Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 12, 2026 Q4 2025

Wiser Wealth Management, Inc

  • VOO
  • JCPB
  • VEA
  • VGT
  • SLQD
  • BNDX
  • COWZ
Wiser Wealth Management, Inc's Q4 2025 Portfolio
Portfolio Value 441 Million
Stocks 55
Filing on Jan 12, 2026 Q4 2025

Moody National Bank Trust Division

  • VOO
  • VEA
  • NVDA
  • VXF
  • MSFT
  • IVV
  • AAPL
Moody National Bank Trust Division's Q4 2025 Portfolio
Portfolio Value 983 Million
Stocks 794
Filing on Jan 12, 2026 Q4 2025

Schaper Benz & Wise Investment Counsel Inc

  • AAPL
  • GOOG
  • CSCO
  • AXP
  • WAT
  • SYK
  • GOOGL
Schaper Benz & Wise Investment Counsel Inc's Q4 2025 Portfolio
Portfolio Value 1.32 Billion
Stocks 154
Filing on Jan 12, 2026 Q4 2025

Private Wealth Group, LLC

  • SPLG
  • SGOV
  • SPTS
  • SPYV
  • TDIV
  • RSP
  • BRK-B
Private Wealth Group, LLC's Q4 2025 Portfolio
Portfolio Value 207 Million
Stocks 67
Filing on Jan 12, 2026 Q4 2025

Breakthru Advisory Services, LLC

  • IVV
  • SPY
  • XAR
  • SCHZ
  • QTUM
  • IWM
  • BUFR
Breakthru Advisory Services, LLC's Q4 2025 Portfolio
Portfolio Value 156 Billion
Stocks 63
Filing on Jan 12, 2026 Q4 2025

One Advisory Partners, LLC

  • IUSB
  • IVV
  • DYNF
  • IVE
  • IVW
  • SPEM
  • OEF
One Advisory Partners, LLC's Q4 2025 Portfolio
Portfolio Value 276 Million
Stocks 72
Filing on Jan 12, 2026 Q4 2025

Ryan Investment Management, Inc.

  • SGOV
  • EFA
  • IWD
  • IWF
  • BLV
  • SPY
  • QQQ
Ryan Investment Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 181 Billion
Stocks 20
Filing on Jan 12, 2026 Q4 2025

Davenport & CO LLC

  • NOW
  • MSFT
  • AMZN
  • MKL
  • NVDA
  • AAPL
  • BRK-B
Davenport & CO LLC's Q4 2025 Portfolio
Portfolio Value 17.6 Billion
Stocks 1253
Filing on Jan 12, 2026 Q4 2025

Heritage Family Offices, LLP

  • SMMD
  • SPEM
  • EFA
  • USHY
  • IVV
  • AGG
  • AAPL
Heritage Family Offices, LLP's Q4 2025 Portfolio
Portfolio Value 220 Billion
Stocks 202
Filing on Jan 12, 2026 Q4 2025

Howard Financial Services, Ltd.

  • QUAL
  • SCHD
  • SPGP
  • RSP
  • VIG
  • GTO
  • AAPL
Howard Financial Services, Ltd.'s Q4 2025 Portfolio
Portfolio Value 830 Million
Stocks 205
Filing on Jan 12, 2026 Q4 2025

Pensionfund Sabic

  • AAPL
  • MSFT
  • NVDA
  • META
  • AVGO
  • AMZN
  • JPM
Pensionfund Sabic's Q4 2025 Portfolio
Portfolio Value 369 Million
Stocks 221
Filing on Jan 12, 2026 Q4 2025

Ars Wealth Advisors Group, LLC

  • TBUX
  • SPTM
  • XLK
  • AVGO
  • AAPL
  • MSFT
  • AMZN
Ars Wealth Advisors Group, LLC's Q4 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 192
Filing on Jan 12, 2026 Q4 2025

Arkfeld Wealth Strategies, L.L.C.

  • BRK-B
  • AMZN
  • AAPL
  • DINO
  • TJX
  • GOOGL
  • CASY
Arkfeld Wealth Strategies, L.L.C.'s Q4 2025 Portfolio
Portfolio Value 278 Million
Stocks 113
Filing on Jan 12, 2026 Q4 2025

Stolper CO

  • BRK-B
  • JPM
  • AAPL
  • GOOG
  • COF
  • GS
  • CSCO
Stolper CO's Q4 2025 Portfolio
Portfolio Value 339 Million
Stocks 81
Filing on Jan 12, 2026 Q4 2025

Bulwark Capital Corp

  • VTI
  • IVV
  • VMBS
  • VTIP
  • PULS
  • UYLD
  • SCHP
Bulwark Capital Corp's Q4 2025 Portfolio
Portfolio Value 141 Billion
Stocks 101
Filing on Jan 12, 2026 Q4 2025

Kempner Capital Management Inc.

  • MU
  • BSM
  • TSM
  • GOOG
  • CFR
  • TER
  • SHEL
Kempner Capital Management Inc.'s Q4 2025 Portfolio
Portfolio Value 96.6 Million
Stocks 43
Filing on Jan 12, 2026 Q4 2025

Pfw Advisors LLC

  • KO
  • VMC
  • IWF
  • IWD
  • IWR
  • VEA
  • VWO
Pfw Advisors LLC's Q4 2025 Portfolio
Portfolio Value 331 Billion
Stocks 121
Filing on Jan 12, 2026 Q4 2025

Lifelong Wealth Advisors, Inc.

  • GSLC
  • SPLG
  • AVUV
  • IYW
  • IAU
  • DYNF
  • IVE
Lifelong Wealth Advisors, Inc.'s Q4 2025 Portfolio
Portfolio Value 377 Billion
Stocks 89