Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 13, 2026 Q4 2025

Norden Group LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • AVGO
  • BIL
Norden Group LLC's Q4 2025 Portfolio
Portfolio Value 1.02 Trillion
Stocks 605
Filing on Jan 13, 2026 Q4 2025

Bank & Trust CO

  • LLY
  • OTTR
  • MSFT
  • ORI
  • GOOGL
  • C
  • WMT
Bank & Trust CO's Q4 2025 Portfolio
Portfolio Value 142 Billion
Stocks 296
Filing on Jan 13, 2026 Q4 2025

Boston Premier Wealth LLC

  • VTI
  • QQQ
  • IJH
  • AVLV
  • DFUS
  • AAPL
  • IJR
Boston Premier Wealth LLC's Q4 2025 Portfolio
Portfolio Value 195 Billion
Stocks 69
Filing on Jan 13, 2026 Q4 2025

Sendero Wealth Management, LLC

  • VTI
  • NVDA
  • ITOT
  • MSFT
  • GOOGL
  • AMZN
  • AVGO
Sendero Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 746 Million
Stocks 314
Filing on Jan 13, 2026 Q4 2025

Guerra Pan Advisors, LLC

  • NVDA
  • AVGO
  • GOOGL
  • GOOG
  • USMV
  • JPM
  • SCHA
Guerra Pan Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 169 Billion
Stocks 113
Filing on Jan 13, 2026 Q4 2025

Fma Wealth Management, LLC

  • VEA
  • JCPB
  • IWF
  • JPIE
  • IWD
  • DBMF
  • SMLF
Fma Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 154 Billion
Stocks 45
Filing on Jan 13, 2026 Q4 2025

Forth Right Wealth Management, LLC

  • VOO
  • SCHD
  • IUSV
  • IUSG
  • SCHA
  • BIV
  • NOBL
Forth Right Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 339 Million
Stocks 71
Filing on Jan 13, 2026 Q4 2025

Regatta Capital Group, LLC

  • ITOT
  • MOAT
  • AAPL
  • VTV
  • AVIG
  • AVUV
  • QUAL
Regatta Capital Group, LLC's Q4 2025 Portfolio
Portfolio Value 608 Million
Stocks 211
Filing on Jan 13, 2026 Q4 2025

Balanced Wealth Group LLC

  • SPYV
  • QQQ
  • SPYG
  • AAPL
  • YLD
  • MDYV
  • MDYG
Balanced Wealth Group LLC's Q4 2025 Portfolio
Portfolio Value 273 Billion
Stocks 72
Filing on Jan 13, 2026 Q4 2025

Stablepoint Partners, LLC

  • AAPL
  • FTSM
  • AVGO
  • JPM
  • SRLN
  • VNLA
  • IAU
Stablepoint Partners, LLC's Q4 2025 Portfolio
Portfolio Value 641 Billion
Stocks 245
Filing on Jan 13, 2026 Q4 2025

Mayflower Financial Advisors, LLC

  • HLI
  • IVV
  • SPLG
  • AAPL
  • MSFT
  • W
  • QUAL
Mayflower Financial Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 971 Million
Stocks 414
Filing on Jan 13, 2026 Q4 2025

Well Done, LLC

  • BRK-A
  • IVV
  • BRK-B
  • USMV
  • IJH
  • QUAL
  • VTV
Well Done, LLC's Q4 2025 Portfolio
Portfolio Value 619 Million
Stocks 197
Filing on Jan 13, 2026 Q4 2025

Presilium Private Wealth, LLC

  • VTV
  • VUG
  • VGSH
  • VGK
  • BSV
  • VWO
  • VPL
Presilium Private Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 547 Billion
Stocks 76
Filing on Jan 13, 2026 Q4 2025

Argentarii, LLC

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • JPM
  • AVGO
  • AMZN
Argentarii, LLC's Q4 2025 Portfolio
Portfolio Value 307 Billion
Stocks 199
Filing on Jan 13, 2026 Q4 2025

Compton Wealth Advisory Group, LLC

  • VEU
  • IWY
  • VIG
  • IWX
  • VTV
  • VB
  • RSP
Compton Wealth Advisory Group, LLC's Q4 2025 Portfolio
Portfolio Value 422 Million
Stocks 85
Filing on Jan 13, 2026 Q4 2025

Stableford Capital Ii LLC

  • GOOGL
  • MSFT
  • AMZN
  • AAPL
  • IEF
  • NVDA
  • LLY
Stableford Capital Ii LLC's Q4 2025 Portfolio
Portfolio Value 260 Million
Stocks 145
Filing on Jan 13, 2026 Q4 2025

Mc Clarren Financial Advisors, Inc.

  • VOO
  • VTI
  • MGK
  • VB
  • VO
  • IVV
  • VGT
Mc Clarren Financial Advisors, Inc.'s Q4 2025 Portfolio
Portfolio Value 159 Million
Stocks 77
Filing on Jan 13, 2026 Q4 2025

Signature Securities Group Corporation

  • IVV
  • QQQ
  • IJR
  • DGRO
  • BLV
  • XLK
  • IWF
Signature Securities Group Corporation's Q4 2025 Portfolio
Portfolio Value 294 Million
Stocks 177