Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 23, 2025 Q3 2025

Palouse Capital Management, Inc.

  • MSFT
  • NTAP
  • BIL
  • BKR
  • UNH
  • HBAN
  • C
Palouse Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 148 Million
Stocks 134
Filing on Oct 23, 2025 Q3 2025

Trevian Wealth Management LLC

  • VOO
  • ITOT
  • NBN
  • VXF
  • VTI
  • VWO
  • VEA
Trevian Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 186 Million
Stocks 40
Filing on Oct 23, 2025 Q3 2025

Sage Financial Management Group, Inc.

  • IVV
  • BIV
  • VEU
  • SCHX
  • BSV
  • SPYG
  • VCSH
Sage Financial Management Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 313 Million
Stocks 56
Filing on Oct 23, 2025 Q3 2025

Landmark Wealth Management, LLC

  • VOO
  • NOBL
  • HFXI
  • VIGI
  • JCPB
  • IJR
  • TOTR
Landmark Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 85
Filing on Oct 23, 2025 Q3 2025

Summit Place Financial Advisors, LLC

  • NVDA
  • AAPL
  • MSFT
  • IAU
  • USDU
  • NFLX
  • RTX
Summit Place Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 197 Million
Stocks 101
Filing on Oct 23, 2025 Q3 2025

Abbington Investment Group

  • CTA
  • GDXJ
  • CCJ
  • FNDC
  • FNDE
  • PSLV
  • KMLM
Abbington Investment Group's Q3 2025 Portfolio
Portfolio Value 117 Billion
Stocks 48
Filing on Oct 23, 2025 Q3 2025

Ramiah Investment Group

  • SPY
  • VTI
  • QQQ
  • VB
  • VOOV
  • VEU
  • BND
Ramiah Investment Group's Q3 2025 Portfolio
Portfolio Value 101 Billion
Stocks 34
Filing on Oct 23, 2025 Q3 2025

Summit Wealth Group, LLC

  • VOO
  • BND
  • IGIB
  • VEA
  • VXF
  • BNDX
  • DFAC
Summit Wealth Group, LLC's Q3 2025 Portfolio
Portfolio Value 398 Million
Stocks 111
Filing on Oct 23, 2025 Q3 2025

Bkm Wealth Management, LLC

  • IVE
  • MSFT
  • AAPL
  • VEA
  • IVW
  • DEUS
  • QQQ
Bkm Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 271 Billion
Stocks 155
Filing on Oct 23, 2025 Q3 2025

Steinberganna Wealth Management

  • ITOT
  • QQQ
  • SPY
  • AAPL
  • IYY
  • RSP
  • IMCG
Steinberganna Wealth Management's Q3 2025 Portfolio
Portfolio Value 213 Billion
Stocks 133
Filing on Oct 23, 2025 Q3 2025

Steigerwald, Gordon & Koch Inc.

  • AAPL
  • MSFT
  • JPM
  • RTX
  • DKS
  • WMT
  • MCK
Steigerwald, Gordon & Koch Inc.'s Q3 2025 Portfolio
Portfolio Value 977 Million
Stocks 823
Filing on Oct 23, 2025 Q3 2025

Hs Management Partners, LLC

  • GOOG
  • DIS
  • PYPL
  • AMZN
  • MSFT
  • UBER
  • DKS
Hs Management Partners, LLC's Q3 2025 Portfolio
Portfolio Value 746 Million
Stocks 25
Filing on Oct 23, 2025 Q3 2025

Silver Oak Wealth Advisors Services, LLC

  • VTIP
  • GSIE
  • ESGV
  • DUHP
  • AVLV
  • AVEM
  • IMCG
Silver Oak Wealth Advisors Services, LLC's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 37
Filing on Oct 23, 2025 Q3 2025

Cardinal Capital Management

  • MSFT
  • AAPL
  • JNJ
  • LLY
  • COST
  • JPM
  • GOOGL
Cardinal Capital Management's Q3 2025 Portfolio
Portfolio Value 708 Million
Stocks 131
Filing on Oct 23, 2025 Q3 2025

Tru Independence LLC

  • DFAC
  • RDVY
  • FBND
  • FTCS
  • DFAI
  • AAPL
  • GM
Tru Independence LLC's Q3 2025 Portfolio
Portfolio Value 364 Million
Stocks 125
Filing on Oct 23, 2025 Q3 2025

Investors Asset Management Of Georgia Inc

  • EFX
  • JPM
  • CCRD
  • MSFT
  • IWM
  • HD
  • LLY
Investors Asset Management Of Georgia Inc 's Q3 2025 Portfolio
Portfolio Value 228 Million
Stocks 179
Filing on Oct 23, 2025 Q3 2025

Vision Capital Management, Inc.

  • IVV
  • VEA
  • AAPL
  • IJR
  • VWO
  • MSFT
  • GOOGL
Vision Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 800 Million
Stocks 162
Filing on Oct 23, 2025 Q3 2025

Meridian Investment Counsel Inc.

  • TSM
  • AAPL
  • MSFT
  • IAU
  • PLTR
  • CVX
  • ORCL
Meridian Investment Counsel Inc.'s Q3 2025 Portfolio
Portfolio Value 393 Million
Stocks 233