Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 20, 2025 Q3 2025

Sequent Asset Management, LLC

  • XLK
  • SPY
  • SPYG
  • IWP
  • IWO
  • VOO
  • USMV
Sequent Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 132 Million
Stocks 94
Filing on Oct 20, 2025 Q3 2025

Ascent Group, LLC

  • SPLG
  • IVW
  • DYNF
  • AAPL
  • MSFT
  • NVDA
  • IVE
Ascent Group, LLC's Q3 2025 Portfolio
Portfolio Value 2.65 Billion
Stocks 4667
Filing on Oct 20, 2025 Q3 2025

Kingsman Wealth Management, Inc.

  • NVDA
  • META
  • AMZN
  • GE
  • PLTR
  • MSFT
  • AAPL
Kingsman Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 180 Billion
Stocks 69
Filing on Oct 20, 2025 Q3 2025

Forefront Wealth Partners, LLC

  • SPLG
  • AGG
  • BNDX
  • EMB
  • EMLP
  • MTUM
  • VNQI
Forefront Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 397 Billion
Stocks 191
Filing on Oct 20, 2025 Q3 2025

Ergawealth Advisors, Inc.

  • CGGR
  • FTHI
  • CGDV
  • RDVY
  • FTCS
  • BUFR
  • JEPI
Ergawealth Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 215 Billion
Stocks 59
Filing on Oct 20, 2025 Q3 2025

Weaver Capital Management LLC

  • SCHB
  • SCHG
  • NVDA
  • PJAN
  • AVGO
  • VTV
  • STRV
Weaver Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 462 Billion
Stocks 193
Filing on Oct 20, 2025 Q3 2025

Joseph P. Lucia & Associates, LLC

  • SMH
  • AAPL
  • NVDA
  • SCHB
  • NOBL
  • AMZN
  • SCHG
Joseph P. Lucia & Associates, LLC's Q3 2025 Portfolio
Portfolio Value 218 Million
Stocks 161
Filing on Oct 20, 2025 Q3 2025

Sivia Capital Partners, LLC

  • NVDA
  • VT
  • VOO
  • MSFT
  • AAPL
  • AMZN
  • BRK-B
Sivia Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 354 Billion
Stocks 468
Filing on Oct 20, 2025 Q3 2025

Strategic Value Bank Partners LLC

  • FFWM
  • BHLB
  • CFG
  • PGC
  • WNEB
  • WBS
  • GABC
Strategic Value Bank Partners LLC's Q3 2025 Portfolio
Portfolio Value 119 Million
Stocks 14
Filing on Oct 20, 2025 Q3 2025

Financial Architects, LLC

  • SCHP
  • VTI
  • BND
  • BNDX
  • GSSC
  • DFSV
  • DISV
Financial Architects, LLC's Q3 2025 Portfolio
Portfolio Value 176 Billion
Stocks 28
Filing on Oct 20, 2025 Q3 2025

Base Wealth Management LLC

  • VOO
  • HCI
  • JQUA
  • VONG
  • QQQ
  • HDV
  • FDVV
Base Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 175 Billion
Stocks 63
Filing on Oct 20, 2025 Q3 2025

Great Diamond Partners, LLC

  • IEFA
  • VTI
  • IWV
  • SPY
  • MSFT
  • VUG
  • VXF
Great Diamond Partners, LLC's Q3 2025 Portfolio
Portfolio Value 491 Million
Stocks 225
Filing on Oct 20, 2025 Q3 2025

Squire Investment Management Company, LLC

  • DFAC
  • ITOT
  • DFAT
  • DFIV
  • AVDV
  • DFEM
  • IDEV
Squire Investment Management Company, LLC's Q3 2025 Portfolio
Portfolio Value 307 Billion
Stocks 68
Filing on Oct 20, 2025 Q3 2025

Armbruster Capital Management, Inc.

  • VFVA
  • MTUM
  • SPLV
  • RPV
  • QUAL
  • VFQY
  • IVLU
Armbruster Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 583 Million
Stocks 131
Filing on Oct 20, 2025 Q3 2025

Clark Asset Management, LLC

  • VEA
  • VUG
  • VTV
  • VWO
  • VB
  • BNDX
  • BSV
Clark Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 860 Billion
Stocks 208
Filing on Oct 20, 2025 Q3 2025

Fcf Advisors LLC

  • ABBV
  • MA
  • APP
  • BKNG
  • AAPL
  • RBLX
  • VRSN
Fcf Advisors LLC's Q3 2025 Portfolio
Portfolio Value 723 Million
Stocks 60
Filing on Oct 20, 2025 Q3 2025

Smith, Salley & Associates

  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • AMZN
  • META
  • JPM
Smith, Salley & Associates's Q3 2025 Portfolio
Portfolio Value 1.84 Billion
Stocks 264
Filing on Oct 20, 2025 Q3 2025

Shilanski & Associates, Inc.

  • SPY
  • SCHB
  • FNDF
  • SPYG
  • SPHD
  • TIP
  • JNK
Shilanski & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 375 Million
Stocks 109