Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 23, 2025 Q3 2025

Chandler Asset Management, Inc.

  • BND
  • IVV
  • IJH
  • VB
  • VEA
  • VNQ
  • VTI
Chandler Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 609 Million
Stocks 22
Filing on Oct 23, 2025 Q3 2025

Core Wealth Management, Inc.

  • DFAC
  • DFAX
  • DFCF
  • DFAR
  • DFIP
  • DFNM
  • NEE
Core Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 311 Billion
Stocks 34
Filing on Oct 23, 2025 Q3 2025

Sound Financial Strategies Group, LLC

  • AGG
  • IEF
  • SGOV
  • VWO
  • TPIF
  • WWJD
  • SPLV
Sound Financial Strategies Group, LLC's Q3 2025 Portfolio
Portfolio Value 128 Million
Stocks 108
Filing on Oct 23, 2025 Q3 2025

Oak Family Advisors, LLC

  • SPY
  • TSM
  • QQQ
  • BA
  • QCOM
  • AZN
  • JPM
Oak Family Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 370 Million
Stocks 119
Filing on Oct 23, 2025 Q3 2025

Duncker Streett & CO Inc

  • AVGO
  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • MA
  • ABBV
Duncker Streett & CO Inc's Q3 2025 Portfolio
Portfolio Value 568 Million
Stocks 534
Filing on Oct 23, 2025 Q3 2025

Juniper Hill Capital Management LP

  • SPY
  • AGG
  • IEF
  • QQQ
Juniper Hill Capital Management LP's Q3 2025 Portfolio
Portfolio Value 423 Million
Stocks 4
Filing on Oct 23, 2025 Q3 2025

Spectrum Asset Management, Inc.

  • RSP
  • SCHV
  • DSEP
  • USMV
  • IAU
  • DMAR
  • ORCL
Spectrum Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 265 Million
Stocks 120
Filing on Oct 23, 2025 Q3 2025

Baker Ellis Asset Management LLC

  • VTI
  • BRK-B
  • MSFT
  • VGT
  • VYM
  • STRL
  • DISV
Baker Ellis Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 779 Million
Stocks 249
Filing on Oct 23, 2025 Q3 2025

G&S Capital LLC

  • SPY
  • SPTM
  • VTV
  • QQQ
  • BIL
  • MDY
  • IJR
G&S Capital LLC's Q3 2025 Portfolio
Portfolio Value 252 Million
Stocks 129
Filing on Oct 23, 2025 Q3 2025

Apex Wealth Management, LLC

  • SCHG
  • IVV
  • SHV
  • JMST
  • BND
  • VUG
  • VTI
Apex Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 140 Billion
Stocks 59
Filing on Oct 23, 2025 Q3 2025

Elk River Wealth Management, LLC

  • SDY
  • IJR
  • RSP
  • IVV
  • AVGO
  • JIRE
  • MSFT
Elk River Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 608 Million
Stocks 101
Filing on Oct 23, 2025 Q3 2025

Nestegg Advisors, Inc.

  • IWF
  • IWD
  • IJR
  • IBDV
  • RDVY
  • SCHG
  • VUG
Nestegg Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 113 Billion
Stocks 49
Filing on Oct 23, 2025 Q3 2025

Evolution Wealth Management Inc.

  • SFLR
  • PSFF
  • SPD
  • SPYC
  • SPLG
  • PSTP
  • OVL
Evolution Wealth Management Inc.'s Q3 2025 Portfolio
Portfolio Value 97.4 Billion
Stocks 591
Filing on Oct 23, 2025 Q3 2025

Wingate Wealth Advisors, Inc.

  • VTIP
  • BRK-B
  • FNDX
  • BND
  • FNDF
  • VIG
  • DGRW
Wingate Wealth Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 109
Filing on Oct 23, 2025 Q3 2025

Yardley Wealth Management LLC

  • DFAU
  • AVDE
  • FRDM
  • DFNM
  • DFIP
  • DFCF
  • DISV
Yardley Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 164 Million
Stocks 36
Filing on Oct 23, 2025 Q3 2025

Invested Advisors

  • AGG
  • SUB
  • ISTB
  • IVV
  • AAPL
  • MUB
  • MSFT
Invested Advisors's Q3 2025 Portfolio
Portfolio Value 68.7 Billion
Stocks 108
Filing on Oct 23, 2025 Q3 2025

Peregrine Capital Management LLC

  • AMZN
  • GOOGL
  • NET
  • ARES
  • NOW
  • CRWD
  • UBER
Peregrine Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 3.09 Billion
Stocks 338
Filing on Oct 23, 2025 Q3 2025

Argonautica Private Wealth Management, Inc

  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • AVGO
  • AMZN
  • ORCL
Argonautica Private Wealth Management, Inc's Q3 2025 Portfolio
Portfolio Value 343 Billion
Stocks 185