Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 12, 2026 Q4 2025

First Merchants Corp

  • BSV
  • AAPL
  • MSFT
  • GOOGL
  • LLY
  • AVGO
  • NOW
First Merchants Corp's Q4 2025 Portfolio
Portfolio Value 1.49 Billion
Stocks 513
Filing on Jan 12, 2026 Q4 2025

Hickory Point Bank & Trust

  • ITOT
  • SPY
  • IEFA
  • VGIT
  • MSFT
  • VYM
  • AAPL
Hickory Point Bank & Trust's Q4 2025 Portfolio
Portfolio Value 138 Billion
Stocks 128
Filing on Jan 12, 2026 Q4 2025

Byrne Asset Management LLC

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • JNJ
  • JPM
  • AMD
Byrne Asset Management LLC's Q4 2025 Portfolio
Portfolio Value 147 Million
Stocks 567
Filing on Jan 12, 2026 Q4 2025

Lvm Capital Management LTD

  • AAPL
  • MSFT
  • AVGO
  • LLY
  • ABBV
  • GOOGL
  • MS
Lvm Capital Management LTD's Q4 2025 Portfolio
Portfolio Value 1.06 Billion
Stocks 161
Filing on Jan 12, 2026 Q4 2025

Ccm Investment Advisers LLC

  • NVDA
  • GOOGL
  • AMZN
  • AVGO
  • AAPL
  • MSFT
  • CAT
Ccm Investment Advisers LLC's Q4 2025 Portfolio
Portfolio Value 1.01 Billion
Stocks 89
Filing on Jan 12, 2026 Q4 2025

Freestate Advisors LLC

  • SPYV
  • VOO
  • SCHF
  • AGG
  • SHYG
  • IGIB
  • AVUV
Freestate Advisors LLC's Q4 2025 Portfolio
Portfolio Value 120 Million
Stocks 41
Filing on Jan 12, 2026 Q4 2025

Robinson Value Management, Ltd.

  • UPRO
  • NEM
  • AMD
  • FISV
  • MDT
  • MTB
  • WFC
Robinson Value Management, Ltd.'s Q4 2025 Portfolio
Portfolio Value 179 Million
Stocks 74
Filing on Jan 12, 2026 Q4 2025

Asset Allocation & Management Company, LLC

  • VTI
  • VOO
  • SPHY
  • SRLN
  • VYM
  • IVV
  • SCHD
Asset Allocation & Management Company, LLC's Q4 2025 Portfolio
Portfolio Value 251 Million
Stocks 94
Filing on Jan 12, 2026 Q4 2025

National Wealth Management Group, LLC

  • IVV
  • NVDA
  • TCHP
  • QQQ
  • QQQM
  • SPLG
  • AAPL
National Wealth Management Group, LLC's Q4 2025 Portfolio
Portfolio Value 289 Billion
Stocks 244
Filing on Jan 12, 2026 Q4 2025

Burns J W & CO Inc

  • AAPL
  • MSFT
  • GOOG
  • V
  • AMZN
  • VTI
  • QQQ
Burns J W & CO Inc's Q4 2025 Portfolio
Portfolio Value 893 Million
Stocks 183
Filing on Jan 12, 2026 Q4 2025

Horizon Financial Services, LLC

  • SPYG
  • SPYV
  • XLK
  • SPSB
  • SCHM
  • SPDW
  • VGSH
Horizon Financial Services, LLC's Q4 2025 Portfolio
Portfolio Value 229 Million
Stocks 404
Filing on Jan 12, 2026 Q4 2025

World Equity Group, Inc.

  • AAPL
  • QQQ
  • MSFT
  • NVDA
  • SPY
  • AMZN
  • GLD
World Equity Group, Inc.'s Q4 2025 Portfolio
Portfolio Value 358 Billion
Stocks 326
Filing on Jan 12, 2026 Q4 2025

Connective Portfolio Management, LLC

  • IAU
  • GLD
  • NVDA
  • GOOGL
  • PHYS
  • MSFT
  • EEM
Connective Portfolio Management, LLC's Q4 2025 Portfolio
Portfolio Value 50 Million
Stocks 38
Filing on Jan 12, 2026 Q4 2025

Heartwood Wealth Advisors LLC

  • VV
  • VB
  • VEA
  • SCHE
  • GDXJ
  • VONE
  • VO
Heartwood Wealth Advisors LLC's Q4 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 202
Filing on Jan 12, 2026 Q4 2025

Holland Advisory Services, Inc.

  • IVV
  • IJH
  • IJR
  • VTI
  • AAPL
  • MSFT
  • IWP
Holland Advisory Services, Inc.'s Q4 2025 Portfolio
Portfolio Value 72.4 Million
Stocks 45
Filing on Jan 12, 2026 Q4 2025

Hwg Holdings LP

  • IVV
  • QQQ
  • GOOGL
  • MSFT
  • NVDA
  • CW
  • AMZN
Hwg Holdings LP's Q4 2025 Portfolio
Portfolio Value 395 Million
Stocks 47
Filing on Jan 12, 2026 Q4 2025

Tilia Fiduciary Partners, Inc.

  • VIGI
  • AAPL
  • MSFT
  • GOOGL
  • AMD
  • BRK-B
  • MCK
Tilia Fiduciary Partners, Inc.'s Q4 2025 Portfolio
Portfolio Value 177 Million
Stocks 115
Filing on Jan 12, 2026 Q4 2025

Physician Wealth Solutions Inc.

  • DFAU
  • DFCF
  • DFIP
  • DFSV
  • AVRE
  • DFIC
  • DFEM
Physician Wealth Solutions Inc.'s Q4 2025 Portfolio
Portfolio Value 236 Billion
Stocks 45