Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 22, 2025 Q3 2025

Galvin, Gaustad & Stein, LLC

  • IEFA
  • HCA
  • MSFT
  • VEA
  • JPM
  • AZO
  • SCHR
Galvin, Gaustad & Stein, LLC's Q3 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 206
Filing on Oct 22, 2025 Q3 2025

Cardinal Strategic Wealth Guidance

  • IVV
  • IUSG
  • QUAL
  • EFV
  • MUB
  • EMXC
  • EFG
Cardinal Strategic Wealth Guidance's Q3 2025 Portfolio
Portfolio Value 365 Million
Stocks 58
Filing on Oct 22, 2025 Q3 2025

Ackerman Capital Advisors, LLC

  • SPYG
  • VTEB
  • SPYV
  • MUB
  • VIGI
  • VYMI
  • ACWV
Ackerman Capital Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 471 Million
Stocks 117
Filing on Oct 22, 2025 Q3 2025

New England Capital Financial Advisors LLC

  • CGGR
  • AVUV
  • RSP
  • RLY
  • CGCP
  • SPYG
  • SPYV
New England Capital Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 235 Billion
Stocks 420
Filing on Oct 22, 2025 Q3 2025

Philo Smith Capital Corp

  • PRI
  • RGA
  • AFL
  • RNR
  • BRO
  • ACGL
  • AIG
Philo Smith Capital Corp's Q3 2025 Portfolio
Portfolio Value 357 Million
Stocks 61
Filing on Oct 22, 2025 Q3 2025

Mc Ilrath & Eck, LLC

  • VUG
  • VTV
  • DFAI
  • VV
  • DFSD
  • FDVV
  • VO
Mc Ilrath & Eck, LLC's Q3 2025 Portfolio
Portfolio Value 733 Million
Stocks 939
Filing on Oct 22, 2025 Q3 2025

Barry Investment Advisors, LLC

  • VGLT
  • GDX
  • VYMI
  • FNDF
  • GUNR
  • BIL
  • EMLP
Barry Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 423 Million
Stocks 107
Filing on Oct 22, 2025 Q3 2025

Wilson & Boucher Capital Management, LLC

  • VTI
  • AAPL
  • SCHB
  • VB
  • VO
  • VEU
  • ORCL
Wilson & Boucher Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 152 Billion
Stocks 115
Filing on Oct 22, 2025 Q3 2025

B&L Asset Management LLC

  • AVGO
  • MSFT
  • AZO
  • TJX
  • MA
  • AEM
  • IVV
B&L Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 195 Billion
Stocks 216
Filing on Oct 22, 2025 Q3 2025

Ndvr, Inc.

  • VEA
  • HUBS
  • VWO
  • SGOV
  • AMZN
  • MSFT
  • GLDM
Ndvr, Inc.'s Q3 2025 Portfolio
Portfolio Value 120 Billion
Stocks 115
Filing on Oct 22, 2025 Q3 2025

Compass Planning Associates Inc

  • VTV
  • SPY
  • BIV
  • BSV
  • VEU
  • VGSH
  • VTI
Compass Planning Associates Inc's Q3 2025 Portfolio
Portfolio Value 109 Billion
Stocks 29
Filing on Oct 22, 2025 Q3 2025

Abundance Wealth Counselors

  • IVV
  • ACWX
  • BCI
  • PCT
  • IEFA
  • NVDA
  • AAPL
Abundance Wealth Counselors's Q3 2025 Portfolio
Portfolio Value 523 Million
Stocks 169
Filing on Oct 22, 2025 Q3 2025

Bcs Wealth Management

  • VOO
  • SCHX
  • SCHF
  • SPYG
  • BSCQ
  • AGG
  • BSCP
Bcs Wealth Management's Q3 2025 Portfolio
Portfolio Value 409 Million
Stocks 246
Filing on Oct 22, 2025 Q3 2025

Bernardo Wealth Planning LLC

  • IVV
  • MGK
  • MGV
  • VONV
  • CGCP
  • VONG
  • ITOT
Bernardo Wealth Planning LLC's Q3 2025 Portfolio
Portfolio Value 507 Million
Stocks 127
Filing on Oct 22, 2025 Q3 2025

North Star Investment Management Corp.

  • JPM
  • IVW
  • AAPL
  • VCSH
  • MSFT
  • VTI
  • SPY
North Star Investment Management Corp.'s Q3 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 1321
Filing on Oct 22, 2025 Q3 2025

Code Waechter LLC

  • SCHG
  • SGOV
  • CGDV
  • VB
  • VIOV
  • VIOG
  • SCHR
Code Waechter LLC's Q3 2025 Portfolio
Portfolio Value 153 Million
Stocks 112
Filing on Oct 22, 2025 Q3 2025

Cordatus Wealth Management LLC

  • IWF
  • AAPL
  • MSFT
  • AVGO
  • NVDA
  • GOOG
  • JPM
Cordatus Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 417 Million
Stocks 161
Filing on Oct 22, 2025 Q3 2025

Grandview Asset Management LLC

  • NVDA
  • MSFT
  • AAPL
  • QQQ
  • SPY
  • VYM
  • AVGO
Grandview Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 352 Million
Stocks 141