Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 23, 2025 Q3 2025

Citizens National Bank Trust Department

  • AAPL
  • AVGO
  • GOOG
  • MSFT
  • AMZN
  • JPM
  • BRK-B
Citizens National Bank Trust Department's Q3 2025 Portfolio
Portfolio Value 554 Million
Stocks 383
Filing on Oct 23, 2025 Q3 2025

Legacy Cg, LLC

  • BBEU
  • USMC
  • JPST
  • FLMI
  • AMZN
  • GOOG
  • ORCL
Legacy Cg, LLC's Q3 2025 Portfolio
Portfolio Value 242 Million
Stocks 46
Filing on Oct 23, 2025 Q3 2025

Chokshi & Queen Wealth Advisors, Inc

  • IVV
  • QQQ
  • AAPL
  • COST
  • NVDA
  • AMZN
  • VHT
Chokshi & Queen Wealth Advisors, Inc's Q3 2025 Portfolio
Portfolio Value 189 Billion
Stocks 61
Filing on Oct 23, 2025 Q3 2025

Landmark Wealth Management, Inc.

  • VOO
  • IUSB
  • SPDW
  • SPY
  • IAGG
  • SPEM
  • XLSR
Landmark Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 256 Billion
Stocks 61
Filing on Oct 23, 2025 Q3 2025

Birch Hill Investment Advisors LLC

  • MSFT
  • AMZN
  • BRK-B
  • AAPL
  • APH
  • GOOGL
  • MMC
Birch Hill Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 2.32 Billion
Stocks 197
Filing on Oct 23, 2025 Q3 2025

Venturi Wealth Management, LLC

  • VOO
  • VUG
  • IEMG
  • IEFA
  • MSFT
  • AAPL
  • NVDA
Venturi Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.96 Billion
Stocks 950
Filing on Oct 23, 2025 Q3 2025

Benjamin Edwards Inc

  • AAPL
  • MSFT
  • SPDW
  • SPMB
  • NVDA
  • IUSG
  • IUSV
Benjamin Edwards Inc's Q3 2025 Portfolio
Portfolio Value 8.36 Billion
Stocks 1926
Filing on Oct 23, 2025 Q3 2025

Independent Solutions Wealth Management, LLC

  • IVW
  • AAPL
  • COST
  • NVDA
  • AVGO
  • IVE
  • PLTR
Independent Solutions Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 563 Billion
Stocks 178
Filing on Oct 23, 2025 Q3 2025

Groesbeck Investment Management Corp

  • AVGO
  • URI
  • MSFT
  • NVDA
  • GS
  • ORLY
  • AAPL
Groesbeck Investment Management Corp 's Q3 2025 Portfolio
Portfolio Value 51.3 Million
Stocks 56
Filing on Oct 23, 2025 Q3 2025

Financial Advisory Partners, LLC

  • VCIT
  • VUG
  • VTV
  • SGOV
  • VGIT
  • FLOT
  • VIG
Financial Advisory Partners, LLC's Q3 2025 Portfolio
Portfolio Value 342 Billion
Stocks 69
Filing on Oct 23, 2025 Q3 2025

Kennon Green & Company, LLC

  • META
  • HSY
  • BTI
  • BRK-B
  • PM
  • GOOGL
  • MO
Kennon Green & Company, LLC's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 40
Filing on Oct 23, 2025 Q3 2025

United Asset Strategies, Inc.

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • AMZN
  • XLK
  • META
United Asset Strategies, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 250
Filing on Oct 23, 2025 Q3 2025

A&I Financial Services, LLC

  • IWM
  • DBMF
  • ITOT
  • VEA
  • CGGR
  • CGUS
  • NVDA
A&I Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 205 Billion
Stocks 77
Filing on Oct 23, 2025 Q3 2025

Cathy Pareto & Associates, Inc

  • AAPL
  • COWZ
  • JPST
  • SCHV
  • EUSC
  • VB
  • SCHM
Cathy Pareto & Associates, Inc's Q3 2025 Portfolio
Portfolio Value 133 Billion
Stocks 90
Filing on Oct 23, 2025 Q3 2025

Kedalion Capital Management LLP

  • IVV
  • SPLG
Kedalion Capital Management LLP's Q3 2025 Portfolio
Portfolio Value 2.61 Billion
Stocks 5
Filing on Oct 23, 2025 Q3 2025

Rwq Financial Management Services, Inc.

  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • GE
  • NVDA
  • TSLA
Rwq Financial Management Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 218 Million
Stocks 23
Filing on Oct 23, 2025 Q3 2025

Noesis Capital Mangement Corp

  • GOOG
  • JPM
  • AXP
  • TSM
  • APH
  • SYK
  • RCL
Noesis Capital Mangement Corp's Q3 2025 Portfolio
Portfolio Value 644 Billion
Stocks 127
Filing on Oct 23, 2025 Q3 2025

Franklin, Parlapiano, Turner & Welch, LLC

  • VOO
  • REZ
  • BIV
  • IWB
  • MSFT
  • RTX
  • HLI
Franklin, Parlapiano, Turner & Welch, LLC's Q3 2025 Portfolio
Portfolio Value 396 Million
Stocks 53