Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 15, 2025 Q3 2025

Friedenthal Financial

  • ITOT
  • SHYG
  • SCHA
  • VCIT
  • IJH
  • STIP
  • XLC
Friedenthal Financial's Q3 2025 Portfolio
Portfolio Value 170 Million
Stocks 266
Filing on Oct 15, 2025 Q3 2025

Cape Ann Savings Bank

  • EFA
  • IJH
  • IVV
  • IAU
  • AAPL
  • VGSH
  • MSFT
Cape Ann Savings Bank's Q3 2025 Portfolio
Portfolio Value 185 Million
Stocks 108
Filing on Oct 15, 2025 Q3 2025

Founders Financial Securities LLC

  • SPYG
  • SPYV
  • VO
  • NVDA
  • VEA
  • IJR
  • XLK
Founders Financial Securities LLC's Q3 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 489
Filing on Oct 15, 2025 Q3 2025

Merrion Investment Management Co, LLC

  • CCJ
  • JEF
  • NVDA
  • GOOG
  • AAPL
  • BRK-B
  • GS
Merrion Investment Management Co, LLC's Q3 2025 Portfolio
Portfolio Value 164 Million
Stocks 106
Filing on Oct 15, 2025 Q3 2025

Hanson & Doremus Investment Management

  • SCHB
  • VGIT
  • VEA
  • VCIT
  • ESGV
  • VWO
  • MSFT
Hanson & Doremus Investment Management's Q3 2025 Portfolio
Portfolio Value 794 Million
Stocks 500
Filing on Oct 15, 2025 Q3 2025

Manchester Financial Inc

  • SCHB
  • BSCT
  • SCHX
  • FDD
  • BSCS
  • NVDA
  • IWL
Manchester Financial Inc's Q3 2025 Portfolio
Portfolio Value 446 Million
Stocks 131
Filing on Oct 15, 2025 Q3 2025

Wealthspring Capital LLC

  • SVIIW
  • SVIIR
Wealthspring Capital LLC's Q3 2025 Portfolio
Portfolio Value 420 Billion
Stocks 165
Filing on Oct 15, 2025 Q3 2025

Swedbank Ab

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • AMZN
  • GOOG
  • META
Swedbank Ab's Q3 2025 Portfolio
Portfolio Value 95.2 Billion
Stocks 887
Filing on Oct 15, 2025 Q3 2025

Successful Portfolios LLC

  • SPY
  • IVV
  • MSFT
  • BSV
  • VTI
  • NVDA
  • SCHB
Successful Portfolios LLC's Q3 2025 Portfolio
Portfolio Value 170 Million
Stocks 175
Filing on Oct 15, 2025 Q3 2025

Optas, LLC

  • VOO
  • VTI
  • GOOGL
  • GOOG
  • NVDA
  • VEU
  • AAPL
Optas, LLC's Q3 2025 Portfolio
Portfolio Value 574 Million
Stocks 1129
Filing on Oct 15, 2025 Q3 2025

Stanich Group LLC

  • ESGV
  • ESGD
  • AGG
  • VGSH
  • ESGE
  • SUSC
  • ESML
Stanich Group LLC's Q3 2025 Portfolio
Portfolio Value 163 Billion
Stocks 56
Filing on Oct 15, 2025 Q3 2025

Lind Value Ii Ap S

  • CHTR
  • AVT
  • ARW
  • SNX
  • NVO
  • PYPL
  • INMD
Lind Value Ii Ap S's Q3 2025 Portfolio
Portfolio Value 265 Billion
Stocks 11
Filing on Oct 15, 2025 Q3 2025

Strong Tower Advisory Services

  • MSTR
  • HYG
  • NVDA
  • LQD
  • MSFT
  • BLV
  • TSLA
Strong Tower Advisory Services's Q3 2025 Portfolio
Portfolio Value 466 Million
Stocks 97
Filing on Oct 15, 2025 Q3 2025

Davies Financial Advisors, Inc.

  • QQQ
  • SPY
  • SFLR
  • AAPL
  • IAU
  • NVDA
  • MSFT
Davies Financial Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 123 Billion
Stocks 64
Filing on Oct 15, 2025 Q3 2025

Vontobel Holding Ltd.

  • MSFT
  • AMZN
  • GOOG
  • NVDA
  • KO
  • META
  • MA
Vontobel Holding Ltd.'s Q3 2025 Portfolio
Portfolio Value 30.4 Billion
Stocks 3128
Filing on Oct 15, 2025 Q3 2025

Plancorp, LLC

  • DFAC
  • DFUS
  • VTI
  • DFUV
  • DFIV
  • DFAX
  • AVUV
Plancorp, LLC's Q3 2025 Portfolio
Portfolio Value 3.11 Billion
Stocks 379
Filing on Oct 14, 2025 Q3 2025

Drummond Knight Asset Management Pty LTD

  • DD
  • TECK
  • FCX
  • CRH.L
  • AA
  • EQT
  • XOM
Drummond Knight Asset Management Pty LTD's Q3 2025 Portfolio
Portfolio Value 327 Billion
Stocks 12
Filing on Oct 14, 2025 Q3 2025

Munro Partners

  • NVDA
  • AMZN
  • MSFT
  • CEG
  • UBER
  • META
  • BSX
Munro Partners's Q3 2025 Portfolio
Portfolio Value 3.69 Trillion
Stocks 64