Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 21, 2025 Q3 2025

Hubbell Strickland Wealth Management, LLC

  • VIG
  • IVV
  • IJH
  • SDY
  • VUG
  • PHYS
  • DGRO
Hubbell Strickland Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 229 Million
Stocks 82
Filing on Oct 21, 2025 Q3 2025

Greenbush Financial Group, LLC

  • VOO
  • CGGR
  • BND
  • GLD
  • VTV
  • VXUS
  • JGRO
Greenbush Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 261 Billion
Stocks 32
Filing on Oct 21, 2025 Q3 2025

Guyasuta Investment Advisors Inc

  • MSFT
  • GOOG
  • VST
  • BRK-B
  • MA
  • RSG
  • TMO
Guyasuta Investment Advisors Inc's Q3 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 262
Filing on Oct 21, 2025 Q3 2025

Wealth Management Associates, Inc.

  • AAPL
  • IVV
  • TLT
  • MSFT
  • NVDA
  • VTI
  • PLTR
Wealth Management Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 282 Billion
Stocks 230
Filing on Oct 21, 2025 Q3 2025

Ppsc Investment Service Corp

  • SPXL
  • GLD
  • SPY
  • QQQ
  • TQQQ
Ppsc Investment Service Corp's Q3 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 8
Filing on Oct 21, 2025 Q3 2025

Pay Pay Securities Corp

  • SPXL
  • GLD
  • SOXL
  • MSFT
  • AAPL
  • AMZN
  • SPY
Pay Pay Securities Corp's Q3 2025 Portfolio
Portfolio Value 2.78 Billion
Stocks 281
Filing on Oct 20, 2025 Q3 2025

Regency Capital Management Inc.\De

  • BRK-B
  • MKL
  • COST
  • IAU
  • CB
  • APH
  • MSFT
Regency Capital Management Inc.\De's Q3 2025 Portfolio
Portfolio Value 205 Million
Stocks 58
Filing on Oct 20, 2025 Q3 2025

Massachusetts Wealth Management

  • XLK
  • JPM
  • XLI
  • AAPL
  • XLF
  • C
  • MSFT
Massachusetts Wealth Management's Q3 2025 Portfolio
Portfolio Value 202 Billion
Stocks 96
Filing on Oct 20, 2025 Q3 2025

Moody Aldrich Partners LLC

  • CADE
  • INDB
  • PTGX
  • KTOS
  • PIPR
  • CASH
  • MOD
Moody Aldrich Partners LLC's Q3 2025 Portfolio
Portfolio Value 478 Million
Stocks 188
Filing on Oct 20, 2025 Q3 2025

Mokosak Advisory Group, LLC

  • SCHV
  • VBR
  • SCHG
  • SCHA
  • SCHM
  • VGT
  • SCHZ
Mokosak Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 382 Million
Stocks 38
Filing on Oct 20, 2025 Q3 2025

Tfo Tdc, LLC

  • VEA
  • DFAC
  • IWB
  • DFUV
  • DFAT
  • SPY
  • IJR
Tfo Tdc, LLC's Q3 2025 Portfolio
Portfolio Value 607 Million
Stocks 50
Filing on Oct 20, 2025 Q3 2025

Jdm Financial Group LLC

  • BKLC
  • XHLF
  • VOO
  • SPDW
  • IVV
  • VNQ
  • VO
Jdm Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 239 Billion
Stocks 280
Filing on Oct 20, 2025 Q3 2025

Optimum Investment Advisors

  • AAPL
  • NVDA
  • SPY
  • MSFT
  • VGT
  • GOOG
  • COST
Optimum Investment Advisors's Q3 2025 Portfolio
Portfolio Value 244 Million
Stocks 613
Filing on Oct 20, 2025 Q3 2025

Morton Brown Family Wealth, LLC

  • SCHB
  • AVEM
  • VEA
  • AVDV
  • AVUV
  • MUB
  • SCHR
Morton Brown Family Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 348 Million
Stocks 264
Filing on Oct 20, 2025 Q3 2025

Reston Wealth Management LLC

  • SPYG
  • FNDX
  • SPDW
  • SPAB
  • SPMD
  • SMLF
  • SPYV
Reston Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 309 Million
Stocks 53
Filing on Oct 20, 2025 Q3 2025

Dupont Capital Management Corp

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • GOOG
  • META
  • VWO
Dupont Capital Management Corp's Q3 2025 Portfolio
Portfolio Value 951 Million
Stocks 109
Filing on Oct 20, 2025 Q3 2025

E&G Advisors, LP

  • IWF
  • VIG
  • SPY
  • QQQ
  • VTV
  • GLD
  • JPM
E&G Advisors, LP's Q3 2025 Portfolio
Portfolio Value 415 Million
Stocks 227
Filing on Oct 20, 2025 Q3 2025

Salomon & Ludwin, LLC

  • IVW
  • SUB
  • XLK
  • JMST
  • VOO
  • BIL
  • IVE
Salomon & Ludwin, LLC's Q3 2025 Portfolio
Portfolio Value 1.1 Billion
Stocks 2154