Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 14, 2025 Q3 2025

Fort Henry Capital, LLC

  • IVV
  • AGG
  • IJR
  • BSV
  • VNQ
  • DFAI
  • DFAE
Fort Henry Capital, LLC's Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 17
Filing on Oct 14, 2025 Q3 2025

Revolve Wealth Partners, LLC

  • VTI
  • IEFA
  • IVAL
  • ITAN
  • HYMB
  • QMOM
  • SYLD
Revolve Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 800 Million
Stocks 232
Filing on Oct 14, 2025 Q3 2025

Wealth Alliance Advisory Group, LLC

  • IVV
  • VTV
  • FBND
  • VUG
  • CWI
  • MDY
  • NVDA
Wealth Alliance Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 482 Million
Stocks 191
Filing on Oct 14, 2025 Q3 2025

Voisard Asset Management Group, Inc.

  • SPTM
  • AVLV
  • SLQD
  • SPTI
  • IUSG
  • JCPB
  • SCHF
Voisard Asset Management Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 432 Billion
Stocks 95
Filing on Oct 14, 2025 Q3 2025

Monument Capital Management

  • MSFT
  • ITOT
  • AAPL
  • IWF
  • EME
  • CAT
  • IWB
Monument Capital Management's Q3 2025 Portfolio
Portfolio Value 393 Million
Stocks 226
Filing on Oct 14, 2025 Q3 2025

White Pine Investment CO

  • BRK-B
  • GOOGL
  • FNDX
  • GSIE
  • MSFT
  • FLTR
  • USMV
White Pine Investment CO's Q3 2025 Portfolio
Portfolio Value 421 Million
Stocks 67
Filing on Oct 14, 2025 Q3 2025

Welch Group, LLC

  • MSFT
  • AAPL
  • JPM
  • RTX
  • ABBV
  • IBM
  • SFBS
Welch Group, LLC's Q3 2025 Portfolio
Portfolio Value 2.56 Billion
Stocks 299
Filing on Oct 14, 2025 Q3 2025

Ellenbecker Investment Group

  • IVV
  • IWF
  • AGG
  • VB
  • VEA
  • IWD
  • VWO
Ellenbecker Investment Group's Q3 2025 Portfolio
Portfolio Value 637 Million
Stocks 128
Filing on Oct 14, 2025 Q3 2025

True North Advisors, LLC

  • LII
  • AAPL
  • BRK-B
  • AMZN
  • SPY
  • NVDA
  • MSFT
True North Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 616 Million
Stocks 215
Filing on Oct 14, 2025 Q3 2025

Old National Bancorp

  • ONB
  • LLY
  • VOO
  • SPY
  • MSFT
  • AAPL
  • SPYG
Old National Bancorp 's Q3 2025 Portfolio
Portfolio Value 5.79 Billion
Stocks 1260
Filing on Oct 14, 2025 Q3 2025

Reuter James Wealth Management, LLC

  • WMT
  • IAU
  • XOM
  • CGDV
  • BIL
  • USFR
  • MSFT
Reuter James Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 637 Million
Stocks 229
Filing on Oct 14, 2025 Q3 2025

Security National Bank Of So Dak

  • AAPL
  • MSFT
  • ORCL
  • BRK-B
  • GOOGL
  • VT
  • WMT
Security National Bank Of So Dak's Q3 2025 Portfolio
Portfolio Value 186 Million
Stocks 166
Filing on Oct 14, 2025 Q3 2025

Weitzel Financial Services, Inc.

  • SPTM
  • VEA
  • SPAB
  • SCHD
  • AOM
  • BNDX
  • LMBS
Weitzel Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 248 Million
Stocks 48
Filing on Oct 14, 2025 Q3 2025

Ridgecrest Wealth Partners, LLC

  • AAPL
  • GOOGL
  • DGRO
  • NVDA
  • VOO
  • MSFT
  • IVV
Ridgecrest Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 219 Million
Stocks 118
Filing on Oct 14, 2025 Q3 2025

Kirr Marbach & CO LLC

  • AVGO
  • EME
  • MTZ
  • AZO
  • VST
  • CIGI
  • GOOGL
Kirr Marbach & CO LLC 's Q3 2025 Portfolio
Portfolio Value 515 Million
Stocks 57
Filing on Oct 14, 2025 Q3 2025

Fiduciary Advisors, Inc.

  • VOO
  • VB
  • ISTB
  • VXUS
  • VO
  • VEA
  • VTV
Fiduciary Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 124 Billion
Stocks 97
Filing on Oct 14, 2025 Q3 2025

Shikiar Asset Management Inc

  • AAPL
  • AMZN
  • MSFT
  • GOOG
  • UBER
  • ZS
  • C
Shikiar Asset Management Inc's Q3 2025 Portfolio
Portfolio Value 397 Million
Stocks 103
Filing on Oct 14, 2025 Q3 2025

Security National Bank Of Sioux City Iowa

  • MSFT
  • AAPL
  • ORCL
  • BRK-B
  • GOOGL
  • WMT
  • BRK-A
Security National Bank Of Sioux City Iowa 's Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 140