Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 15, 2025 Q3 2025

Capital Advisors Wealth Management, LLC

  • FNDF
  • IVV
  • IWF
  • VIG
  • VCIT
  • VGT
  • QQQ
Capital Advisors Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 681 Million
Stocks 215
Filing on Oct 15, 2025 Q3 2025

Wallace Advisory Group, LLC

  • MRK
  • CVX
  • AMZN
  • CI
  • BIL
  • MSFT
  • SPEM
Wallace Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 124 Billion
Stocks 275
Filing on Oct 15, 2025 Q3 2025

Sharper & Granite LLC

  • USFR
  • VTI
  • XLI
  • XLP
  • VOE
  • VTV
  • VCSH
Sharper & Granite LLC's Q3 2025 Portfolio
Portfolio Value 279 Billion
Stocks 103
Filing on Oct 15, 2025 Q3 2025

Snow Phipps Group, LLC

  • VEL
  • LAUR
Snow Phipps Group, LLC's Q3 2025 Portfolio
Portfolio Value 311 Million
Stocks 2
Filing on Oct 15, 2025 Q3 2025

Financial Management Professionals, Inc.

  • GSLC
  • SCHG
  • DFAI
  • SCHX
  • JHMM
  • IWB
  • GSIE
Financial Management Professionals, Inc.'s Q3 2025 Portfolio
Portfolio Value 926 Million
Stocks 948
Filing on Oct 15, 2025 Q3 2025

Busey Wealth Management

  • MSFT
  • AAPL
  • NVDA
  • GOOG
  • AMZN
  • VTI
  • IGSB
Busey Wealth Management's Q3 2025 Portfolio
Portfolio Value 3.52 Billion
Stocks 616
Filing on Oct 15, 2025 Q3 2025

Cwm, LLC

  • IVV
  • IUSB
  • SPLG
  • AAPL
  • QUAL
  • SPDW
  • NVDA
Cwm, LLC's Q3 2025 Portfolio
Portfolio Value 33.3 Billion
Stocks 5526
Filing on Oct 15, 2025 Q3 2025

Pacer Advisors, Inc.

  • NVDA
  • AMAT
  • XOM
  • NEM
  • MO
  • MSFT
  • CVX
Pacer Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 33.6 Billion
Stocks 3934
Filing on Oct 15, 2025 Q3 2025

Bsw Wealth Partners

  • IVV
  • AVDE
  • AVUS
  • VGIT
  • VTEB
  • SPY
  • IDEV
Bsw Wealth Partners's Q3 2025 Portfolio
Portfolio Value 788 Million
Stocks 324
Filing on Oct 15, 2025 Q3 2025

Clayton Financial Group LLC

  • VUG
  • VTV
  • VOT
  • VOE
  • VBR
  • IJT
  • IEFA
Clayton Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 137 Billion
Stocks 294
Filing on Oct 15, 2025 Q3 2025

Azarias Capital Management, L.P.

  • SPY
  • URG
  • TBI
  • TMST
  • NXE
  • UUUU
  • EXK
Azarias Capital Management, L.P.'s Q3 2025 Portfolio
Portfolio Value 248 Million
Stocks 24
Filing on Oct 15, 2025 Q3 2025

Sfm, LLC

  • VOO
  • USFR
  • IVV
  • MSFT
  • VO
  • IAUM
  • AMZN
Sfm, LLC's Q3 2025 Portfolio
Portfolio Value 172 Billion
Stocks 61
Filing on Oct 15, 2025 Q3 2025

Valued Retirements, Inc.

  • QQQ
  • DFIV
  • FDVV
  • VOO
  • XOM
  • PHYS
  • AAPL
Valued Retirements, Inc.'s Q3 2025 Portfolio
Portfolio Value 88.6 Billion
Stocks 89
Filing on Oct 15, 2025 Q3 2025

Secured Retirement Advisors, LLC

  • STRV
  • NVDA
  • MSFT
  • AAPL
  • BOND
  • GLW
  • AMZN
Secured Retirement Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 179 Billion
Stocks 122
Filing on Oct 15, 2025 Q3 2025

Seed Wealth Management, Inc.

  • JMBS
  • SCHP
  • SCHB
  • AVUV
  • VMBS
  • FLOT
  • SPMB
Seed Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 145 Billion
Stocks 114
Filing on Oct 15, 2025 Q3 2025

Blue Zone Wealth Advisors, LLC

  • QQQ
  • NVDA
  • AAPL
  • AMZN
  • GOOGL
  • MSFT
  • IVW
Blue Zone Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 461 Million
Stocks 129
Filing on Oct 15, 2025 Q3 2025

Whitener Capital Management, Inc.

  • AAPL
  • JPM
  • GOOGL
  • NVDA
  • MSFT
  • WMT
  • AMZN
Whitener Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 412 Million
Stocks 165
Filing on Oct 15, 2025 Q3 2025

Financial Council Asset Management Inc

  • CGGO
  • CGGR
  • IUSG
  • SPYV
  • AAPL
  • IUSV
  • SPYG
Financial Council Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 224 Million
Stocks 95