Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 22, 2025 Q3 2025

Courage Miller Partners, LLC

  • SCHX
  • SCHF
  • ISTB
  • IGSB
  • SCHO
  • BND
  • SCHM
Courage Miller Partners, LLC's Q3 2025 Portfolio
Portfolio Value 333 Million
Stocks 85
Filing on Oct 22, 2025 Q3 2025

Riverchase Wealth Management, LLC

  • JCPB
  • DFAC
  • DFCF
  • DFIC
  • DUHP
  • VOO
  • DFEM
Riverchase Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 177 Billion
Stocks 73
Filing on Oct 22, 2025 Q3 2025

Echo Wealth Management, LLC

  • AVIG
  • JPIE
  • AVDE
  • AVUV
  • AVLV
  • AVUS
  • COWZ
Echo Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 45
Filing on Oct 22, 2025 Q3 2025

Bouvel Investment Partners, LLC

  • BOND
  • NVDA
  • AVGO
  • CGDV
  • MSFT
  • AMZN
  • PLTR
Bouvel Investment Partners, LLC's Q3 2025 Portfolio
Portfolio Value 297 Million
Stocks 78
Filing on Oct 22, 2025 Q3 2025

Keystone Wealth Services, LLC

  • IVV
  • AAPL
  • QQQ
  • NVDA
  • MSFT
  • FJUN
  • SPY
Keystone Wealth Services, LLC's Q3 2025 Portfolio
Portfolio Value 418 Million
Stocks 294
Filing on Oct 22, 2025 Q3 2025

Sitrin Capital Management LLC

  • AAPL
  • NVDA
  • SPY
  • JPM
  • META
  • GOOGL
  • WMT
Sitrin Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 192 Million
Stocks 41
Filing on Oct 22, 2025 Q3 2025

Kg&L Capital Management,Llc

  • GOOGL
  • JPM
  • AAPL
  • AMZN
  • PG
  • NVDA
  • SPY
Kg&L Capital Management,Llc's Q3 2025 Portfolio
Portfolio Value 394 Million
Stocks 214
Filing on Oct 22, 2025 Q3 2025

Royal Harbor Partners, LLC

  • JCPB
  • CGDV
  • DYNF
  • DFUS
  • SPTM
  • IEFA
  • CGGO
Royal Harbor Partners, LLC's Q3 2025 Portfolio
Portfolio Value 220 Million
Stocks 50
Filing on Oct 22, 2025 Q3 2025

Sofi Wealth, LLC

  • IVW
  • IVV
  • IVE
  • DYNF
  • VWO
  • VEA
  • EFV
Sofi Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 1.44 Billion
Stocks 48
Filing on Oct 22, 2025 Q3 2025

Bigelow Investment Advisors, LLC

  • IVV
  • SPY
  • IAU
  • VIG
  • AAPL
  • IJH
  • MSFT
Bigelow Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 245 Million
Stocks 149
Filing on Oct 22, 2025 Q3 2025

D.A. Davidson & Co.

  • VTV
  • VUG
  • IXUS
  • AGG
  • MSFT
  • AAPL
  • AVGO
D.A. Davidson & Co.'s Q3 2025 Portfolio
Portfolio Value 15.1 Billion
Stocks 1533
Filing on Oct 22, 2025 Q3 2025

Old Second National Bank Of Aurora

  • IJH
  • NVDA
  • MSFT
  • AVGO
  • AAPL
  • GOOGL
  • VGK
Old Second National Bank Of Aurora's Q3 2025 Portfolio
Portfolio Value 431 Million
Stocks 401
Filing on Oct 22, 2025 Q3 2025

Stone Point Wealth LLC

  • MSFT
  • VTV
  • VCSH
  • BSV
  • VEA
  • JPM
  • GOOG
Stone Point Wealth LLC's Q3 2025 Portfolio
Portfolio Value 347 Million
Stocks 143
Filing on Oct 22, 2025 Q3 2025

Ellis Investment Partners, LLC

  • VUG
  • RNP
  • DVY
  • QQQ
  • AAPL
  • SPY
  • IJS
Ellis Investment Partners, LLC's Q3 2025 Portfolio
Portfolio Value 528 Million
Stocks 236
Filing on Oct 22, 2025 Q3 2025

Greystone Financial Group, LLC

  • BSV
  • VTIP
  • BLV
  • BIV
  • AAPL
  • VWOB
  • MSFT
Greystone Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 628 Million
Stocks 100
Filing on Oct 22, 2025 Q3 2025

Nabity Jensen Investment Management Inc

  • VTV
  • GSLC
  • VUG
  • QQQ
  • VBR
  • NVDA
  • SCHG
Nabity Jensen Investment Management Inc's Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 69
Filing on Oct 22, 2025 Q3 2025

Greenspring Advisors, LLC

  • DFAC
  • DFAX
  • AGG
  • DFIC
  • AVUS
  • DFEM
  • AAPL
Greenspring Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 549 Million
Stocks 115
Filing on Oct 22, 2025 Q3 2025

Capstone Capital Wealth Advisors

  • DFAC
  • DFIC
  • DFEM
  • VCSH
  • VTEB
  • MSFT
  • NVDA
Capstone Capital Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 150 Billion
Stocks 25