Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 20, 2025 Q3 2025

Ariadne Wealth Management, LP

  • SLV
  • DFUV
  • AVUS
  • NVDA
  • AVDE
  • DFAT
  • DFAC
Ariadne Wealth Management, LP's Q3 2025 Portfolio
Portfolio Value 223 Billion
Stocks 246
Filing on Nov 20, 2025 Q3 2025

Speece Thorson Capital Group Inc

  • HXL
  • ZBH
  • RPM
  • GNTX
  • WTM
  • ARW
  • MTB
Speece Thorson Capital Group Inc's Q3 2025 Portfolio
Portfolio Value 500 Million
Stocks 44
Filing on Nov 20, 2025 Q3 2025

Wbi Investments, Inc.

  • WBIY
  • WBIL
  • WBIG
  • WBIF
  • QQQ
  • COM
  • QQQM
Wbi Investments, Inc.'s Q3 2025 Portfolio
Portfolio Value 364 Million
Stocks 464
Filing on Nov 20, 2025 Q3 2025

Voss Capital, LLC

  • TSLA
  • FLYW
  • CLBT
  • EEFT
  • PAR
  • GFF
  • FIVN
Voss Capital, LLC's Q3 2025 Portfolio
Portfolio Value 1.76 Billion
Stocks 58
Filing on Nov 20, 2025 Q3 2025

Kensington Investment Counsel, LLC

  • AAPL
  • MSFT
  • WSM
  • JPM
  • ABBV
  • WSO
  • SNA
Kensington Investment Counsel, LLC's Q3 2025 Portfolio
Portfolio Value 245 Million
Stocks 104
Filing on Nov 20, 2025 Q3 2025

Old North State Trust, LLC

  • AAPL
  • SPY
  • NVDA
  • MSFT
  • LLY
  • FBNC
  • DUK
Old North State Trust, LLC's Q3 2025 Portfolio
Portfolio Value 162 Million
Stocks 164191
Filing on Nov 20, 2025 Q3 2025

Portus Wealth Advisors, LLC

  • ACWI
  • SCHG
  • CWI
  • SCHD
  • VTV
  • AAPL
  • XLG
Portus Wealth Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 100 Billion
Stocks 52
Filing on Nov 20, 2025 Q3 2025

Centaurus Financial, Inc.

  • NVDA
  • AAPL
  • AMZN
  • SPY
  • MSFT
  • QQQ
  • BIL
Centaurus Financial, Inc.'s Q3 2025 Portfolio
Portfolio Value 1.76 Billion
Stocks 1034
Filing on Nov 20, 2025 Q3 2025

Maven Securities LTD

  • TSLA
  • XLF
  • XLY
  • ARKK
  • TSM
  • SMH
  • SPY
Maven Securities LTD's Q3 2025 Portfolio
Portfolio Value 471 Million
Stocks 465
Filing on Nov 20, 2025 Q3 2025

Pcg Asset Management, LLC

  • SPY
  • BSV
  • BIV
  • AAPL
  • SHY
  • VGT
  • QQQ
Pcg Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 249 Billion
Stocks 78
Filing on Nov 20, 2025 Q3 2025

Bryn Mawr Trust CO

  • CMCSA
  • VEA
  • AAPL
  • MSFT
  • IWY
  • IVV
  • JPM
Bryn Mawr Trust CO's Q3 2025 Portfolio
Portfolio Value 4.09 Billion
Stocks 1955
Filing on Nov 20, 2025 Q3 2025

Carrhae Capital LLP

  • ASHR
  • SLV
  • EGO
  • IBN
  • TSM
  • SE
  • GLD
Carrhae Capital LLP's Q3 2025 Portfolio
Portfolio Value 1.7 Trillion
Stocks 27
Filing on Nov 20, 2025 Q3 2025

First Affirmative Financial Network

  • SHE
  • SPTS
  • NVDA
  • AAPL
  • MSFT
  • VGIT
  • DSI
First Affirmative Financial Network's Q3 2025 Portfolio
Portfolio Value 203 Million
Stocks 296
Filing on Nov 20, 2025 Q3 2025

Kmt Wealth Management, LLC

  • VTI
  • IVV
  • VXUS
  • DFAS
  • SPY
  • VOO
  • IJR
Kmt Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 186 Billion
Stocks 16
Filing on Nov 20, 2025 Q3 2025

Asset Dedication, LLC

  • DFAC
  • DFAT
  • DFEV
  • DFEM
  • DFIC
  • DFAX
  • DFUS
Asset Dedication, LLC's Q3 2025 Portfolio
Portfolio Value 1.45 Billion
Stocks 1142
Filing on Nov 20, 2025 Q3 2025

Tweedy Browne Co.

Tweedy, Browne CO LLC
  • IONS
  • CNHI
  • BRK-A
  • KOF
  • GOOGL
  • ALV
  • BRK-B
Tweedy Browne Co.'s Q3 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 97
Filing on Nov 20, 2025 Q3 2025

Mayport, LLC

  • VOO
  • VGSH
  • VXF
  • VEA
  • VTI
  • VGIT
  • VTIP
Mayport, LLC's Q3 2025 Portfolio
Portfolio Value 457 Million
Stocks 109
Filing on Nov 19, 2025 Q3 2025

Caerus Investment Advisors, LLC

  • VOO
  • XYLD
  • SPY
  • QYLD
  • GOOG
  • IWM
  • EFA
Caerus Investment Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 237 Million
Stocks 270