Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Jan 12, 2026
Q4 2025
Filing on Jan 12, 2026
Q4 2025
Stokes Capital Advisors, LLC
- MSFT
- MINT
- AVGO
- TJX
- JPM
- MCD
- AAPL
Filing on Jan 12, 2026
Q4 2025
Filing on Jan 12, 2026
Q4 2025
Central Valley Advisors, LLC
- AAPL
- VTWO
- VOO
- BALT
- BSCS
- BSCR
- BSCT
Filing on Jan 12, 2026
Q4 2025
Filing on Jan 12, 2026
Q4 2025
Sax Wealth Advisors, LLC
- DFUS
- FBND
- QQQM
- QUAL
- DFAC
- DFAT
- DFIV
Filing on Jan 12, 2026
Q4 2025
Filing on Jan 12, 2026
Q4 2025
Richard P Slaughter Associates Inc
- JIRE
- IWY
- IWX
- GSSC
- AAPL
- AIQ
- MSFT
Filing on Jan 12, 2026
Q4 2025
Client 1 St Advisory Group, LLC
- DFAC
- SPLG
- DFCF
- DFSD
- DFIC
- ESGU
- IUSB
Filing on Jan 12, 2026
Q3 2025
All Square Wealth Management LLC
- VTI
- VCSH
- VEA
- RZV
- BNDX
- VWO
- AAPL
Filing on Jan 12, 2026
Q4 2025
Optivise Advisory Services LLC
- TFLO
- QQH
- LGH
- NEAR
- SPY
- CWB
- MSFT
Filing on Jan 12, 2026
Q4 2025
Canvas Wealth Advisors, LLC
- CTOS
- GOOGL
- MSFT
- AAPL
- ITOT
- NVDA
- AMZN
Filing on Jan 12, 2026
Q4 2025
Cullen Investment Group, Ltd.
- AAPL
- BRK-B
- MSFT
- GOOG
- WMT
- JPM
- AVGO
Filing on Jan 12, 2026
Q4 2025
Evolution Wealth Advisors, LLC
- AAPL
- SPY
- XLK
- XLF
- PAVE
- QQQ
- GLD
Filing on Jan 12, 2026
Q4 2025
Filing on Jan 12, 2026
Q4 2025
Eastover Investment Advisors LLC
- AVGO
- AAPL
- NVDA
- GOOG
- MSFT
- JBL
- AMZN
Filing on Jan 12, 2026
Q4 2025
Filing on Jan 12, 2026
Q4 2025