Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 14, 2025 Q3 2025

Yousif Capital Management, LLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Yousif Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 9.02 Billion
Stocks 1888
Filing on Oct 14, 2025 Q3 2025

Boulay Financial Advisors, LLC

  • FNDX
  • MOAT
  • IWY
Boulay Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 712 Billion
Stocks 4
Filing on Oct 14, 2025 Q3 2025

Martel Wealth Advisors Inc

  • VUG
  • VYM
  • BSV
  • IEFA
  • VIG
  • SCHG
  • SCHV
Martel Wealth Advisors Inc's Q3 2025 Portfolio
Portfolio Value 571 Billion
Stocks 70
Filing on Oct 14, 2025 Q3 2025

Intergy Private Wealth, LLC

  • QQQ
  • SCHD
  • VEA
  • SCHF
  • VV
  • AVDV
  • VUG
Intergy Private Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 316 Million
Stocks 109
Filing on Oct 14, 2025 Q3 2025

Affiance Financial, LLC

  • VOO
  • AGG
  • VTI
  • VEA
  • IEFA
  • IWF
  • VXF
Affiance Financial, LLC's Q3 2025 Portfolio
Portfolio Value 549 Million
Stocks 104
Filing on Oct 14, 2025 Q3 2025

Deane Retirement Strategies, Inc.

  • VTIP
  • STIP
  • VEA
  • PTLC
  • IEFA
  • VGSH
  • PAVE
Deane Retirement Strategies, Inc.'s Q3 2025 Portfolio
Portfolio Value 231 Million
Stocks 70
Filing on Oct 14, 2025 Q3 2025

Cliftonlarsonallen Wealth Advisors, LLC

  • VOO
  • SPHQ
  • VEA
  • SPAB
  • VTEB
  • SPIB
  • VIGI
Cliftonlarsonallen Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 6.31 Billion
Stocks 202
Filing on Oct 14, 2025 Q3 2025

Prism Advisors, Inc.

  • VTV
  • DFIV
  • XCEM
  • WTV
  • DFAT
  • JAVA
  • IWD
Prism Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 340 Million
Stocks 75
Filing on Oct 14, 2025 Q3 2025

Farther Finance Advisors, LLC

  • IVV
  • VOO
  • AAPL
  • NVDA
  • VEA
  • MSFT
  • DFIV
Farther Finance Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 6.63 Trillion
Stocks 4974
Filing on Oct 14, 2025 Q3 2025

Alpha Wealth Funds, LLC

  • SGOV
  • GOOG
  • LQD
  • SPY
  • MDY
  • IJR
  • ET
Alpha Wealth Funds, LLC's Q3 2025 Portfolio
Portfolio Value 137 Billion
Stocks 49
Filing on Oct 14, 2025 Q3 2025

Cjm Wealth Advisers, Ltd.

  • VOO
  • QQQ
  • IJH
  • IJR
  • VTV
  • VBK
  • CGDV
Cjm Wealth Advisers, Ltd.'s Q3 2025 Portfolio
Portfolio Value 325 Billion
Stocks 74
Filing on Oct 14, 2025 Q3 2025

Cranbrook Wealth Management, LLC

  • IVV
  • BIV
  • IEFA
  • VO
  • BNDX
  • SCHF
  • VUG
Cranbrook Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 491 Million
Stocks 393
Filing on Oct 14, 2025 Q3 2025

Parcion Private Wealth LLC

  • VIGI
  • DFEM
  • IEFA
  • COIN
  • AIRR
  • QQQ
  • MUB
Parcion Private Wealth LLC's Q3 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 486
Filing on Oct 14, 2025 Q3 2025

Baxter Bros Inc

  • MSFT
  • BRK-B
  • INTU
  • GOOG
  • V
  • XOM
  • META
Baxter Bros Inc's Q3 2025 Portfolio
Portfolio Value 853 Million
Stocks 163
Filing on Oct 14, 2025 Q3 2025

Market Street Wealth Management Advisors LLC

  • DFCF
  • DFSD
  • DUHP
  • SPLG
  • DFIC
  • VTV
  • DFAE
Market Street Wealth Management Advisors LLC's Q3 2025 Portfolio
Portfolio Value 572 Million
Stocks 101
Filing on Oct 14, 2025 Q3 2025

Patton Fund Management, Inc.

  • IVV
  • IEF
  • RSP
  • VWO
  • SPY
  • IWM
  • EFA
Patton Fund Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 543 Million
Stocks 457
Filing on Oct 14, 2025 Q3 2025

Foundation Resource Management Inc

  • BRK-B
  • NEM
  • XOM
  • TECK
  • CVX
  • AEM
  • DG
Foundation Resource Management Inc's Q3 2025 Portfolio
Portfolio Value 675 Million
Stocks 51
Filing on Oct 14, 2025 Q3 2025

Oriental Harbor Investment Fund

  • NVDA
  • GOOG
  • TQQQ
  • META
  • MSFT
  • TSLA
  • AAPL
Oriental Harbor Investment Fund's Q3 2025 Portfolio
Portfolio Value 1.29 Trillion
Stocks 17