Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 17, 2025 Q3 2025

Cornerstone Partners Capital Management, LLC

  • GNR
  • USRT
  • IVV
  • IEFA
  • IEMG
  • AMPX
Cornerstone Partners Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 34.3 Million
Stocks 6
Filing on Oct 17, 2025 Q3 2025

Fleming James B Jr

  • LVO
Fleming James B Jr's Q3 2025 Portfolio
Portfolio Value 905 Million
Stocks 2
Filing on Oct 17, 2025 Q3 2025

Trust CO Of Tennessee

  • RSP
  • VUG
  • VTV
  • USRT
  • VOO
  • IVV
  • SPY
Trust CO Of Tennessee's Q3 2025 Portfolio
Portfolio Value 474 Billion
Stocks 7
Filing on Oct 17, 2025 Q3 2025

Copeland Capital Management, LLC

  • ENSG
  • EHC
  • VMI
  • PSMT
  • LMAT
  • LFUS
  • WCC
Copeland Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 4.7 Billion
Stocks 468
Filing on Oct 17, 2025 Q3 2025

Boston Trust Walden Corp

  • MSFT
  • AAPL
  • JPM
  • GOOGL
  • GOOG
  • DCI
  • NVDA
Boston Trust Walden Corp's Q3 2025 Portfolio
Portfolio Value 13.4 Billion
Stocks 603
Filing on Oct 17, 2025 Q3 2025

Plimoth Trust CO LLC

  • MSFT
  • AAPL
  • NVDA
  • GOOGL
  • AMZN
  • JPM
  • WMT
Plimoth Trust CO LLC's Q3 2025 Portfolio
Portfolio Value 434 Million
Stocks 317
Filing on Oct 17, 2025 Q3 2025

New Wave Wealth Advisors LLC

  • WMT
  • SPY
  • QQQM
  • FYC
  • JEPQ
  • INDA
  • XLK
New Wave Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 231 Billion
Stocks 139
Filing on Oct 17, 2025 Q3 2025

Nixon Peabody Trust CO

  • IDEV
  • MSFT
  • AVLV
  • AAPL
  • NVDA
  • MSA
  • IWB
Nixon Peabody Trust CO's Q3 2025 Portfolio
Portfolio Value 1.31 Billion
Stocks 152
Filing on Oct 17, 2025 Q3 2025

Hm Payson & CO

  • MSFT
  • AAPL
  • AVGO
  • NVDA
  • GOOG
  • AMZN
  • IBTH
Hm Payson & CO's Q3 2025 Portfolio
Portfolio Value 6.76 Billion
Stocks 1513
Filing on Oct 17, 2025 Q3 2025

Old North State Wealth Management, LLC

  • BRK-B
  • AAPL
  • AMZN
  • CVS
  • NVDA
  • F
  • MHO
Old North State Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 214 Billion
Stocks 123
Filing on Oct 17, 2025 Q3 2025

Global Wealth Management, LLC

  • JMST
  • SCHB
  • VUSB
  • IVV
  • SCHD
  • VIG
  • IJR
Global Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 190 Billion
Stocks 35
Filing on Oct 17, 2025 Q3 2025

1900 Wealth Management LLC

  • SPLG
  • JAAA
  • JMUB
  • DFUS
  • IVV
  • SPMD
  • QUAL
1900 Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 233
Filing on Oct 17, 2025 Q3 2025

Bretton Capital Management, LLC

  • GOOG
  • AZO
  • PGR
  • AXP
  • JPM
  • UNH
  • TJX
Bretton Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 119 Billion
Stocks 19
Filing on Oct 17, 2025 Q3 2025

Lakeshore Capital Group, Inc.

  • IVV
  • QQQ
  • STLG
  • FCOR
  • BAB
  • AAPL
  • AMZN
Lakeshore Capital Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 124 Billion
Stocks 93
Filing on Oct 17, 2025 Q3 2025

Annex Advisory Services, LLC

  • AVUS
  • AVDE
  • AVEM
  • IOO
  • NVDA
  • AAPL
  • META
Annex Advisory Services, LLC's Q3 2025 Portfolio
Portfolio Value 3.52 Billion
Stocks 314
Filing on Oct 17, 2025 Q3 2025

Goldstone Financial Group, LLC

  • VOO
  • QQQ
  • BUFR
  • VTV
  • JQUA
  • JPIB
  • IVV
Goldstone Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 845 Billion
Stocks 215
Filing on Oct 17, 2025 Q3 2025

Norris Perne & French LLP

  • MSFT
  • GOOGL
  • AMZN
  • BRK-B
  • V
  • TSM
  • IVV
Norris Perne & French LLP's Q3 2025 Portfolio
Portfolio Value 1.35 Billion
Stocks 164
Filing on Oct 17, 2025 Q3 2025

Worth Pointe, LLC

  • DFAC
  • AVUS
  • DFUV
  • VOO
  • AVDE
  • AVRE
  • DFAS
Worth Pointe, LLC's Q3 2025 Portfolio
Portfolio Value 259 Million
Stocks 105