Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 21, 2025 Q3 2025

Galibier Capital Management Ltd.

  • AEM
  • RY
  • ENB
  • CNQ
  • MFC
  • CM
  • NTR
Galibier Capital Management Ltd.'s Q3 2025 Portfolio
Portfolio Value 270 Million
Stocks 38
Filing on Oct 21, 2025 Q3 2025

Pflug Koory, LLC

  • BRK-A
  • AAPL
  • BRK-B
  • MSFT
  • CAT
  • AMAT
  • ORCL
Pflug Koory, LLC's Q3 2025 Portfolio
Portfolio Value 210 Million
Stocks 415
Filing on Oct 21, 2025 Q3 2025

Altus Wealth Group LLC

  • IVV
  • SPMO
  • COWZ
  • MOAT
  • XMHQ
  • IWF
  • AAPL
Altus Wealth Group LLC's Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 143
Filing on Oct 21, 2025 Q3 2025

Western Pacific Wealth Management, LP

  • AAPL
  • VIG
  • VYM
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
Western Pacific Wealth Management, LP's Q3 2025 Portfolio
Portfolio Value 95.6 Million
Stocks 190
Filing on Oct 21, 2025 Q3 2025

Intelligent Financial Strategies

  • BRK-B
  • VOO
  • VT
  • VTI
  • VXUS
  • BND
  • BRK-A
Intelligent Financial Strategies's Q3 2025 Portfolio
Portfolio Value 199 Million
Stocks 73
Filing on Oct 21, 2025 Q3 2025

ETF Portfolio Partners, Inc.

  • VTI
  • MGK
  • AGG
  • MGV
  • BLV
  • QQQ
  • VEU
ETF Portfolio Partners, Inc.'s Q3 2025 Portfolio
Portfolio Value 375 Million
Stocks 67
Filing on Oct 21, 2025 Q3 2025

Hedeker Wealth, LLC

  • PLTR
  • AVGO
  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • META
Hedeker Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 448 Million
Stocks 92
Filing on Oct 21, 2025 Q3 2025

Financiere Des Professionnels Fonds D,Investissement Inc.

  • IEMG
  • SPY
  • IEFA
  • TSM
  • MSFT
  • AAPL
  • QQQ
Financiere Des Professionnels Fonds D,Investissement Inc.'s Q3 2025 Portfolio
Portfolio Value 1.74 Trillion
Stocks 409
Filing on Oct 21, 2025 Q3 2025

Ntv Asset Management LLC

  • SPY
  • QQQ
  • AAPL
  • MSFT
  • LLY
  • PLTR
  • IWM
Ntv Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 883 Million
Stocks 311
Filing on Oct 21, 2025 Q3 2025

Three Bridge Wealth Advisors, LLC

  • ACWI
  • SPY
  • META
  • VOO
  • COIN
  • QQQ
  • RBLX
Three Bridge Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 384 Million
Stocks 87
Filing on Oct 21, 2025 Q3 2025

Pds Planning, Inc

  • VEA
  • IVV
  • AGG
  • VO
  • AVUV
  • VWO
  • VIG
Pds Planning, Inc's Q3 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 540
Filing on Oct 21, 2025 Q3 2025

Brown Miller Wealth Management, LLC

  • NVDA
  • AAPL
  • MSFT
  • JPM
  • GOOGL
  • AVGO
  • ABT
Brown Miller Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 341 Million
Stocks 273
Filing on Oct 21, 2025 Q3 2025

Signaturefd, LLC

  • IWF
  • IUSV
  • VIG
  • JQUA
  • IEFA
  • VXUS
  • VWO
Signaturefd, LLC's Q3 2025 Portfolio
Portfolio Value 5.8 Billion
Stocks 3420
Filing on Oct 21, 2025 Q3 2025

Taylor Frigon Capital Management LLC

  • CRDO
  • PSTG
  • TSEM
  • MPWR
  • CVNA
  • ONTO
  • NET
Taylor Frigon Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 190 Million
Stocks 89
Filing on Oct 21, 2025 Q3 2025

Townsend & Associates, Inc

  • SHV
  • ISTB
  • TLT
  • GLD
  • HDV
  • IUSV
  • NTR
Townsend & Associates, Inc's Q3 2025 Portfolio
Portfolio Value 998 Million
Stocks 112
Filing on Oct 21, 2025 Q3 2025

Altfest L J & CO Inc

  • QQQM
  • STIP
  • VTIP
  • SCHP
  • AAPL
  • EMLP
  • FHLC
Altfest L J & CO Inc's Q3 2025 Portfolio
Portfolio Value 735 Million
Stocks 330
Filing on Oct 21, 2025 Q3 2025

Quattro Financial Advisors LLC

  • MSFT
  • XLG
  • AMZN
  • QQQ
  • RSP
  • VEA
  • META
Quattro Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 296 Million
Stocks 84
Filing on Oct 21, 2025 Q3 2025

Arbor Investment Advisors, LLC

  • IWB
  • PRF
  • VEA
  • TFLO
  • BSV
  • AGG
  • PRFZ
Arbor Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 785 Million
Stocks 127