Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 21, 2025 Q3 2025

Sterling Investment Counsel, LLC

  • IVW
  • QQQM
  • JEPI
  • CGXU
  • AAPL
  • IJH
  • IVV
Sterling Investment Counsel, LLC's Q3 2025 Portfolio
Portfolio Value 308 Million
Stocks 130
Filing on Oct 21, 2025 Q3 2025

Global Financial Private Client, LLC

  • SPY
  • AAPL
  • VOO
  • MSFT
  • SCHD
  • VIG
  • NVDA
Global Financial Private Client, LLC's Q3 2025 Portfolio
Portfolio Value 281 Billion
Stocks 341
Filing on Oct 21, 2025 Q3 2025

Goldstein Advisors, LLC

  • ITOT
  • GSLC
  • JGRO
  • QUAL
  • DBMF
  • BOND
  • TAXF
Goldstein Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 823 Billion
Stocks 204
Filing on Oct 21, 2025 Q3 2025

Delta Wealth Advisors LLC

  • IBTF
  • VOO
  • IBTG
  • SPLG
  • SPDW
  • RSP
  • IJH
Delta Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 128 Billion
Stocks 46
Filing on Oct 21, 2025 Q3 2025

Schear Investment Advisers, LLC

  • NVDA
  • AVGO
  • SPY
  • GOOGL
  • MSFT
  • AAPL
  • META
Schear Investment Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 212 Million
Stocks 86
Filing on Oct 21, 2025 Q3 2025

Hudson Capital Management LLC

  • BOND
  • AGG
  • IEFA
  • IJK
  • BSCP
  • LQD
  • PSC
Hudson Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 363 Million
Stocks 466706
Filing on Oct 21, 2025 Q3 2025

Blue Rock Wealth Management LLC

  • SCHG
  • DGRW
  • JEPQ
  • VNLA
  • QUAL
  • PLTR
  • JAAA
Blue Rock Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 161 Billion
Stocks 107
Filing on Oct 21, 2025 Q3 2025

Braun Stacey Associates Inc

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • APP
  • META
  • AVGO
Braun Stacey Associates Inc's Q3 2025 Portfolio
Portfolio Value 2.82 Billion
Stocks 114
Filing on Oct 21, 2025 Q3 2025

William Howard & CO Financial Advisors Inc

  • IVV
  • IEF
  • IWM
  • ICF
  • IWV
  • IEFA
  • BND
William Howard & CO Financial Advisors Inc's Q3 2025 Portfolio
Portfolio Value 116 Million
Stocks 56
Filing on Oct 21, 2025 Q3 2025

Wagner Wealth Management, LLC

  • JPIE
  • KNG
  • UCON
  • JMEE
  • JEPI
  • SDVY
  • FID
Wagner Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 249
Filing on Oct 21, 2025 Q3 2025

Investment Planning Advisors, Inc.

  • SPLG
  • VXF
  • MGC
  • FRDM
  • RWL
  • QQQM
  • FBND
Investment Planning Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 273 Million
Stocks 88
Filing on Oct 21, 2025 Q3 2025

Invesco, LLC

  • ORCL
  • GOOG
  • AMZN
  • AAPL
  • MSFT
  • COST
  • APH
Invesco, LLC's Q3 2025 Portfolio
Portfolio Value 296 Billion
Stocks 133
Filing on Oct 21, 2025 Q3 2025

Golden State Equity Partners

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • AVGO
  • JPM
Golden State Equity Partners's Q3 2025 Portfolio
Portfolio Value 569 Million
Stocks 450
Filing on Oct 21, 2025 Q3 2025

Constellation Investments, Inc.

  • IVV
  • AGG
  • VOO
  • QQQ
  • IJH
  • VCIT
  • VTI
Constellation Investments, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.14 Trillion
Stocks 19
Filing on Oct 21, 2025 Q3 2025

Mattern Capital Management, LLC

  • AAPL
  • MSFT
  • WMT
  • LOW
  • AVGO
  • COST
  • ADI
Mattern Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 811 Million
Stocks 172
Filing on Oct 21, 2025 Q3 2025

Edmp, Inc.

  • AVGO
  • MO
  • ABBV
  • OHI
  • AFL
  • AMGN
  • UGI
Edmp, Inc.'s Q3 2025 Portfolio
Portfolio Value 123 Million
Stocks 69
Filing on Oct 21, 2025 Q3 2025

Generali Asset Management Spa Sgr

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • TSLA
  • ARCC
  • GOOG
Generali Asset Management Spa Sgr's Q3 2025 Portfolio
Portfolio Value 4.68 Trillion
Stocks 499
Filing on Oct 21, 2025 Q3 2025

Cap Wealth Advisors, LLC

  • PLTR
  • WMB
  • MSFT
  • BRK-B
  • GLW
  • IBM
  • LUMN
Cap Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 106