Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 22, 2025 Q3 2025

Tribridge Partners Financial LLC

  • CGGR
  • VOO
  • VO
  • VB
  • CGCP
  • BND
  • VXUS
Tribridge Partners Financial LLC's Q3 2025 Portfolio
Portfolio Value 185 Million
Stocks 71
Filing on Oct 22, 2025 Q3 2025

Washington Growth Strategies LLC

  • SPY
  • XLF
  • QQQ
  • EEM
  • PAVE
  • XLK
  • VB
Washington Growth Strategies LLC's Q3 2025 Portfolio
Portfolio Value 140 Million
Stocks 53
Filing on Oct 22, 2025 Q3 2025

Rheos Capital Works Inc.

  • RACE
  • BA
  • AMZN
  • DHI
  • NVDA
  • APP
  • MSFT
Rheos Capital Works Inc.'s Q3 2025 Portfolio
Portfolio Value 1.79 Billion
Stocks 62
Filing on Oct 22, 2025 Q3 2025

Sea Bridge Investment Advisors LLC

  • IEF
  • VMBS
  • AAPL
  • TSM
  • MSFT
  • JMBS
  • PFF
Sea Bridge Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 600 Million
Stocks 203
Filing on Oct 22, 2025 Q3 2025

Beach Point Capital Management LP

  • HYG
  • VEL
  • SPY
  • AGNC
  • QQQ
  • SLM
  • ACHC
Beach Point Capital Management LP's Q3 2025 Portfolio
Portfolio Value 902 Million
Stocks 18
Filing on Oct 22, 2025 Q3 2025

Verger Capital Management LLC

  • ACWI
  • AGG
  • SPY
  • IVV
  • EFA
  • IXC
  • IAU
Verger Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 308 Million
Stocks 14
Filing on Oct 22, 2025 Q3 2025

Twelve Points Wealth Management LLC

  • BIL
  • ASA
  • SGOV
  • FLTR
  • VEU
  • VTIP
  • IOO
Twelve Points Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 391 Million
Stocks 191
Filing on Oct 22, 2025 Q3 2025

Capital Planning LLC

  • IVV
  • MSFT
  • SCHG
  • PWR
  • DGRO
  • VGT
  • VB
Capital Planning LLC's Q3 2025 Portfolio
Portfolio Value 329 Million
Stocks 79
Filing on Oct 22, 2025 Q3 2025

Tilson Financial Group, Inc.

  • VUG
  • DFAS
  • SPTI
  • IVW
  • SPTS
  • VEA
  • VYM
Tilson Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 77
Filing on Oct 22, 2025 Q3 2025

Rfg Bristol Wealth Advisors, LLC

  • IVV
  • SPDW
  • IJH
  • MSFT
  • SCHE
  • PTRB
  • RLY
Rfg Bristol Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 346 Billion
Stocks 174
Filing on Oct 22, 2025 Q3 2025

Northstar Asset Management LLC

  • VGT
  • AAPL
  • VTI
  • VUG
  • VO
  • BRK-B
  • MSFT
Northstar Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 445 Million
Stocks 193
Filing on Oct 22, 2025 Q3 2025

Yoder Wealth Management, Inc.

  • FTEC
  • AAPL
  • VUG
  • QUAL
  • VIG
  • RYT
  • LTPZ
Yoder Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 211 Billion
Stocks 115
Filing on Oct 22, 2025 Q3 2025

Stuart Chaussee & Associates, Inc.

  • BAPR
  • XBAP
  • VGT
  • IGM
  • BJAN
  • VYM
  • NOC
Stuart Chaussee & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 268 Million
Stocks 180
Filing on Oct 22, 2025 Q3 2025

Cigna Investments Inc

  • NVDA
  • MSFT
  • AAPL
  • ITOT
  • AMZN
  • META
  • AVGO
Cigna Investments Inc 's Q3 2025 Portfolio
Portfolio Value 710 Million
Stocks 473
Filing on Oct 22, 2025 Q3 2025

Nottingham Advisors, Inc.

  • IEFA
  • MBB
  • SPYV
  • SPYG
  • JEPI
  • IVV
  • JAAA
Nottingham Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 674 Million
Stocks 111
Filing on Oct 22, 2025 Q3 2025

Paradigm, Strategies In Wealth Management, LLC

  • SCHG
  • SCHD
  • HEFA
  • IJR
  • JPST
  • SCHF
  • AAPL
Paradigm, Strategies In Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 147 Million
Stocks 53
Filing on Oct 22, 2025 Q3 2025

Milestone Asset Management Group, LLC

  • QQQ
  • VOO
  • AAPL
  • IVV
  • SCHG
  • MGK
  • SPYV
Milestone Asset Management Group, LLC's Q3 2025 Portfolio
Portfolio Value 159 Billion
Stocks 114
Filing on Oct 22, 2025 Q3 2025

Blue Bell Private Wealth Management, LLC

  • SPY
  • GAM
  • SCHX
  • ADX
  • SCHB
  • CET
  • TY
Blue Bell Private Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 626 Million
Stocks 735