Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 22, 2025 Q3 2025

Powers Advisory Group, LLC

  • SCHX
  • SCHD
  • DGRO
  • SCHF
  • VCIT
  • SCHG
  • IGSB
Powers Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 249 Million
Stocks 121
Filing on Oct 22, 2025 Q3 2025

Accordant Advisory Group Inc

  • FPI
  • PHYS
  • OUNZ
  • COWZ
  • PSLV
  • JAAA
  • FLBR
Accordant Advisory Group Inc's Q3 2025 Portfolio
Portfolio Value 147 Billion
Stocks 161
Filing on Oct 22, 2025 Q3 2025

Kercheville Advisors, LLC

  • NVDA
  • AMZN
  • AEM
  • AAPL
  • META
  • GOOG
  • GDX
Kercheville Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 325 Million
Stocks 106
Filing on Oct 22, 2025 Q3 2025

Allen Wealth Management, LLC

  • VTV
  • FNDX
  • AMLP
  • VDE
  • CVX
  • XOM
  • LMT
Allen Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 148 Billion
Stocks 57
Filing on Oct 22, 2025 Q3 2025

Harvey Investment CO LLC

  • ORLY
  • BRK-B
  • TJX
  • FAST
  • JNJ
  • IDXX
  • VRSK
Harvey Investment CO LLC's Q3 2025 Portfolio
Portfolio Value 937 Million
Stocks 102
Filing on Oct 22, 2025 Q3 2025

City Holding CO

  • CHCO
  • MSFT
  • GOOGL
  • AAPL
  • META
  • WMT
  • AMZN
City Holding CO's Q3 2025 Portfolio
Portfolio Value 759 Million
Stocks 625
Filing on Oct 22, 2025 Q3 2025

Ls Investment Advisors, LLC

  • AAPL
  • MSFT
  • GOOG
  • VYMI
  • NVDA
  • HD
  • V
Ls Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 680 Million
Stocks 138
Filing on Oct 22, 2025 Q3 2025

Prospera Capital Management, LLC

  • VTI
  • VXUS
  • BNDX
  • BND
  • VOO
  • VEU
  • VXF
Prospera Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 207 Billion
Stocks 48
Filing on Oct 22, 2025 Q3 2025

Kiley Juergens Wealth Management, LLC

  • MSFT
  • AAPL
  • NVDA
  • QQQ
  • COST
  • AMZN
  • BRK-B
Kiley Juergens Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 436 Million
Stocks 77
Filing on Oct 22, 2025 Q3 2025

Foronjy Financial LLC

  • VGT
  • IEI
  • BSCU
  • BSCW
  • SHYG
  • GSY
  • XLK
Foronjy Financial LLC's Q3 2025 Portfolio
Portfolio Value 228 Billion
Stocks 103
Filing on Oct 22, 2025 Q3 2025

Family Investment Center, Inc.

  • BIV
  • SPHQ
  • SPMO
  • RISR
  • JIRE
  • JPST
  • AVDE
Family Investment Center, Inc.'s Q3 2025 Portfolio
Portfolio Value 428 Million
Stocks 102
Filing on Oct 22, 2025 Q3 2025

O'Rourke & Company, Inc

  • AAPL
  • XLK
  • SPLV
  • BX
  • JPIE
  • JPM
  • MSFT
O'Rourke & Company, Inc's Q3 2025 Portfolio
Portfolio Value 229 Million
Stocks 166
Filing on Oct 22, 2025 Q3 2025

River Street Advisors LLC

  • IJH
  • NVDA
  • AAPL
  • MSFT
  • SPLG
  • AVGO
  • JPM
River Street Advisors LLC's Q3 2025 Portfolio
Portfolio Value 258 Billion
Stocks 241
Filing on Oct 22, 2025 Q3 2025

Motco

  • AVGO
  • SPY
  • MSFT
  • GOOGL
  • JPM
  • AAPL
  • APH
Motco's Q3 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 847
Filing on Oct 22, 2025 Q3 2025

Blue Sky Capital Consultants Group, Inc.

  • TSLA
  • QQQ
  • PLTR
  • XLK
  • NVDA
  • SCHO
  • HOOD
Blue Sky Capital Consultants Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 231 Billion
Stocks 63
Filing on Oct 22, 2025 Q3 2025

Upper Left Wealth Management, LLC

  • IAU
  • SPLG
  • BCI
  • BNDX
  • GLDM
  • MCHI
  • BWX
Upper Left Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 151 Million
Stocks 65
Filing on Oct 22, 2025 Q3 2025

Crown Wealth Group, LLC

  • DFUS
  • SPLG
  • BALT
  • VUG
  • SGOV
  • MSFT
  • IYW
Crown Wealth Group, LLC's Q3 2025 Portfolio
Portfolio Value 294 Million
Stocks 127
Filing on Oct 22, 2025 Q3 2025

Summit Financial Strategies, Inc.

  • DFIC
  • JCPB
  • IVV
  • FBND
  • SCHB
  • AVEM
  • PKG
Summit Financial Strategies, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 155