Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 10, 2025 Q3 2025

Brown, Lisle/Cummings, Inc.

  • SPY
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • ICE
  • GOOG
Brown, Lisle/Cummings, Inc.'s Q3 2025 Portfolio
Portfolio Value 390 Billion
Stocks 760
Filing on Oct 10, 2025 Q3 2025

Natural Investments, LLC

  • MSFT
  • AAPL
  • NVDA
  • OEF
  • GOOG
  • ABBV
  • QVAL
Natural Investments, LLC's Q3 2025 Portfolio
Portfolio Value 403 Million
Stocks 264
Filing on Oct 10, 2025 Q3 2025

Kathleen S. Wright Associates Inc.

  • VOO
  • BRK-B
  • MOAT
  • SGOV
  • VUG
  • VO
  • EES
Kathleen S. Wright Associates Inc.'s Q3 2025 Portfolio
Portfolio Value 256 Million
Stocks 256
Filing on Oct 10, 2025 Q3 2025

Flputnam Investment Management CO

  • IVV
  • IEFA
  • MSFT
  • NVDA
  • AAPL
  • AVGO
  • GOOGL
Flputnam Investment Management CO's Q3 2025 Portfolio
Portfolio Value 6.48 Billion
Stocks 576
Filing on Oct 10, 2025 Q3 2025

Founders Capital Management, LLC

  • GOOG
  • BRK-B
  • META
  • MSFT
  • GOOGL
  • AXP
  • WFC
Founders Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 635 Million
Stocks 79
Filing on Oct 10, 2025 Q3 2025

Benson Investment Management Company, Inc.

  • GLD
  • GOOG
  • MSFT
  • NVDA
  • AMZN
  • META
  • BRK-B
Benson Investment Management Company, Inc.'s Q3 2025 Portfolio
Portfolio Value 286 Million
Stocks 54
Filing on Oct 10, 2025 Q3 2025

Quotient Wealth Partners, LLC

  • IVV
  • SPYG
  • SPYV
  • TTAC
  • AGG
  • IEFA
  • FBND
Quotient Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 3.65 Trillion
Stocks 358
Filing on Oct 10, 2025 Q3 2025

Falcon Wealth Planning

  • AVLV
  • MGK
  • AAPL
  • QQQ
  • FBND
  • DFIV
  • DFAE
Falcon Wealth Planning's Q3 2025 Portfolio
Portfolio Value 1 Billion
Stocks 191
Filing on Oct 10, 2025 Q3 2025

Clarity Financial LLC

  • IEI
  • ABBV
  • SHY
  • BRK-B
  • MSFT
  • GOOG
  • COST
Clarity Financial LLC's Q3 2025 Portfolio
Portfolio Value 1.01 Trillion
Stocks 119
Filing on Oct 10, 2025 Q3 2025

Bowman & CO S.C.

  • VOO
  • AVUV
  • AGG
  • JPM
  • AVGO
  • MSFT
  • AAPL
Bowman & CO S.C.'s Q3 2025 Portfolio
Portfolio Value 233 Million
Stocks 109
Filing on Oct 10, 2025 Q3 2025

Focused Wealth Management, Inc

  • SPYG
  • VTV
  • QQQ
  • VCIT
  • VYM
  • VWO
  • AAPL
Focused Wealth Management, Inc's Q3 2025 Portfolio
Portfolio Value 906 Million
Stocks 208
Filing on Oct 10, 2025 Q3 2025

Perpetual LTD

  • SRE
  • MSFT
  • CDW
  • ATO
  • PM
  • ICE
  • SE
Perpetual LTD's Q3 2025 Portfolio
Portfolio Value 8.06 Trillion
Stocks 660
Filing on Oct 09, 2025 Q3 2025

Capitol Family Office, Inc.

  • VTI
  • IJR
  • XLK
  • AAPL
  • MSFT
  • IWM
  • NKE
Capitol Family Office, Inc.'s Q3 2025 Portfolio
Portfolio Value 82.4 Million
Stocks 47
Filing on Oct 09, 2025 Q3 2025

Rydar Equities, Inc.

  • AAPL
  • AMZN
  • MSFT
  • GOOGL
  • NVDA
  • JPM
  • GS
Rydar Equities, Inc.'s Q3 2025 Portfolio
Portfolio Value 125 Billion
Stocks 93
Filing on Oct 09, 2025 Q3 2025

Five Pine Wealth Management

  • BND
  • VEU
  • VUG
  • VTV
  • VOO
  • VB
  • VGIT
Five Pine Wealth Management's Q3 2025 Portfolio
Portfolio Value 148 Billion
Stocks 42
Filing on Oct 09, 2025 Q3 2025

Independence Bank Of Kentucky

  • SPY
  • MSFT
  • AAPL
  • JPM
  • NVDA
  • GOOGL
  • VTI
Independence Bank Of Kentucky's Q3 2025 Portfolio
Portfolio Value 760 Million
Stocks 623
Filing on Oct 09, 2025 Q3 2025

Bartlett & Co. Wealth Management LLC

  • MSFT
  • AAPL
  • GOOG
  • JPM
  • NVDA
  • VOO
  • AMZN
Bartlett & Co. Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 7.34 Billion
Stocks 1205
Filing on Oct 09, 2025 Q3 2025

Walnut Private Equity Partners, LLC

  • BX
  • ET
  • WMB
  • MPLX
  • PAA
  • EPD
  • BEP
Walnut Private Equity Partners, LLC's Q3 2025 Portfolio
Portfolio Value 163 Million
Stocks 13