Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 18, 2025 Q3 2025

Integrated Investment Consultants, LLC

  • IWF
  • IWP
  • UWMC
  • AOR
  • IWD
  • AFRM
  • NEAR
Integrated Investment Consultants, LLC's Q3 2025 Portfolio
Portfolio Value 639 Million
Stocks 659
Filing on Nov 18, 2025 Q3 2025

Dorsey Wright & Associates

  • PLTR
  • NVDA
  • APH
  • NRG
  • VST
  • NEM
  • AVGO
Dorsey Wright & Associates's Q3 2025 Portfolio
Portfolio Value 428 Million
Stocks 134
Filing on Nov 18, 2025 Q3 2025

Tcfg Wealth Management, LLC

  • AAPL
  • NVDA
  • GDXJ
  • AMZN
  • UYLD
  • FNV
  • MSFT
Tcfg Wealth Management, LLC's Q3 2025 Portfolio
Portfolio Value 242 Billion
Stocks 303
Filing on Nov 18, 2025 Q3 2025

Reliant Wealth Planning

  • BIV
  • SCHD
  • ITOT
  • IWL
  • BALT
  • CGGO
  • RISR
Reliant Wealth Planning's Q3 2025 Portfolio
Portfolio Value 266 Million
Stocks 50
Filing on Nov 18, 2025 Q3 2025

Pictet Asset Management Holding Sa

  • NVDA
  • MSFT
  • GOOGL
  • AAPL
  • AMZN
  • AVGO
  • UBS
Pictet Asset Management Holding Sa's Q3 2025 Portfolio
Portfolio Value 98.2 Billion
Stocks 2032
Filing on Nov 18, 2025 Q3 2025

Vertex Planning Partners, LLC

  • SPLG
  • JQUA
  • USFR
  • AAPL
  • SPYG
  • TFLO
  • SPY
Vertex Planning Partners, LLC's Q3 2025 Portfolio
Portfolio Value 521 Billion
Stocks 200
Filing on Nov 18, 2025 Q3 2025

Rdst Capital LLC

  • ENTG
  • UNP
  • OWL
  • MSFT
  • MLM
  • MRVL
  • DDOG
Rdst Capital LLC's Q3 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 19
Filing on Nov 18, 2025 Q3 2025

Us Asset Management LLC

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • AMZN
  • META
  • AVGO
Us Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 119 Million
Stocks 115
Filing on Nov 18, 2025 Q3 2025

Yorkville Advisors Global, LP

  • DWAC
  • GTX
  • ALHC
  • NWTN
Yorkville Advisors Global, LP's Q3 2025 Portfolio
Portfolio Value 259 Billion
Stocks 31
Filing on Nov 18, 2025 Q3 2025

Livforsakringsbolaget Skandia, Omsesidigt

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • META
  • AVGO
  • JPM
Livforsakringsbolaget Skandia, Omsesidigt's Q3 2025 Portfolio
Portfolio Value 2.35 Billion
Stocks 630
Filing on Nov 17, 2025 Q3 2025

Apexium Financial, LP

  • SPY
  • IVV
  • QQQ
  • AAPL
  • MOAT
  • QUAL
  • SCHD
Apexium Financial, LP's Q3 2025 Portfolio
Portfolio Value 1.86 Billion
Stocks 288
Filing on Nov 17, 2025 Q3 2025

Garrett Wealth Advisory Group, LLC

  • ET
  • EPS
  • SPYG
  • PRF
  • JHMM
  • SPDW
  • QUS
Garrett Wealth Advisory Group, LLC's Q3 2025 Portfolio
Portfolio Value 487 Million
Stocks 119
Filing on Nov 17, 2025 Q3 2025

Stonebridge Financial Planning Group, LLC

  • IWY
  • IYW
  • SPHQ
  • DGRO
  • IVV
  • AMZN
  • NVDA
Stonebridge Financial Planning Group, LLC's Q3 2025 Portfolio
Portfolio Value 254 Million
Stocks 171
Filing on Nov 17, 2025 Q3 2025

Marathon Asset Management LP

  • CNK
  • UNH
  • AMD
  • TLT
  • BABA
  • JD
  • PYPL
Marathon Asset Management LP's Q3 2025 Portfolio
Portfolio Value 28.4 Million
Stocks 17
Filing on Nov 17, 2025 Q3 2025

U S Wealth Group, Llc.

  • TLT
  • AGG
  • IEF
  • GOOGL
  • NVDA
  • AAPL
  • SCHX
U S Wealth Group, Llc.'s Q3 2025 Portfolio
Portfolio Value 153 Billion
Stocks 41
Filing on Nov 17, 2025 Q3 2025

Schubert & CO

  • FISV
  • DFAC
  • AAPL
  • DHR
  • DUHP
  • DFIV
  • DFIC
Schubert & CO's Q3 2025 Portfolio
Portfolio Value 122 Million
Stocks 66
Filing on Nov 17, 2025 Q3 2025

Dark Forest Capital Management LP

  • L
  • EWZ
  • SPG
  • VWO
  • INDA
  • COF
  • BAH
Dark Forest Capital Management LP's Q3 2025 Portfolio
Portfolio Value 2.45 Billion
Stocks 1111
Filing on Nov 17, 2025 Q3 2025

Parvin Asset Management, LLC

  • AAPL
  • NEM
  • MSFT
  • AEM
  • OR
  • HL
  • EXK
Parvin Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 115 Billion
Stocks 287