Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 24, 2025 Q3 2025

Oak Wealth Advisors LLC

  • AVDE
  • AVUS
  • IVV
  • DFAI
  • DFAU
  • AVEM
  • AVUV
Oak Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 172 Billion
Stocks 60
Filing on Oct 24, 2025 Q3 2025

Iridian Asset Management LLC

  • HLF
  • ACVA
  • TNL
  • ELV
  • RTO
  • LAD
  • POST
Iridian Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 239 Million
Stocks 43
Filing on Oct 24, 2025 Q3 2025

Morgan Rosel Wealth Management, LLC

  • VTI
  • SCHF
  • SPY
  • BOND
  • USMV
  • SCHE
  • VO
Morgan Rosel Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 366 Million
Stocks 108
Filing on Oct 24, 2025 Q3 2025

Summit Creek Advisors LLC

  • ADUS
  • ROAD
  • CWST
  • FSV
  • HQY
  • FIVE
  • WLDN
Summit Creek Advisors LLC's Q3 2025 Portfolio
Portfolio Value 677 Million
Stocks 69
Filing on Oct 24, 2025 Q3 2025

Corundum Trust Company, Inc

  • MMM
  • IJR
  • DVY
  • MSFT
  • IJK
  • IVV
  • IJJ
Corundum Trust Company, Inc's Q3 2025 Portfolio
Portfolio Value 46.1 Billion
Stocks 127
Filing on Oct 24, 2025 Q3 2025

Shore Point Advisors, LLC

  • JMOM
  • VTV
  • SCZ
  • IMTM
  • EES
  • FNDA
  • FNDC
Shore Point Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 72
Filing on Oct 24, 2025 Q3 2025

Evergreen Private Wealth LLC

  • GOOGL
  • AMAT
  • NFLX
  • QEFA
  • JPM
  • CHKP
  • MSFT
Evergreen Private Wealth LLC's Q3 2025 Portfolio
Portfolio Value 247 Billion
Stocks 240
Filing on Oct 24, 2025 Q3 2025

Continuum Wealth Advisors, LLC

  • AVUS
  • IVV
  • DFCF
  • GLDM
  • VEA
  • VOO
  • XLC
Continuum Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 192 Million
Stocks 69
Filing on Oct 24, 2025 Q3 2025

Aspiriant, LLC

  • IVV
  • IUSV
  • VBR
  • ACWV
  • VTEB
  • VIG
  • VOO
Aspiriant, LLC's Q3 2025 Portfolio
Portfolio Value 3.21 Billion
Stocks 297
Filing on Oct 24, 2025 Q3 2025

Towercrest Capital Management

  • IVV
  • SCHX
  • AGG
  • HYG
  • FLOT
  • SCHZ
  • IEFA
Towercrest Capital Management's Q3 2025 Portfolio
Portfolio Value 619 Million
Stocks 99
Filing on Oct 24, 2025 Q3 2025

Strategent Financial, LLC

  • VOO
  • JQUA
  • JPST
  • QQQ
  • QQQM
  • VEA
  • SDY
Strategent Financial, LLC's Q3 2025 Portfolio
Portfolio Value 140 Billion
Stocks 36
Filing on Oct 24, 2025 Q3 2025

Aegon Usa Investment Management, LLC

  • VTI
  • BND
  • SRLN
  • BKLN
  • VGSH
  • HFRO
  • HYG
Aegon Usa Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 106 Million
Stocks 44
Filing on Oct 24, 2025 Q3 2025

General Electric CO

  • HYLN
General Electric CO's Q3 2025 Portfolio
Portfolio Value 10.8 Million
Stocks 1
Filing on Oct 24, 2025 Q3 2025

Bristlecone Advisors, LLC

  • MSFT
  • IVV
  • NVDA
  • AAPL
  • SPDW
  • AGG
  • IJH
Bristlecone Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.17 Billion
Stocks 233
Filing on Oct 24, 2025 Q3 2025

New York State Teachers Retirement System

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
New York State Teachers Retirement System's Q3 2025 Portfolio
Portfolio Value 51.3 Billion
Stocks 1632
Filing on Oct 24, 2025 Q3 2025

Iron Financial, LLC

  • ISTB
  • AAPL
  • CME
  • VTI
  • SPTM
  • HTRB
  • SPY
Iron Financial, LLC's Q3 2025 Portfolio
Portfolio Value 205 Million
Stocks 139
Filing on Oct 24, 2025 Q3 2025

Macroview Investment Management LLC

  • SCHG
  • BMAR
  • PHYS
  • EFA
  • QQQ
  • GLD
  • IVV
Macroview Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 130 Million
Stocks 93
Filing on Oct 24, 2025 Q3 2025

Swmg, LLC

  • IVV
  • IVW
  • DYNF
  • SPSB
  • QUAL
  • IVE
  • EFV
Swmg, LLC's Q3 2025 Portfolio
Portfolio Value 304 Million
Stocks 110