Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 24, 2025 Q3 2025

Sachetta, LLC

  • IWB
  • QQQ
  • SPY
  • GNR
  • FBND
  • AAPL
  • IWR
Sachetta, LLC's Q3 2025 Portfolio
Portfolio Value 269 Billion
Stocks 1314
Filing on Oct 24, 2025 Q3 2025

Legacy Trust

  • AAPL
  • IVV
  • MSFT
  • NVDA
  • URI
  • PANW
  • GOOGL
Legacy Trust's Q3 2025 Portfolio
Portfolio Value 507 Billion
Stocks 188
Filing on Oct 24, 2025 Q3 2025

Clearview Wealth Advisors LLC

  • CGCP
  • SCHZ
  • CGDV
  • CGGR
  • JAAA
  • SPLG
  • SCHX
Clearview Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 150 Million
Stocks 102
Filing on Oct 24, 2025 Q3 2025

Redwood Wealth Management Group, LLC

  • MSFT
  • NVDA
  • IBM
  • AVGO
  • GOOG
  • IVW
  • AAPL
Redwood Wealth Management Group, LLC's Q3 2025 Portfolio
Portfolio Value 236 Billion
Stocks 179
Filing on Oct 24, 2025 Q3 2025

Philip James Wealth Mangement, LLC

  • BRK-B
  • XOM
  • OXYWS
  • QCOM
  • INTC
  • OXY
  • MRK
Philip James Wealth Mangement, LLC's Q3 2025 Portfolio
Portfolio Value 857 Billion
Stocks 177
Filing on Oct 24, 2025 Q3 2025

Tfc Financial Management

  • IVV
  • IDEV
  • SHY
  • JQUA
  • DFUV
  • IEMG
  • DFAT
Tfc Financial Management's Q3 2025 Portfolio
Portfolio Value 767 Million
Stocks 996
Filing on Oct 24, 2025 Q3 2025

Corda Investment Management, Llc.

  • AAPL
  • BK
  • CME
  • SCHW
  • GOOGL
  • WELL
  • UL
Corda Investment Management, Llc.'s Q3 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 80
Filing on Oct 24, 2025 Q3 2025

Miller Howard Investments Inc

  • MPLX
  • EPD
  • JNJ
  • ABBV
  • ET
  • ORI
  • CSCO
Miller Howard Investments Inc 's Q3 2025 Portfolio
Portfolio Value 3.16 Billion
Stocks 135
Filing on Oct 24, 2025 Q3 2025

Fairway Financial, LLC

  • VTI
  • SCHG
  • DGRO
  • SCHF
  • SCHD
  • RDVY
  • VBR
Fairway Financial, LLC's Q3 2025 Portfolio
Portfolio Value 127 Billion
Stocks 22
Filing on Oct 24, 2025 Q3 2025

Mount Vernon Associates Inc

  • AAPL
  • MSFT
  • GOOG
  • META
  • AMZN
  • COST
  • JPM
Mount Vernon Associates Inc 's Q3 2025 Portfolio
Portfolio Value 143 Million
Stocks 55
Filing on Oct 24, 2025 Q3 2025

Marmo Financial Group, LLC

  • SPY
  • VUG
  • MGV
  • QQQM
  • VBR
  • VFH
  • VCLT
Marmo Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 206 Billion
Stocks 31
Filing on Oct 24, 2025 Q3 2025

Purus Wealth Management, LLC

  • NVDA
  • AVGO
  • COST
  • AAPL
  • ISRG
  • AMZN
  • WM
Purus Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 297 Million
Stocks 144
Filing on Oct 24, 2025 Q3 2025

Silver Oak Wealth Management LLC

  • VOO
  • IVW
  • VO
  • SPYG
  • IJR
  • VEA
  • SPYV
Silver Oak Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 593 Billion
Stocks 114
Filing on Oct 24, 2025 Q3 2025

Acorn Financial Advisory Services Inc

  • VOO
  • AGG
  • VEA
  • VB
  • IAU
  • SPTS
  • VUG
Acorn Financial Advisory Services Inc 's Q3 2025 Portfolio
Portfolio Value 538 Million
Stocks 207
Filing on Oct 24, 2025 Q3 2025

Hidden Cove Wealth Management, LLC

  • IWY
  • SCHD
  • JAAA
  • VNLA
  • AAPL
  • U
  • NVDA
Hidden Cove Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 90
Filing on Oct 24, 2025 Q3 2025

Sonoma Allocations LLC

  • IVV
  • IWF
  • UJAN
  • AAAU
  • FBND
  • QQQ
  • DBEZ
Sonoma Allocations LLC's Q3 2025 Portfolio
Portfolio Value 275 Billion
Stocks 137
Filing on Oct 24, 2025 Q3 2025

Colony Family Offices, LLC

  • DFUS
  • IEFA
  • IJR
  • VWO
  • VTEB
  • DFAE
  • GUNR
Colony Family Offices, LLC's Q3 2025 Portfolio
Portfolio Value 358 Million
Stocks 68
Filing on Oct 24, 2025 Q3 2025

Mine & Arao Wealth Creation & Management, Llc.

  • QQQ
  • SPY
  • DIA
  • AAPL
  • NVDA
  • AMZN
  • GOOG
Mine & Arao Wealth Creation & Management, Llc.'s Q3 2025 Portfolio
Portfolio Value 245 Million
Stocks 77