Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 07, 2025 Q3 2025

Channel Wealth LLC

  • CARY
  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • SCHD
  • SPY
Channel Wealth LLC's Q3 2025 Portfolio
Portfolio Value 374 Billion
Stocks 174
Filing on Oct 07, 2025 Q3 2025

Hamilton Lane Advisors LLC

  • ORCC
  • GRNT
  • NU
  • IONQ
  • IOT
  • COUR
  • HIMS
Hamilton Lane Advisors LLC's Q3 2025 Portfolio
Portfolio Value 137 Million
Stocks 20
Filing on Oct 07, 2025 Q3 2025

Strong Box Wealth, LLC

  • JPST
  • SHY
  • QUAL
  • MSFT
  • VGIT
  • IJH
  • AVGO
Strong Box Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 273 Million
Stocks 90
Filing on Oct 07, 2025 Q3 2025

Key Colony Management, LLC

  • OMF
  • EVLV
  • ASTS
  • MGM
  • BA
Key Colony Management, LLC's Q3 2025 Portfolio
Portfolio Value 73.7 Million
Stocks 5
Filing on Oct 07, 2025 Q3 2025

Family Legacy Financial Solutions, LLC

  • USFR
  • SCHX
  • AMD
  • LLY
  • SCHM
  • UDEC
  • SCHA
Family Legacy Financial Solutions, LLC's Q3 2025 Portfolio
Portfolio Value 131 Billion
Stocks 258
Filing on Oct 07, 2025 Q3 2025

St Germain D J CO Inc

  • JQUA
  • AAPL
  • GOOGL
  • SPLG
  • META
  • SPBO
  • JPM
St Germain D J CO Inc's Q3 2025 Portfolio
Portfolio Value 2.4 Billion
Stocks 899
Filing on Oct 07, 2025 Q3 2025

Thurston, Springer, Miller, Herd & Titak, Inc.

  • OUSA
  • AAPL
  • MSFT
  • NVDA
  • OUSM
  • AVGO
  • BRK-B
Thurston, Springer, Miller, Herd & Titak, Inc.'s Q3 2025 Portfolio
Portfolio Value 46.2 Million
Stocks 201753
Filing on Oct 07, 2025 Q3 2025

Ewg Elevate Inc.

  • SCHF
  • IXG
  • ARKW
  • SCHV
  • SCHG
  • SPY
  • EFA
Ewg Elevate Inc.'s Q3 2025 Portfolio
Portfolio Value 279 Million
Stocks 119
Filing on Oct 07, 2025 Q3 2025

Proathlete Wealth Management LLC

  • IVV
  • IWF
  • IWD
  • IJR
  • QQQ
  • IEFA
  • AVUV
Proathlete Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 347 Billion
Stocks 300
Filing on Oct 07, 2025 Q3 2025

Canandaigua National Trust CO Of Florida

  • LLY
  • SPY
  • IUSV
  • SPYG
  • FNDF
  • MSFT
  • MDYV
Canandaigua National Trust CO Of Florida's Q3 2025 Portfolio
Portfolio Value 126 Billion
Stocks 106
Filing on Oct 07, 2025 Q3 2025

Canandaigua National Bank & Trust CO

  • IUSV
  • SPYG
  • FNDF
  • SPY
  • MSFT
  • MDYV
  • AAPL
Canandaigua National Bank & Trust CO's Q3 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 323
Filing on Oct 07, 2025 Q3 2025

1620 Investment Advisors, Inc.

  • SPIB
  • IEF
  • QEFA
  • TY
  • JPM
  • SPTS
  • FRDM
1620 Investment Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 649
Filing on Oct 07, 2025 Q3 2025

Carolina Wealth Advisors, LLC

  • SCHQ
  • BKAG
  • SCHP
  • DELL
  • SPHY
  • BKLC
  • FAST
Carolina Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 221 Million
Stocks 232
Filing on Oct 07, 2025 Q3 2025

Kfg Wealth Management, LLC

  • ACIO
  • DRSK
  • FBND
  • SPEM
  • PSTP
  • BUFF
  • OSCV
Kfg Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 472 Million
Stocks 205
Filing on Oct 07, 2025 Q3 2025

Ervin Investment Management, LLC

  • BRK-B
  • MSFT
  • AAPL
  • SPTM
  • L
  • GOOGL
  • JEF
Ervin Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 161 Million
Stocks 42
Filing on Oct 07, 2025 Q3 2025

Polunin Capital Partners LTD

  • BABA
  • JD
  • STNE
  • BIDU
  • YMM
  • PAGS
  • DQ
Polunin Capital Partners LTD's Q3 2025 Portfolio
Portfolio Value 680 Million
Stocks 24
Filing on Oct 07, 2025 Q3 2025

Traphagen Investment Advisors LLC

  • IVV
  • AVUS
  • GRID
  • JAAA
  • AAPL
  • VGIT
  • SGOV
Traphagen Investment Advisors LLC's Q3 2025 Portfolio
Portfolio Value 886 Million
Stocks 192
Filing on Oct 07, 2025 Q3 2025

Sawyer & Company, Inc

  • ORCL
  • NVDA
  • GOOGL
  • AAPL
  • MSFT
  • LLY
  • TJX
Sawyer & Company, Inc's Q3 2025 Portfolio
Portfolio Value 278 Million
Stocks 195