Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 09, 2025 Q3 2025

Advisor Net Financial, Inc

  • IVV
  • DFAU
  • DFIC
  • JPST
  • AGG
  • MSFT
  • CGXU
Advisor Net Financial, Inc's Q3 2025 Portfolio
Portfolio Value 1.66 Billion
Stocks 2250
Filing on Oct 09, 2025 Q3 2025

Lifestyle Asset Management, Inc.

  • SPY
  • IBND
  • SDVY
  • AGG
  • CWB
  • SPMO
  • BUFR
Lifestyle Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 293 Billion
Stocks 135
Filing on Oct 09, 2025 Q3 2025

Papp L Roy & Associates

  • MSFT
  • AAPL
  • GOOG
  • ORLY
  • V
  • ACN
  • GOOGL
Papp L Roy & Associates's Q3 2025 Portfolio
Portfolio Value 842 Million
Stocks 182
Filing on Oct 09, 2025 Q3 2025

Ridgepath Capital Management LLC

  • SGOV
  • SSO
  • UPRO
  • JPST
  • IEI
  • SDS
  • BRK-B
Ridgepath Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 234 Billion
Stocks 48
Filing on Oct 09, 2025 Q3 2025

Mc Hugh Group, LLC

  • NVDA
  • SPY
  • MSFT
  • BRK-B
  • V
  • AAPL
  • MA
Mc Hugh Group, LLC's Q3 2025 Portfolio
Portfolio Value 167 Billion
Stocks 77
Filing on Oct 09, 2025 Q3 2025

Trade Well Securities, Llc.

  • VOO
  • AAPL
  • XLK
  • NVDA
  • META
  • IVV
  • FXO
Trade Well Securities, Llc.'s Q3 2025 Portfolio
Portfolio Value 238 Billion
Stocks 45
Filing on Oct 09, 2025 Q3 2025

Secure Asset Management, LLC

  • VGIT
  • NVDA
  • VOO
  • AAPL
  • QQQM
  • IVV
  • SRLN
Secure Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 585 Million
Stocks 312
Filing on Oct 09, 2025 Q3 2025

Jackson Square Capital, LLC

  • NVDA
  • AAPL
  • AVGO
  • MSFT
  • MU
  • GOOGL
  • AMZN
Jackson Square Capital, LLC's Q3 2025 Portfolio
Portfolio Value 415 Million
Stocks 144
Filing on Oct 09, 2025 Q3 2025

Financial Enhancement Group LLC

  • SPLG
  • IJR
  • QQQ
  • AVDE
  • LGOV
  • OEF
  • OMFL
Financial Enhancement Group LLC's Q3 2025 Portfolio
Portfolio Value 650 Million
Stocks 132
Filing on Oct 09, 2025 Q3 2025

Toth Financial Advisory Corp

  • MSFT
  • AAPL
  • ORCL
  • QLD
  • GOOGL
  • SYK
  • REGL
Toth Financial Advisory Corp's Q3 2025 Portfolio
Portfolio Value 893 Million
Stocks 770
Filing on Oct 09, 2025 Q3 2025

Capstone Wealth Management, LLC

  • DFAC
  • DFUS
  • DFIV
  • DFAT
  • DFUV
  • DFAX
  • AVUV
Capstone Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 130 Billion
Stocks 50
Filing on Oct 09, 2025 Q3 2025

Shelton Wealth Management, LLC

  • FTSM
  • IBTK
  • IBTJ
  • IBTI
  • IBTH
  • IBTG
  • IWR
Shelton Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 213 Million
Stocks 152
Filing on Oct 09, 2025 Q3 2025

Sowa Financial Group, Inc.

  • FBCG
  • IAU
  • AAPL
  • PVAL
  • HGER
  • NVDA
  • V
Sowa Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 157 Million
Stocks 26
Filing on Oct 09, 2025 Q3 2025

Kessler Investment Group, LLC

  • GOOGL
  • CRWD
  • DELL
  • ROKU
  • UBER
  • NVDA
  • GNRC
Kessler Investment Group, LLC's Q3 2025 Portfolio
Portfolio Value 215 Million
Stocks 82
Filing on Oct 09, 2025 Q3 2025

Abs Direct Equity Fund LLC

  • FMX
  • PDD
  • FLYW
  • FIVN
  • SEAS
  • ASR
  • YMM
Abs Direct Equity Fund LLC's Q3 2025 Portfolio
Portfolio Value 69.9 Billion
Stocks 29
Filing on Oct 09, 2025 Q3 2025

Astoria Portfolio Advisors Llc.

  • SPTI
  • PPI
  • SPDW
  • NVDA
  • SPLG
  • BAC
  • AAPL
Astoria Portfolio Advisors Llc.'s Q3 2025 Portfolio
Portfolio Value 284 Million
Stocks 269
Filing on Oct 09, 2025 Q3 2025

Newman Dignan & Sheerar, Inc.

  • SCHX
  • VSLU
  • SCHD
  • UITB
  • AAPL
  • SGOL
  • MSFT
Newman Dignan & Sheerar, Inc.'s Q3 2025 Portfolio
Portfolio Value 457 Million
Stocks 180
Filing on Oct 09, 2025 Q3 2025

Rockingstone Advisors LLC

  • JPST
  • NVDA
  • VGSH
  • VTI
  • XLK
  • MSFT
  • AAPL
Rockingstone Advisors LLC's Q3 2025 Portfolio
Portfolio Value 203 Billion
Stocks 107