Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 17, 2025 Q3 2025

Kw Wealth Management LLC

  • AAPL
  • FLOT
  • DIA
  • MSFT
  • BND
  • COST
  • GOOG
Kw Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 58.7 Billion
Stocks 78
Filing on Oct 17, 2025 Q3 2025

Vaughan & CO Securities, Inc.

  • IWF
  • GSLC
  • IWO
  • HDV
  • ISCV
  • IEFA
  • IEMG
Vaughan & CO Securities, Inc.'s Q3 2025 Portfolio
Portfolio Value 184 Million
Stocks 57
Filing on Oct 17, 2025 Q3 2025

Financial Partners Group, Inc

  • IVV
  • SPY
  • AVUV
  • RDVY
  • QQQM
  • OEF
  • ITOT
Financial Partners Group, Inc's Q3 2025 Portfolio
Portfolio Value 768 Million
Stocks 220
Filing on Oct 17, 2025 Q3 2025

Trademark Financial Management, LLC

  • IVV
  • QQQ
  • JCPB
  • DFIV
  • PVAL
  • MGV
  • IDMO
Trademark Financial Management, LLC's Q3 2025 Portfolio
Portfolio Value 172 Billion
Stocks 94
Filing on Oct 17, 2025 Q3 2025

Kavar Capital Partners Group, LLC

  • SCHX
  • FNDX
  • AAPL
  • SCHF
  • NVDA
  • BND
  • GOOGL
Kavar Capital Partners Group, LLC's Q3 2025 Portfolio
Portfolio Value 733 Million
Stocks 187
Filing on Oct 17, 2025 Q3 2025

Institute For Wealth Management, Llc.

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • QQQ
  • META
  • AXON
Institute For Wealth Management, Llc.'s Q3 2025 Portfolio
Portfolio Value 929 Million
Stocks 558
Filing on Oct 17, 2025 Q3 2025

Marathon Asset Management LTD

  • CNHI
  • AMZN
  • CCEP
  • MSFT
  • GOOGL
  • ELV
  • SCCO
Marathon Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 2.49 Billion
Stocks 78
Filing on Oct 17, 2025 Q3 2025

Harbor Asset Planning, Inc.

  • VTI
  • SCHG
  • IVV
  • VTV
  • RWL
  • GSIE
  • RGI
Harbor Asset Planning, Inc.'s Q3 2025 Portfolio
Portfolio Value 112 Billion
Stocks 1913
Filing on Oct 17, 2025 Q3 2025

Coastwise Capital Group, LLC

  • SCHD
  • AAPL
  • SPY
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
Coastwise Capital Group, LLC's Q3 2025 Portfolio
Portfolio Value 141 Million
Stocks 131
Filing on Oct 17, 2025 Q3 2025

Fsc Wealth Advisors, LLC

  • SPY
  • FTSM
  • BIL
  • CWB
  • MGK
  • VGK
  • SPLV
Fsc Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 171 Million
Stocks 74
Filing on Oct 17, 2025 Q3 2025

Clune & Associates, Ltd.

  • DFUV
  • DFIV
  • DFAS
  • SPY
  • BSV
  • DFSD
  • VCSH
Clune & Associates, Ltd.'s Q3 2025 Portfolio
Portfolio Value 400 Billion
Stocks 159
Filing on Oct 17, 2025 Q3 2025

Westhampton Capital, LLC

  • AAPL
  • ETN
  • AVGO
  • NVDA
  • CMI
  • PH
  • WM
Westhampton Capital, LLC's Q3 2025 Portfolio
Portfolio Value 198 Million
Stocks 120
Filing on Oct 17, 2025 Q3 2025

Mps Loria Financial Planners, LLC

  • IWB
  • AAPL
  • VB
  • IEMG
  • USRT
  • SCHP
  • IWV
Mps Loria Financial Planners, LLC's Q3 2025 Portfolio
Portfolio Value 367 Million
Stocks 88
Filing on Oct 17, 2025 Q3 2025

Total Wealth Planning, LLC

  • SCHZ
  • VUG
  • VTV
  • DFEM
  • VCSH
  • DFIV
  • DFIS
Total Wealth Planning, LLC's Q3 2025 Portfolio
Portfolio Value 812 Million
Stocks 109
Filing on Oct 17, 2025 Q3 2025

Maryland Capital Advisors Inc.

  • IGSB
  • VCSH
  • VTI
  • DFAU
  • VTV
  • AAPL
  • DFIV
Maryland Capital Advisors Inc.'s Q3 2025 Portfolio
Portfolio Value 268 Million
Stocks 254
Filing on Oct 17, 2025 Q3 2025

Indiana Trust & Investment Management CO

  • NVDA
  • SPY
  • AAPL
  • GOOGL
  • AMZN
  • JPM
  • IWB
Indiana Trust & Investment Management CO's Q3 2025 Portfolio
Portfolio Value 324 Million
Stocks 468
Filing on Oct 17, 2025 Q3 2025

Valley National Advisers Inc

  • SCHX
  • SCHB
  • SCHG
  • AAPL
  • FBND
  • VTV
  • MSFT
Valley National Advisers Inc's Q3 2025 Portfolio
Portfolio Value 646 Million
Stocks 973
Filing on Oct 17, 2025 Q3 2025

Fire Capital Management LLC

  • NVDA
  • IWB
  • MSFT
  • RSP
  • JPM
  • AAPL
  • TSLA
Fire Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 174 Billion
Stocks 98