Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 20, 2025 Q3 2025

Financial Consulate, Inc

  • SCHX
  • DUHP
  • MFDX
  • SCHF
  • DIHP
  • FNDB
  • DFAS
Financial Consulate, Inc's Q3 2025 Portfolio
Portfolio Value 678 Million
Stocks 1153
Filing on Oct 20, 2025 Q3 2025

Daner Wealth Management, LLC

  • DFAC
  • OMFL
  • VV
  • DFCF
  • VO
  • DFAS
  • IEFA
Daner Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 150 Million
Stocks 98
Filing on Oct 20, 2025 Q3 2025

White & CO Financial Planning Inc

  • SCHX
  • SCHA
  • SCHM
  • SCHF
  • SCHC
  • SCHI
  • SPLB
White & CO Financial Planning Inc's Q3 2025 Portfolio
Portfolio Value 133 Billion
Stocks 19
Filing on Oct 20, 2025 Q3 2025

Rb Capital Management, LLC

  • AAPL
  • BRK-B
  • NVDA
  • COST
  • MSFT
  • GOOG
  • META
Rb Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 452 Million
Stocks 188
Filing on Oct 20, 2025 Q3 2025

Rye Brook Capital LLC

  • SPY
  • QQQ
  • SRUUF
  • SMH
  • KWEB
  • NXE
  • XLI
Rye Brook Capital LLC's Q3 2025 Portfolio
Portfolio Value 192 Million
Stocks 31
Filing on Oct 20, 2025 Q3 2025

Chico Wealth Ria

  • DFAC
  • DFAI
  • DFAE
  • DFSD
  • DFAU
  • KLAC
  • TCBK
Chico Wealth Ria's Q3 2025 Portfolio
Portfolio Value 146 Million
Stocks 33
Filing on Oct 20, 2025 Q3 2025

Strait & Sound Wealth Management LLC

  • AAPL
  • MSFT
  • NVDA
  • TBIL
  • SGOV
  • AMZN
  • GOOGL
Strait & Sound Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 261 Billion
Stocks 148
Filing on Oct 20, 2025 Q3 2025

Twin Lakes Capital Management, LLC

  • BIL
  • AAPL
  • STX
  • NVDA
  • GILD
  • CPRI
  • SCHW
Twin Lakes Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 210 Million
Stocks 224
Filing on Oct 20, 2025 Q3 2025

Semitam Bonam LLC

  • VTI
  • IGIB
  • DFUS
  • IGSB
  • DFAU
  • VEA
  • IEI
Semitam Bonam LLC's Q3 2025 Portfolio
Portfolio Value 112 Billion
Stocks 44
Filing on Oct 20, 2025 Q3 2025

Mc Elhenny Sheffield Capital Management, LLC

  • MSMR
  • TQQQ
  • QQQ
  • SPY
  • ITA
  • XLK
  • XLI
Mc Elhenny Sheffield Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 417 Million
Stocks 106
Filing on Oct 20, 2025 Q3 2025

Fortress Financial Solutions, LLC

  • QQQ
  • VCIT
  • IVV
  • PFF
  • IJH
  • AAPL
  • ITOT
Fortress Financial Solutions, LLC's Q3 2025 Portfolio
Portfolio Value 91.8 Billion
Stocks 60
Filing on Oct 20, 2025 Q3 2025

Stonebridge Financial Group, LLC

  • SMMU
  • DGRO
  • CGCP
  • USFR
  • GLD
  • USTB
  • AAPL
Stonebridge Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 1.14 Trillion
Stocks 240
Filing on Oct 20, 2025 Q3 2025

Security National Bank

  • NVDA
  • BRK-A
  • BRK-B
  • AAPL
  • MSFT
  • MUSA
  • AMZN
Security National Bank's Q3 2025 Portfolio
Portfolio Value 636 Million
Stocks 474
Filing on Oct 20, 2025 Q3 2025

Center Star Asset Management, LLC

  • SPY
  • ORCL
  • LOW
  • ACN
  • AAPL
  • LULU
  • BX
Center Star Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 52 Million
Stocks 277
Filing on Oct 20, 2025 Q3 2025

Ayrshire Capital Management LLC

  • APH
  • MSFT
  • AAPL
  • TJX
  • META
  • PANW
  • DHR
Ayrshire Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 206 Million
Stocks 47
Filing on Oct 20, 2025 Q3 2025

Koss Olinger Consulting, LLC

  • SCHX
  • JPSE
  • BOND
  • SPMD
  • USHY
  • BLV
  • SPEM
Koss Olinger Consulting, LLC's Q3 2025 Portfolio
Portfolio Value 1.28 Billion
Stocks 311
Filing on Oct 20, 2025 Q3 2025

Wj Interests, LLC

  • VT
  • NTSI
  • NTSX
  • AVUV
  • AVEM
  • ROMO
  • TLT
Wj Interests, LLC's Q3 2025 Portfolio
Portfolio Value 194 Million
Stocks 25
Filing on Oct 20, 2025 Q3 2025

Trail Ridge Investment Advisors, LLC

  • EMXC
  • GSIE
  • VNLA
  • AAPL
  • IVV
  • MSFT
  • NVDA
Trail Ridge Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 214 Million
Stocks 108