Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 23, 2025 Q3 2025

Wd Rutherford LLC

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • CRWD
  • JPM
  • GE
Wd Rutherford LLC's Q3 2025 Portfolio
Portfolio Value 219 Million
Stocks 73
Filing on Oct 23, 2025 Q3 2025

Lam Group, Inc.

  • IBND
  • VXF
  • VEU
  • DFAS
  • DISV
  • DFUV
  • VBR
Lam Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 72
Filing on Oct 23, 2025 Q3 2025

Finley Financial, LLC

  • IWV
  • IWM
  • IXUS
  • QQQ
  • IWF
  • IJH
  • IYW
Finley Financial, LLC's Q3 2025 Portfolio
Portfolio Value 216 Billion
Stocks 122
Filing on Oct 23, 2025 Q3 2025

Kingswood Wealth Advisors, LLC

  • AAPL
  • SPY
  • NVDA
  • MSFT
  • SCHG
  • QQQ
  • AMZN
Kingswood Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.65 Trillion
Stocks 792
Filing on Oct 23, 2025 Q3 2025

Atwater Malick LLC

  • IVV
  • AAPL
  • GOOGL
  • CAT
  • GS
  • WMT
  • WM
Atwater Malick LLC's Q3 2025 Portfolio
Portfolio Value 341 Million
Stocks 83
Filing on Oct 23, 2025 Q3 2025

Strategic Planning Group, LLC

  • AAPL
  • GOOG
  • NVDA
  • AMZN
  • MSFT
  • TSLA
  • HYDB
Strategic Planning Group, LLC's Q3 2025 Portfolio
Portfolio Value 740 Billion
Stocks 73
Filing on Oct 23, 2025 Q3 2025

First Bancorp, Inc

  • FNLC
  • DFAE
  • VO
  • VEA
  • VB
  • VGT
  • AAPL
First Bancorp, Inc 's Q3 2025 Portfolio
Portfolio Value 186 Million
Stocks 232
Filing on Oct 23, 2025 Q3 2025

Cypress Capital, LLC

  • VTI
  • BIL
  • USFR
  • TIP
  • SPY
  • VGSH
  • SGOL
Cypress Capital, LLC's Q3 2025 Portfolio
Portfolio Value 350 Billion
Stocks 94
Filing on Oct 23, 2025 Q3 2025

Coerente Capital Management

  • GOOGL
  • MSFT
  • SAP
  • JNJ
  • ABT
  • AMZN
  • ITW
Coerente Capital Management's Q3 2025 Portfolio
Portfolio Value 562 Million
Stocks 39
Filing on Oct 23, 2025 Q3 2025

Foundry Financial Group, Inc.

  • IVV
  • AVIV
  • IEFA
  • IUSG
  • JGRO
  • DYNF
  • AVLV
Foundry Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 190 Billion
Stocks 65
Filing on Oct 23, 2025 Q3 2025

Level Wealth Management LLC

  • VTI
  • BND
  • VEA
  • ITOT
  • VTEB
  • VWO
  • DFAU
Level Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 190 Billion
Stocks 61
Filing on Oct 23, 2025 Q3 2025

Prodigy Asset Management LLC

  • VIG
  • TSPA
  • DFAU
  • DFAI
  • VTI
  • BRK-B
  • MSFT
Prodigy Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 222 Billion
Stocks 24
Filing on Oct 23, 2025 Q3 2025

Zullo Investment Group, Inc.

  • AAPL
  • NVDA
  • MSFT
  • META
  • XLK
  • AMZN
  • JPM
Zullo Investment Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 269 Million
Stocks 152
Filing on Oct 23, 2025 Q3 2025

Creative Capital Management Investments LLC

  • DFAX
  • DFAC
  • DFCF
  • AVUV
  • DFAE
  • PRF
  • AAPL
Creative Capital Management Investments LLC's Q3 2025 Portfolio
Portfolio Value 269 Million
Stocks 264
Filing on Oct 23, 2025 Q3 2025

Visionary Horizons, LLC

  • SCHG
  • SPYV
  • MRSK
  • AVUV
  • FNDF
  • AVUS
  • AVEM
Visionary Horizons, LLC's Q3 2025 Portfolio
Portfolio Value 179 Billion
Stocks 112
Filing on Oct 23, 2025 Q3 2025

Sarver Vrooman Wealth Advisors

  • IBDW
  • SCHD
  • IBDR
  • DGRW
  • USMV
  • DBEF
  • BSMU
Sarver Vrooman Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 130
Filing on Oct 23, 2025 Q3 2025

Canton Hathaway, LLC

  • BRK-A
  • VOO
  • MSFT
  • GLD
  • EFA
  • BRK-B
  • GOOG
Canton Hathaway, LLC's Q3 2025 Portfolio
Portfolio Value 502 Million
Stocks 276
Filing on Oct 23, 2025 Q3 2025

Slt Holdings LLC

  • NVDA
  • GBTC
  • BIL
  • AAPL
  • MSFT
  • QBTS
  • TSLA
Slt Holdings LLC's Q3 2025 Portfolio
Portfolio Value 155 Billion
Stocks 139