Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 10, 2025 Q3 2025

Sound Income Strategies, LLC

  • TSLX
  • HTGC
  • ARCC
  • GBDC
  • ORCC
  • SHYG
  • HYEM
Sound Income Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 1.76 Billion
Stocks 1701
Filing on Oct 10, 2025 Q3 2025

Cwc Advisors, Llc.

  • AVGO
  • VGIT
  • AAPL
  • CLOI
  • NVDA
  • TLT
  • EDV
Cwc Advisors, Llc.'s Q3 2025 Portfolio
Portfolio Value 204 Billion
Stocks 146
Filing on Oct 10, 2025 Q3 2025

Lester Murray Antman Dba Simply Rich

  • AAPL
  • GOOG
  • USMV
  • EFAV
  • GOOGL
  • EEMV
  • MSFT
Lester Murray Antman Dba Simply Rich's Q3 2025 Portfolio
Portfolio Value 371 Million
Stocks 200
Filing on Oct 10, 2025 Q3 2025

Warburton Capital Management, LLC

  • DFAC
  • DFAX
  • DFUS
  • DUHP
  • DFIC
  • PLTR
  • MSFT
Warburton Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 166 Million
Stocks 61
Filing on Oct 10, 2025 Q3 2025

Financial Connections Group, Inc.

  • DFAU
  • ESGV
  • VUG
  • DFIV
  • USXF
  • JCPB
  • VIGI
Financial Connections Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 256 Million
Stocks 242
Filing on Oct 10, 2025 Q3 2025

Bcr Wealth Strategies, LLC

  • AVUS
  • AVIG
  • DFCF
  • AVDE
  • DFEM
  • VNQ
  • ICSH
Bcr Wealth Strategies, LLC's Q3 2025 Portfolio
Portfolio Value 284 Million
Stocks 30
Filing on Oct 10, 2025 Q3 2025

Navigoe, LLC

  • DFIV
  • DFUV
  • DFAT
  • DFAU
  • DFSV
  • DIHP
  • IVV
Navigoe, LLC's Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 268
Filing on Oct 10, 2025 Q3 2025

Fifth Third Securities, Inc.

  • VOO
  • QQQ
  • IVV
  • SPY
  • VTI
  • VUG
  • DGRO
Fifth Third Securities, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.42 Billion
Stocks 311
Filing on Oct 10, 2025 Q3 2025

Able Financial Group, LLC

  • FBND
  • DFAC
  • JMUB
  • RDVY
  • AVUV
  • IDEV
  • STGW
Able Financial Group, LLC's Q3 2025 Portfolio
Portfolio Value 427 Million
Stocks 205
Filing on Oct 10, 2025 Q3 2025

Sk Wealth Management, LLC

  • SCHG
  • DGRW
  • JEPI
  • LVHI
  • MOAT
  • ESGG
  • DDWM
Sk Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 268 Billion
Stocks 83
Filing on Oct 10, 2025 Q3 2025

Diversified Enterprises, LLC

  • SCHX
  • VIG
  • OSEA
  • OSCV
  • SMH
  • IVV
  • DRSK
Diversified Enterprises, LLC's Q3 2025 Portfolio
Portfolio Value 1.48 Trillion
Stocks 321
Filing on Oct 10, 2025 Q3 2025

Chicago Trust CO Na

  • AAPL
  • MSFT
  • NVDA
  • WTFC
  • ABBV
  • AMZN
  • JPM
Chicago Trust CO Na's Q3 2025 Portfolio
Portfolio Value 570 Million
Stocks 704
Filing on Oct 10, 2025 Q3 2025

Marion Wealth Management

  • VCIT
  • IEFA
  • VCSH
  • IEMG
  • VOT
  • MLPB
  • PDBC
Marion Wealth Management's Q3 2025 Portfolio
Portfolio Value 412 Million
Stocks 136
Filing on Oct 10, 2025 Q3 2025

Sara Bay Financial

  • HLIO
  • LEU
  • NVDA
  • META
  • JPM
  • PSTG
  • AMZN
Sara Bay Financial's Q3 2025 Portfolio
Portfolio Value 324 Million
Stocks 80
Filing on Oct 10, 2025 Q3 2025

Douglas Lane & Associates, LLC

  • NVDA
  • GOOG
  • JPM
  • MSFT
  • QCOM
  • GE
  • MS
Douglas Lane & Associates, LLC's Q3 2025 Portfolio
Portfolio Value 6.9 Billion
Stocks 240
Filing on Oct 10, 2025 Q3 2025

Red Door Wealth Management, LLC

  • SCHX
  • NVDA
  • AAPL
  • BRK-B
  • MSFT
  • GOOG
  • AMZN
Red Door Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 885 Million
Stocks 292
Filing on Oct 10, 2025 Q3 2025

Newton One Investments LLC

  • BND
  • IVV
  • VUG
  • VCIT
  • VEU
  • IJH
  • VTEB
Newton One Investments LLC's Q3 2025 Portfolio
Portfolio Value 338 Million
Stocks 120
Filing on Oct 10, 2025 Q3 2025

Mills Wealth Advisors LLC

  • DFAC
  • DUHP
  • DFIC
  • DIHP
  • DFEM
  • DFSD
  • DISV
Mills Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 246 Billion
Stocks 71