Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 13, 2026 Q4 2025

Lionshead Wealth Management, LLC

  • DFAI
  • AAPL
  • BIV
  • JAAA
  • SPHQ
  • DFAT
  • SPYG
Lionshead Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 133 Billion
Stocks 106
Filing on Jan 13, 2026 Q4 2025

First Financial Corp

  • THFF
  • VOO
  • VGT
  • VEA
  • MSFT
  • IVV
  • VO
First Financial Corp 's Q4 2025 Portfolio
Portfolio Value 258 Million
Stocks 420
Filing on Jan 13, 2026 Q4 2025

Trust Asset Management LLC

  • SPY
  • XLI
  • NVDA
  • AAPL
  • MSFT
  • XLE
  • GOOG
Trust Asset Management LLC's Q4 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 226
Filing on Jan 13, 2026 Q4 2025

Stonehage Fleming Financial Services Holdings LTD

  • GOOG
  • MSFT
  • GE
  • SPGI
  • MA
  • AMZN
  • APH
Stonehage Fleming Financial Services Holdings LTD's Q4 2025 Portfolio
Portfolio Value 3.17 Billion
Stocks 269
Filing on Jan 13, 2026 Q4 2025

Nerd Wallet Wealth Partners, LLC

  • IVV
  • VEA
  • DLN
  • SHV
  • VTI
  • SHY
  • VOO
Nerd Wallet Wealth Partners, LLC's Q4 2025 Portfolio
Portfolio Value 223 Billion
Stocks 61
Filing on Jan 13, 2026 Q4 2025

Olistico Wealth, LLC

  • VUG
  • AAPL
  • VTI
  • VGT
  • VTV
  • NVDA
  • CGDV
Olistico Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 205 Billion
Stocks 341
Filing on Jan 13, 2026 Q4 2025

Exchange Bank

  • AAPL
  • JNJ
  • MUB
  • MSFT
  • CAT
  • AGG
  • JPM
Exchange Bank's Q4 2025 Portfolio
Portfolio Value 145 Billion
Stocks 186
Filing on Jan 13, 2026 Q4 2025

Ferguson Wellman Capital Management, Inc

  • MSFT
  • AAPL
  • GOOGL
  • NVDA
  • AVGO
  • JPM
  • ETR
Ferguson Wellman Capital Management, Inc's Q4 2025 Portfolio
Portfolio Value 5.95 Billion
Stocks 358
Filing on Jan 13, 2026 Q4 2025

Harrington Investments, Inc

  • AAPL
  • MSFT
  • GOOGL
  • ORCL
  • NFLX
  • GOOG
  • AMZN
Harrington Investments, Inc's Q4 2025 Portfolio
Portfolio Value 196 Million
Stocks 84
Filing on Jan 13, 2026 Q4 2025

Dream Peak Capital LTD

  • SNPS
  • ENTG
  • CVNA
  • DUOL
  • WIX
Dream Peak Capital LTD's Q4 2025 Portfolio
Portfolio Value 971 Billion
Stocks 7
Filing on Jan 13, 2026 Q4 2025

Scratch Capital LLC

  • DFAC
  • VGSH
  • DFIC
  • DUHP
  • DFIP
  • DFSV
  • DFAT
Scratch Capital LLC's Q4 2025 Portfolio
Portfolio Value 153 Billion
Stocks 47
Filing on Jan 13, 2026 Q4 2025

Spring Capital Management, LLC

  • AAPL
  • ORCL
  • ETN
  • TPL
  • QCOM
  • JNJ
  • WMT
Spring Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 207 Million
Stocks 49
Filing on Jan 13, 2026 Q4 2025

Gibson Wealth Advisors LLC

  • VTI
  • BND
  • VOO
  • VXUS
  • NSC
  • VEU
  • VB
Gibson Wealth Advisors LLC's Q4 2025 Portfolio
Portfolio Value 146 Billion
Stocks 34
Filing on Jan 13, 2026 Q4 2025

Signal Advisors Wealth, LLC

  • SPLG
  • ACIO
  • VEA
  • AAPL
  • BKAG
  • NVDA
  • DRSK
Signal Advisors Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 504
Filing on Jan 13, 2026 Q4 2025

Roberts Wealth Advisors, LLC

  • JPST
  • JSCP
  • AAPL
  • GOOG
  • MSFT
  • VB
  • AMZN
Roberts Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 363 Million
Stocks 99
Filing on Jan 13, 2026 Q4 2025

Define Financial, LLC

  • AVUV
  • VTIP
  • AVDV
  • VTI
  • VEU
  • VNQ
  • AVEM
Define Financial, LLC's Q4 2025 Portfolio
Portfolio Value 176 Billion
Stocks 43
Filing on Jan 13, 2026 Q4 2025

Wynn Capital, LLC

  • SCHB
  • MSFT
  • TSLA
  • GOOG
  • AAPL
  • JPM
  • META
Wynn Capital, LLC's Q4 2025 Portfolio
Portfolio Value 206 Billion
Stocks 109
Filing on Jan 12, 2026 Q4 2025

Peak Financial Advisors LLC

  • GLDM
  • CTA
  • EMB
  • INDA
  • AMZN
  • SPMO
  • IGV
Peak Financial Advisors LLC's Q4 2025 Portfolio
Portfolio Value 153 Million
Stocks 87