Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Dec 31, 2025 Q3 2025

Pvg Asset Management Corp

  • VOO
  • AVXL
  • IVV
  • NVDA
  • DERM
  • AMZN
  • AVGO
Pvg Asset Management Corp's Q3 2025 Portfolio
Portfolio Value 22.3 Million
Stocks 67
Filing on Dec 29, 2025 Q3 2025

Chris Davis

Davis Selected Advisers
  • COF
  • META
  • AMAT
  • USB
  • CVS
  • MGM
  • BRK-A
Chris Davis's Q3 2025 Portfolio
Portfolio Value 18.6 Billion
Stocks 107
Filing on Dec 29, 2025 Q3 2025

Mirova

  • NVDA
  • MSFT
  • ECL
  • ACN
  • FSLR
  • XYL
  • WM
Mirova's Q3 2025 Portfolio
Portfolio Value 685 Million
Stocks 111
Filing on Dec 29, 2025 Q3 2025

Cape Investment Advisory, Inc.

  • MSFT
  • GOOGL
  • AMZN
  • META
  • TSM
  • BKNG
  • SCHW
Cape Investment Advisory, Inc.'s Q3 2025 Portfolio
Portfolio Value 102 Billion
Stocks 1199
Filing on Dec 23, 2025 Q3 2025

Narus Financial Partners, LLC

  • GLD
  • VO
  • NVDA
  • VEA
  • AAPL
  • XLK
  • WMT
Narus Financial Partners, LLC's Q3 2025 Portfolio
Portfolio Value 93.9 Billion
Stocks 117
Filing on Dec 23, 2025 Q3 2025

Triumph Capital Management

  • FTSM
  • FIXD
  • RDVY
  • FTCS
  • BND
  • SDVY
  • SPY
Triumph Capital Management's Q3 2025 Portfolio
Portfolio Value 325 Million
Stocks 319
Filing on Dec 22, 2025 Q3 2025

Sherman Porfolios, LLC

  • GLD
  • IYW
  • IYZ
  • IDU
  • IYF
  • BND
  • XLE
Sherman Porfolios, LLC's Q3 2025 Portfolio
Portfolio Value 280 Billion
Stocks 70
Filing on Dec 22, 2025 Q3 2025

Pmg Family Office LLC

  • CSQ
  • QYLG
  • JEPQ
  • STK
  • BST
  • NVDA
  • JEPI
Pmg Family Office LLC's Q3 2025 Portfolio
Portfolio Value 89.5 Billion
Stocks 98
Filing on Dec 19, 2025 Q3 2025

Finivi Inc.

  • QQQ
  • AVGO
  • MSFT
  • AMZN
  • AAPL
  • GOOG
  • NVDA
Finivi Inc.'s Q3 2025 Portfolio
Portfolio Value 157 Billion
Stocks 97
Filing on Dec 18, 2025 Q3 2025

Westwood Global Investments, LLC

  • ITUB
  • BAP
  • BVN
  • TS
  • ABEV
  • HDB
  • TX
Westwood Global Investments, LLC's Q3 2025 Portfolio
Portfolio Value 1.73 Billion
Stocks 16
Filing on Dec 18, 2025 Q3 2025

Employees' Retirement Fund Of The City Of Fort Worth

  • VCLT
  • VCSH
  • VMBS
  • SJNK
  • IGF
  • VYM
  • MOAT
Employees' Retirement Fund Of The City Of Fort Worth's Q3 2025 Portfolio
Portfolio Value 214 Billion
Stocks 19
Filing on Dec 18, 2025 Q3 2025

Bush Investment Group, LLC

  • VTI
  • SCHF
  • IWY
  • SCHM
  • SPLG
  • GLDM
  • SPSB
Bush Investment Group, LLC's Q3 2025 Portfolio
Portfolio Value 169 Billion
Stocks 37
Filing on Dec 18, 2025 Q3 2025

Aia Group LTD

  • IVV
  • MSFT
  • SHY
  • NVDA
  • SPY
  • TLT
  • META
Aia Group LTD's Q3 2025 Portfolio
Portfolio Value 5.07 Billion
Stocks 429
Filing on Dec 18, 2025 Q3 2025

Groupe Bruxelles Lambert

  • CNXC
Groupe Bruxelles Lambert's Q3 2025 Portfolio
Portfolio Value 405 Billion
Stocks 1
Filing on Dec 17, 2025 Q3 2025

Peterson Wealth Management

  • QQQ
  • SPY
  • VIG
  • NVDA
  • AMZN
  • COST
  • XLY
Peterson Wealth Management's Q3 2025 Portfolio
Portfolio Value 141 Million
Stocks 39
Filing on Dec 17, 2025 Q3 2025

New Gen Asset Management LTD

  • SPY
  • QQQ
  • HYG
  • SLV
  • BB
  • CCJ
  • IAG
New Gen Asset Management LTD's Q3 2025 Portfolio
Portfolio Value 275 Million
Stocks 29
Filing on Dec 17, 2025 Q3 2025

Alternative Investment Advisors, Llc.

  • IVV
  • DYNF
  • OEF
  • MBB
  • EMB
  • NVDA
  • IUSB
Alternative Investment Advisors, Llc.'s Q3 2025 Portfolio
Portfolio Value 220 Billion
Stocks 56
Filing on Dec 17, 2025 Q3 2025

Financial Symmetry Inc

  • DFAC
  • DFAX
  • DFEM
  • AVDE
  • DFCF
  • DFIC
  • VT
Financial Symmetry Inc's Q3 2025 Portfolio
Portfolio Value 223 Billion
Stocks 54