Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 21, 2025 Q3 2025

Fischer Financial Services, Inc.

  • VCSH
  • AAPL
  • IWY
  • NVDA
  • MSFT
  • FTEC
  • QQQ
Fischer Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 371 Billion
Stocks 64
Filing on Oct 21, 2025 Q3 2025

Soa Wealth Advisors, Llc.

  • VBR
  • IWY
  • AAPL
  • MSFT
  • VOO
  • NVDA
  • NFLX
Soa Wealth Advisors, Llc.'s Q3 2025 Portfolio
Portfolio Value 960 Million
Stocks 893
Filing on Oct 21, 2025 Q3 2025

Watershed Private Wealth LLC

  • IVV
  • NVDA
  • AGG
  • VUG
  • QUAL
  • EFV
  • VTV
Watershed Private Wealth LLC's Q3 2025 Portfolio
Portfolio Value 316 Billion
Stocks 112
Filing on Oct 21, 2025 Q3 2025

Mayfair Advisory Group, LLC

  • VUG
  • VTV
  • JEPI
  • SCHD
  • SCHG
  • FBND
  • AAPL
Mayfair Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 207 Million
Stocks 190
Filing on Oct 21, 2025 Q3 2025

Suncoast Equity Management

  • MSFT
  • NVDA
  • BKNG
  • GOOG
  • V
  • INTU
  • SYK
Suncoast Equity Management's Q3 2025 Portfolio
Portfolio Value 990 Million
Stocks 90
Filing on Oct 21, 2025 Q3 2025

Riverbend Wealth Management, LLC

  • IVV
  • DGRW
  • AAPL
  • QQQ
  • NVDA
  • MSFT
  • AVGO
Riverbend Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 143 Billion
Stocks 138
Filing on Oct 21, 2025 Q3 2025

Stephenson & Company, Inc.

  • BRK-B
  • RSP
  • IVV
  • VEA
  • BSV
  • BIV
  • IJR
Stephenson & Company, Inc.'s Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 43
Filing on Oct 21, 2025 Q3 2025

Crown Oak Advisors, LLC

  • SCHW
  • V
  • HEIA
  • DE
  • ROL
  • CHD
  • WSO
Crown Oak Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 211 Billion
Stocks 23
Filing on Oct 21, 2025 Q3 2025

Steel Peak Wealth Management LLC

  • AAPL
  • NVDA
  • AMZN
  • MSFT
  • SPY
  • QQQ
  • GOOGL
Steel Peak Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 2.85 Billion
Stocks 579
Filing on Oct 21, 2025 Q3 2025

Tectonic Advisors LLC

  • BOND
  • VOO
  • TOTL
  • IVV
  • SPLG
  • BND
  • VEA
Tectonic Advisors LLC's Q3 2025 Portfolio
Portfolio Value 1.64 Billion
Stocks 421
Filing on Oct 21, 2025 Q3 2025

Retirement Guys Formula LLC

  • SCHG
  • PSFF
  • JPST
  • SCHV
  • AAAU
  • HEGD
  • QQQ
Retirement Guys Formula LLC's Q3 2025 Portfolio
Portfolio Value 270 Million
Stocks 169
Filing on Oct 21, 2025 Q3 2025

Discipline Wealth Solutions, LLC

  • BIV
  • DFAC
  • BNDX
  • VEA
  • IGSB
  • VOO
  • DFEM
Discipline Wealth Solutions, LLC's Q3 2025 Portfolio
Portfolio Value 354 Million
Stocks 155
Filing on Oct 21, 2025 Q3 2025

Relyea Zuckerberg Hanson LLC

  • VUG
  • VTV
  • IWF
  • IWD
  • BIL
  • VEA
  • MSFT
Relyea Zuckerberg Hanson LLC's Q3 2025 Portfolio
Portfolio Value 912 Million
Stocks 270
Filing on Oct 21, 2025 Q3 2025

Lazard Freres Gestion S.A.S.

  • MSFT
  • GOOGL
  • AMZN
  • AAPL
  • NVDA
  • V
  • RTX
Lazard Freres Gestion S.A.S.'s Q3 2025 Portfolio
Portfolio Value 5.25 Billion
Stocks 112
Filing on Oct 21, 2025 Q3 2025

Ballentine Capital Advisors, Inc

  • DFAC
  • VEA
  • BIV
  • VOO
  • DFEM
  • DFIS
  • BNDX
Ballentine Capital Advisors, Inc's Q3 2025 Portfolio
Portfolio Value 226 Million
Stocks 26
Filing on Oct 21, 2025 Q3 2025

Kerntke Otto Mc Glone Wealth Management Group

  • VTI
  • DGRO
  • FSMO
  • IBTG
  • DFAC
  • SCHF
  • REGL
Kerntke Otto Mc Glone Wealth Management Group's Q3 2025 Portfolio
Portfolio Value 131 Million
Stocks 84
Filing on Oct 21, 2025 Q3 2025

Sullivan Wood Capital Management LLC

  • SOFI
  • CELH
  • GOOG
  • AMZN
  • UNH
  • NRZ
  • NU
Sullivan Wood Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 67.9 Billion
Stocks 20
Filing on Oct 21, 2025 Q3 2025

Cv Advisors LLC

  • SPY
  • AAPL
  • NVDA
  • GOOGL
  • MSFT
  • AMZN
  • META
Cv Advisors LLC's Q3 2025 Portfolio
Portfolio Value 360 Million
Stocks 50