Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 22, 2025 Q3 2025

Shaker Financial Services, LLC

  • CSQ
  • RMT
  • JCE
  • USA
  • ETB
  • ASG
  • CET
Shaker Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 282 Million
Stocks 149
Filing on Oct 22, 2025 Q3 2025

Dsm Capital Partners LLC

  • NVDA
  • MSFT
  • AMZN
  • AVGO
  • META
  • GOOGL
  • INTU
Dsm Capital Partners LLC's Q3 2025 Portfolio
Portfolio Value 6.26 Billion
Stocks 41
Filing on Oct 22, 2025 Q3 2025

David R. Rahn & Associates Inc.

  • GOOGL
  • GDX
  • BWZ
  • GOOG
  • GLD
  • AAPL
  • AMZN
David R. Rahn & Associates Inc.'s Q3 2025 Portfolio
Portfolio Value 373 Million
Stocks 133
Filing on Oct 22, 2025 Q3 2025

Investment Advisory Services Inc

  • QQQ
  • VIG
  • MSFT
  • JEPI
  • AAPL
  • COWZ
  • WMT
Investment Advisory Services Inc 's Q3 2025 Portfolio
Portfolio Value 302 Million
Stocks 126
Filing on Oct 22, 2025 Q3 2025

O'Brien Wealth Partners LLC

  • ITOT
  • SPLG
  • USMC
  • DBEF
  • HDEF
  • COWZ
  • VTI
O'Brien Wealth Partners LLC's Q3 2025 Portfolio
Portfolio Value 658 Million
Stocks 97
Filing on Oct 22, 2025 Q3 2025

Adams Diversified Equity Fund, Inc.

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • META
  • AVGO
Adams Diversified Equity Fund, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.84 Billion
Stocks 93
Filing on Oct 22, 2025 Q3 2025

Adams Natural Resources Fund, Inc.

  • XOM
  • CVX
  • COP
  • WMB
  • MPC
  • PSX
  • KMI
Adams Natural Resources Fund, Inc.'s Q3 2025 Portfolio
Portfolio Value 627 Million
Stocks 55
Filing on Oct 22, 2025 Q3 2025

Absher Wealth Management, LLC

  • MTB
  • PEP
  • MSFT
  • LECO
  • ADI
  • JPM
  • JNJ
Absher Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 823 Million
Stocks 90
Filing on Oct 22, 2025 Q3 2025

P/E Global LLC

  • ACWI
  • BNDX
  • VOO
  • AGG
P/E Global LLC's Q3 2025 Portfolio
Portfolio Value 500 Million
Stocks 4
Filing on Oct 22, 2025 Q3 2025

Pachira Investments Inc.

  • VOO
  • QQQ
  • VTI
  • IJH
  • MGV
  • IJR
  • XLV
Pachira Investments Inc.'s Q3 2025 Portfolio
Portfolio Value 163 Million
Stocks 65
Filing on Oct 22, 2025 Q3 2025

Wp Advisors, LLC

  • AAPL
  • VB
  • GOOG
  • META
  • BRK-B
  • NVDA
  • PFE
Wp Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 392 Million
Stocks 121
Filing on Oct 22, 2025 Q3 2025

Cerity Partners LLC

  • VOO
  • AAPL
  • NVDA
  • MSFT
  • IVV
  • SPY
  • VEA
Cerity Partners LLC's Q3 2025 Portfolio
Portfolio Value 60.5 Billion
Stocks 2739
Filing on Oct 22, 2025 Q3 2025

Index Fund Advisors, Inc.

  • DFAS
  • DFAT
  • DFUS
  • DFUV
  • DFIV
  • DFSV
  • SGOV
Index Fund Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.98 Billion
Stocks 145
Filing on Oct 22, 2025 Q3 2025

Tru Independence Asset Management 2, LLC

  • DFAC
  • DFSD
  • DFCF
  • IEI
  • IEF
  • VTIP
  • QQQ
Tru Independence Asset Management 2, LLC's Q3 2025 Portfolio
Portfolio Value 133 Million
Stocks 86
Filing on Oct 22, 2025 Q3 2025

Crews Bank & Trust

  • SPLG
  • SLQD
  • VIG
  • VYM
  • VUG
  • SPSM
  • SPIB
Crews Bank & Trust's Q3 2025 Portfolio
Portfolio Value 683 Billion
Stocks 636
Filing on Oct 22, 2025 Q3 2025

New Perspectives, Inc

  • SPLG
  • QQQ
  • IEFA
  • USFR
  • SPMD
  • IWM
  • GLDM
New Perspectives, Inc's Q3 2025 Portfolio
Portfolio Value 207 Million
Stocks 40
Filing on Oct 22, 2025 Q3 2025

Sparta 24 Ltd.

  • TIGR
  • AGRO
  • ZIM
  • ENVA
  • SUPV
Sparta 24 Ltd.'s Q3 2025 Portfolio
Portfolio Value 109 Billion
Stocks 5
Filing on Oct 22, 2025 Q3 2025

Riverview Trust CO

  • IEFA
  • VV
  • VEA
  • AGG
  • MSFT
  • VOO
  • KLAC
Riverview Trust CO's Q3 2025 Portfolio
Portfolio Value 63.1 Million
Stocks 224