT
  • AAPL
Westwood Wealth Management's Q3 2025 Portfolio
Portfolio Value 262 Million
Stocks 46
Filing on Oct 24, 2025 Q3 2025

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • MSFT
  • MA
  • GOOGL
  • INTU
  • AMZN
  • SYK
  • FISV
Loring Wolcott & Coolidge Fiduciary Advisors LLP's Q3 2025 Portfolio
Portfolio Value 11.2 Billion
Stocks 628
Filing on Oct 24, 2025 Q3 2025

Vantage Point Financial LLC

  • DFAC
  • DFIC
  • SPLG
  • DFSD
  • DFAX
  • DFUS
  • AAPL
Vantage Point Financial LLC's Q3 2025 Portfolio
Portfolio Value 258 Billion
Stocks 155
Filing on Oct 24, 2025 Q3 2025

Madden Advisory Services, Inc.

  • VOO
  • SCHB
  • VGT
  • VTV
  • EFA
  • IBDQ
  • MSFT
Madden Advisory Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 257 Million
Stocks 107
Filing on Oct 24, 2025 Q3 2025

Sovereign Investment Advisors, LLC

  • IVV
  • USMV
  • VNLA
  • IEFA
  • MPLX
  • JAAA
  • SPY
Sovereign Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 331 Million
Stocks 35