Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 21, 2025 Q3 2025

Wt Wealth Management

  • SCHB
  • SGOL
  • JAAA
  • NVDA
  • JBBB
  • AAPL
  • USFR
Wt Wealth Management's Q3 2025 Portfolio
Portfolio Value 333 Million
Stocks 139
Filing on Oct 21, 2025 Q3 2025

Granite Fo LLC

  • SPY
  • VIG
  • BRK-A
  • VYM
  • BRK-B
  • MDY
  • MU
Granite Fo LLC's Q3 2025 Portfolio
Portfolio Value 184 Billion
Stocks 632
Filing on Oct 21, 2025 Q3 2025

Pandi, LLC

  • VOO
  • VB
  • VO
Pandi, LLC's Q3 2025 Portfolio
Portfolio Value 754 Billion
Stocks 4
Filing on Oct 21, 2025 Q3 2025

Hikari Power LTD

  • BRK-A
  • JNJ
  • V
  • ROP
  • DHR
  • GOOG
  • XOM
Hikari Power LTD's Q3 2025 Portfolio
Portfolio Value 1.24 Billion
Stocks 63
Filing on Oct 21, 2025 Q3 2025

Radnor Capital Management, LLC

  • MRK
  • AZO
  • AAPL
  • IBM
  • JPM
  • XOM
  • MSFT
Radnor Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 630 Million
Stocks 314
Filing on Oct 21, 2025 Q3 2025

Fountainhead Am, LLC

  • JPST
  • IWB
  • VV
  • IVV
  • VTV
  • IJR
  • EFV
Fountainhead Am, LLC's Q3 2025 Portfolio
Portfolio Value 709 Million
Stocks 226
Filing on Oct 21, 2025 Q3 2025

Penobscot Investment Management Company, Inc.

  • NVDA
  • AAPL
  • MSFT
  • AVGO
  • JPM
  • GOOGL
  • SPY
Penobscot Investment Management Company, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.27 Billion
Stocks 316
Filing on Oct 21, 2025 Q3 2025

Mc Guire Investment Group, LLC

  • NVDA
  • PLTR
  • AMD
  • BIL
  • USFR
  • AAPL
  • AMAT
Mc Guire Investment Group, LLC's Q3 2025 Portfolio
Portfolio Value 816 Million
Stocks 120
Filing on Oct 21, 2025 Q3 2025

Charles Schwab Trust Bank

  • SCHD
Charles Schwab Trust Bank's Q3 2025 Portfolio
Portfolio Value 55.1 Billion
Stocks 1
Filing on Oct 21, 2025 Q3 2025

Dmkc Advisory Services, LLC

  • VOO
  • MSFT
  • BAC
  • VHT
  • WFC
  • PFG
  • DE
Dmkc Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 197 Billion
Stocks 75
Filing on Oct 21, 2025 Q3 2025

Kellett Schaffner Wealth Advisors LLC

  • SPY
  • IPKW
  • QQQ
  • PG
  • SCHD
  • VIG
  • XMMO
Kellett Schaffner Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 139 Million
Stocks 76
Filing on Oct 21, 2025 Q3 2025

Pettinga Financial Advisors, LLC

  • LRGF
  • QUAL
  • IVV
  • IVW
  • IVE
  • GLD
  • SPY
Pettinga Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 478 Million
Stocks 138
Filing on Oct 21, 2025 Q3 2025

Peavine Capital, LLC

  • SPY
  • IEF
  • SGOV
  • AAPL
  • CAT
  • DFAS
  • DFUS
Peavine Capital, LLC's Q3 2025 Portfolio
Portfolio Value 484 Million
Stocks 9
Filing on Oct 21, 2025 Q3 2025

Gateway Investment Advisers LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • GOOG
  • AVGO
Gateway Investment Advisers LLC's Q3 2025 Portfolio
Portfolio Value 10.2 Billion
Stocks 525
Filing on Oct 21, 2025 Q3 2025

Eagle Strategies LLC

  • SPLG
  • SPYG
  • FNDX
  • IHDG
  • VUG
  • PAVE
  • VOT
Eagle Strategies LLC's Q3 2025 Portfolio
Portfolio Value 741 Million
Stocks 239
Filing on Oct 21, 2025 Q3 2025

First National Bank Sioux Falls

  • VOO
  • AVDE
  • IDEV
  • AVLV
  • VO
  • VTV
  • RSP
First National Bank Sioux Falls's Q3 2025 Portfolio
Portfolio Value 286 Million
Stocks 171
Filing on Oct 21, 2025 Q3 2025

Clay Northam Wealth Management, LLC

  • COWZ
  • SCHG
  • AAPL
  • AMZN
  • SCHD
  • GOOG
  • MSFT
Clay Northam Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 169 Million
Stocks 99
Filing on Oct 21, 2025 Q3 2025

Moss Adams Wealth Advisors LLC

  • VTI
  • JCPB
  • IJR
  • XLU
  • XLRE
  • SMH
  • XLC
Moss Adams Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 1.28 Trillion
Stocks 433