Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 23, 2025 Q3 2025

Jgp Global Gestao De Recursos Ltda.

  • NGD
  • STNE
  • XP
  • NU
  • INCY
  • BGNE
  • LLY
Jgp Global Gestao De Recursos Ltda.'s Q3 2025 Portfolio
Portfolio Value 171 Million
Stocks 36
Filing on Oct 23, 2025 Q3 2025

Mainsail Financial Group, LLC

  • SPY
  • JVAL
  • FTSM
  • SCHG
  • RDVY
  • FTGC
  • COWZ
Mainsail Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 233 Billion
Stocks 61
Filing on Oct 23, 2025 Q3 2025

Clarity Wealth Advisors, LLC

  • AAPL
  • SPY
  • QQQ
  • VTI
  • VIG
  • DIA
  • IJH
Clarity Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 444 Million
Stocks 99
Filing on Oct 23, 2025 Q3 2025

Seamount Financial Group Inc

  • AAPL
  • AMZN
  • JQUA
  • CGDV
  • VTI
  • BRK-B
  • VIG
Seamount Financial Group Inc's Q3 2025 Portfolio
Portfolio Value 212 Billion
Stocks 134
Filing on Oct 23, 2025 Q3 2025

Trueblood Wealth Management, LLC

  • JPM
  • AAPL
  • MSFT
  • RSP
  • ORCL
  • NVDA
  • RDVI
Trueblood Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 256 Billion
Stocks 254
Filing on Oct 23, 2025 Q3 2025

Valmark Advisers, Inc.

  • VEA
  • SPYG
  • SPYV
  • SPMD
  • VOO
  • VTIP
  • SPSB
Valmark Advisers, Inc.'s Q3 2025 Portfolio
Portfolio Value 7.6 Billion
Stocks 646
Filing on Oct 23, 2025 Q3 2025

Tarbox Family Office, Inc.

  • IVV
  • IJH
  • AVEM
  • IEFA
  • JCPB
  • IWM
  • AVDE
Tarbox Family Office, Inc.'s Q3 2025 Portfolio
Portfolio Value 675 Million
Stocks 114
Filing on Oct 23, 2025 Q3 2025

Simpli Fi, Inc.

  • SPY
  • IEF
  • BOND
  • QEFA
  • IWM
  • SPSB
  • RSP
Simpli Fi, Inc.'s Q3 2025 Portfolio
Portfolio Value 181 Million
Stocks 44
Filing on Oct 23, 2025 Q3 2025

Fingerlakes Wealth Management, Inc.

  • MGK
  • QQQ
  • AAPL
  • SCHG
  • XLK
  • MGV
  • VGT
Fingerlakes Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 153 Million
Stocks 98
Filing on Oct 23, 2025 Q3 2025

Sterling Financial Planning, Inc.

  • IAU
  • IJJ
  • IVW
  • IJT
  • IJK
  • DFIV
  • FNDX
Sterling Financial Planning, Inc.'s Q3 2025 Portfolio
Portfolio Value 306 Million
Stocks 116
Filing on Oct 23, 2025 Q3 2025

Morton Capital Management Llc/Ca

  • OUNZ
  • USFR
  • DFAX
  • DFAC
  • HAP
  • MSFT
  • AAPL
Morton Capital Management Llc/Ca's Q3 2025 Portfolio
Portfolio Value 609 Billion
Stocks 131
Filing on Oct 23, 2025 Q3 2025

Jessup Wealth Management, Inc

  • AMZN
  • NVDA
  • AAPL
  • GOOGL
  • BABA
  • AMD
  • JNK
Jessup Wealth Management, Inc's Q3 2025 Portfolio
Portfolio Value 269 Billion
Stocks 80
Filing on Oct 23, 2025 Q3 2025

Narwhal Capital Management

  • IVV
  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • IAU
  • AMZN
Narwhal Capital Management's Q3 2025 Portfolio
Portfolio Value 1.3 Billion
Stocks 164
Filing on Oct 23, 2025 Q3 2025

Austin Asset Management CO Inc

  • DFAC
  • DFUS
  • NVDA
  • DFAS
  • STIP
  • VNQ
  • DFUV
Austin Asset Management CO Inc's Q3 2025 Portfolio
Portfolio Value 508 Million
Stocks 74
Filing on Oct 23, 2025 Q3 2025

Kesler, Norman & Wride, LLC

  • KR
  • SPY
  • MSFT
  • AAPL
  • NVDA
  • AVGO
  • COST
Kesler, Norman & Wride, LLC's Q3 2025 Portfolio
Portfolio Value 529 Million
Stocks 219
Filing on Oct 23, 2025 Q3 2025

Farnam Financial LLC

  • SCHX
  • VTI
  • SGOV
  • AAPL
  • VEA
  • VOO
  • SCHB
Farnam Financial LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 51
Filing on Oct 23, 2025 Q3 2025

Madden Securities Corp

  • MSTR
  • NVDA
  • JEPQ
  • AMZN
  • SCHD
  • AAPL
  • SCHG
Madden Securities Corp's Q3 2025 Portfolio
Portfolio Value 223 Million
Stocks 112
Filing on Oct 23, 2025 Q3 2025

Comprehensive Money Management Services LLC

  • VTIP
  • VNQI
  • VPU
  • ICSH
  • VTI
  • VWOB
  • VEA
Comprehensive Money Management Services LLC's Q3 2025 Portfolio
Portfolio Value 133 Million
Stocks 186