Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Oct 03, 2025 Q3 2025

Hcr Wealth Advisors

  • AAPL
  • VUG
  • VYM
  • NVDA
  • IJR
  • IVV
  • MSFT
Hcr Wealth Advisors's Q3 2025 Portfolio
Portfolio Value 940 Million
Stocks 244
Filing on Oct 03, 2025 Q3 2025

Luminus Management LLC

  • CC
  • OI
  • SEE
  • KEX
  • KWR
  • BATL
  • GXO
Luminus Management LLC's Q3 2025 Portfolio
Portfolio Value 107 Million
Stocks 20
Filing on Oct 03, 2025 Q3 2025

Jackson Wealth Management, LLC

  • MSFT
  • AVGO
  • AAPL
  • SPLG
  • VOO
  • KLAC
  • IVV
Jackson Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 725 Million
Stocks 168
Filing on Oct 03, 2025 Q3 2025

Summit Financial Wealth Advisors, LLC

  • SCHD
  • VUG
  • VYMI
  • SPBO
  • NOBL
  • PFF
  • FTSM
Summit Financial Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 609 Million
Stocks 180
Filing on Oct 03, 2025 Q3 2025

Aaron Wealth Advisors LLC

  • SGOV
  • IEFA
  • NVDA
  • VONG
  • VONV
  • MSFT
  • AMGN
Aaron Wealth Advisors LLC's Q3 2025 Portfolio
Portfolio Value 1.66 Billion
Stocks 629
Filing on Oct 03, 2025 Q3 2025

St. Clair Advisors, LLC

  • IVV
  • MSFT
  • AAPL
  • IEMG
  • PGR
  • JEPI
  • GQRE
St. Clair Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 377 Billion
Stocks 79
Filing on Oct 03, 2025 Q3 2025

West Oak Capital, LLC

  • NVDA
  • ORCL
  • AAPL
  • MSFT
  • JPM
  • GOOG
  • JPST
West Oak Capital, LLC's Q3 2025 Portfolio
Portfolio Value 2.52 Billion
Stocks 285
Filing on Oct 03, 2025 Q3 2025

Dentgroup LLC

  • FDVV
  • VUG
  • FBND
  • IJH
  • VTV
  • IVV
  • ACWX
Dentgroup LLC's Q3 2025 Portfolio
Portfolio Value 142 Million
Stocks 94
Filing on Oct 02, 2025 Q3 2025

Breakwater Investment Management

  • VTI
  • SCHB
  • VXUS
  • MSFT
  • BNDX
  • BND
  • SPTM
Breakwater Investment Management's Q3 2025 Portfolio
Portfolio Value 271 Billion
Stocks 530
Filing on Oct 02, 2025 Q3 2025

Shorepoint Capital Partners LLC

  • FBND
  • AVGO
  • AEM
  • MSFT
  • JPM
  • SCHD
  • TRV
Shorepoint Capital Partners LLC's Q3 2025 Portfolio
Portfolio Value 469 Million
Stocks 184
Filing on Oct 02, 2025 Q3 2025

Heritage Wealth Architects, Inc.

  • SCHB
  • PTRB
  • PRF
  • DYNF
  • AVDE
  • JEPI
  • QQQM
Heritage Wealth Architects, Inc.'s Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 56
Filing on Oct 02, 2025 Q3 2025

Bank Of New Hampshire

  • AAPL
  • GLD
  • IVV
  • MSFT
  • VO
  • VOO
  • GOOGL
Bank Of New Hampshire's Q3 2025 Portfolio
Portfolio Value 431 Million
Stocks 20552
Filing on Oct 02, 2025 Q3 2025

Ahl Investment Management, Inc.

  • MSFT
  • KO
  • JPM
  • PFFD
  • SCHB
  • AAPL
  • XOM
Ahl Investment Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 145 Million
Stocks 68
Filing on Oct 02, 2025 Q3 2025

Tt International Asset Management LTD

  • CYBR
  • BABA
  • PAM
  • ONTO
  • FUTU
  • BMA
  • BCH
Tt International Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 697 Million
Stocks 37
Filing on Oct 01, 2025 Q3 2025

Rowland & CO Investment Counsel

  • AAPL
  • PGR
  • MSFT
  • GOOG
  • WMT
  • ADP
  • KO
Rowland & CO Investment Counsel's Q3 2025 Portfolio
Portfolio Value 496 Million
Stocks 187
Filing on Oct 01, 2025 Q3 2025

Everence Capital Management Inc

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • AVGO
  • META
  • GOOGL
Everence Capital Management Inc's Q3 2025 Portfolio
Portfolio Value 1.67 Billion
Stocks 800
Filing on Oct 01, 2025 Q3 2025

Hobart Private Capital, LLC

  • RDVY
  • SPY
  • BND
  • FTLS
  • SPYG
  • FTGS
  • BUFR
Hobart Private Capital, LLC's Q3 2025 Portfolio
Portfolio Value 478 Billion
Stocks 238
Filing on Oct 01, 2025 Q3 2025

Amanah Holdings Trust

  • STRL
  • BWXT
  • APH
  • HOOD
  • AFRM
  • CCJ
  • CVNA
Amanah Holdings Trust's Q3 2025 Portfolio
Portfolio Value 501 Billion
Stocks 14