Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 13, 2026 Q4 2025

Stephens Consulting, LLC

  • VOO
  • BND
  • VO
  • VTV
  • JMUB
  • VB
  • AVUV
Stephens Consulting, LLC's Q4 2025 Portfolio
Portfolio Value 309 Billion
Stocks 476
Filing on Jan 13, 2026 Q4 2025

Trust Point Inc.

  • VIG
  • ISTB
  • VV
  • PFG
  • PWR
  • AAPL
  • NVDA
Trust Point Inc.'s Q4 2025 Portfolio
Portfolio Value 1.27 Trillion
Stocks 600
Filing on Jan 13, 2026 Q4 2025

Global X Japan Co., Ltd.

  • NVDA
  • AAPL
  • AVGO
  • MSFT
  • META
  • TSLA
  • PLTR
Global X Japan Co., Ltd.'s Q4 2025 Portfolio
Portfolio Value 1.31 Trillion
Stocks 332
Filing on Jan 13, 2026 Q4 2025

Avaii Wealth Management, LLC

  • CGDV
  • IVV
  • TDIV
  • NVDA
  • TSLA
  • IAU
  • JPM
Avaii Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 232 Million
Stocks 144
Filing on Jan 13, 2026 Q4 2025

Core Cap Advisors, LLC

  • SPYG
  • VTI
  • XLK
  • BND
  • VOO
  • QQQ
  • SPYV
Core Cap Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 2.81 Billion
Stocks 2951
Filing on Jan 13, 2026 Q4 2025

Matrix Trust CO

  • ILCV
  • SCHF
  • VEA
  • VWO
  • SCHX
  • SCHP
  • IVV
Matrix Trust CO's Q4 2025 Portfolio
Portfolio Value 606 Million
Stocks 222
Filing on Jan 13, 2026 Q4 2025

Shearwater Capital LLC

  • DFAC
  • DFAX
  • DFIV
  • DOCU
  • DFUV
  • DFAT
  • AMZN
Shearwater Capital LLC's Q4 2025 Portfolio
Portfolio Value 168 Million
Stocks 53
Filing on Jan 13, 2026 Q4 2025

Ausbil Investment Management LTD

  • NEE
  • CSX
  • NSC
  • ETR
  • LNG
  • ES
  • WMB
Ausbil Investment Management LTD's Q4 2025 Portfolio
Portfolio Value 176 Billion
Stocks 68
Filing on Jan 13, 2026 Q4 2025

Mather Group, Llc.

  • SCHG
  • SCHV
  • VGK
  • VPL
  • DFAE
  • VMBS
  • SPTI
Mather Group, Llc.'s Q4 2025 Portfolio
Portfolio Value 9.52 Billion
Stocks 646
Filing on Jan 13, 2026 Q4 2025

Sharkey, Howes & Javer

  • IVV
  • DYNF
  • IUSB
  • IVE
  • IVW
  • QUAL
  • EFV
Sharkey, Howes & Javer's Q4 2025 Portfolio
Portfolio Value 693 Million
Stocks 160
Filing on Jan 13, 2026 Q4 2025

Alta Partners Management Company, L.P.

  • TYRA
  • VIR
Alta Partners Management Company, L.P.'s Q4 2025 Portfolio
Portfolio Value 104 Billion
Stocks 2
Filing on Jan 13, 2026 Q4 2025

Charlie Munger

Daily Journal Corp
  • WFC
  • BAC
  • BABA
  • USB
Charlie Munger's Q4 2025 Portfolio
Portfolio Value 257 Million
Stocks 4
Filing on Jan 13, 2026 Q4 2025

Granite Group Advisors, LLC

  • DIS
  • MSFT
  • AAPL
  • ITT
  • PNC
  • JPM
  • MS
Granite Group Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 177 Billion
Stocks 90
Filing on Jan 13, 2026 Q4 2025

Sage Advisors, LLC

  • ORCC
  • LLY
  • ARCC
  • BNL
  • AAPL
  • AMZN
  • BRK-B
Sage Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 151 Billion
Stocks 48
Filing on Jan 13, 2026 Q4 2025

Fsa Investment Group, LLC

  • SCHX
  • RSP
  • SCHP
  • VTHR
  • BAR
  • AGG
  • VXUS
Fsa Investment Group, LLC's Q4 2025 Portfolio
Portfolio Value 164 Billion
Stocks 38
Filing on Jan 13, 2026 Q4 2025

Geremia Financial Services, LLC

  • NVDA
  • GS
  • AAPL
  • F
  • META
  • SOXX
  • MSFT
Geremia Financial Services, LLC's Q4 2025 Portfolio
Portfolio Value 121 Billion
Stocks 10
Filing on Jan 13, 2026 Q4 2025

Value Holdings Management Co. LLC

  • EME
  • ROL
  • PRIM
  • WAB
  • MKSI
  • XOM
  • MTDR
Value Holdings Management Co. LLC's Q4 2025 Portfolio
Portfolio Value 598 Million
Stocks 29
Filing on Jan 13, 2026 Q4 2025

Corbyn Investment Management Inc

  • EME
  • RSG
  • MYRG
  • KBR
  • GOOG
  • JCI
  • WRB
Corbyn Investment Management Inc's Q4 2025 Portfolio
Portfolio Value 192 Million
Stocks 69