Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 17, 2025 Q3 2025

Westshore Wealth, LLC

  • SPY
  • LQD
  • IWF
  • IWD
  • IWM
  • AMRX
  • VGLT
Westshore Wealth, LLC's Q3 2025 Portfolio
Portfolio Value 285 Million
Stocks 102
Filing on Nov 17, 2025 Q3 2025

American Trust

  • VOO
  • BIV
  • DGRO
  • IJH
  • VB
  • VUG
  • VO
American Trust's Q3 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 327
Filing on Nov 17, 2025 Q3 2025

Papamarkou Wellner Asset Management Inc.

  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • AMZN
  • CVX
  • V
Papamarkou Wellner Asset Management Inc.'s Q3 2025 Portfolio
Portfolio Value 162 Billion
Stocks 81
Filing on Nov 17, 2025 Q3 2025

Proficio Capital Partners LLC

  • IAU
  • VOO
  • GLD
  • SHY
  • MINT
  • IWV
  • IWR
Proficio Capital Partners LLC's Q3 2025 Portfolio
Portfolio Value 1.46 Trillion
Stocks 222
Filing on Nov 17, 2025 Q3 2025

Equity Wealth Partners, LLC

  • VO
  • SPY
  • IWY
  • XLK
  • AVDE
  • FNDX
  • SCHD
Equity Wealth Partners, LLC's Q3 2025 Portfolio
Portfolio Value 123 Billion
Stocks 80
Filing on Nov 17, 2025 Q3 2025

Ims Capital Management

  • AAPL
  • IWF
  • AMZN
  • NVDA
  • MSFT
  • GOOG
  • META
Ims Capital Management's Q3 2025 Portfolio
Portfolio Value 211 Million
Stocks 147
Filing on Nov 17, 2025 Q3 2025

Mittelman Wealth Management

  • VIG
  • VYM
  • VEA
  • VWO
  • VOO
  • EVLV
  • IGIB
Mittelman Wealth Management's Q3 2025 Portfolio
Portfolio Value 153 Billion
Stocks 41
Filing on Nov 17, 2025 Q3 2025

Fwl Investment Management, LLC

  • GDX
  • ORCL
  • GOOG
  • LNG
  • MSFT
  • AMLP
  • GLD
Fwl Investment Management, LLC's Q3 2025 Portfolio
Portfolio Value 366 Million
Stocks 332
Filing on Nov 17, 2025 Q3 2025

Hilltop Partners LLC

  • VONE
  • VTV
  • DBEF
  • SPYG
  • SPHY
  • ICVT
  • AAPL
Hilltop Partners LLC's Q3 2025 Portfolio
Portfolio Value 335 Billion
Stocks 120
Filing on Nov 17, 2025 Q3 2025

Pin Oak Investment Advisors Inc

  • KRP
  • AAPL
  • ET
  • EPD
  • XOM
  • PLTR
  • GOOGL
Pin Oak Investment Advisors Inc's Q3 2025 Portfolio
Portfolio Value 125 Million
Stocks 498
Filing on Nov 17, 2025 Q3 2025

Avondale Wealth Management

  • IVV
  • QQQ
  • IJH
  • AVUV
  • DFAE
  • SOXX
  • DFAT
Avondale Wealth Management's Q3 2025 Portfolio
Portfolio Value 170 Million
Stocks 58
Filing on Nov 17, 2025 Q3 2025

Sterling Financial Group, Inc.

  • SPHQ
  • DIVO
  • INTF
  • IBHF
  • BSCS
  • AAPL
  • GSY
Sterling Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 235 Million
Stocks 73
Filing on Nov 17, 2025 Q3 2025

Optimist Retirement Group LLC

  • PCAR
  • SPYG
  • SPYV
  • SLYG
  • SLYV
  • SPDW
  • SPEM
Optimist Retirement Group LLC's Q3 2025 Portfolio
Portfolio Value 216 Million
Stocks 118
Filing on Nov 17, 2025 Q3 2025

Hershey Financial Advisers, LLC

  • BIL
  • BILS
  • ICVT
  • ANGL
  • JPST
  • SHV
  • SPIB
Hershey Financial Advisers, LLC's Q3 2025 Portfolio
Portfolio Value 117 Billion
Stocks 80
Filing on Nov 17, 2025 Q3 2025

Lgt Financial Advisors LLC

  • SPY
  • IVV
  • JEPI
  • MSFT
  • QUAL
  • EFV
  • DYNF
Lgt Financial Advisors LLC's Q3 2025 Portfolio
Portfolio Value 46.4 Billion
Stocks 382
Filing on Nov 17, 2025 Q3 2025

Investidor Profissional Gestao De Recursos Ltda.

  • QQQ
  • SPY
  • BKNG
  • TDG
  • MA
  • MSFT
  • V
Investidor Profissional Gestao De Recursos Ltda.'s Q3 2025 Portfolio
Portfolio Value 221 Million
Stocks 23
Filing on Nov 17, 2025 Q3 2025

Brooks, Moore & Associates, Inc.

  • VOO
  • MSFT
  • JPM
  • ABBV
  • JNJ
  • GOOGL
  • KO
Brooks, Moore & Associates, Inc.'s Q3 2025 Portfolio
Portfolio Value 205 Million
Stocks 104
Filing on Nov 17, 2025 Q3 2025

Schneider Downs Wealth Management Advisors, LP

  • FHI
  • SPDW
  • VO
  • MMIT
  • SCHG
  • SCHX
  • MUB
Schneider Downs Wealth Management Advisors, LP's Q3 2025 Portfolio
Portfolio Value 815 Million
Stocks 148