Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 22, 2025 Q3 2025

My Purposeful Wealth Corp.

  • VUG
  • IVV
  • ITOT
  • IUSG
  • IWF
  • SCHX
  • VOE
My Purposeful Wealth Corp.'s Q3 2025 Portfolio
Portfolio Value 335 Billion
Stocks 116
Filing on Oct 22, 2025 Q3 2025

Grey Rock Energy Management, LLC

  • GRNT
Grey Rock Energy Management, LLC's Q3 2025 Portfolio
Portfolio Value 299 Billion
Stocks 1
Filing on Oct 22, 2025 Q3 2025

Sterling Wealth Advisors Inc

  • DFAU
  • DFSD
  • DFUS
  • DFAI
  • DFIC
  • DFCF
  • DFAE
Sterling Wealth Advisors Inc's Q3 2025 Portfolio
Portfolio Value 157 Billion
Stocks 20
Filing on Oct 22, 2025 Q3 2025

Torray LLC

  • AVGO
  • PSX
  • RPRX
  • ABBV
  • HD
  • BX
  • CNA
Torray LLC's Q3 2025 Portfolio
Portfolio Value 689 Million
Stocks 99
Filing on Oct 22, 2025 Q3 2025

Ciovacco Capital Management LLC

  • VOO
  • SPY
  • SPYG
  • QQQ
  • IYW
  • XLC
  • SPLG
Ciovacco Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 198 Million
Stocks 30
Filing on Oct 22, 2025 Q3 2025

Almanack Investment Partners, Llc.

  • GDMA
  • VZ
  • SGOL
  • SCHX
  • FNDE
  • SGOV
  • VTI
Almanack Investment Partners, Llc.'s Q3 2025 Portfolio
Portfolio Value 563 Million
Stocks 197
Filing on Oct 22, 2025 Q3 2025

Northstar Group, Inc.

  • BRK-B
  • VTI
  • BIL
  • AAPL
  • GOOG
  • VOO
  • COST
Northstar Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 680 Million
Stocks 161
Filing on Oct 22, 2025 Q3 2025

Capital Management Associates, Inc

  • SCHB
  • SPY
  • VOO
  • GIS
  • QQQ
  • AAPL
  • SIVR
Capital Management Associates, Inc's Q3 2025 Portfolio
Portfolio Value 370 Billion
Stocks 153
Filing on Oct 22, 2025 Q3 2025

Bryant Woods Investment Advisors, LLC

  • IVV
  • VOO
  • IJH
  • AAPL
  • IJR
  • IVOO
  • JIRE
Bryant Woods Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 233 Million
Stocks 54
Filing on Oct 22, 2025 Q3 2025

Highland Financial Advisors, LLC

  • SPLG
  • QQQM
  • AVUS
  • DFAU
  • VONG
  • AVIG
  • AVUV
Highland Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 346 Million
Stocks 58
Filing on Oct 22, 2025 Q3 2025

Milestones Private Investment Advisors LLC

  • SMH
  • FXU
  • QQQM
  • TLT
  • XLK
  • XLY
  • STLG
Milestones Private Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 146 Billion
Stocks 122
Filing on Oct 22, 2025 Q3 2025

Chicago Capital, LLC

  • META
  • GOOGL
  • AMZN
  • NVDA
  • V
  • MSFT
  • UBER
Chicago Capital, LLC's Q3 2025 Portfolio
Portfolio Value 4.02 Billion
Stocks 360
Filing on Oct 22, 2025 Q3 2025

Members Advisory Group LLC

  • SCHB
  • VOO
  • SCHG
  • VTV
  • JAAA
  • IWR
  • NEAR
Members Advisory Group LLC's Q3 2025 Portfolio
Portfolio Value 256 Million
Stocks 41
Filing on Oct 22, 2025 Q3 2025

Bender Robert & Associates

  • NVDA
  • AAPL
  • ISRG
  • AMZN
  • MELI
  • META
  • GOOG
Bender Robert & Associates's Q3 2025 Portfolio
Portfolio Value 462 Million
Stocks 46
Filing on Oct 22, 2025 Q3 2025

Ti Trust, Inc

  • VTI
  • VEU
  • MDY
  • MSFT
  • VB
  • AGG
  • BSV
Ti Trust, Inc's Q3 2025 Portfolio
Portfolio Value 159 Million
Stocks 130
Filing on Oct 22, 2025 Q3 2025

Robeco Institutional Asset Management B.V.

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • META
  • JPM
Robeco Institutional Asset Management B.V.'s Q3 2025 Portfolio
Portfolio Value 66.7 Billion
Stocks 857
Filing on Oct 22, 2025 Q3 2025

Mcdaniel Terry & CO

  • MSFT
  • AAPL
  • TSM
  • ADP
  • NDSN
  • APH
  • ITW
Mcdaniel Terry & CO's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 90
Filing on Oct 22, 2025 Q3 2025

York Gp, Ltd.

  • TPL
  • ABNB
York Gp, Ltd.'s Q3 2025 Portfolio
Portfolio Value 92 Billion
Stocks 3