Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 15, 2025 Q3 2025

Johnson & White Wealth Management, LLC

  • PXF
  • PRFZ
  • HMOP
  • IDV
  • SCHD
  • NVDA
  • BNDX
Johnson & White Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 204 Million
Stocks 112
Filing on Oct 15, 2025 Q3 2025

Granite Bay Wealth Management, LLC

  • JHMM
  • JHCB
  • RSP
  • EEM
  • IJR
  • EWJ
  • JHPI
Granite Bay Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 374 Million
Stocks 80
Filing on Oct 15, 2025 Q3 2025

My Wealth Management Inc.

  • PTLC
  • JMST
  • PTNQ
  • IVV
  • ICSH
  • VGT
  • GCOW
My Wealth Management Inc.'s Q3 2025 Portfolio
Portfolio Value 114 Million
Stocks 34
Filing on Oct 15, 2025 Q3 2025

Patriot Investment Management Inc.

  • VTI
  • BND
  • VEA
  • VCIT
  • VEU
  • VWO
  • VCSH
Patriot Investment Management Inc.'s Q3 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 242
Filing on Oct 15, 2025 Q3 2025

Independent Wealth Network Inc.

  • SPYG
  • CAT
  • SPLG
  • JPST
  • SPYV
  • ACWI
  • ILTB
Independent Wealth Network Inc.'s Q3 2025 Portfolio
Portfolio Value 291 Million
Stocks 283
Filing on Oct 15, 2025 Q3 2025

Capital Wealth Management, LLC

  • SPSB
  • VUG
  • VTV
  • NANR
  • FBND
  • SPEM
  • FNDF
Capital Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 287 Million
Stocks 38
Filing on Oct 15, 2025 Q3 2025

Horizon Advisory Services, Inc.

  • RDVY
  • HGER
  • JEPI
  • IBTI
  • IBTF
  • NBTB
  • SDVY
Horizon Advisory Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 195 Billion
Stocks 45
Filing on Oct 15, 2025 Q3 2025

Paragon Capital Management Inc

  • IEF
  • SHV
  • BIL
  • JAAA
  • GOVT
  • TOTL
  • DIA
Paragon Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 134 Billion
Stocks 72
Filing on Oct 15, 2025 Q3 2025

Fmb Wealth Management

  • DFAC
  • AVUS
  • DFAX
  • DFAU
  • DFIC
  • DFUS
  • DFAT
Fmb Wealth Management's Q3 2025 Portfolio
Portfolio Value 191 Million
Stocks 126
Filing on Oct 15, 2025 Q3 2025

Gemmer Asset Management LLC

  • SCHF
  • SCHV
  • FNDX
  • SCHG
  • BSV
  • NVDA
  • VEA
Gemmer Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 1.19 Billion
Stocks 170
Filing on Oct 15, 2025 Q3 2025

Weinberger Asset Management, Inc

  • VTI
  • PM
  • SCHG
  • SCHB
  • VBR
  • DFAU
  • DUHP
Weinberger Asset Management, Inc's Q3 2025 Portfolio
Portfolio Value 276 Billion
Stocks 88
Filing on Oct 15, 2025 Q3 2025

Inspire Investing, LLC

  • CAT
  • APH
  • SCHO
  • WWJD
  • IBD
  • KLAC
  • IBKR
Inspire Investing, LLC's Q3 2025 Portfolio
Portfolio Value 957 Million
Stocks 846
Filing on Oct 15, 2025 Q3 2025

Uptown Financial Advisors LLC

  • VUG
  • VO
  • IJR
  • SPYV
  • SPEM
  • BSV
  • SPYG
Uptown Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 121 Billion
Stocks 74
Filing on Oct 15, 2025 Q3 2025

Curbstone Financial Management Corp

  • FLRN
  • MDY
  • SCHF
  • VOO
  • SCHG
  • VCSH
  • AAPL
Curbstone Financial Management Corp's Q3 2025 Portfolio
Portfolio Value 513 Million
Stocks 209
Filing on Oct 15, 2025 Q3 2025

Rfg Holdings, Inc.

  • VOO
  • QQQ
  • BKLN
  • SPHY
  • VOOG
  • KBWB
  • VB
Rfg Holdings, Inc.'s Q3 2025 Portfolio
Portfolio Value 355 Million
Stocks 61
Filing on Oct 15, 2025 Q3 2025

Milestone Asset Management, LLC

  • FLRN
  • BUFR
  • PULS
  • TFLO
  • MSTB
  • VOO
  • QQQ
Milestone Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 529 Billion
Stocks 280
Filing on Oct 15, 2025 Q3 2025

Strid Group, LLC

  • SCHB
  • VEU
  • DALI
  • QVAL
  • VWO
  • VEA
  • FV
Strid Group, LLC's Q3 2025 Portfolio
Portfolio Value 762 Million
Stocks 72
Filing on Oct 15, 2025 Q3 2025

First Premier Bank

  • VTI
  • VTV
  • AAPL
  • VGT
  • MSFT
  • PHDG
  • VUG
First Premier Bank's Q3 2025 Portfolio
Portfolio Value 440 Million
Stocks 616