Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 24, 2025 Q3 2025

Solidarilty Wealth, LLC

  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • ALSN
  • BRK-B
  • NRP
Solidarilty Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 464 Million
Stocks 81
Filing on Oct 24, 2025 Q3 2025

Winthrop Advisory Group LLC

  • ITOT
  • IVV
  • IWB
  • QQQ
  • ACWX
  • VTI
  • ICSH
Winthrop Advisory Group LLC's Q3 2025 Portfolio
Portfolio Value 1.14 Billion
Stocks 191
Filing on Oct 24, 2025 Q3 2025

Equita Financial Network, Inc.

  • VTI
  • VEA
  • DFSV
  • VCIT
  • DISV
  • DFEM
  • SPTI
Equita Financial Network, Inc.'s Q3 2025 Portfolio
Portfolio Value 262 Million
Stocks 91
Filing on Oct 24, 2025 Q3 2025

Associated Banc Corp

  • MSFT
  • NVDA
  • GOOGL
  • AAPL
  • JPM
  • AMZN
  • PM
Associated Banc Corp's Q3 2025 Portfolio
Portfolio Value 3.64 Billion
Stocks 340
Filing on Oct 24, 2025 Q3 2025

Phil A. Younker & Associates, Ltd.

  • SCHZ
  • SCHB
  • SGOV
  • GAL
  • SCHO
  • AOR
  • SCHD
Phil A. Younker & Associates, Ltd.'s Q3 2025 Portfolio
Portfolio Value 131 Billion
Stocks 33
Filing on Oct 24, 2025 Q3 2025

Forum Financial Management, LP

  • DFAC
  • TLH
  • DFAT
  • DFEM
  • DFIC
  • DUHP
  • DISV
Forum Financial Management, LP's Q3 2025 Portfolio
Portfolio Value 6.44 Billion
Stocks 1113
Filing on Oct 24, 2025 Q3 2025

Tandem Investment Partners LLC

  • SPY
  • SPLG
  • VXUS
  • VGT
  • COWZ
  • VTI
  • MDY
Tandem Investment Partners LLC's Q3 2025 Portfolio
Portfolio Value 122 Billion
Stocks 69
Filing on Oct 24, 2025 Q3 2025

Cgc Financial Services, LLC

  • SCHD
  • IVW
  • QUAL
  • IJH
  • JMEE
  • IMTM
  • IWY
Cgc Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 363 Billion
Stocks 343
Filing on Oct 24, 2025 Q3 2025

Phillips Financial Management, LLC

  • IVV
  • DFCF
  • DFIC
  • DFSD
  • IJH
  • DUHP
  • DFAT
Phillips Financial Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 305
Filing on Oct 24, 2025 Q3 2025

Ball & CO Wealth Management Inc.

  • IWF
  • GLD
  • VIG
  • AMLP
  • LQD
  • CGDV
  • USMV
Ball & CO Wealth Management Inc.'s Q3 2025 Portfolio
Portfolio Value 150 Million
Stocks 89
Filing on Oct 24, 2025 Q3 2025

Hemington Wealth Management

  • DFCF
  • DFAU
  • DFAI
  • VTI
  • DFIP
  • AAPL
  • DFSD
Hemington Wealth Management's Q3 2025 Portfolio
Portfolio Value 769 Million
Stocks 1727
Filing on Oct 24, 2025 Q3 2025

Avion Wealth

  • VUSB
  • VEA
  • VOO
  • BNDX
  • VOE
  • VEU
  • VYM
Avion Wealth's Q3 2025 Portfolio
Portfolio Value 466 Million
Stocks 1526
Filing on Oct 24, 2025 Q3 2025

R. W. Roge & Company, Inc.

  • VOO
  • VUG
  • VTV
  • GLDM
  • SCHX
  • VGIT
  • DFAI
R. W. Roge & Company, Inc.'s Q3 2025 Portfolio
Portfolio Value 195 Million
Stocks 57
Filing on Oct 24, 2025 Q3 2025

Liquid Strategies, LLC

  • VOO
  • VCSH
  • AGG
  • MUB
  • IEFA
  • IJR
  • IEMG
Liquid Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 485 Million
Stocks 7
Filing on Oct 24, 2025 Q3 2025

Cross Staff Investments Inc

  • AAPL
  • BRK-B
  • BX
  • AMZN
  • MSFT
  • GOOGL
  • CAT
Cross Staff Investments Inc's Q3 2025 Portfolio
Portfolio Value 139 Million
Stocks 126
Filing on Oct 24, 2025 Q3 2025

Mirae Asset Securities (Usa) Inc.

  • SPY
  • QQQ
  • IWM
  • XBI
  • XRT
  • XLI
  • DIA
Mirae Asset Securities (Usa) Inc.'s Q3 2025 Portfolio
Portfolio Value 3.28 Trillion
Stocks 151
Filing on Oct 24, 2025 Q3 2025

Steele Capital Management, Inc.

  • IVV
  • FNDX
  • SCHF
  • VOO
  • QQQ
  • VEA
  • SCHX
Steele Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.25 Trillion
Stocks 82
Filing on Oct 24, 2025 Q3 2025

Fairfield Financial Advisors, LTD

  • QQQ
  • XLK
  • GOOGL
  • AAPL
  • AMZN
  • BRK-B
  • LLY
Fairfield Financial Advisors, LTD's Q3 2025 Portfolio
Portfolio Value 297 Billion
Stocks 72