Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 03, 2025 Q3 2025

Innealta Capital, LLC

  • XLK
  • XLC
  • XLF
  • XLI
  • XLY
  • XLV
  • FLJP
Innealta Capital, LLC's Q3 2025 Portfolio
Portfolio Value 192 Million
Stocks 107
Filing on Nov 03, 2025 Q3 2025

Bank Of New York Mellon Corp

  • MMM
  • ASO
  • ANF
  • AAON
  • ABM
  • ABSI
  • ACTG
Bank Of New York Mellon Corp's Q3 2025 Portfolio
Portfolio Value 557 Trillion
Stocks 32572
Filing on Nov 03, 2025 Q3 2025

Crumly & Associates Inc.

  • RDVY
  • DSTL
  • HEFA
  • MGV
  • SDVY
  • DSTX
  • TDIV
Crumly & Associates Inc.'s Q3 2025 Portfolio
Portfolio Value 369 Million
Stocks 193
Filing on Nov 03, 2025 Q3 2025

Mystic Asset Management, Inc.

  • AAPL
  • MSFT
  • NVDA
  • AVGO
  • JPM
  • META
  • QQQ
Mystic Asset Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 437 Million
Stocks 223
Filing on Nov 03, 2025 Q3 2025

Independence Asset Advisors, LLC

  • CLOI
  • IWD
  • VTI
  • FLRT
  • VFMV
  • CVS
  • VNQ
Independence Asset Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 236 Billion
Stocks 19
Filing on Nov 03, 2025 Q3 2025

Retirement Planning CO Of New England, Inc.

  • NVDA
  • AAPL
  • QQQ
  • AVGO
  • META
  • MSFT
  • BX
Retirement Planning CO Of New England, Inc.'s Q3 2025 Portfolio
Portfolio Value 238 Million
Stocks 246
Filing on Nov 03, 2025 Q3 2025

Ballentine Partners, LLC

  • VTI
  • IEFA
  • ITOT
  • VEA
  • IVV
  • IEMG
  • VWO
Ballentine Partners, LLC's Q3 2025 Portfolio
Portfolio Value 7.1 Billion
Stocks 2270
Filing on Nov 03, 2025 Q3 2025

Oxler Private Wealth LLC

  • QQQ
  • VOO
  • AMZN
  • META
  • MSFT
  • NVDA
  • SPY
Oxler Private Wealth LLC's Q3 2025 Portfolio
Portfolio Value 301 Million
Stocks 90
Filing on Nov 03, 2025 Q3 2025

Rockline Wealth Management, LLC

  • NVDA
  • AAPL
  • MSFT
  • META
  • PLTR
  • AVGO
  • ORCL
Rockline Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 472 Million
Stocks 98
Filing on Nov 03, 2025 Q3 2025

Ashford Advisors, LLC

  • IVV
  • VTI
  • FNDX
  • SCHX
  • ESGV
  • ACWI
  • SCHB
Ashford Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 452 Million
Stocks 20
Filing on Nov 03, 2025 Q3 2025

Ram Investment Partners, LLC

  • DFAC
  • DFAI
  • MSFT
  • DFSD
  • CORP
  • DFAE
  • DFAR
Ram Investment Partners, LLC's Q3 2025 Portfolio
Portfolio Value 533 Billion
Stocks 171
Filing on Nov 03, 2025 Q3 2025

Valeo Financial Advisors, LLC

  • SPY
  • IJR
  • IJH
  • IEMG
  • IVV
  • AAPL
  • JCPB
Valeo Financial Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 4.36 Billion
Stocks 840
Filing on Nov 03, 2025 Q3 2025

Cambiar Investors LLC

  • UBER
  • MDT
  • UNP
  • GOOGL
  • JPM
  • DAL
  • ELV
Cambiar Investors LLC's Q3 2025 Portfolio
Portfolio Value 1.97 Billion
Stocks 140
Filing on Nov 03, 2025 Q3 2025

Florin Court Capital LLP

  • ICLN
  • IBB
  • IVW
  • DVY
  • VCSH
  • CWB
  • ICVT
Florin Court Capital LLP's Q3 2025 Portfolio
Portfolio Value 124 Million
Stocks 37
Filing on Nov 03, 2025 Q3 2025

Exane Asset Management

  • UBS
  • JPM
  • PNC
  • CCEP
  • STLA
  • BSX
  • SPOT
Exane Asset Management's Q3 2025 Portfolio
Portfolio Value 146 Million
Stocks 34
Filing on Nov 03, 2025 Q3 2025

Hussman Strategic Advisors, Inc.

  • UNFI
  • CPB
  • CHTR
  • TGTX
  • EXEL
  • NEM
  • AEM
Hussman Strategic Advisors, Inc.'s Q3 2025 Portfolio
Portfolio Value 428 Million
Stocks 270
Filing on Nov 03, 2025 Q3 2025

Cypress Capital Management LLC (Wy)

  • AAPL
  • ETY
  • QQQX
  • COST
  • BGR
  • PM
  • IJT
Cypress Capital Management LLC (Wy)'s Q3 2025 Portfolio
Portfolio Value 95.9 Million
Stocks 179
Filing on Nov 03, 2025 Q3 2025

Washington University

  • NU
  • MRNA
Washington University's Q3 2025 Portfolio
Portfolio Value 173 Million
Stocks 3