Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 21, 2025 Q3 2025

Prepared Retirement Institute LLC

  • VIG
  • SCHD
  • IHDG
  • CMBS
  • SPYG
  • VTI
  • BND
Prepared Retirement Institute LLC's Q3 2025 Portfolio
Portfolio Value 192 Billion
Stocks 84
Filing on Oct 21, 2025 Q3 2025

Kagan Cocozza Asset Management

  • SPLG
  • SPAB
  • SPDW
  • SPIB
  • VIG
  • VO
  • AGG
Kagan Cocozza Asset Management's Q3 2025 Portfolio
Portfolio Value 132 Billion
Stocks 61
Filing on Oct 21, 2025 Q3 2025

Kooman & Associates

  • DFAU
  • DFIC
  • DFEM
  • DFUV
  • DUHP
  • IVV
  • DFAS
Kooman & Associates's Q3 2025 Portfolio
Portfolio Value 324 Billion
Stocks 53
Filing on Oct 21, 2025 Q3 2025

Gsb Wealth Management, LLC

  • IVV
  • USFR
  • AAPL
  • AGGY
  • FNDA
  • FLOT
  • MSFT
Gsb Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 411 Million
Stocks 239
Filing on Oct 21, 2025 Q3 2025

Physicians Financial Services, Inc.

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • GOOGL
  • WMT
  • MA
Physicians Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 336 Million
Stocks 108
Filing on Oct 21, 2025 Q3 2025

Morris Financial Concepts, Inc.

  • IVV
  • SCHX
  • IEFA
  • IJR
  • SHY
  • ISTB
  • SCHA
Morris Financial Concepts, Inc.'s Q3 2025 Portfolio
Portfolio Value 271 Million
Stocks 198
Filing on Oct 21, 2025 Q3 2025

Gam Holding Ag

  • MSFT
  • NVDA
  • GOOGL
  • AAPL
  • META
  • AMZN
  • UBS
Gam Holding Ag's Q3 2025 Portfolio
Portfolio Value 1.49 Billion
Stocks 373
Filing on Oct 21, 2025 Q3 2025

Alken Asset Management Ltd.

  • KO
  • MSCI
  • IAU
Alken Asset Management Ltd.'s Q3 2025 Portfolio
Portfolio Value 61.1 Million
Stocks 36
Filing on Oct 21, 2025 Q3 2025

Values First Advisors, Inc.

  • VGSH
  • SHY
  • ISTB
  • IEI
  • IEF
  • MINT
  • NEAR
Values First Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 179 Million
Stocks 318
Filing on Oct 21, 2025 Q3 2025

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

  • DFAC
  • SPLG
  • DFAX
  • VUG
  • VEA
  • DYNF
  • QUAL
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors's Q3 2025 Portfolio
Portfolio Value 1.72 Trillion
Stocks 412
Filing on Oct 21, 2025 Q3 2025

Sage Investment Counsel LLC

  • PNFP
  • AAPL
  • BRK-A
  • BRK-B
  • ET
  • UBER
  • V
Sage Investment Counsel LLC's Q3 2025 Portfolio
Portfolio Value 90.3 Billion
Stocks 123
Filing on Oct 21, 2025 Q3 2025

Titan Global Capital Management Usa LLC

  • IVV
  • NVDA
  • UEC
  • MSFT
  • META
  • CIEN
  • MA
Titan Global Capital Management Usa LLC's Q3 2025 Portfolio
Portfolio Value 593 Million
Stocks 59
Filing on Oct 21, 2025 Q3 2025

Brookwood Investment Group LLC

  • NVDA
  • VTI
  • VUG
  • AAPL
  • AMZN
  • MSFT
  • AVGO
Brookwood Investment Group LLC's Q3 2025 Portfolio
Portfolio Value 775 Billion
Stocks 483
Filing on Oct 21, 2025 Q3 2025

Sjs Investment Consulting Inc.

  • DFAC
  • DFIC
  • DFSD
  • AAPL
  • LLY
  • VTIP
  • AVUS
Sjs Investment Consulting Inc.'s Q3 2025 Portfolio
Portfolio Value 647 Million
Stocks 2101
Filing on Oct 21, 2025 Q3 2025

Penney Financial, LLC

  • GSLC
  • VTI
  • VEA
  • SGOV
  • IEFA
  • SCHD
  • JPIE
Penney Financial, LLC's Q3 2025 Portfolio
Portfolio Value 223 Billion
Stocks 49
Filing on Oct 21, 2025 Q3 2025

Vishria Bird Financial Group, LLC

  • IBDT
  • GOOGL
  • IBMQ
  • AAPL
  • FDX
  • IBDV
  • IBDU
Vishria Bird Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 443 Million
Stocks 97
Filing on Oct 21, 2025 Q3 2025

Summit Wealth Partners, LLC

  • IVV
  • IWF
  • QUAL
  • QQQ
  • AGG
  • USMV
  • BRO
Summit Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 554 Billion
Stocks 212
Filing on Oct 21, 2025 Q3 2025

Cascade Financial Partners, LLC

  • LLY
  • AAPL
  • VEA
  • IVV
  • PEP
  • IEMG
  • NVDA
Cascade Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 872 Billion
Stocks 264