Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 07, 2025 Q3 2025

Quintet Private Bank (Europe) S.A.

  • NVDA
  • MSFT
  • GOOGL
  • JPM
  • V
  • DIS
  • PG
Quintet Private Bank (Europe) S.A.'s Q3 2025 Portfolio
Portfolio Value 1.78 Trillion
Stocks 194
Filing on Oct 07, 2025 Q3 2025

Sonora Investment Management Group, LLC

  • MSFT
  • AAPL
  • ORCL
  • GOOG
  • AVGO
  • JPM
  • KLAC
Sonora Investment Management Group, LLC's Q3 2025 Portfolio
Portfolio Value 1.34 Billion
Stocks 304
Filing on Oct 07, 2025 Q3 2025

Graphene Investments Sas

  • GOOGL
  • AAPL
  • MSFT
  • NVDA
  • AVGO
  • BK
  • MS
Graphene Investments Sas's Q3 2025 Portfolio
Portfolio Value 158 Billion
Stocks 44
Filing on Oct 06, 2025 Q3 2025

Oak Thistle LLC

  • SPY
  • NEM
  • CRM
  • MU
  • WDC
  • LITE
  • CI
Oak Thistle LLC's Q3 2025 Portfolio
Portfolio Value 618 Million
Stocks 447
Filing on Oct 06, 2025 Q3 2025

Rpoa Advisors, Inc.

  • BKLC
  • BKAG
  • BKMC
  • BKIE
  • BKHY
  • BKUI
Rpoa Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 3.93 Billion
Stocks 6
Filing on Oct 06, 2025 Q3 2025

Wealth Bridge Investment Counsel Inc.

  • JPM
  • GS
  • ORCL
  • V
  • ETN
  • AMZN
  • EFA
Wealth Bridge Investment Counsel Inc.'s Q3 2025 Portfolio
Portfolio Value 324 Million
Stocks 46
Filing on Oct 06, 2025 Q3 2025

Searcy Financial Services Inc

  • IWL
  • VO
  • VB
  • ACWV
  • LMBS
  • PPA
  • AMLP
Searcy Financial Services Inc 's Q3 2025 Portfolio
Portfolio Value 263 Million
Stocks 25
Filing on Oct 06, 2025 Q3 2025

Kawa Capital Management, Inc

  • BDN
  • ONL
  • VALE
  • GGB
  • DK
Kawa Capital Management, Inc's Q3 2025 Portfolio
Portfolio Value 55.2 Million
Stocks 5
Filing on Oct 06, 2025 Q3 2025

Destiny Wealth Partners, LLC

  • JAAA
  • VUG
  • JCPB
  • AMZN
  • DFAX
  • AAPL
  • GOOGL
Destiny Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 759 Million
Stocks 205
Filing on Oct 06, 2025 Q3 2025

Peirce Capital Management, LLC

  • DFAC
  • ITOT
  • AVDV
  • DFEM
  • DFIV
  • VGIT
  • IDEV
Peirce Capital Management, LLC's Q3 2025 Portfolio
Portfolio Value 241 Billion
Stocks 40
Filing on Oct 06, 2025 Q3 2025

Assured Partners Investment Advisors, LLC

  • FBCG
  • FDVV
  • VOO
  • SPTM
  • XMMO
  • MSFT
  • NVDA
Assured Partners Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 449 Billion
Stocks 268
Filing on Oct 06, 2025 Q3 2025

Sterling Group Wealth Management, LLC

  • SPLG
  • SPHQ
  • EFA
  • VEA
  • DYNF
  • IVW
  • CWI
Sterling Group Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 191 Million
Stocks 52
Filing on Oct 06, 2025 Q3 2025

Steph & CO

  • JAVA
  • VOO
  • IWR
  • BOND
  • FBND
  • GUNR
  • VB
Steph & CO's Q3 2025 Portfolio
Portfolio Value 281 Million
Stocks 315
Filing on Oct 06, 2025 Q3 2025

Venture Visionary Partners LLC

  • MSFT
  • AAPL
  • QQQ
  • SPY
  • VUG
  • JPM
  • RSP
Venture Visionary Partners LLC's Q3 2025 Portfolio
Portfolio Value 2.76 Billion
Stocks 641
Filing on Oct 06, 2025 Q3 2025

Red Spruce Capital, LLC

  • GOOGL
  • BSCQ
  • ABBV
  • BSCR
  • AVGO
  • MSFT
  • ASML
Red Spruce Capital, LLC's Q3 2025 Portfolio
Portfolio Value 234 Million
Stocks 92
Filing on Oct 06, 2025 Q3 2025

Greenfield Savings Bank

  • AAPL
  • MSFT
  • JPM
  • NVDA
  • GOOG
  • IJH
  • AMZN
Greenfield Savings Bank's Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 149
Filing on Oct 06, 2025 Q3 2025

Strathmore Capital Advisors, Inc.

  • DFAC
  • DFAX
  • DFCF
  • DFNM
  • DFUV
  • IVV
  • IAU
Strathmore Capital Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 244 Billion
Stocks 108
Filing on Oct 03, 2025 Q3 2025

Cardinal Capital Management, Inc.

  • GIL
  • SU
  • MFC
  • CM
  • BMO
  • TRP
  • RY
Cardinal Capital Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 2.66 Billion
Stocks 77