Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 14, 2025 Q3 2025

Revisor Wealth Management LLC

  • SCHZ
  • AAPL
  • VIGI
  • VCIT
  • MSFT
  • VCLT
  • SPEM
Revisor Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 290 Billion
Stocks 278
Filing on Oct 14, 2025 Q3 2025

Defined Financial Planning LLC

  • SCHG
  • DGRW
  • JVAL
  • DDWM
  • AGGY
  • SECT
  • SPDW
Defined Financial Planning LLC's Q3 2025 Portfolio
Portfolio Value 121 Billion
Stocks 65
Filing on Oct 14, 2025 Q3 2025

Andrew Hill Investment Advisors, Inc.

  • GLD
  • JPM
  • NVDA
  • GOOGL
  • GRMN
  • AAPL
  • UBER
Andrew Hill Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 119 Million
Stocks 46
Filing on Oct 14, 2025 Q3 2025

Summit Financial Consulting LLC

  • LQD
  • HYG
  • IYF
  • IYW
  • IYZ
  • EEM
  • IVW
Summit Financial Consulting LLC's Q3 2025 Portfolio
Portfolio Value 125 Billion
Stocks 43
Filing on Oct 14, 2025 Q3 2025

Drum Hill Capital, LLC

  • VGSH
  • NEM
  • ERIC
  • PFIX
  • BWA
  • VZ
  • GDX
Drum Hill Capital, LLC's Q3 2025 Portfolio
Portfolio Value 92.4 Billion
Stocks 47
Filing on Oct 14, 2025 Q3 2025

Ifm Investors Pty LTD

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • META
  • AVGO
  • GOOGL
Ifm Investors Pty LTD's Q3 2025 Portfolio
Portfolio Value 11.2 Billion
Stocks 619
Filing on Oct 14, 2025 Q3 2025

Veery Capital, LLC

  • SCHG
  • SCHV
  • IDEV
  • VUG
  • VTV
  • BND
  • IEFA
Veery Capital, LLC's Q3 2025 Portfolio
Portfolio Value 313 Million
Stocks 94
Filing on Oct 14, 2025 Q3 2025

Integris Wealth Management, LLC

  • BSV
  • IVV
  • VEA
  • VTI
  • DISV
  • DFEM
  • DFSV
Integris Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 411 Billion
Stocks 120
Filing on Oct 14, 2025 Q3 2025

Client First Investment Management LLC

  • ADPV
  • USD
  • SSO
  • NUGT
  • UWM
  • XPP
  • JNUG
Client First Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 196 Billion
Stocks 39
Filing on Oct 14, 2025 Q3 2025

Sound Stewardship, LLC

  • BND
  • FNDB
  • IVV
  • GLTR
  • SCZ
  • FNDA
  • FNDF
Sound Stewardship, LLC's Q3 2025 Portfolio
Portfolio Value 208 Billion
Stocks 66
Filing on Oct 14, 2025 Q3 2025

Mjt & Associates Financial Advisory Group, Inc.

  • ITOT
  • IVW
  • SCHD
  • STIP
  • DON
  • JPST
  • EMXC
Mjt & Associates Financial Advisory Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 123 Billion
Stocks 461
Filing on Oct 14, 2025 Q3 2025

Globalt Investments LLC / Ga

  • IWF
  • IWD
  • SPTI
  • SPTL
  • SPTS
  • GLD
  • GDX
Globalt Investments LLC / Ga's Q3 2025 Portfolio
Portfolio Value 2.74 Trillion
Stocks 207
Filing on Oct 14, 2025 Q3 2025

Red Mountain Financial, LLC

  • SCHD
  • AAPL
  • JPIE
  • BRK-B
  • NVDA
  • FBND
  • SCHY
Red Mountain Financial, LLC's Q3 2025 Portfolio
Portfolio Value 98.5 Billion
Stocks 76
Filing on Oct 14, 2025 Q3 2025

Able Wealth Management LLC

  • SHV
  • SPMO
  • JQUA
  • EQWL
  • DYNF
  • PVAL
  • EFV
Able Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 266 Billion
Stocks 106
Filing on Oct 14, 2025 Q3 2025

Key Client Fiduciary Advisors, LLC

  • RDVY
  • AAPL
  • MSFT
  • SPY
  • FDL
  • NVDA
  • TSLA
Key Client Fiduciary Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 242 Million
Stocks 223
Filing on Oct 14, 2025 Q3 2025

Apeiron Ria LLC

  • QUAL
  • DYNF
  • DFIV
  • EFV
  • AVUV
  • IVW
  • IVE
Apeiron Ria LLC's Q3 2025 Portfolio
Portfolio Value 393 Million
Stocks 210
Filing on Oct 14, 2025 Q3 2025

High Probability Advisors, LLC

  • GSLC
  • MTUM
  • DUHP
  • GSIE
  • NYF
  • DIHP
  • USMV
High Probability Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 729 Billion
Stocks 65
Filing on Oct 14, 2025 Q3 2025

Rtd Financial Advisors, Inc.

  • IVV
  • BND
  • IWF
  • GTO
  • IJH
  • IWB
  • IJR
Rtd Financial Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 832 Million
Stocks 107