Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 09, 2025 Q3 2025

Marathon Strategic Advisors, LLC

  • SPMD
  • SPLG
  • SPEM
  • IVV
  • SPDW
  • VEA
  • VNQI
Marathon Strategic Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 125 Billion
Stocks 50
Filing on Oct 09, 2025 Q3 2025

Franklin Street Advisors Inc

  • NVDA
  • MSFT
  • AAPL
  • GOOG
  • AMZN
  • META
  • AVGO
Franklin Street Advisors Inc 's Q3 2025 Portfolio
Portfolio Value 1.65 Billion
Stocks 170
Filing on Oct 09, 2025 Q3 2025

U.S. Capital Wealth Advisors, LLC

  • NVDA
  • AAPL
  • HPK
  • SPY
  • EPD
  • MSFT
  • PLTR
U.S. Capital Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 3.44 Billion
Stocks 953
Filing on Oct 09, 2025 Q3 2025

Prentice Wealth Management LLC

  • VTI
  • AGG
  • VT
  • SCHP
  • EQWL
  • FDVV
  • VYMI
Prentice Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 393 Million
Stocks 112
Filing on Oct 09, 2025 Q3 2025

Princeton Global Asset Management LLC

  • AVGO
  • MSFT
  • TSM
  • JPM
  • BX
  • GOOGL
  • PWR
Princeton Global Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 568 Million
Stocks 762
Filing on Oct 09, 2025 Q3 2025

Phraction Management LLC

  • MSFT
  • AMZN
  • GOOGL
  • ADI
  • TMO
  • GOOG
  • ASML
Phraction Management LLC's Q3 2025 Portfolio
Portfolio Value 309 Million
Stocks 66
Filing on Oct 09, 2025 Q3 2025

Kennebec Savings Bank

  • AAPL
  • MSFT
  • NVDA
  • GOOGL
  • JPM
  • AMZN
  • AVGO
Kennebec Savings Bank's Q3 2025 Portfolio
Portfolio Value 110 Billion
Stocks 258
Filing on Oct 09, 2025 Q3 2025

Voya Investment Management LLC

  • NVDA
  • MSFT
  • AAPL
  • AVGO
  • AMZN
  • META
  • GOOGL
Voya Investment Management LLC's Q3 2025 Portfolio
Portfolio Value 82.2 Billion
Stocks 3824
Filing on Oct 09, 2025 Q3 2025

Voya Financial Advisors, Inc.

  • VV
  • BND
  • VEU
  • USIG
  • SPTL
  • VXF
  • IVV
Voya Financial Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.03 Billion
Stocks 221
Filing on Oct 09, 2025 Q3 2025

Kampmann Melissa S.

  • MSFT
  • AAPL
  • UBER
  • GOOG
  • JPM
  • LLY
  • WMT
Kampmann Melissa S.'s Q3 2025 Portfolio
Portfolio Value 137 Billion
Stocks 77
Filing on Oct 09, 2025 Q3 2025

Bay Harbor Wealth Management, LLC

  • DFAU
  • VUG
  • VEA
  • IUSB
  • VTV
  • DYNF
  • IVV
Bay Harbor Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 347 Million
Stocks 1289
Filing on Oct 09, 2025 Q3 2025

Baskin Financial Services Inc.

  • GOOG
  • AAPL
  • MSFT
  • NFLX
  • COST
  • V
  • RACE
Baskin Financial Services Inc.'s Q3 2025 Portfolio
Portfolio Value 1.36 Billion
Stocks 52
Filing on Oct 09, 2025 Q3 2025

Verisail Partners, LLC

  • DFAC
  • DFIC
  • DFCF
  • DFSD
  • DFEM
  • MAR
  • DFNM
Verisail Partners, LLC's Q3 2025 Portfolio
Portfolio Value 236 Billion
Stocks 23
Filing on Oct 09, 2025 Q3 2025

Addenda Capital Inc.

  • AEM
  • TD
  • RY
  • SHOP
  • BMO
  • AGI
  • ENB
Addenda Capital Inc.'s Q3 2025 Portfolio
Portfolio Value 2.51 Billion
Stocks 126
Filing on Oct 09, 2025 Q3 2025

Imz Advisory Inc

  • XLK
  • XLF
  • XLC
  • XLY
  • JPST
  • XLI
  • XLV
Imz Advisory Inc's Q3 2025 Portfolio
Portfolio Value 269 Billion
Stocks 41
Filing on Oct 09, 2025 Q3 2025

Peak Financial Management, Inc.

  • VXUS
  • VTI
  • SPGM
  • VOO
  • RSP
  • JPIB
  • VCIT
Peak Financial Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 359 Million
Stocks 101
Filing on Oct 09, 2025 Q3 2025

Buckhead Capital Management LLC

  • MSFT
  • AAPL
  • HD
  • GOOGL
  • BRK-B
  • AMZN
  • JNJ
Buckhead Capital Management LLC's Q3 2025 Portfolio
Portfolio Value 261 Million
Stocks 127
Filing on Oct 09, 2025 Q3 2025

Chapin Davis, Inc.

  • AAPL
  • NVDA
  • MSFT
  • PLTR
  • AVGO
  • IVV
  • JPM
Chapin Davis, Inc.'s Q3 2025 Portfolio
Portfolio Value 407 Billion
Stocks 247