Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 16, 2025 Q3 2025

Asio Capital, LLC

  • IVV
  • NVDA
  • JMUB
  • GOOG
  • MSFT
  • AVGO
  • META
Asio Capital, LLC's Q3 2025 Portfolio
Portfolio Value 607 Million
Stocks 109
Filing on Oct 16, 2025 Q3 2025

Custos Family Office, LLC

  • IVV
  • VWO
  • SPY
  • DGRO
  • FVAL
  • USMV
  • TLT
Custos Family Office, LLC's Q3 2025 Portfolio
Portfolio Value 173 Million
Stocks 65
Filing on Oct 16, 2025 Q3 2025

Ami Asset Management Corp

  • MSFT
  • AAPL
  • GOOGL
  • NFLX
  • PWR
  • AMZN
  • AVGO
Ami Asset Management Corp's Q3 2025 Portfolio
Portfolio Value 1.72 Billion
Stocks 89
Filing on Oct 16, 2025 Q3 2025

Rubicon Global Capital LTD

  • MNDY
  • META
  • GOOG
  • CPNG
  • AMZN
  • MSFT
  • BRK-A
Rubicon Global Capital LTD's Q3 2025 Portfolio
Portfolio Value 452 Billion
Stocks 10
Filing on Oct 16, 2025 Q3 2025

Richards, Merrill & Peterson, Inc.

  • MSFT
  • AAPL
  • COST
  • QQQ
  • AMZN
  • NVDA
  • SPY
Richards, Merrill & Peterson, Inc.'s Q3 2025 Portfolio
Portfolio Value 232 Billion
Stocks 215
Filing on Oct 16, 2025 Q3 2025

Triune Financial Partners, LLC

  • DFAC
  • DFAX
  • DFUV
  • DFAT
  • VEU
  • DFSU
  • IWV
Triune Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 397 Billion
Stocks 47
Filing on Oct 16, 2025 Q3 2025

Litman Gregory Wealth Management LLC

  • IVV
  • VOO
  • VEA
  • IDEV
  • VTI
  • VWO
  • IJH
Litman Gregory Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 1.33 Billion
Stocks 146
Filing on Oct 16, 2025 Q3 2025

Highland Capital Management, LLC

  • MSFT
  • AAPL
  • AVGO
  • NVDA
  • IVV
  • JPM
  • AMZN
Highland Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.96 Billion
Stocks 414
Filing on Oct 16, 2025 Q3 2025

Mbl Wealth, LLC

  • SPY
  • BIL
  • IJH
  • DIVO
  • GLDM
  • ISTB
  • IEMG
Mbl Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 285
Filing on Oct 16, 2025 Q3 2025

Trust CO Of Toledo Na

  • MSFT
  • AAPL
  • ORCL
  • JPM
  • NVDA
  • GOOGL
  • LLY
Trust CO Of Toledo Na 's Q3 2025 Portfolio
Portfolio Value 984 Million
Stocks 923
Filing on Oct 16, 2025 Q3 2025

Curran Financial Partners, LLC

  • SCHD
  • SPYD
  • VXUS
  • JEPI
  • VB
  • VUG
  • MLPX
Curran Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 435 Million
Stocks 129
Filing on Oct 16, 2025 Q3 2025

Hamilton Capital Partners, LLC

  • TLH
  • TSLA
  • GOOGL
  • ORCL
  • MSFT
  • AVGO
  • NVDA
Hamilton Capital Partners, LLC's Q3 2025 Portfolio
Portfolio Value 261 Billion
Stocks 21
Filing on Oct 16, 2025 Q3 2025

Elite Life Management LLC

  • SCHX
  • VEA
  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • META
Elite Life Management LLC's Q3 2025 Portfolio
Portfolio Value 49 Billion
Stocks 36
Filing on Oct 16, 2025 Q3 2025

Hbk Sorce Advisory LLC

  • SCHX
  • VEA
  • AAPL
  • SCHB
  • SPY
  • VOO
  • OMFL
Hbk Sorce Advisory LLC's Q3 2025 Portfolio
Portfolio Value 3.02 Billion
Stocks 629
Filing on Oct 16, 2025 Q3 2025

Axos Invest Inc.

  • VTI
  • VEA
  • VOO
  • LQD
  • VGIT
  • TIP
  • VWO
Axos Invest Inc.'s Q3 2025 Portfolio
Portfolio Value 134 Billion
Stocks 22
Filing on Oct 16, 2025 Q2 2025

Invst, LLC

  • VTI
  • IUSB
  • SCHG
  • VEA
  • JPST
  • QUAL
  • MTUM
Invst, LLC's Q2 2025 Portfolio
Portfolio Value 772 Million
Stocks 297
Filing on Oct 16, 2025 Q3 2025

Syntegra Private Wealth Group, LLC

  • SPYG
  • LGLV
  • SPTM
  • VOO
  • JMEE
  • JPIE
  • QQQM
Syntegra Private Wealth Group, LLC's Q3 2025 Portfolio
Portfolio Value 1.06 Trillion
Stocks 189
Filing on Oct 16, 2025 Q3 2025

Precision Wealth Strategies, LLC

  • VOO
  • OZ
  • BSV
  • IEFA
  • NFLX
  • GE
  • BIV
Precision Wealth Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 267 Million
Stocks 163