Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 23, 2025 Q3 2025

Ethos Financial Group, LLC

  • SCHB
  • VOO
  • MOOD
  • SGOL
  • SCHX
  • VT
  • SCHG
Ethos Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 1.1 Billion
Stocks 511
Filing on Oct 23, 2025 Q3 2025

Compass Financial Group, Inc/Sd

  • VGT
  • VOO
  • VDC
  • SCHB
  • VIS
  • VTI
  • VIG
Compass Financial Group, Inc/Sd's Q3 2025 Portfolio
Portfolio Value 665 Billion
Stocks 103
Filing on Oct 23, 2025 Q3 2025

West Bancorporation Inc

  • IWF
  • IWD
  • VOO
  • VYM
  • IVV
  • WTBA
  • IWR
West Bancorporation Inc's Q3 2025 Portfolio
Portfolio Value 174 Million
Stocks 110
Filing on Oct 23, 2025 Q3 2025

Clean Yield Group

  • AAPL
  • NVDA
  • AVGO
  • AWK
  • ASML
  • UL
  • CSCO
Clean Yield Group's Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 427
Filing on Oct 23, 2025 Q3 2025

Trust CO Of Virginia

  • AVGO
  • MSFT
  • SPIB
  • VO
  • GVI
  • VB
  • AAPL
Trust CO Of Virginia 's Q3 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 407
Filing on Oct 23, 2025 Q3 2025

Burford Brothers, Inc.

  • AAPL
  • CGUS
  • BRK-B
  • MSFT
  • TSLA
  • VNLA
  • CGGR
Burford Brothers, Inc.'s Q3 2025 Portfolio
Portfolio Value 234 Billion
Stocks 167
Filing on Oct 23, 2025 Q3 2025

Texas Bank & Trust CO

  • MSFT
  • AAPL
  • JPM
  • GOOGL
  • XOM
  • NVDA
  • ORCL
Texas Bank & Trust CO's Q3 2025 Portfolio
Portfolio Value 264 Billion
Stocks 405
Filing on Oct 23, 2025 Q3 2025

Castellan Group

  • GLTR
  • XLE
  • ES
  • CTRE
  • ATO
  • WEC
  • DKL
Castellan Group's Q3 2025 Portfolio
Portfolio Value 85.4 Million
Stocks 40
Filing on Oct 23, 2025 Q3 2025

B&D White Capital Company, LLC

  • AMZN
  • AVUS
  • VTI
  • IWF
  • DFAC
  • SCHG
  • QQQM
B&D White Capital Company, LLC's Q3 2025 Portfolio
Portfolio Value 691 Million
Stocks 74
Filing on Oct 23, 2025 Q3 2025

Tributary Capital Management, LLC

  • NPO
  • ESE
  • AEIS
  • MC
  • ITGR
  • AUB
  • ADUS
Tributary Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 2.1 Billion
Stocks 190
Filing on Oct 23, 2025 Q3 2025

Shore Haven Wealth Partners, LLC

  • IVW
  • AVLV
  • DYNF
  • XLG
  • QUAL
  • TLT
  • AVEM
Shore Haven Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 237 Million
Stocks 102
Filing on Oct 23, 2025 Q3 2025

Lecap Asset Management LTD

  • NVDA
  • TJX
  • CCI
  • MMC
  • SCHW
  • SFM
  • TW
Lecap Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 288 Billion
Stocks 266
Filing on Oct 23, 2025 Q3 2025

Clarity Capital Advisors, LLC

  • DFAU
  • VTI
  • AVUS
  • VTIP
  • VXUS
  • AVDE
  • BSV
Clarity Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 184 Billion
Stocks 87
Filing on Oct 23, 2025 Q3 2025

Hosking Partners LLP

  • GOOG
  • C
  • MU
  • AMZN
  • CBRE
  • AIG
  • IBKR
Hosking Partners LLP's Q3 2025 Portfolio
Portfolio Value 2.64 Billion
Stocks 116
Filing on Oct 23, 2025 Q3 2025

Tran Capital Management, L.P.

  • NVDA
  • MSFT
  • AMZN
  • META
  • PANW
  • DHR
  • TSM
Tran Capital Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 707 Million
Stocks 71
Filing on Oct 23, 2025 Q3 2025

Investmark Advisory Group LLC

  • DFUS
  • AAPL
  • DFUV
  • CGGR
  • DFAC
  • PM
  • ABBV
Investmark Advisory Group LLC's Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 133
Filing on Oct 23, 2025 Q3 2025

Hb Wealth Management, LLC

  • VTI
  • VIG
  • VXUS
  • AVUS
  • SPYG
  • JCPB
  • JPST
Hb Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 14.5 Billion
Stocks 1341
Filing on Oct 23, 2025 Q3 2025

Caldwell Trust CO

  • AAPL
  • NVDA
  • SPY
  • MSFT
  • GOOGL
  • AMZN
  • JPM
Caldwell Trust CO's Q3 2025 Portfolio
Portfolio Value 1.07 Trillion
Stocks 816