Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Nov 17, 2025 Q3 2025

Wealth Management Strategies, Inc.

  • VUG
  • VEA
  • DFAC
  • IBTF
  • IBTG
  • IBTH
  • IBTJ
Wealth Management Strategies, Inc.'s Q3 2025 Portfolio
Portfolio Value 195 Million
Stocks 39
Filing on Nov 17, 2025 Q3 2025

Camelot Portfolios, LLC

  • SPY
  • MINT
  • GOOGL
  • AMZN
  • VEU
  • TSLA
  • JAAA
Camelot Portfolios, LLC's Q3 2025 Portfolio
Portfolio Value 167 Million
Stocks 210
Filing on Nov 17, 2025 Q3 2025

Eaton Financial Holdings Company, LLC

  • FTEC
  • TSPA
  • JEPI
  • USFR
  • AAPL
  • DGRW
  • NVDA
Eaton Financial Holdings Company, LLC's Q3 2025 Portfolio
Portfolio Value 355 Billion
Stocks 121
Filing on Nov 17, 2025 Q3 2025

Hancock Whitney Corp

  • IVV
  • MSFT
  • AAPL
  • NVDA
  • JPM
  • MBB
  • AMZN
Hancock Whitney Corp's Q3 2025 Portfolio
Portfolio Value 5.37 Billion
Stocks 1668
Filing on Nov 17, 2025 Q3 2025

Texas Treasury Safekeeping Trust CO

  • SPY
  • VNLA
Texas Treasury Safekeeping Trust CO's Q3 2025 Portfolio
Portfolio Value 701 Million
Stocks 2
Filing on Nov 17, 2025 Q3 2025

Icon Advisers Inc

  • STX
  • CC
  • LPLA
  • NFG
  • KALU
  • TTI
  • DINO
Icon Advisers Inc's Q3 2025 Portfolio
Portfolio Value 437 Million
Stocks 177
Filing on Nov 17, 2025 Q3 2025

Jasper Ridge Partners, L.P.

  • VEA
  • IVV
  • IWD
  • VWO
  • SCHP
  • RBLX
  • VOO
Jasper Ridge Partners, L.P.'s Q3 2025 Portfolio
Portfolio Value 4.43 Billion
Stocks 145
Filing on Nov 17, 2025 Q3 2025

Saratoga Research & Investment Management

  • GOOGL
  • MSFT
  • BRK-B
  • UL
  • DIS
  • MDT
  • NVO
Saratoga Research & Investment Management's Q3 2025 Portfolio
Portfolio Value 1.92 Billion
Stocks 43
Filing on Nov 17, 2025 Q3 2025

Peloton Wealth Strategists

  • GOOGL
  • IBDT
  • AMZN
  • MA
  • MSFT
  • IBDS
  • IBDU
Peloton Wealth Strategists's Q3 2025 Portfolio
Portfolio Value 245 Million
Stocks 93
Filing on Nov 17, 2025 Q3 2025

Abel Hall, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFSV
  • DFAU
  • NVDA
  • SPY
Abel Hall, LLC's Q3 2025 Portfolio
Portfolio Value 248 Billion
Stocks 324
Filing on Nov 17, 2025 Q3 2025

Greenline Partners, LLC

  • GLDM
  • VTI
  • VXUS
  • AVDV
  • BRK-B
  • AVUV
  • VWO
Greenline Partners, LLC's Q3 2025 Portfolio
Portfolio Value 800 Million
Stocks 167
Filing on Nov 17, 2025 Q3 2025

Aureus Asset Management, LLC

  • MSFT
  • GOOGL
  • AVGO
  • AAPL
  • V
  • SCHW
  • AMZN
Aureus Asset Management, LLC's Q3 2025 Portfolio
Portfolio Value 1.51 Billion
Stocks 199
Filing on Nov 17, 2025 Q3 2025

Financial Engines Advisors L.L.C.

  • SPYV
  • SPMB
  • SCHF
  • VUG
  • IGIB
  • SPDW
  • XT
Financial Engines Advisors L.L.C.'s Q3 2025 Portfolio
Portfolio Value 52.2 Billion
Stocks 539
Filing on Nov 17, 2025 Q3 2025

Omni Star Financial Group, Inc.

  • GLD
  • CTA
  • SPY
  • FBND
  • AAPL
  • JNJ
  • GILD
Omni Star Financial Group, Inc.'s Q3 2025 Portfolio
Portfolio Value 152 Million
Stocks 113
Filing on Nov 17, 2025 Q3 2025

Harvest Investment Services, LLC

  • LMBS
  • GLD
  • PLTR
  • KTOS
  • FTSM
  • APP
  • FVD
Harvest Investment Services, LLC's Q3 2025 Portfolio
Portfolio Value 463 Million
Stocks 319
Filing on Nov 17, 2025 Q3 2025

Sterling Wealth Management, Inc.

  • VTI
  • DUHP
  • DFCF
  • DFAT
  • VEA
  • DFAE
  • DFUV
Sterling Wealth Management, Inc.'s Q3 2025 Portfolio
Portfolio Value 330 Billion
Stocks 110
Filing on Nov 17, 2025 Q3 2025

Keystone Financial Group

  • SPY
  • AAPL
  • PLTR
  • NVDA
  • TSLA
  • VTI
  • SPLG
Keystone Financial Group's Q3 2025 Portfolio
Portfolio Value 1.21 Billion
Stocks 442
Filing on Nov 17, 2025 Q3 2025

Opulen Financial Group LLC

  • SPY
  • SCHD
  • IQLT
  • AMZN
  • IVV
  • VXF
  • VOO
Opulen Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 132 Billion
Stocks 106