Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 17, 2025 Q3 2025

Valley Forge Investment Consultants Inc Adv

  • IVV
  • IEFA
  • SCHX
  • IJH
  • IJR
  • SCHM
  • SCHB
Valley Forge Investment Consultants Inc Adv's Q3 2025 Portfolio
Portfolio Value 341 Million
Stocks 84
Filing on Oct 17, 2025 Q3 2025

Bedrijfstakpensioenfonds Voor De Media Pno

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • NFLX
  • ISRG
Bedrijfstakpensioenfonds Voor De Media Pno's Q3 2025 Portfolio
Portfolio Value 759 Million
Stocks 39
Filing on Oct 17, 2025 Q3 2025

Bellecapital International Ltd.

  • MSFT
  • GOOGL
  • TSM
  • AAPL
  • XMTR
  • AMD
  • TRS
Bellecapital International Ltd.'s Q3 2025 Portfolio
Portfolio Value 575 Million
Stocks 133
Filing on Oct 17, 2025 Q3 2025

Manitou Investment Management Ltd.

  • BRK-B
  • GOOGL
  • IDXX
  • MSFT
  • AMZN
  • APH
  • MA
Manitou Investment Management Ltd.'s Q3 2025 Portfolio
Portfolio Value 568 Million
Stocks 57
Filing on Oct 17, 2025 Q3 2025

Capricorn Fund Managers LTD

  • TARS
  • MSFT
  • VERA
  • REAL
  • GOOGL
  • PHR
  • IONS
Capricorn Fund Managers LTD's Q3 2025 Portfolio
Portfolio Value 262 Million
Stocks 59
Filing on Oct 16, 2025 Q3 2025

Cadinha & CO LLC

  • BRK-B
  • IAU
  • COST
  • MSFT
  • GOOGL
  • JPM
  • GE
Cadinha & CO LLC's Q3 2025 Portfolio
Portfolio Value 736 Million
Stocks 103
Filing on Oct 16, 2025 Q3 2025

Apollon Wealth Management, LLC

  • NVDA
  • AAPL
  • IVV
  • MSFT
  • VOO
  • VONG
  • AMZN
Apollon Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 5.29 Billion
Stocks 1319
Filing on Oct 16, 2025 Q3 2025

Apollon Financial, LLC

  • IVV
  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • XLK
  • GOOG
Apollon Financial, LLC's Q3 2025 Portfolio
Portfolio Value 601 Billion
Stocks 223
Filing on Oct 16, 2025 Q3 2025

Matthews International Capital Management LLC

  • PDD
  • SE
  • LEGN
  • TCOM
  • BZ
  • YMM
  • GRAB
Matthews International Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 414 Million
Stocks 40
Filing on Oct 16, 2025 Q3 2025

Smallwood Wealth Investment Management, LLC

  • ITOT
  • AAPL
  • VTI
  • VOE
  • ICE
  • FRDM
  • PULS
Smallwood Wealth Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 185 Million
Stocks 530
Filing on Oct 16, 2025 Q3 2025

Castle Rock Wealth Management, LLC

  • NVDA
  • TFLO
  • KO
  • MSFT
  • AAPL
  • CVX
  • SGOV
Castle Rock Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 409 Million
Stocks 254
Filing on Oct 16, 2025 Q3 2025

Lincoln Capital Corp

  • MSFT
  • IEFA
  • GSLC
  • AAPL
  • SPLG
  • IEF
  • SCHM
Lincoln Capital Corp's Q3 2025 Portfolio
Portfolio Value 256 Million
Stocks 90
Filing on Oct 16, 2025 Q3 2025

Vestment Financial LLC

  • DFAC
  • DFSD
  • DFIC
  • DFNM
  • DUHP
  • AVLV
  • AVRE
Vestment Financial LLC's Q3 2025 Portfolio
Portfolio Value 175 Billion
Stocks 40
Filing on Oct 16, 2025 Q3 2025

Carnegie Capital Asset Management, LLC

  • MSFT
  • AAPL
  • GOOGL
  • NVDA
  • AVGO
  • JPM
  • META
Carnegie Capital Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 5.06 Billion
Stocks 551
Filing on Oct 16, 2025 Q3 2025

Lockerman Financial Group, Inc.

  • SPY
  • BBUS
  • MSFT
  • NVDA
  • IJR
  • XLSR
  • AAPL
Lockerman Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 73.5 Million
Stocks 134
Filing on Oct 16, 2025 Q3 2025

Olio Financial Planning

  • DFUS
  • VTV
  • VEA
  • FBND
  • VTI
  • VOE
  • DFAT
Olio Financial Planning's Q3 2025 Portfolio
Portfolio Value 340 Million
Stocks 67
Filing on Oct 16, 2025 Q3 2025

Mezzasalma Advisors, LLC

  • TSLA
  • META
  • NVDA
  • AAPL
  • GOOGL
  • BRK-B
  • AMZN
Mezzasalma Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 371 Million
Stocks 160
Filing on Oct 16, 2025 Q3 2025

Wealth Management Resources, Inc.

  • SPHQ
  • FBND
  • SPYG
  • IEF
  • SCHD
  • SCHF
  • IHDG
Wealth Management Resources, Inc.'s Q3 2025 Portfolio
Portfolio Value 309 Million
Stocks 32