Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 14, 2025 Q3 2025

Arthur M. Cohen & Associates, LLC

  • NVDA
  • AAPL
  • QQQM
  • BRK-B
  • GOOG
  • DHR
  • MSFT
Arthur M. Cohen & Associates, LLC's Q3 2025 Portfolio
Portfolio Value 573 Million
Stocks 127
Filing on Oct 14, 2025 Q3 2025

Community Bank Of Raymore

  • JPM
  • O
  • CAT
  • NRG
  • GATX
  • VOO
  • BAC
Community Bank Of Raymore's Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 121
Filing on Oct 14, 2025 Q3 2025

Capital Insight Partners, LLC

  • PRAY
  • AGG
  • IVV
  • NVDA
  • XLK
  • IXUS
  • VMBS
Capital Insight Partners, LLC's Q3 2025 Portfolio
Portfolio Value 583 Million
Stocks 163
Filing on Oct 10, 2025 Q3 2025

Rockwood Wealth Management, LLC

  • DFAC
  • AVDE
  • MEAR
  • SPSB
  • AVUS
  • DFIC
  • DFEM
Rockwood Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.25 Trillion
Stocks 108
Filing on Oct 10, 2025 Q3 2025

Fortitude Financial, LLC

  • COOK
  • SLYG
  • IMCG
  • DYNF
  • SPSM
  • FRDM
  • SBRA
Fortitude Financial, LLC's Q3 2025 Portfolio
Portfolio Value 122 Billion
Stocks 33
Filing on Oct 10, 2025 Q3 2025

Tci Wealth Advisors, Inc.

  • DFUS
  • DFAS
  • DFUV
  • AVUV
  • DFAC
  • DFIV
  • DUHP
Tci Wealth Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.52 Billion
Stocks 262
Filing on Oct 10, 2025 Q3 2025

Hixon Zuercher, LLC

  • GSIE
  • GSLC
  • MSFT
  • NVDA
  • JPM
  • JHMM
  • EMGF
Hixon Zuercher, LLC's Q3 2025 Portfolio
Portfolio Value 322 Million
Stocks 87
Filing on Oct 10, 2025 Q3 2025

West Hill Financial Advisors, Inc.

  • VOO
  • VONG
  • VONV
  • VEA
  • FBND
  • SCHR
  • VWO
West Hill Financial Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 509 Million
Stocks 78
Filing on Oct 10, 2025 Q3 2025

Tower Trust & Investment CO

  • AAPL
  • NVDA
  • MSFT
  • GII
  • META
  • AMZN
  • GOOG
Tower Trust & Investment CO's Q3 2025 Portfolio
Portfolio Value 149 Billion
Stocks 191
Filing on Oct 10, 2025 Q3 2025

Thomas Story & Son LLC

  • V
  • COST
  • WSM
  • TSCO
  • ORLY
  • GD
  • AMD
Thomas Story & Son LLC's Q3 2025 Portfolio
Portfolio Value 270 Million
Stocks 51
Filing on Oct 10, 2025 Q3 2025

Bnc Wealth Management, LLC

  • NVDA
  • AMZN
  • AAPL
  • MSFT
  • GOOGL
  • TSLA
  • META
Bnc Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 358 Million
Stocks 107
Filing on Oct 10, 2025 Q3 2025

Foster Victor Wealth Advisors, LLC

  • VTV
  • AMZN
  • MSFT
  • SCHX
  • MA
  • IQLT
  • GOOGL
Foster Victor Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.53 Billion
Stocks 221
Filing on Oct 10, 2025 Q3 2025

Legacy Wealth Management, Inc

  • IVV
  • IWB
  • SCHK
  • JCPB
  • FBND
  • SCHM
  • IJH
Legacy Wealth Management, Inc's Q3 2025 Portfolio
Portfolio Value 1.7 Billion
Stocks 29
Filing on Oct 10, 2025 Q3 2025

Seneca House Advisors

  • RSP
  • GOOGL
  • MSFT
  • MKL
  • IBDX
  • QQQ
  • STWD
Seneca House Advisors's Q3 2025 Portfolio
Portfolio Value 236 Million
Stocks 90
Filing on Oct 10, 2025 Q3 2025

Hmv Wealth Advisors, LLC

  • AVUV
  • DFAT
  • VTI
  • AVDV
  • VGIT
  • ITOT
  • DFEM
Hmv Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 182 Billion
Stocks 81
Filing on Oct 10, 2025 Q3 2025

Thomasville National Bank

  • MSFT
  • AMZN
  • TSM
  • GOOG
  • BRK-B
  • AAPL
  • BKNG
Thomasville National Bank's Q3 2025 Portfolio
Portfolio Value 1.54 Billion
Stocks 319
Filing on Oct 10, 2025 Q3 2025

Cornerstone Management, Inc.

  • VUG
  • VTV
  • JPST
  • AGG
  • EFA
  • FLRN
  • VTI
Cornerstone Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 605 Billion
Stocks 63
Filing on Oct 10, 2025 Q3 2025

Sound View Advisors Inc.

  • VOO
  • XNTK
  • OEF
  • VEA
  • XHYC
  • VGSH
  • MSFT
Sound View Advisors Inc.'s Q3 2025 Portfolio
Portfolio Value 292 Million
Stocks 34