Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 20, 2025 Q3 2025

Mainstream Capital Management LLC

  • JPST
  • AAPL
  • AMZN
  • META
  • NVDA
  • GOOG
  • IWF
Mainstream Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 150 Billion
Stocks 87
Filing on Oct 20, 2025 Q3 2025

Jb Capital LLC

  • IVV
  • DYNF
  • IVW
  • QUAL
  • IVE
  • EFV
  • IUSB
Jb Capital LLC's Q3 2025 Portfolio
Portfolio Value 2.1 Billion
Stocks 252
Filing on Oct 20, 2025 Q3 2025

Balance Wealth, LLC

  • QQQ
  • IJJ
  • XLV
  • VBR
  • VOO
  • SCHX
  • IGIB
Balance Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 405 Billion
Stocks 133
Filing on Oct 20, 2025 Q3 2025

Gpm Growth Investors, Inc.

  • MSFT
  • GOOGL
  • SCHG
  • BSCS
  • BSCT
  • AAPL
  • ORCL
Gpm Growth Investors, Inc.'s Q3 2025 Portfolio
Portfolio Value 250 Million
Stocks 42
Filing on Oct 20, 2025 Q3 2025

Altus Wealth Management, LLC

  • VTI
  • QQQ
  • EQWL
  • DGRO
  • IJH
  • IQLT
  • IGV
Altus Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 226 Million
Stocks 28
Filing on Oct 20, 2025 Q3 2025

Roth Financial Partners LLC

  • IEFA
  • IVV
  • SPY
  • IJR
  • RSP
  • VOO
  • VGIT
Roth Financial Partners LLC's Q3 2025 Portfolio
Portfolio Value 295 Million
Stocks 32
Filing on Oct 20, 2025 Q3 2025

Masso Torrence Wealth Management Inc.

  • NVDA
  • AAPL
  • XMHQ
  • DIVB
  • QQQ
  • JEPI
  • AVGO
Masso Torrence Wealth Management Inc.'s Q3 2025 Portfolio
Portfolio Value 218 Million
Stocks 108
Filing on Oct 20, 2025 Q3 2025

Blue Path Capital Management, LLC

  • AFL
  • TSLA
  • HD
  • NVDA
  • SPY
  • PLTR
  • MSFT
Blue Path Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 240 Billion
Stocks 121
Filing on Oct 20, 2025 Q3 2025

Vanderbilt University

  • XME
  • RSP
  • VNQ
  • GDX
  • XOP
  • GDXJ
  • XBI
Vanderbilt University's Q3 2025 Portfolio
Portfolio Value 602 Billion
Stocks 73
Filing on Oct 20, 2025 Q3 2025

Advocate Group LLC

  • VEA
  • GIS
  • VV
  • ABBV
  • VZ
  • JNJ
  • CSCO
Advocate Group LLC's Q3 2025 Portfolio
Portfolio Value 608 Million
Stocks 122
Filing on Oct 20, 2025 Q3 2025

Heritage Oak Wealth Advisors LLC

  • WMT
  • JPST
  • BIL
  • QQQ
  • BKHY
  • ITOT
  • AAPL
Heritage Oak Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 275 Billion
Stocks 85
Filing on Oct 20, 2025 Q3 2025

High Mark Wealth Management LLC

  • IVV
  • EFV
  • IWM
  • IJR
  • VOO
  • IUSV
  • WFC
High Mark Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 217 Million
Stocks 607
Filing on Oct 20, 2025 Q3 2025

Dhjj Financial Advisors, Ltd.

  • QQQ
  • IJH
  • SCHG
  • SCHD
  • IWM
  • JPST
  • XMHQ
Dhjj Financial Advisors, Ltd.'s Q3 2025 Portfolio
Portfolio Value 256 Million
Stocks 1003
Filing on Oct 20, 2025 Q3 2025

Delta Investment Management, LLC

  • MSFT
  • MINT
  • BSJQ
  • CGDV
  • AAPL
  • IVV
  • QQQ
Delta Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 427 Million
Stocks 268
Filing on Oct 20, 2025 Q3 2025

Miracle Mile Advisors, LLC

  • SCHF
  • GBIL
  • BND
  • SPLG
  • MSFT
  • AAPL
  • MBB
Miracle Mile Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 6.11 Billion
Stocks 824
Filing on Oct 20, 2025 Q3 2025

Premier Financial Group

  • DFAS
  • DFAT
  • DFIV
  • DISV
  • DFUS
  • DFUV
  • DFEM
Premier Financial Group's Q3 2025 Portfolio
Portfolio Value 374 Billion
Stocks 63
Filing on Oct 20, 2025 Q3 2025

Mastercard Foundation Asset Management Corp

  • MA
  • AGG
  • SPY
  • BND
Mastercard Foundation Asset Management Corp's Q3 2025 Portfolio
Portfolio Value 43.3 Billion
Stocks 4
Filing on Oct 20, 2025 Q3 2025

Xml Financial, LLC

  • SCHG
  • IWF
  • SCHV
  • DGRO
  • MSFT
  • AAPL
  • IWB
Xml Financial, LLC's Q3 2025 Portfolio
Portfolio Value 1.2 Billion
Stocks 393