Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 13, 2026 Q4 2025

Capital Investment Advisors, LLC

  • DGRO
  • IQLT
  • SDVY
  • EMLP
  • XLK
  • XLE
  • AAPL
Capital Investment Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 6.32 Billion
Stocks 735
Filing on Jan 13, 2026 Q4 2025

Trinity Financial Advisors LLC

  • SPY
  • DFIV
  • VEA
  • BRK-B
  • ORCC
  • DFUS
  • VTI
Trinity Financial Advisors LLC's Q4 2025 Portfolio
Portfolio Value 337 Million
Stocks 95
Filing on Jan 13, 2026 Q4 2025

Cherrydale Wealth Management, LLC

  • VTI
  • DFAC
  • ITOT
  • DFAX
  • VONE
  • VXUS
  • DFAU
Cherrydale Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 317 Million
Stocks 79
Filing on Jan 13, 2026 Q4 2025

Dakota Wealth Management

  • KLAC
  • IVV
  • AAPL
  • MSFT
  • BIL
  • AMZN
  • NVDA
Dakota Wealth Management's Q4 2025 Portfolio
Portfolio Value 5.42 Billion
Stocks 777
Filing on Jan 13, 2026 Q4 2025

Team Financial Group, LLC

  • DGRW
  • EPS
  • USFR
  • USMF
  • SCHG
  • PTRB
  • WTV
Team Financial Group, LLC's Q4 2025 Portfolio
Portfolio Value 220 Billion
Stocks 267
Filing on Jan 13, 2026 Q4 2025

Avity Investment Management Inc.

  • NOW
  • AAPL
  • APH
  • MSFT
  • AMZN
  • NVDA
  • GOOG
Avity Investment Management Inc.'s Q4 2025 Portfolio
Portfolio Value 1.57 Billion
Stocks 107
Filing on Jan 13, 2026 Q4 2025

Adamsbrown Wealth Consultants LLC

  • CGGR
  • QQQM
  • IDMO
  • BRK-B
  • SCHE
  • PPH
  • SCHD
Adamsbrown Wealth Consultants LLC's Q4 2025 Portfolio
Portfolio Value 302 Million
Stocks 125
Filing on Jan 13, 2026 Q4 2025

Stephens Consulting, LLC

  • VOO
  • BND
  • VO
  • VTV
  • JMUB
  • VB
  • AVUV
Stephens Consulting, LLC's Q4 2025 Portfolio
Portfolio Value 309 Billion
Stocks 476
Filing on Jan 13, 2026 Q4 2025

Trust Point Inc.

  • VIG
  • ISTB
  • VV
  • PFG
  • PWR
  • AAPL
  • NVDA
Trust Point Inc.'s Q4 2025 Portfolio
Portfolio Value 1.27 Trillion
Stocks 600
Filing on Jan 13, 2026 Q4 2025

Global X Japan Co., Ltd.

  • NVDA
  • AAPL
  • AVGO
  • MSFT
  • META
  • TSLA
  • PLTR
Global X Japan Co., Ltd.'s Q4 2025 Portfolio
Portfolio Value 1.31 Trillion
Stocks 332
Filing on Jan 13, 2026 Q4 2025

Avaii Wealth Management, LLC

  • CGDV
  • IVV
  • TDIV
  • NVDA
  • TSLA
  • IAU
  • JPM
Avaii Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 232 Million
Stocks 144
Filing on Jan 13, 2026 Q4 2025

Core Cap Advisors, LLC

  • SPYG
  • VTI
  • XLK
  • BND
  • VOO
  • QQQ
  • SPYV
Core Cap Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 2.81 Billion
Stocks 2951
Filing on Jan 13, 2026 Q4 2025

Matrix Trust CO

  • ILCV
  • SCHF
  • VEA
  • VWO
  • SCHX
  • SCHP
  • IVV
Matrix Trust CO's Q4 2025 Portfolio
Portfolio Value 606 Million
Stocks 222
Filing on Jan 13, 2026 Q4 2025

Shearwater Capital LLC

  • DFAC
  • DFAX
  • DFIV
  • DOCU
  • DFUV
  • DFAT
  • AMZN
Shearwater Capital LLC's Q4 2025 Portfolio
Portfolio Value 168 Million
Stocks 53
Filing on Jan 13, 2026 Q4 2025

Ausbil Investment Management LTD

  • NEE
  • CSX
  • NSC
  • ETR
  • LNG
  • ES
  • WMB
Ausbil Investment Management LTD's Q4 2025 Portfolio
Portfolio Value 176 Billion
Stocks 68
Filing on Jan 13, 2026 Q4 2025

Mather Group, Llc.

  • SCHG
  • SCHV
  • VGK
  • VPL
  • DFAE
  • VMBS
  • SPTI
Mather Group, Llc.'s Q4 2025 Portfolio
Portfolio Value 9.52 Billion
Stocks 646
Filing on Jan 13, 2026 Q4 2025

Sharkey, Howes & Javer

  • IVV
  • DYNF
  • IUSB
  • IVE
  • IVW
  • QUAL
  • EFV
Sharkey, Howes & Javer's Q4 2025 Portfolio
Portfolio Value 693 Million
Stocks 160
Filing on Jan 13, 2026 Q4 2025

Alta Partners Management Company, L.P.

  • TYRA
  • VIR
Alta Partners Management Company, L.P.'s Q4 2025 Portfolio
Portfolio Value 104 Billion
Stocks 2