Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 09, 2025 Q3 2025

Gainplan LLC

  • SPY
  • SPY
  • MINT
  • IWM
  • VOO
  • VV
  • KWEB
Gainplan LLC's Q3 2025 Portfolio
Portfolio Value 348 Million
Stocks 61
Filing on Oct 09, 2025 Q3 2025

Halter Ferguson Financial Inc.

  • TSLA
  • QQQ
  • LMND
  • TSLA
  • SPY
  • AEHR
  • UPST
Halter Ferguson Financial Inc.'s Q3 2025 Portfolio
Portfolio Value 437 Billion
Stocks 33
Filing on Oct 09, 2025 Q3 2025

Eclectic Associates Inc

  • BNDX
  • CGXU
  • VIG
  • CGGR
  • DFIV
  • DFSD
  • BOND
Eclectic Associates Inc 's Q3 2025 Portfolio
Portfolio Value 457 Million
Stocks 123
Filing on Oct 09, 2025 Q3 2025

Dakota Community Bank & Trust Na

  • MSFT
  • TSLA
  • NVDA
  • AAPL
  • JPM
  • GOOGL
  • AVGO
Dakota Community Bank & Trust Na's Q3 2025 Portfolio
Portfolio Value 24.9 Million
Stocks 122
Filing on Oct 09, 2025 Q3 2025

North Capital, Inc.

  • BIL
  • DFAU
  • AAPL
  • DFAI
  • DFAE
  • SPY
  • VGSH
North Capital, Inc.'s Q3 2025 Portfolio
Portfolio Value 129 Billion
Stocks 730
Filing on Oct 09, 2025 Q3 2025

Whalen Wealth Management Inc.

  • SHV
  • NVDA
  • SLQD
  • IBDU
  • IEI
  • JAAA
  • MSFT
Whalen Wealth Management Inc.'s Q3 2025 Portfolio
Portfolio Value 171 Billion
Stocks 176
Filing on Oct 09, 2025 Q3 2025

Long Run Wealth Advisors, LLC

  • USIG
  • IEFA
  • XLK
  • VYM
  • EFV
  • XLV
  • XLF
Long Run Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 457 Million
Stocks 109
Filing on Oct 09, 2025 Q3 2025

Nav Point Financial, Inc.

  • GLDM
  • JPIE
  • CGCP
  • JPST
  • VOO
  • AAPL
  • CGGO
Nav Point Financial, Inc.'s Q3 2025 Portfolio
Portfolio Value 191 Billion
Stocks 65
Filing on Oct 08, 2025 Q3 2025

Sheets Smith Investment Management

  • JEPQ
  • BIL
  • APP
  • PIM
  • NVDA
  • VCIT
  • AMZN
Sheets Smith Investment Management's Q3 2025 Portfolio
Portfolio Value 139 Million
Stocks 137
Filing on Oct 08, 2025 Q3 2025

New Capital Management LP

  • DFAC
  • DFAX
  • BRK-B
  • AAPL
  • IUSB
  • TFLO
  • PEP
New Capital Management LP's Q3 2025 Portfolio
Portfolio Value 332 Million
Stocks 54
Filing on Oct 08, 2025 Q3 2025

Talbot Financial, LLC

  • MSFT
  • AAPL
  • AMZN
  • GOOG
  • NVDA
  • GS
  • JPM
Talbot Financial, LLC's Q3 2025 Portfolio
Portfolio Value 1.18 Trillion
Stocks 67
Filing on Oct 08, 2025 Q3 2025

Vista Finance, LLC

  • GLD
  • ARCC
  • AMLP
  • EEM
  • FSK
  • IWM
  • TSLA
Vista Finance, LLC's Q3 2025 Portfolio
Portfolio Value 91.1 Million
Stocks 55
Filing on Oct 08, 2025 Q3 2025

Hedges Asset Management LLC

  • GBCI
  • GE
  • BA
  • SHEL
  • GLPI
  • PENN
  • GDX
Hedges Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 102
Filing on Oct 08, 2025 Q3 2025

Patriot Financial Group Insurance Agency, LLC

  • MSFT
  • IVV
  • AAPL
  • NVDA
  • VOO
  • BRK-B
  • AMZN
Patriot Financial Group Insurance Agency, LLC's Q3 2025 Portfolio
Portfolio Value 706 Million
Stocks 489
Filing on Oct 08, 2025 Q3 2025

Financial Advisory Corp

  • IVV
  • IWP
  • TFLO
  • VBR
  • VEA
  • SCZ
  • VTV
Financial Advisory Corp's Q3 2025 Portfolio
Portfolio Value 679 Billion
Stocks 52
Filing on Oct 08, 2025 Q3 2025

Fcg Investment CO

  • SPY
  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • AVGO
Fcg Investment CO's Q3 2025 Portfolio
Portfolio Value 214 Billion
Stocks 88
Filing on Oct 08, 2025 Q3 2025

Rise Advisors, LLC

  • VUG
  • VTV
  • JMBS
  • FBND
  • JSMD
  • VNLA
  • XLF
Rise Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 249 Million
Stocks 1527
Filing on Oct 08, 2025 Q3 2025

Osprey Private Wealth LLC

  • NVDA
  • GOOG
  • JPM
  • META
  • V
  • ABBV
  • MSFT
Osprey Private Wealth LLC's Q3 2025 Portfolio
Portfolio Value 275 Billion
Stocks 65