Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 12, 2026 Q4 2025

Sherrill & Hutchins Financial Advisory, Inc

  • VONE
  • FBND
  • AVUV
  • FLQM
  • SCHK
  • MCBS
  • TSLA
Sherrill & Hutchins Financial Advisory, Inc's Q4 2025 Portfolio
Portfolio Value 141 Billion
Stocks 13
Filing on Jan 12, 2026 Q4 2025

Wealth Management Partners, LLC

  • NVDA
  • QQQ
  • IAU
  • AAPL
  • IVV
  • MSFT
  • DFAS
Wealth Management Partners, LLC's Q4 2025 Portfolio
Portfolio Value 291 Million
Stocks 147
Filing on Jan 12, 2026 Q4 2025

Thrive Wealth Management, LLC

  • SCHG
  • VTV
  • SPY
  • AAPL
  • VUG
  • INTF
  • MDY
Thrive Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 659 Million
Stocks 238
Filing on Jan 12, 2026 Q4 2025

Lee Johnson Capital Management, LLC

  • SGOV
  • BALT
  • NVDA
  • IWM
  • JPM
  • GE
  • AMZN
Lee Johnson Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 259 Million
Stocks 95
Filing on Jan 12, 2026 Q4 2025

Mc Naughton Wealth Management, LLC

  • BND
  • IVW
  • IVE
  • DYNF
  • XLG
  • VO
  • IEMG
Mc Naughton Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 229 Million
Stocks 71
Filing on Jan 12, 2026 Q4 2025

David J Yvars Group

  • IVV
  • QQQ
  • NVDA
  • MSFT
  • IJH
  • XLK
  • IDEV
David J Yvars Group's Q4 2025 Portfolio
Portfolio Value 204 Million
Stocks 94
Filing on Jan 12, 2026 Q4 2025

Orser Capital Management, LLC

  • VGSH
  • NVDA
  • AAPL
  • VCSH
  • GOOGL
  • CRS
  • VOO
Orser Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 165 Million
Stocks 55
Filing on Jan 12, 2026 Q4 2025

Beacon Financial Strategies Corp

  • VTI
  • DFAC
  • VCSH
  • VTV
  • VEA
  • VB
  • VO
Beacon Financial Strategies Corp's Q4 2025 Portfolio
Portfolio Value 179 Billion
Stocks 184
Filing on Jan 12, 2026 Q4 2025

Systrade Ag

  • AMR
  • IBKR
  • UBS
  • CRESY
  • NTRA
  • AMZN
  • LOMA
Systrade Ag's Q4 2025 Portfolio
Portfolio Value 164 Billion
Stocks 15
Filing on Jan 12, 2026 Q4 2025

Kwb Wealth

  • SPYG
  • SPYV
  • SPLG
  • DYNF
  • SPDW
  • SPTI
  • JMBS
Kwb Wealth's Q4 2025 Portfolio
Portfolio Value 891 Million
Stocks 175
Filing on Jan 12, 2026 Q4 2025

Legacy Wealth Asset Management, LLC

  • MLPA
  • NOW
  • WWJD
  • TFLO
  • AVGO
  • AAPL
  • NVDA
Legacy Wealth Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 347 Million
Stocks 365
Filing on Jan 12, 2026 Q4 2025

Contravisory Investment Management, Inc.

  • SPOT
  • TSM
  • NFLX
  • GOOG
  • UBS
  • JPM
  • BAC
Contravisory Investment Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 482 Million
Stocks 361
Filing on Jan 12, 2026 Q4 2025

Bill Few Associates, Inc.

  • AAPL
  • MSFT
  • NVDA
  • GOOG
  • JPM
  • ABBV
  • ORCL
Bill Few Associates, Inc.'s Q4 2025 Portfolio
Portfolio Value 344 Million
Stocks 197
Filing on Jan 12, 2026 Q4 2025

Gilman Hill Asset Management, LLC

  • CWENA
  • VZ
  • SBRA
  • BMY
  • O
  • LAMR
  • D
Gilman Hill Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 593 Million
Stocks 226
Filing on Jan 12, 2026 Q4 2025

Lanham O'Dell & Company, Inc.

  • BRK-B
  • SPY
  • VTI
  • VEU
  • SDY
  • VT
  • VOO
Lanham O'Dell & Company, Inc.'s Q4 2025 Portfolio
Portfolio Value 276 Million
Stocks 40
Filing on Jan 12, 2026 Q4 2025

Round Angle Advisors LLC

  • GLD
  • SLV
  • IJH
  • VTV
  • AAPL
  • AVGO
  • NOBL
Round Angle Advisors LLC's Q4 2025 Portfolio
Portfolio Value 137 Billion
Stocks 59
Filing on Jan 12, 2026 Q4 2025

Tlwm

  • SPY
  • IWV
  • ACWX
  • BSCS
  • BSCQ
  • BSCU
  • BSCT
Tlwm's Q4 2025 Portfolio
Portfolio Value 539 Million
Stocks 72
Filing on Jan 12, 2026 Q4 2025

Dkm Wealth Management, Inc.

  • TBLD
  • IVV
  • ITOT
  • AAPL
  • SYLD
  • QQQ
  • VTI
Dkm Wealth Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 134 Billion
Stocks 75