Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 23, 2025 Q3 2025

North Point Portfolio Managers Corp

  • APH
  • V
  • COST
  • AMZN
  • GS
  • AJG
  • HD
North Point Portfolio Managers Corp's Q3 2025 Portfolio
Portfolio Value 551 Million
Stocks 72
Filing on Oct 23, 2025 Q3 2025

Cx Institutional

  • SGOV
  • IEFA
  • SPTI
  • BNDX
  • IVE
  • VO
  • AAPL
Cx Institutional's Q3 2025 Portfolio
Portfolio Value 3.29 Billion
Stocks 1375
Filing on Oct 23, 2025 Q3 2025

Signature Wealth Management Partners, LLC

  • IVE
  • JAAA
  • JEPI
  • AAPL
  • IVW
  • IYW
  • AME
Signature Wealth Management Partners, LLC's Q3 2025 Portfolio
Portfolio Value 187 Million
Stocks 113
Filing on Oct 23, 2025 Q3 2025

Strategic Blueprint, LLC

  • VOO
  • VTV
  • SCHG
  • AVUS
  • NVDA
  • VUG
  • QUAL
Strategic Blueprint, LLC's Q3 2025 Portfolio
Portfolio Value 2.01 Billion
Stocks 724
Filing on Oct 23, 2025 Q3 2025

Wedgewood Investors Inc

  • ERIE
  • MSFT
  • NVDA
  • AAPL
  • SPY
  • SCHX
  • GOOG
Wedgewood Investors Inc 's Q3 2025 Portfolio
Portfolio Value 88.9 Million
Stocks 105
Filing on Oct 23, 2025 Q3 2025

Integras Partners LLC

  • CLOI
  • IBDR
  • HD
  • CMI
  • ABBV
  • WMT
  • BHP
Integras Partners LLC's Q3 2025 Portfolio
Portfolio Value 124 Billion
Stocks 61
Filing on Oct 23, 2025 Q3 2025

Ht Partners LLC

  • SCHB
  • EFA
  • VTI
  • VEA
  • EEM
  • QQQM
  • VWO
Ht Partners LLC's Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 52
Filing on Oct 23, 2025 Q3 2025

Outfitter Financial LLC

  • EPD
  • JPM
  • META
  • AAPL
  • GOOGL
  • AMZN
  • SCHA
Outfitter Financial LLC's Q3 2025 Portfolio
Portfolio Value 122 Million
Stocks 75
Filing on Oct 23, 2025 Q3 2025

Sky Oak Wealth, LLC

  • JPST
  • SPYV
  • SCHG
  • AAPL
  • IUSV
  • IEFA
  • SPLG
Sky Oak Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 525 Million
Stocks 250
Filing on Oct 23, 2025 Q3 2025

Childress Capital Advisors, LLC

  • FDVV
  • GS
  • SPY
  • XOM
  • NVDA
  • MSFT
  • AAPL
Childress Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 511 Million
Stocks 313
Filing on Oct 23, 2025 Q3 2025

Rpg Investment Advisory, LLC

  • NVDA
  • GOOG
  • AAPL
  • MSFT
  • PLTR
  • AMZN
  • BWXT
Rpg Investment Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 821 Million
Stocks 84
Filing on Oct 23, 2025 Q3 2025

Harfst & Associates, Inc.

  • RJF
  • IVV
  • QQQ
  • VIS
  • PG
  • VTI
  • AAPL
Harfst & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 520 Million
Stocks 112
Filing on Oct 23, 2025 Q3 2025

Coastal Investment Advisors, Inc.

  • NVDA
  • AAPL
  • AMZN
  • PLTR
  • TSLA
  • MSFT
  • AG
Coastal Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 281 Million
Stocks 330
Filing on Oct 23, 2025 Q3 2025

Motiv8 Investments LLC

  • SPY
  • POCT
  • PJUL
  • PJAN
  • PAPR
  • BND
  • FJUL
Motiv8 Investments LLC's Q3 2025 Portfolio
Portfolio Value 188 Billion
Stocks 104
Filing on Oct 23, 2025 Q3 2025

Moran Wealth Management, LLC

  • AVGO
  • SPY
  • PH
  • NVDA
  • MSFT
  • TT
  • CDNS
Moran Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 3.16 Billion
Stocks 491
Filing on Oct 23, 2025 Q3 2025

Seneca Financial Advisors LLC

  • VIG
  • SCHG
  • GOVT
  • STIP
  • SCHM
  • VTEB
  • VXUS
Seneca Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 306 Billion
Stocks 63
Filing on Oct 23, 2025 Q3 2025

Etesian Wealth Advisors, Inc.

  • USFR
  • MOAT
  • UCON
  • VEA
  • IVV
  • SPY
  • AAPL
Etesian Wealth Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 303 Billion
Stocks 133
Filing on Oct 23, 2025 Q3 2025

Fin Dec Wealth Services, Inc.

  • CGCP
  • SCHG
  • DFAU
  • DFAI
  • DFCF
  • VO
  • VB
Fin Dec Wealth Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 96.6 Billion
Stocks 34