Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 20, 2025 Q3 2025

Bravias Capital Group, LLC

  • BBUS
  • VGT
  • GMOM
  • BRK-B
  • NTSX
  • VUG
  • VAMO
Bravias Capital Group, LLC's Q3 2025 Portfolio
Portfolio Value 150 Billion
Stocks 112
Filing on Oct 20, 2025 Q3 2025

Wells Financial Advisors Inc

  • VUG
  • MGK
  • USMV
  • GLD
  • VYM
  • VV
  • QUAL
Wells Financial Advisors Inc's Q3 2025 Portfolio
Portfolio Value 72.3 Million
Stocks 71
Filing on Oct 20, 2025 Q3 2025

Salzhauer Michael

  • BAC
  • C
  • BAC
  • C
  • SMBK
  • FRST
  • SNV
Salzhauer Michael's Q3 2025 Portfolio
Portfolio Value 267 Million
Stocks 93
Filing on Oct 20, 2025 Q3 2025

Segment Wealth Management, LLC

  • VTI
  • BRK-B
  • AVGO
  • QQQ
  • SPGI
  • AAPL
  • MSFT
Segment Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.59 Billion
Stocks 284
Filing on Oct 20, 2025 Q3 2025

Laurel Wealth Planning LLC

  • VOO
  • BWZ
  • EFIV
  • ESGU
  • IFRA
  • SPYV
  • ESGD
Laurel Wealth Planning LLC's Q3 2025 Portfolio
Portfolio Value 180 Million
Stocks 57
Filing on Oct 20, 2025 Q3 2025

Meridian Financial, LLC

  • JPST
  • IVV
  • SCHD
  • QQQ
  • DGRO
  • IJR
  • IJH
Meridian Financial, LLC's Q3 2025 Portfolio
Portfolio Value 178 Billion
Stocks 140
Filing on Oct 20, 2025 Q3 2025

Virginia Retirement Systems Et Al

  • NVDA
  • MSFT
  • AAPL
  • META
  • AMZN
  • GOOGL
  • GOOG
Virginia Retirement Systems Et Al's Q3 2025 Portfolio
Portfolio Value 15 Billion
Stocks 927
Filing on Oct 20, 2025 Q3 2025

Ocean Capital Management, LLC

  • AAPL
  • COST
  • GOOGL
  • AMZN
  • NVDA
  • GOOG
  • MSFT
Ocean Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 491 Million
Stocks 122
Filing on Oct 20, 2025 Q3 2025

Access Financial Services, Inc.

  • SCHX
  • SCHO
  • IJUL
  • FNDX
  • MSFT
  • FNDE
  • IVV
Access Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 207 Million
Stocks 101
Filing on Oct 20, 2025 Q3 2025

Wolff Financial Management LLC

  • VUG
  • VEA
  • DGRO
  • SDY
  • VYM
  • VB
  • VCSH
Wolff Financial Management LLC's Q3 2025 Portfolio
Portfolio Value 418 Million
Stocks 101
Filing on Oct 20, 2025 Q3 2025

Brendel Financial Advisors LLC

  • SHW
  • BAR
  • ABBV
  • CTAS
  • WMT
  • JNJ
  • AXP
Brendel Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 194 Million
Stocks 102
Filing on Oct 20, 2025 Q3 2025

Meridian Financial Partners LLC

  • VOO
  • DGRO
  • JMEE
  • IWY
  • AAPL
  • IVLU
  • IVV
Meridian Financial Partners LLC's Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 113
Filing on Oct 20, 2025 Q3 2025

Single Point Partners, LLC

  • IVV
  • GOOG
  • IJH
  • AGG
  • IJR
  • IWB
  • VO
Single Point Partners, LLC's Q3 2025 Portfolio
Portfolio Value 550 Million
Stocks 89
Filing on Oct 20, 2025 Q3 2025

Calamos Advisors LLC

  • NVDA
  • MSFT
  • AAPL
  • SPY
  • AMZN
  • GOOGL
  • META
Calamos Advisors LLC's Q3 2025 Portfolio
Portfolio Value 18.8 Billion
Stocks 1003
Filing on Oct 20, 2025 Q3 2025

Calamos Wealth Management LLC

  • AAPL
  • IVV
  • NVDA
  • MSFT
  • IVW
  • IVE
  • GOOGL
Calamos Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 2.63 Billion
Stocks 432
Filing on Oct 20, 2025 Q3 2025

Tbh Global Asset Management, LLC

  • AAPL
  • IVV
  • BRK-B
  • DGRO
  • VYM
  • GOOGL
  • AMZN
Tbh Global Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 479 Million
Stocks 246
Filing on Oct 20, 2025 Q3 2025

Carnegie Lake Advisors LLC

  • MSFT
  • BRK-B
  • AAPL
  • SYK
  • UNH
  • GOOG
  • WCC
Carnegie Lake Advisors LLC's Q3 2025 Portfolio
Portfolio Value 249 Million
Stocks 166
Filing on Oct 20, 2025 Q3 2025

Mid American Wealth Advisory Group, Inc.

  • HYS
  • TUA
  • SIXJ
  • IBHF
  • IBHE
  • LTPZ
  • NVBW
Mid American Wealth Advisory Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 224 Billion
Stocks 49