Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 08, 2025 Q3 2025

Flower City Capital

  • VONE
  • VEU
  • VOO
  • IVV
  • VSS
  • EFA
  • AAPL
Flower City Capital's Q3 2025 Portfolio
Portfolio Value 185 Million
Stocks 43
Filing on Oct 08, 2025 Q3 2025

Fiduciary Alliance LLC

  • AAPL
  • MSFT
  • SPY
  • JPM
  • NVDA
  • AMZN
  • BRK-B
Fiduciary Alliance LLC's Q3 2025 Portfolio
Portfolio Value 1.49 Trillion
Stocks 501
Filing on Oct 08, 2025 Q3 2025

Asset Allocation Strategies LLC

  • QQQM
  • SCHX
  • SCHZ
  • QQQ
  • SCHD
  • IOO
  • VEA
Asset Allocation Strategies LLC's Q3 2025 Portfolio
Portfolio Value 505 Billion
Stocks 148
Filing on Oct 08, 2025 Q3 2025

Pinnacle Wealth Management Group, Inc.

  • UITB
  • VMBS
  • USTB
  • QQQ
  • MSFT
  • GDX
  • VXUS
Pinnacle Wealth Management Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 163 Million
Stocks 129
Filing on Oct 08, 2025 Q3 2025

Andrews, Lucia Wealth Management LLC

  • DFAC
  • DFAT
  • DFUV
  • DFAX
  • DFIV
  • DFAI
  • DFAS
Andrews, Lucia Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 166 Million
Stocks 32
Filing on Oct 08, 2025 Q3 2025

Old Point Trust & Financial Services N A

  • MSFT
  • PLTR
  • AAPL
  • RTX
  • XOM
  • COP
  • JNJ
Old Point Trust & Financial Services N A's Q3 2025 Portfolio
Portfolio Value 308 Million
Stocks 337
Filing on Oct 07, 2025 Q3 2025

Beacon Financial Group

  • DGRW
  • VYM
  • VUG
  • DYNF
  • BRK-B
  • TFLO
  • FDL
Beacon Financial Group's Q3 2025 Portfolio
Portfolio Value 944 Million
Stocks 346
Filing on Oct 07, 2025 Q3 2025

Accel Wealth Management

  • DGRO
  • SCHG
  • VNLA
  • VTI
  • VTV
  • AAPL
  • QQQ
Accel Wealth Management's Q3 2025 Portfolio
Portfolio Value 328 Million
Stocks 278
Filing on Oct 07, 2025 Q3 2025

Cypress Point Wealth Management, LLC

  • PLTR
  • DFAC
  • DFIC
  • DFUS
  • VOO
  • VTI
  • AVEM
Cypress Point Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 439 Million
Stocks 82
Filing on Oct 07, 2025 Q3 2025

Nipun Capital, L.P.

  • INDA
  • MCHI
  • FXI
  • EEM
  • SMIN
  • PDD
  • TSM
Nipun Capital, L.P.'s Q3 2025 Portfolio
Portfolio Value 158 Billion
Stocks 7
Filing on Oct 07, 2025 Q3 2025

Veracity Capital LLC

  • IUSG
  • IUSV
  • VO
  • AAPL
  • SPY
  • MSFT
  • NVDA
Veracity Capital LLC's Q3 2025 Portfolio
Portfolio Value 303 Million
Stocks 242
Filing on Oct 07, 2025 Q3 2025

Country Club Bank

  • VTI
  • VXUS
  • IVV
  • MSFT
  • EFA
  • WMT
  • AAPL
Country Club Bank 's Q3 2025 Portfolio
Portfolio Value 1.62 Billion
Stocks 555
Filing on Oct 07, 2025 Q3 2025

Ignite Planners, LLC

  • SCHG
  • AAPL
  • BUFR
  • NVDA
  • MSFT
  • AMZN
  • BRK-B
Ignite Planners, LLC's Q3 2025 Portfolio
Portfolio Value 562 Million
Stocks 377
Filing on Oct 07, 2025 Q3 2025

Bluestem Financial Advisors, LLC

  • BND
  • IVV
  • VB
  • VEU
  • VNQ
  • EAGG
  • BSV
Bluestem Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 256 Million
Stocks 29
Filing on Oct 07, 2025 Q3 2025

Gpwm LLC

  • BND
  • VEA
  • VTEB
  • VV
  • VB
  • VTIP
  • BNDX
Gpwm LLC's Q3 2025 Portfolio
Portfolio Value 164 Million
Stocks 20
Filing on Oct 07, 2025 Q3 2025

First International Bank & Trust

  • AFIF
  • SPHQ
  • RLY
  • SPY
  • DXJ
  • AESR
  • SMLF
First International Bank & Trust's Q3 2025 Portfolio
Portfolio Value 287 Million
Stocks 84
Filing on Oct 07, 2025 Q3 2025

Walker Financial Services, Inc.

  • SCHD
  • SPSB
  • TFLO
  • FLOT
  • STIP
  • AGG
  • SPIB
Walker Financial Services, Inc.'s Q3 2025 Portfolio
Portfolio Value 257 Billion
Stocks 42
Filing on Oct 07, 2025 Q3 2025

Lbmc Investment Advisors, LLC

  • IVV
  • RSP
  • IWM
  • HDV
  • IEFA
  • EFA
  • IBHH
Lbmc Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 1.53 Billion
Stocks 236