Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 17, 2025 Q3 2025

Ss&H Financial Advisors, Inc.

  • JPM
  • NVDA
  • MSFT
  • AAPL
  • ORCL
  • ABBV
  • PG
Ss&H Financial Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 324 Million
Stocks 125
Filing on Oct 17, 2025 Q3 2025

Flc Capital Advisors

  • SCHO
  • SCHR
  • SCHG
  • VTV
  • AAPL
  • SCHF
  • SPTL
Flc Capital Advisors's Q3 2025 Portfolio
Portfolio Value 507 Million
Stocks 211
Filing on Oct 17, 2025 Q3 2025

Ullmann Wealth Partners Group, LLC

  • IVV
  • LRGF
  • ITOT
  • DFIC
  • DFCF
  • IWF
  • SMLF
Ullmann Wealth Partners Group, LLC's Q3 2025 Portfolio
Portfolio Value 905 Million
Stocks 151
Filing on Oct 17, 2025 Q3 2025

Ethic Inc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • GOOG
  • AVGO
Ethic Inc.'s Q3 2025 Portfolio
Portfolio Value 5.89 Billion
Stocks 1192
Filing on Oct 17, 2025 Q3 2025

Private Wealth Management Group, LLC

  • DFAC
  • DFAU
  • VGIT
  • DFIC
  • DFEM
  • DFUS
  • AVDV
Private Wealth Management Group, LLC's Q3 2025 Portfolio
Portfolio Value 363 Billion
Stocks 1496
Filing on Oct 17, 2025 Q3 2025

Ffg Partners, LLC

  • NVDA
  • PLTR
  • HOOD
  • AMZN
  • ET
  • GLD
  • JPM
Ffg Partners, LLC's Q3 2025 Portfolio
Portfolio Value 369 Billion
Stocks 36
Filing on Oct 17, 2025 Q3 2025

Slocum, Gordon & CO LLP

  • NEE
  • JNJ
  • MRK
  • XOM
  • PG
  • AEP
  • PPL
Slocum, Gordon & CO LLP's Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 56
Filing on Oct 17, 2025 Q3 2025

Encompass More Asset Management

  • USFR
  • SPY
  • QQQ
  • TLT
  • GLDM
  • SGOL
  • SECT
Encompass More Asset Management's Q3 2025 Portfolio
Portfolio Value 410 Million
Stocks 238
Filing on Oct 17, 2025 Q3 2025

Dumont & Blake Investment Advisors LLC

  • SPY
  • QQQ
  • AAPL
  • RSP
  • MSFT
  • MDY
  • DVY
Dumont & Blake Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 386 Million
Stocks 207
Filing on Oct 17, 2025 Q3 2025

Towneley Capital Management, Inc / De

  • VTI
  • VXUS
  • WINN
  • VGIT
  • JMBS
  • VCSH
  • SGOL
Towneley Capital Management, Inc / De's Q3 2025 Portfolio
Portfolio Value 460 Billion
Stocks 38
Filing on Oct 17, 2025 Q3 2025

Mattson Financial Services, LLC

  • SPLG
  • NVDA
  • MSFT
  • AMZN
  • GOOG
  • AAPL
  • META
Mattson Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 418 Billion
Stocks 186
Filing on Oct 17, 2025 Q3 2025

Rocky Mountain Advisers, LLC

  • SCHD
  • JPM
  • UTF
  • SCHB
  • BRK-B
  • AVLV
  • EVR
Rocky Mountain Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 126 Million
Stocks 277
Filing on Oct 17, 2025 Q3 2025

Fruth Investment Management

  • GWW
  • LIN
  • MA
  • MSFT
  • XOM
  • TSCO
  • TT
Fruth Investment Management's Q3 2025 Portfolio
Portfolio Value 369 Million
Stocks 215
Filing on Oct 17, 2025 Q3 2025

5 T Wealth, LLC

  • IUSB
  • BBUS
  • QUAL
  • JCPB
  • IVV
  • DYNF
  • CGGR
5 T Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 229 Billion
Stocks 114
Filing on Oct 17, 2025 Q3 2025

Live Oak Private Wealth LLC

  • BRK-B
  • GOOG
  • MSFT
  • SCHW
  • AAPL
  • BAC
  • GOOGL
Live Oak Private Wealth LLC's Q3 2025 Portfolio
Portfolio Value 691 Million
Stocks 194
Filing on Oct 17, 2025 Q3 2025

Burr Financial Services, LLC

  • NVDA
  • PLTR
  • AVGO
  • META
  • AMZN
  • PANW
  • UBER
Burr Financial Services, LLC's Q3 2025 Portfolio
Portfolio Value 134 Million
Stocks 28
Filing on Oct 17, 2025 Q3 2025

Schulz Wealth, Ltd.

  • DFAC
  • VXUS
  • BUFR
  • VUSB
  • FDEC
  • AVDV
  • FSEP
Schulz Wealth, Ltd.'s Q3 2025 Portfolio
Portfolio Value 151 Billion
Stocks 64
Filing on Oct 17, 2025 Q3 2025

Warren Street Wealth Advisors, LLC

  • VOO
  • JQUA
  • XSOE
  • GLDM
  • GCC
  • GII
  • GNR
Warren Street Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 324 Million
Stocks 151