Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 16, 2025 Q3 2025

Sheets Smith Wealth Management

  • VOO
  • IVV
  • GOOG
  • KO
  • AMZN
  • V
  • SCHX
Sheets Smith Wealth Management's Q3 2025 Portfolio
Portfolio Value 856 Million
Stocks 397
Filing on Oct 16, 2025 Q3 2025

Collar Capital Management, LLC

  • MSTR
  • TSLA
  • MU
  • COIN
  • AAPL
  • UNH
  • META
Collar Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 142 Billion
Stocks 71
Filing on Oct 16, 2025 Q3 2025

Trium Capital LLP

  • SPY
  • LQD
  • HYG
  • COOP
  • ASHR
  • KWEB
  • YPF
Trium Capital LLP's Q3 2025 Portfolio
Portfolio Value 712 Million
Stocks 52
Filing on Oct 15, 2025 Q3 2025

Rainier Family Wealth Inc

  • SPLG
  • MSFT
  • NVDA
  • AAPL
  • SPYG
  • QQQ
  • DBEF
Rainier Family Wealth Inc's Q3 2025 Portfolio
Portfolio Value 112 Billion
Stocks 71
Filing on Oct 15, 2025 Q3 2025

Foresight Capital Management Advisors, Inc.

  • SPY
  • IRM
  • IBM
  • JEPQ
  • QQQ
  • ARCC
  • AVGO
Foresight Capital Management Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 173 Million
Stocks 92
Filing on Oct 15, 2025 Q3 2025

Horst & Graben Wealth Management LLC

  • DYNF
  • QUAL
  • SCHZ
  • SPLG
  • IVW
  • IUSB
  • EFV
Horst & Graben Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 573 Million
Stocks 179
Filing on Oct 15, 2025 Q3 2025

Kingstone Capital Partners Texas, LLC

  • SGOV
  • NVDA
  • META
  • MSFT
  • EVT
  • AMZN
  • AAPL
Kingstone Capital Partners Texas, LLC's Q3 2025 Portfolio
Portfolio Value 153 Billion
Stocks 55
Filing on Oct 15, 2025 Q3 2025

Donald L. Hagan, LLC

  • SSUS
  • SSXU
  • SSFI
  • BIL
  • UPS
  • XLK
  • SPLG
Donald L. Hagan, LLC's Q3 2025 Portfolio
Portfolio Value 178 Million
Stocks 86
Filing on Oct 15, 2025 Q3 2025

Vci Wealth Management LLC

  • IAU
  • MSFT
  • NVDA
  • VEA
  • JPST
  • AAPL
  • GOOG
Vci Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 330 Billion
Stocks 115
Filing on Oct 15, 2025 Q3 2025

V. M. Manning & Co., Inc.

  • NVDA
  • AAPL
  • VMC
  • ABT
  • SPY
  • DUK
  • NUE
V. M. Manning & Co., Inc.'s Q3 2025 Portfolio
Portfolio Value 110 Billion
Stocks 52
Filing on Oct 15, 2025 Q3 2025

Park Capital Management, LLC / Wi

  • HTRB
  • NVDA
  • IJR
  • AAPL
  • SPY
  • QQQ
  • MSFT
Park Capital Management, LLC / Wi's Q3 2025 Portfolio
Portfolio Value 125 Billion
Stocks 74
Filing on Oct 15, 2025 Q3 2025

Bcu Wealth Advisors, LLC

  • DFAC
  • DFIC
  • DFSD
  • DFEM
  • DFCF
  • IUSB
  • DFIP
Bcu Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 247 Billion
Stocks 61
Filing on Oct 15, 2025 Q3 2025

Whitaker Myers Wealth Managers, Ltd.

  • MOAT
  • QQQM
  • DBEF
  • SCHD
  • SPMO
  • VBK
  • VBR
Whitaker Myers Wealth Managers, Ltd.'s Q3 2025 Portfolio
Portfolio Value 459 Billion
Stocks 116
Filing on Oct 15, 2025 Q3 2025

Fortress Wealth Management, Inc.

  • AVLV
  • DUHP
  • DFIV
  • JPIE
  • DIHP
  • CEFS
  • FTGC
Fortress Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 186 Million
Stocks 75
Filing on Oct 15, 2025 Q3 2025

Ws Portfolio Advisory, LLC

  • SGOV
  • PHYS
  • APH
  • TSM
  • NVDA
  • META
  • AMZN
Ws Portfolio Advisory, LLC's Q3 2025 Portfolio
Portfolio Value 1.84 Billion
Stocks 18
Filing on Oct 15, 2025 Q3 2025

V2 Financial Group LLC

  • SPY
  • TLT
  • TOTL
  • AAPL
  • BABA
  • UNH
  • AMZN
V2 Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 175 Million
Stocks 92
Filing on Oct 15, 2025 Q3 2025

Borer Denton & Associates, Inc.

  • MSFT
  • BRK-B
  • COST
  • AAPL
  • ORCL
  • HD
  • ABBV
Borer Denton & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 303 Billion
Stocks 61
Filing on Oct 15, 2025 Q3 2025

Virginia Wealth Management Group, Inc.

  • BRK-A
  • JPM
  • MSFT
  • KMI
  • AAPL
  • CSCO
  • PEP
Virginia Wealth Management Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 168 Million
Stocks 55