Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 24, 2025 Q3 2025

Atlantic Edge Private Wealth Management, LLC

  • IEFA
  • JAAA
  • IJH
  • MINT
  • IVV
  • MDY
  • UITB
Atlantic Edge Private Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 389 Billion
Stocks 542
Filing on Oct 24, 2025 Q3 2025

Arkansas Financial Group, Inc.

  • DIA
  • IJH
  • VO
  • IVV
  • SPSB
  • QQQ
  • IGSB
Arkansas Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 671 Million
Stocks 93
Filing on Oct 24, 2025 Q3 2025

Reliant Investment Management, LLC

  • AVGO
  • GOOGL
  • AAPL
  • PWR
  • ORCL
  • APH
  • AXP
Reliant Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 249 Million
Stocks 59
Filing on Oct 24, 2025 Q3 2025

Washington Trust Bank

  • MSFT
  • DFAS
  • DFAE
  • PCAR
  • AAPL
  • NVDA
  • DFIV
Washington Trust Bank's Q3 2025 Portfolio
Portfolio Value 1.35 Billion
Stocks 342
Filing on Oct 24, 2025 Q3 2025

Citizens & Northern Corp

  • VONG
  • IGE
  • FREL
  • IEMG
  • IJH
  • NVDA
  • MSFT
Citizens & Northern Corp's Q3 2025 Portfolio
Portfolio Value 395 Million
Stocks 121
Filing on Oct 24, 2025 Q3 2025

Opal Wealth Advisors, LLC

  • PVAL
  • LRGE
  • VBR
  • ISTB
  • AAPL
  • JMST
  • XLI
Opal Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 347 Million
Stocks 195
Filing on Oct 24, 2025 Q3 2025

Berkshire Bank

  • SPY
  • IEFA
  • JPST
  • IEI
  • MSFT
  • AAPL
  • NVDA
Berkshire Bank's Q3 2025 Portfolio
Portfolio Value 448 Million
Stocks 262
Filing on Oct 24, 2025 Q3 2025

Nationwide Fund Advisors

  • IVV
  • JEPI
  • IEFA
  • IEMG
  • IJR
  • IEF
  • TLT
Nationwide Fund Advisors's Q3 2025 Portfolio
Portfolio Value 1.77 Billion
Stocks 10
Filing on Oct 24, 2025 Q3 2025

Deltec Asset Management LLC

  • GOOGL
  • AMZN
  • OCUL
  • MSFT
  • NVDA
  • AVGO
  • META
Deltec Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 549 Million
Stocks 206
Filing on Oct 24, 2025 Q3 2025

Yoffe Investment Management, LLC

  • VB
  • IBM
  • VTI
  • MSFT
  • WMT
  • JPM
  • HON
Yoffe Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 76.9 Billion
Stocks 114
Filing on Oct 24, 2025 Q3 2025

Cedar Mountain Advisors, LLC

  • IWF
  • IWD
  • IWP
  • IWS
  • IJR
  • QQQ
  • SPSB
Cedar Mountain Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 503 Million
Stocks 693
Filing on Oct 24, 2025 Q3 2025

Freedom Day Solutions, LLC

  • MBOX
  • SPTM
  • AAPL
  • USRT
  • VXUS
  • PFF
  • MSFT
Freedom Day Solutions, LLC's Q3 2025 Portfolio
Portfolio Value 363 Million
Stocks 96
Filing on Oct 24, 2025 Q3 2025

Covenant Partners, LLC

  • IWF
  • IWD
  • EFV
  • EFG
  • IWS
  • IWO
  • MSFT
Covenant Partners, LLC's Q3 2025 Portfolio
Portfolio Value 345 Million
Stocks 135
Filing on Oct 24, 2025 Q3 2025

Axis Wealth Partners, LLC

  • VOO
  • DGRW
  • FBND
  • VYMI
  • SCHD
  • AAPL
  • VUG
Axis Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 171 Billion
Stocks 192
Filing on Oct 24, 2025 Q3 2025

Bayforest Capital LTD

  • SEDG
  • PTON
  • CCI
  • CRUS
  • MRCY
  • DLTR
  • HUM
Bayforest Capital LTD's Q3 2025 Portfolio
Portfolio Value 210 Billion
Stocks 717
Filing on Oct 24, 2025 Q3 2025

One Degree Advisors Inc

  • DFAC
  • VTI
  • DFIC
  • VEA
  • DFSD
  • DFCF
  • SGOV
One Degree Advisors Inc's Q3 2025 Portfolio
Portfolio Value 326 Million
Stocks 68
Filing on Oct 24, 2025 Q3 2025

Trilogy Capital Inc.

  • VTI
  • QQQ
  • DLN
  • IVV
  • XLK
  • VEA
  • USIG
Trilogy Capital Inc.'s Q3 2025 Portfolio
Portfolio Value 2.15 Billion
Stocks 388
Filing on Oct 24, 2025 Q3 2025

Culbertson A N & CO Inc

  • BRK-B
  • AAPL
  • MSFT
  • JPM
  • GS
  • ORCL
  • CAT
Culbertson A N & CO Inc's Q3 2025 Portfolio
Portfolio Value 695 Million
Stocks 128