Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 14, 2025 Q3 2025

Juncture Wealth Strategies, LLC

  • VV
  • SCHB
  • DFUV
  • SCHD
  • SPYV
  • DFAT
  • AGG
Juncture Wealth Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 298 Million
Stocks 130
Filing on Oct 14, 2025 Q3 2025

Roffman Miller Associates Inc

  • MSFT
  • AAPL
  • GOOGL
  • JPM
  • APH
  • AMZN
  • HD
Roffman Miller Associates Inc 's Q3 2025 Portfolio
Portfolio Value 1.79 Billion
Stocks 80
Filing on Oct 14, 2025 Q3 2025

Aifg Consultants Ltd.

  • GLDM
  • LDUR
  • SPMO
  • JEPI
  • SMMU
  • LMBS
  • IUS
Aifg Consultants Ltd.'s Q3 2025 Portfolio
Portfolio Value 56.7 Billion
Stocks 48
Filing on Oct 14, 2025 Q3 2025

Security Financial Services, Inc.

  • SPLG
  • DYNF
  • IVW
  • QUAL
  • IVE
  • SPTL
  • DFUS
Security Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 554 Million
Stocks 202
Filing on Oct 14, 2025 Q3 2025

Dougherty Wealth Advisers LLC

  • VUG
  • VTV
  • VOE
  • VIOG
  • VWO
  • QQQ
  • AAPL
Dougherty Wealth Advisers LLC's Q3 2025 Portfolio
Portfolio Value 154 Million
Stocks 112
Filing on Oct 14, 2025 Q3 2025

Coho Partners, Ltd.

  • ROST
  • USB
  • SYY
  • LOW
  • TMO
  • AZO
  • DIS
Coho Partners, Ltd.'s Q3 2025 Portfolio
Portfolio Value 757 Million
Stocks 32
Filing on Oct 14, 2025 Q3 2025

Kentucky Trust CO

  • MSFT
  • AAPL
  • USB
  • JPM
  • DNP
  • PFF
  • SO
Kentucky Trust CO's Q3 2025 Portfolio
Portfolio Value 185 Billion
Stocks 294
Filing on Oct 14, 2025 Q3 2025

Berkshire Money Management, Inc.

  • SPY
  • DIA
  • QQQ
  • RSP
  • IWF
  • VIG
  • SJNK
Berkshire Money Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 846 Million
Stocks 48
Filing on Oct 14, 2025 Q3 2025

Mc Grath & Associates, Inc.

  • BOND
  • GDE
  • DFAC
  • SCHD
  • BND
  • FNDA
  • DFAX
Mc Grath & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 67.3 Billion
Stocks 42
Filing on Oct 14, 2025 Q3 2025

Big Sur Wealth Management LLC

  • SPY
  • BRK-A
  • NVDA
  • VGK
  • IWV
  • JPM
  • BX
Big Sur Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 378 Million
Stocks 159
Filing on Oct 14, 2025 Q3 2025

Berger Financial Group, Inc

  • SCHD
  • SCHG
  • SCHX
  • LMBS
  • AAPL
  • JCPB
  • HTRB
Berger Financial Group, Inc's Q3 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 445
Filing on Oct 14, 2025 Q3 2025

Kck Ltd.

  • SGHT
Kck Ltd.'s Q3 2025 Portfolio
Portfolio Value 15 Million
Stocks 2
Filing on Oct 14, 2025 Q3 2025

M. Kraus & CO

  • MSFT
  • GOOG
  • LHX
  • TMO
  • RTX
  • NSC
  • ROK
M. Kraus & CO's Q3 2025 Portfolio
Portfolio Value 328 Million
Stocks 84
Filing on Oct 14, 2025 Q3 2025

S.A. Mason LLC

  • NVDA
  • VTI
  • MSFT
  • IVV
  • SPY
  • VO
  • AAPL
S.A. Mason LLC's Q3 2025 Portfolio
Portfolio Value 218 Million
Stocks 256
Filing on Oct 14, 2025 Q3 2025

Arvest Investments, Inc.

  • VEA
  • RSP
  • GIGB
  • JMBS
  • IVV
  • CMBS
  • MBB
Arvest Investments, Inc.'s Q3 2025 Portfolio
Portfolio Value 697 Billion
Stocks 187
Filing on Oct 14, 2025 Q3 2025

Ofi Invest Asset Management

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • AVGO
  • COF
  • META
Ofi Invest Asset Management's Q3 2025 Portfolio
Portfolio Value 4.75 Trillion
Stocks 299
Filing on Oct 14, 2025 Q3 2025

Prairiewood Capital, LLC

  • FNDA
  • FNDX
  • FNDF
  • GNR
  • SCHP
  • SCHO
  • FNDC
Prairiewood Capital, LLC's Q3 2025 Portfolio
Portfolio Value 301 Million
Stocks 79
Filing on Oct 14, 2025 Q3 2025

Blue Sky Wealth Advisors, LLC

  • SCHX
  • VCSH
  • SCHZ
  • DFAX
  • SCHE
  • SCHP
  • SCHF
Blue Sky Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 739 Million
Stocks 80