Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 22, 2025 Q3 2025

Eads & Heald Wealth Management

  • NVDA
  • ORCL
  • APH
  • WMT
  • JPM
  • AAPL
  • COST
Eads & Heald Wealth Management's Q3 2025 Portfolio
Portfolio Value 209 Million
Stocks 139
Filing on Oct 22, 2025 Q3 2025

Geneos Wealth Management Inc.

  • IVV
  • SPY
  • VOO
  • USMV
  • CGGR
  • ITOT
  • MSFT
Geneos Wealth Management Inc.'s Q3 2025 Portfolio
Portfolio Value 3.77 Billion
Stocks 2462
Filing on Oct 22, 2025 Q3 2025

Greenleaf Trust

  • SYK
  • IVV
  • IEFA
  • AAPL
  • MSFT
  • IJH
  • NVDA
Greenleaf Trust's Q3 2025 Portfolio
Portfolio Value 10.9 Billion
Stocks 1325
Filing on Oct 22, 2025 Q3 2025

Garrison Point Advisors, LLC

  • MSFT
  • AAPL
  • IVV
  • BRK-A
  • ORCL
  • NVDA
  • META
Garrison Point Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 236 Million
Stocks 171
Filing on Oct 22, 2025 Q3 2025

Spirepoint Private Client, LLC

  • UPS
  • AAPL
  • MSFT
  • PLTR
  • AVGO
  • NVDA
  • CLH
Spirepoint Private Client, LLC's Q3 2025 Portfolio
Portfolio Value 951 Billion
Stocks 280
Filing on Oct 22, 2025 Q3 2025

Arcataur Capital Management LLC

  • IVV
  • IJR
  • IJH
  • VEA
  • VWO
  • QQQ
  • SCHX
Arcataur Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 340 Billion
Stocks 101
Filing on Oct 22, 2025 Q3 2025

Gladstone Institutional Advisory LLC

  • NVDA
  • AAPL
  • IVV
  • VOO
  • SPY
  • SPLG
  • MSFT
Gladstone Institutional Advisory LLC's Q3 2025 Portfolio
Portfolio Value 2.5 Billion
Stocks 784
Filing on Oct 22, 2025 Q3 2025

Forza Wealth Management, LLC

  • IAU
  • DFAI
  • BSV
  • JPST
  • MSFT
  • BIL
  • JPM
Forza Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 261 Billion
Stocks 191
Filing on Oct 22, 2025 Q3 2025

Gries Financial LLC

  • IVV
  • DYNF
  • QUAL
  • SPY
  • MSFT
  • JEPQ
  • IYW
Gries Financial LLC's Q3 2025 Portfolio
Portfolio Value 547 Million
Stocks 323
Filing on Oct 22, 2025 Q3 2025

Madrona Financial Services, LLC

  • IVV
  • QQQ
  • MSFT
  • DYNF
  • SECT
  • FV
  • AIQ
Madrona Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 419 Million
Stocks 121
Filing on Oct 22, 2025 Q3 2025

Autumn Glory Partners, LLC

  • VOO
  • FNV
  • MSFT
  • SPY
  • DGRO
  • OKE
  • BRK-B
Autumn Glory Partners, LLC's Q3 2025 Portfolio
Portfolio Value 248 Million
Stocks 237
Filing on Oct 22, 2025 Q3 2025

Red Tortoise LLC

  • SCHF
  • FNDF
  • IVV
  • SCHE
  • IEFA
  • SCHX
  • VGLT
Red Tortoise LLC's Q3 2025 Portfolio
Portfolio Value 228 Million
Stocks 646
Filing on Oct 22, 2025 Q3 2025

Encompass Wealth Advisors, LLC

  • IVW
  • IVE
  • IEFA
  • IJR
  • IJH
  • JPST
  • AAPL
Encompass Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 289 Million
Stocks 109
Filing on Oct 22, 2025 Q3 2025

Advisory Resource Group

  • QDPL
  • PSX
  • COP
  • PTRB
  • JMEE
  • AVDE
  • SPAB
Advisory Resource Group's Q3 2025 Portfolio
Portfolio Value 433 Million
Stocks 172
Filing on Oct 22, 2025 Q3 2025

Financial Perspectives, Inc

  • MDT
  • VGT
  • VYM
  • MSFT
  • AAPL
  • BSX
  • IVW
Financial Perspectives, Inc's Q3 2025 Portfolio
Portfolio Value 361 Billion
Stocks 724
Filing on Oct 22, 2025 Q3 2025

Brickley Wealth Management

  • VTV
  • AAPL
  • VUG
  • IEFA
  • AVDV
  • VBK
  • VBR
Brickley Wealth Management's Q3 2025 Portfolio
Portfolio Value 573 Million
Stocks 53
Filing on Oct 22, 2025 Q3 2025

Granite Harbor Advisors, Inc.

  • QQQ
  • AGG
  • IVV
  • NVDA
  • MUB
  • AAPL
  • DFAS
Granite Harbor Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 238 Billion
Stocks 128
Filing on Oct 22, 2025 Q3 2025

Cohen Capital Management, Inc.

  • MSFT
  • SYK
  • AMAT
  • TMO
  • JPM
  • SCHW
  • ORCL
Cohen Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 630 Million
Stocks 151