Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 15, 2025 Q3 2025

Pure Portfolios Holdings LLC

  • SGOL
  • SCHX
  • SCHF
  • SCHR
  • SCHE
  • SLYV
  • SCHO
Pure Portfolios Holdings LLC's Q3 2025 Portfolio
Portfolio Value 320 Billion
Stocks 103
Filing on Oct 15, 2025 Q3 2025

Dale Q Rice Investment Management LTD

  • AAPL
  • USD
  • QLD
  • QQQ
  • SPY
  • GOOGL
  • TSLA
Dale Q Rice Investment Management LTD's Q3 2025 Portfolio
Portfolio Value 142 Billion
Stocks 67
Filing on Oct 15, 2025 Q3 2025

Ars Investment Partners, LLC

  • AAPL
  • GOOGL
  • NEM
  • WDC
  • KTOS
  • MU
  • AVGO
Ars Investment Partners, LLC's Q3 2025 Portfolio
Portfolio Value 1.15 Billion
Stocks 204
Filing on Oct 15, 2025 Q3 2025

Mascagni Wealth Management, Inc.

  • ICVT
  • NVDA
  • XMHQ
  • AAPL
  • HYDB
  • CGDV
  • MSFT
Mascagni Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 124
Filing on Oct 15, 2025 Q3 2025

Fiduciary Planning LLC

  • DGRW
  • VTIP
  • VRIG
  • EQWL
  • SMH
  • XLK
  • OEF
Fiduciary Planning LLC's Q3 2025 Portfolio
Portfolio Value 257 Million
Stocks 83
Filing on Oct 15, 2025 Q3 2025

Heathbridge Capital Management Ltd.

  • AEP
  • TRP
  • VZ
  • TD
  • AEM
  • MSFT
  • MFC
Heathbridge Capital Management Ltd.'s Q3 2025 Portfolio
Portfolio Value 246 Million
Stocks 28
Filing on Oct 15, 2025 Q3 2025

Cambridge Advisors Inc.

  • VOO
  • BND
  • VEA
  • IJH
  • MSFT
  • BNDX
  • VTI
Cambridge Advisors Inc.'s Q3 2025 Portfolio
Portfolio Value 491 Million
Stocks 169
Filing on Oct 15, 2025 Q3 2025

Pensionmark Financial Group, LLC

  • AAPL
  • VOO
  • MSFT
  • SPLG
  • IVW
  • BSV
  • JPM
Pensionmark Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 4.67 Billion
Stocks 2340
Filing on Oct 15, 2025 Q3 2025

Atwood & Palmer Inc

  • PLTR
  • GOOG
  • AVDE
  • SHY
  • URI
  • JAAA
  • LDOS
Atwood & Palmer Inc's Q3 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 489
Filing on Oct 15, 2025 Q3 2025

Tritonpoint Wealth, LLC

  • AAPL
  • VUG
  • MSFT
  • AMZN
  • GOOGL
  • GOOG
  • JPM
Tritonpoint Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 1.17 Trillion
Stocks 349
Filing on Oct 15, 2025 Q3 2025

Delphi Management Inc /Ma/

  • BRK-B
  • AAPL
  • KLAC
  • SNX
  • AMAT
  • GS
  • GHC
Delphi Management Inc /Ma/'s Q3 2025 Portfolio
Portfolio Value 108 Million
Stocks 81
Filing on Oct 15, 2025 Q3 2025

Paragon Capital Management LTD

  • VIG
  • SPHQ
  • COIN
  • ABNB
  • MSFT
  • IQLT
  • COWZ
Paragon Capital Management LTD's Q3 2025 Portfolio
Portfolio Value 497 Million
Stocks 201
Filing on Oct 15, 2025 Q3 2025

Allen Mooney & Barnes Investment Advisors LLC

  • AAPL
  • GOOGL
  • MSFT
  • ABBV
  • JPM
  • XOM
  • UNH
Allen Mooney & Barnes Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 642 Billion
Stocks 157
Filing on Oct 15, 2025 Q3 2025

Martin Capital Advisors, LLP

  • AAPL
  • NVDA
  • ISRG
  • QQQ
  • VTI
  • MA
  • WSM
Martin Capital Advisors, LLP's Q3 2025 Portfolio
Portfolio Value 159 Million
Stocks 74
Filing on Oct 15, 2025 Q3 2025

Private Trust CO Na

  • MSFT
  • AAPL
  • NVDA
  • SPY
  • AMZN
  • GOOGL
  • IVV
Private Trust CO Na's Q3 2025 Portfolio
Portfolio Value 1.07 Billion
Stocks 2570
Filing on Oct 15, 2025 Q3 2025

Level Financial Advisors, Inc.

  • VOO
  • VGSH
  • VEA
  • BSV
  • DUHP
  • VCSH
  • DFIP
Level Financial Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 327 Million
Stocks 94
Filing on Oct 15, 2025 Q3 2025

Symmetry Partners, LLC

  • DFAC
  • BNDX
  • MTUM
  • BND
  • DFIC
  • QUAL
  • USMV
Symmetry Partners, LLC's Q3 2025 Portfolio
Portfolio Value 911 Million
Stocks 236
Filing on Oct 15, 2025 Q3 2025

Future Financial Wealth Managment LLC

  • QQQM
  • VOO
  • JAAA
  • CGDV
  • IWY
  • TSPA
  • HEFA
Future Financial Wealth Managment LLC's Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 460