Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 20, 2025 Q3 2025

Swisher Financial Concepts, Inc.

  • VTI
  • VXUS
  • ABBV
  • CGDV
  • EUSA
  • CGGR
  • ABT
Swisher Financial Concepts, Inc.'s Q3 2025 Portfolio
Portfolio Value 151 Million
Stocks 88
Filing on Oct 20, 2025 Q3 2025

Omni 360 Wealth, Inc.

  • ITOT
  • SPLG
  • IWF
  • DFAT
  • IDEV
  • VGIT
  • QUAL
Omni 360 Wealth, Inc.'s Q3 2025 Portfolio
Portfolio Value 178 Billion
Stocks 122
Filing on Oct 20, 2025 Q3 2025

Marietta Wealth Management, LLC

  • NVDA
  • AAPL
  • MSFT
  • VO
  • GOOGL
  • AVGO
  • IEMG
Marietta Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 762 Million
Stocks 120
Filing on Oct 20, 2025 Q3 2025

Consilium Wealth Advisory, LLC

  • DFAI
  • AOR
  • TT
  • AAPL
  • WFC
  • NVDA
  • VTI
Consilium Wealth Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 252 Million
Stocks 95
Filing on Oct 20, 2025 Q3 2025

James J. Burns & Company, LLC

  • VV
  • VXF
  • VXUS
  • SPY
  • AAPL
  • SCHG
  • SCHB
James J. Burns & Company, LLC's Q3 2025 Portfolio
Portfolio Value 664 Million
Stocks 159
Filing on Oct 20, 2025 Q3 2025

American Financial & Tax Strategies Inc

  • BNDX
  • XSOE
  • VONG
  • SPYV
  • MGK
  • SPLV
  • SPYG
American Financial & Tax Strategies Inc's Q3 2025 Portfolio
Portfolio Value 194 Million
Stocks 93
Filing on Oct 20, 2025 Q3 2025

Simplify Asset Management Inc.

  • IVV
  • GLD
  • AGG
  • SPUC
  • AGGH
  • PAGP
  • TSLA
Simplify Asset Management Inc.'s Q3 2025 Portfolio
Portfolio Value 1.77 Billion
Stocks 129
Filing on Oct 20, 2025 Q3 2025

Paradice Investment Management LLC

  • GMED
  • NVST
  • LEA
  • MHK
  • GNRC
  • GTES
  • ITT
Paradice Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 437 Million
Stocks 30
Filing on Oct 20, 2025 Q3 2025

Montz Harcus Wealth Management LLC

  • SPLG
  • SPY
  • PRF
  • SPMD
  • IEFA
  • SPSM
  • SPDW
Montz Harcus Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 226 Million
Stocks 86
Filing on Oct 20, 2025 Q3 2025

Kps Global Asset Management Uk LTD

  • CVNA
  • SPOT
  • NOW
  • CDLX
Kps Global Asset Management Uk LTD's Q3 2025 Portfolio
Portfolio Value 789 Million
Stocks 4
Filing on Oct 20, 2025 Q3 2025

Brown Shipley& CO LTD

  • MSFT
  • NVDA
  • GOOG
  • V
  • GOOGL
  • JPM
  • META
Brown Shipley& CO LTD's Q3 2025 Portfolio
Portfolio Value 189 Billion
Stocks 72
Filing on Oct 20, 2025 Q3 2025

Advanced Asset Management Advisors Inc

  • VOO
  • IVV
  • AAPL
  • JPM
  • GOOGL
  • AMAT
  • MSFT
Advanced Asset Management Advisors Inc's Q3 2025 Portfolio
Portfolio Value 374 Million
Stocks 85
Filing on Oct 20, 2025 Q3 2025

Analyst Ims Investment Management Services Ltd.

  • SPY
  • QQQ
  • VOO
  • IVV
  • AAXJ
  • WIX
  • VWO
Analyst Ims Investment Management Services Ltd.'s Q3 2025 Portfolio
Portfolio Value 3.22 Billion
Stocks 188
Filing on Oct 17, 2025 Q3 2025

Pure Financial Advisors, LLC

  • SPY
  • BND
  • IEFA
  • DFAT
  • IGSB
  • DUHP
  • DFAS
Pure Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 6.06 Billion
Stocks 496
Filing on Oct 17, 2025 Q3 2025

Tripletail Wealth Management, LLC

  • JBT
  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • RSP
  • QDPL
Tripletail Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 84.6 Billion
Stocks 330
Filing on Oct 17, 2025 Q3 2025

Oak Harvest Investment Services

  • VGSH
  • VOO
  • AAPL
  • VYM
  • JPM
  • MS
  • AVGO
Oak Harvest Investment Services's Q3 2025 Portfolio
Portfolio Value 822 Million
Stocks 220
Filing on Oct 17, 2025 Q3 2025

Austin Private Wealth, LLC

  • SPLG
  • DYNF
  • QUAL
  • IVW
  • XLG
  • IVE
  • EFV
Austin Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 314
Filing on Oct 17, 2025 Q3 2025

Farmers & Merchants Investments Inc

  • IVV
  • VEA
  • NNI
  • IJR
  • MSFT
  • IJH
  • AAPL
Farmers & Merchants Investments Inc's Q3 2025 Portfolio
Portfolio Value 3.49 Billion
Stocks 1737