Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 20, 2025 Q3 2025

Mustard Seed Financial, LLC

  • BSV
  • VCSH
  • VUG
  • BIV
  • VTV
  • VTEB
  • VXUS
Mustard Seed Financial, LLC's Q3 2025 Portfolio
Portfolio Value 156 Billion
Stocks 92
Filing on Oct 20, 2025 Q3 2025

Albion Financial Group

  • VOO
  • AAPL
  • IWR
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
Albion Financial Group 's Q3 2025 Portfolio
Portfolio Value 1.61 Billion
Stocks 651
Filing on Oct 20, 2025 Q3 2025

Waypoint Wealth Counsel

  • VOO
  • SPY
  • VYM
  • GLD
  • MSFT
  • IVV
  • AAPL
Waypoint Wealth Counsel's Q3 2025 Portfolio
Portfolio Value 253 Billion
Stocks 420
Filing on Oct 20, 2025 Q3 2025

Prentiss Smith & CO Inc

  • GOOG
  • MSFT
  • CSCO
  • GRC
  • JNJ
  • SCHW
  • WMS
Prentiss Smith & CO Inc's Q3 2025 Portfolio
Portfolio Value 159 Million
Stocks 68
Filing on Oct 20, 2025 Q3 2025

Lionsbridge Wealth Management LLC

  • JPIE
  • SPMO
  • PWR
  • JCPB
  • RSP
  • IJR
  • MDY
Lionsbridge Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 86 Million
Stocks 58
Filing on Oct 20, 2025 Q3 2025

Rooted Wealth Advisors, Inc.

  • VOO
  • DGRO
  • IDMO
  • SPYG
  • JEPI
  • GTO
  • VO
Rooted Wealth Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 308 Million
Stocks 128
Filing on Oct 20, 2025 Q3 2025

Muzinich & Co., Inc.

  • ARCC
  • ORCC
  • BXSL
  • MAIN
  • GBDC
  • HTGC
  • TSLX
Muzinich & Co., Inc.'s Q3 2025 Portfolio
Portfolio Value 246 Million
Stocks 39
Filing on Oct 20, 2025 Q3 2025

First American Bank

  • AAPL
  • AVGO
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • PEP
First American Bank's Q3 2025 Portfolio
Portfolio Value 1.59 Trillion
Stocks 263
Filing on Oct 20, 2025 Q3 2025

Absolute Investment Advisers LLC

  • PHD
  • JEQ
  • ZTR
  • JQC
  • UTG
  • RFMZ
  • BHK
Absolute Investment Advisers LLC's Q3 2025 Portfolio
Portfolio Value 796 Billion
Stocks 107
Filing on Oct 20, 2025 Q3 2025

Westbourne Investment Advisors, Inc.

  • MSFT
  • AAPL
  • GOOGL
  • META
  • UBER
  • GS
  • BAC
Westbourne Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 358 Million
Stocks 116
Filing on Oct 20, 2025 Q3 2025

Leibman Financial Services, Inc.

  • USFR
  • INDA
  • AVDV
  • ARE
  • BRK-B
  • URI
  • TSM
Leibman Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 132 Billion
Stocks 48
Filing on Oct 20, 2025 Q3 2025

Metropolis Capital LTD

  • STT
  • MSFT
  • TXN
  • HCA
  • RYAAY
  • BKNG
  • CMCSA
Metropolis Capital LTD's Q3 2025 Portfolio
Portfolio Value 3.2 Billion
Stocks 16
Filing on Oct 20, 2025 Q3 2025

Life Wealth Investments, LLC

  • IWY
  • IWX
  • USFR
  • NVDA
  • BUFF
  • AAPL
  • EFV
Life Wealth Investments, LLC's Q3 2025 Portfolio
Portfolio Value 351 Billion
Stocks 214
Filing on Oct 20, 2025 Q3 2025

Lawson Kroeker Investment Management Inc

  • BRK-B
  • TPL
  • AZO
  • HCA
  • MSFT
  • PSX
  • AJG
Lawson Kroeker Investment Management Inc's Q3 2025 Portfolio
Portfolio Value 518 Million
Stocks 99
Filing on Oct 20, 2025 Q3 2025

Continuum Advisory, LLC

  • CGDV
  • AAPL
  • JCPB
  • VTI
  • MSFT
  • VXF
  • NVDA
Continuum Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 851 Million
Stocks 437
Filing on Oct 20, 2025 Q3 2025

Main Line Retirement Advisors, LLC

  • CGDV
  • VYMI
  • CGXU
  • CGGR
  • CGCP
  • VUG
  • VTV
Main Line Retirement Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 163 Million
Stocks 45
Filing on Oct 20, 2025 Q3 2025

Mirova Us LLC

  • NVDA
  • MSFT
  • MA
  • ECL
  • TSM
  • SHOP
  • TJX
Mirova Us LLC's Q3 2025 Portfolio
Portfolio Value 9.63 Billion
Stocks 36
Filing on Oct 20, 2025 Q3 2025

Warner Financial, Inc

  • VTV
  • VUG
  • VEA
  • SCHG
  • QQQ
  • VO
  • VIG
Warner Financial, Inc's Q3 2025 Portfolio
Portfolio Value 268 Million
Stocks 124