Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 12, 2026 Q4 2025

Pur Efi Wealth, LLC

  • SYK
  • WMT
  • MSFT
  • AAPL
  • IVV
  • AVGO
  • SPY
Pur Efi Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 131 Billion
Stocks 164
Filing on Jan 12, 2026 Q4 2025

Stokes Capital Advisors, LLC

  • MSFT
  • MINT
  • AVGO
  • TJX
  • JPM
  • MCD
  • AAPL
Stokes Capital Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 411 Million
Stocks 80
Filing on Jan 12, 2026 Q4 2025

Cva Family Office, LLC

  • SCHD
  • FNDF
  • VGT
  • DFAU
  • AVDE
  • AVUS
  • VOO
Cva Family Office, LLC's Q4 2025 Portfolio
Portfolio Value 828 Million
Stocks 1290
Filing on Jan 12, 2026 Q4 2025

Central Valley Advisors, LLC

  • AAPL
  • VTWO
  • VOO
  • BALT
  • BSCS
  • BSCR
  • BSCT
Central Valley Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 335 Billion
Stocks 181
Filing on Jan 12, 2026 Q4 2025

Cordant, Inc.

  • VEA
  • VGSH
  • VTI
  • VWO
  • VCIT
  • VCSH
  • SPY
Cordant, Inc.'s Q4 2025 Portfolio
Portfolio Value 239 Billion
Stocks 68
Filing on Jan 12, 2026 Q4 2025

Sax Wealth Advisors, LLC

  • DFUS
  • FBND
  • QQQM
  • QUAL
  • DFAC
  • DFAT
  • DFIV
Sax Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 2.07 Billion
Stocks 489
Filing on Jan 12, 2026 Q4 2025

Defender Capital, Llc.

  • BRK-B
  • PLTR
  • DHR
  • AXON
  • MNST
  • TDY
  • STAA
Defender Capital, Llc.'s Q4 2025 Portfolio
Portfolio Value 309 Billion
Stocks 38
Filing on Jan 12, 2026 Q4 2025

Richard P Slaughter Associates Inc

  • JIRE
  • IWY
  • IWX
  • GSSC
  • AAPL
  • AIQ
  • MSFT
Richard P Slaughter Associates Inc's Q4 2025 Portfolio
Portfolio Value 343 Million
Stocks 109
Filing on Jan 12, 2026 Q4 2025

Client 1 St Advisory Group, LLC

  • DFAC
  • SPLG
  • DFCF
  • DFSD
  • DFIC
  • ESGU
  • IUSB
Client 1 St Advisory Group, LLC's Q4 2025 Portfolio
Portfolio Value 320 Million
Stocks 144
Filing on Jan 12, 2026 Q3 2025

All Square Wealth Management LLC

  • VTI
  • VCSH
  • VEA
  • RZV
  • BNDX
  • VWO
  • AAPL
All Square Wealth Management LLC's Q3 2025 Portfolio
Portfolio Value 186 Million
Stocks 539
Filing on Jan 12, 2026 Q4 2025

Optivise Advisory Services LLC

  • TFLO
  • QQH
  • LGH
  • NEAR
  • SPY
  • CWB
  • MSFT
Optivise Advisory Services LLC's Q4 2025 Portfolio
Portfolio Value 173 Billion
Stocks 199
Filing on Jan 12, 2026 Q4 2025

Canvas Wealth Advisors, LLC

  • CTOS
  • GOOGL
  • MSFT
  • AAPL
  • ITOT
  • NVDA
  • AMZN
Canvas Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 576 Million
Stocks 222
Filing on Jan 12, 2026 Q4 2025

Cullen Investment Group, Ltd.

  • AAPL
  • BRK-B
  • MSFT
  • GOOG
  • WMT
  • JPM
  • AVGO
Cullen Investment Group, Ltd.'s Q4 2025 Portfolio
Portfolio Value 771 Billion
Stocks 176
Filing on Jan 12, 2026 Q4 2025

Evolution Wealth Advisors, LLC

  • AAPL
  • SPY
  • XLK
  • XLF
  • PAVE
  • QQQ
  • GLD
Evolution Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 1.02 Billion
Stocks 166
Filing on Jan 12, 2026 Q4 2025

Myecfo, LLC

  • SCHB
  • VEA
  • CMF
  • SCHF
  • SCHZ
  • VWO
  • VT
Myecfo, LLC's Q4 2025 Portfolio
Portfolio Value 236 Billion
Stocks 64
Filing on Jan 12, 2026 Q4 2025

Eastover Investment Advisors LLC

  • AVGO
  • AAPL
  • NVDA
  • GOOG
  • MSFT
  • JBL
  • AMZN
Eastover Investment Advisors LLC's Q4 2025 Portfolio
Portfolio Value 223 Million
Stocks 47
Filing on Jan 12, 2026 Q4 2025

Bath Savings Trust CO

  • AAPL
  • TJX
  • MA
  • GOOGL
  • MSFT
  • SYK
  • INTU
Bath Savings Trust CO's Q4 2025 Portfolio
Portfolio Value 988 Million
Stocks 271
Filing on Jan 12, 2026 Q4 2025

Auour Investments LLC

  • SPLG
  • SPDW
  • BIL
  • VEA
  • SPIB
  • SPYV
  • VNLA
Auour Investments LLC's Q4 2025 Portfolio
Portfolio Value 292 Million
Stocks 89