Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 21, 2025 Q3 2025

Sc&H Financial Advisors, Inc.

  • DFAC
  • AVUS
  • DFAU
  • DFUS
  • DFAI
  • DFIC
  • AVDE
Sc&H Financial Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 548 Million
Stocks 147
Filing on Oct 21, 2025 Q3 2025

Western Financial Corp/Ca

  • EFSC
  • ARWR
  • WFC
  • PLTR
  • NFLX
  • GE
  • AMD
Western Financial Corp/Ca's Q3 2025 Portfolio
Portfolio Value 230 Billion
Stocks 120
Filing on Oct 21, 2025 Q3 2025

Arrow Financial Corp

  • VOO
  • QQQ
  • IJH
  • AROW
  • IJR
  • SPYV
  • IDEV
Arrow Financial Corp's Q3 2025 Portfolio
Portfolio Value 951 Million
Stocks 288
Filing on Oct 21, 2025 Q3 2025

Ariose Capital Management LTD

  • NVDA
  • GOOGL
  • U
  • BABA
  • LITE
  • YY
  • SHOP
Ariose Capital Management LTD's Q3 2025 Portfolio
Portfolio Value 240 Million
Stocks 35
Filing on Oct 21, 2025 Q3 2025

Elm3 Financial Group, LLC

  • NVDA
  • AMZN
  • AVGO
  • MSFT
  • QQQ
  • MTUM
  • LLY
Elm3 Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 122 Billion
Stocks 111
Filing on Oct 21, 2025 Q3 2025

U S Global Investors Inc

  • LUV
  • DAL
  • UAL
  • AAL
  • ALGT
  • JBLU
  • SNCY
U S Global Investors Inc's Q3 2025 Portfolio
Portfolio Value 804 Million
Stocks 171
Filing on Oct 21, 2025 Q3 2025

Proffitt & Goodson Inc

  • VOO
  • VEA
  • VGIT
  • VTI
  • VCSH
  • SPY
  • VWO
Proffitt & Goodson Inc's Q3 2025 Portfolio
Portfolio Value 694 Million
Stocks 444
Filing on Oct 21, 2025 Q3 2025

Citadel Investment Advisory, Inc.

  • BRK-B
  • MKL
  • GOOGL
  • MSFT
  • IPMLF
  • GOOG
  • ORCL
Citadel Investment Advisory, Inc.'s Q3 2025 Portfolio
Portfolio Value 218 Million
Stocks 82
Filing on Oct 21, 2025 Q3 2025

Christensen, King & Associates Investment Services, Inc.

  • SCHX
  • SCHB
  • SCHG
  • SCHD
  • SCHZ
  • SCHA
  • SCHF
Christensen, King & Associates Investment Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 233 Billion
Stocks 106
Filing on Oct 21, 2025 Q3 2025

Rector, Church Wardens & Vestrymen Of Trinity Church In The City Of New York

  • ACWI
Rector, Church Wardens & Vestrymen Of Trinity Church In The City Of New York's Q3 2025 Portfolio
Portfolio Value 234 Billion
Stocks 2
Filing on Oct 21, 2025 Q3 2025

Global Retirement Partners, LLC

  • SPLG
  • AJG
  • AAPL
  • NVDA
  • IVV
  • QQQ
  • MSFT
Global Retirement Partners, LLC's Q3 2025 Portfolio
Portfolio Value 4.24 Billion
Stocks 3880
Filing on Oct 21, 2025 Q3 2025

Davidson Investment Advisors

  • IXUS
  • MSFT
  • GOOG
  • AMZN
  • AAPL
  • TSM
  • NVDA
Davidson Investment Advisors's Q3 2025 Portfolio
Portfolio Value 2.25 Billion
Stocks 122
Filing on Oct 21, 2025 Q3 2025

Jarislowsky, Fraser LTD

  • TD
  • CNI
  • OTEX
  • BMO
  • SHOP
  • MSFT
  • CAE
Jarislowsky, Fraser LTD's Q3 2025 Portfolio
Portfolio Value 16.5 Billion
Stocks 192
Filing on Oct 21, 2025 Q3 2025

Armor Investment Advisors, LLC

  • IVV
  • FTEC
  • JPIE
  • BND
  • IUSB
  • CGGR
  • HYDB
Armor Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 268 Million
Stocks 149
Filing on Oct 21, 2025 Q3 2025

Ascent Wealth Partners, LLC

  • IWF
  • QQQ
  • AAPL
  • MDY
  • MSFT
  • GOOGL
  • RSP
Ascent Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 848 Million
Stocks 182
Filing on Oct 21, 2025 Q3 2025

Adventist Health System

  • VOO
  • VEA
  • ITOT
  • VONV
  • VTIP
  • IXUS
  • VOT
Adventist Health System's Q3 2025 Portfolio
Portfolio Value 614 Million
Stocks 8
Filing on Oct 21, 2025 Q3 2025

Davis Capital Management

  • SCHB
  • SCHD
  • SCHF
  • SCHA
  • GOOG
  • AAPL
  • VTI
Davis Capital Management's Q3 2025 Portfolio
Portfolio Value 144 Billion
Stocks 615
Filing on Oct 21, 2025 Q3 2025

Rexford Capital Inc

  • AAPL
  • KLAC
  • BRK-B
  • ORCL
  • VOO
  • NVDA
  • CAT
Rexford Capital Inc's Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 270