Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 12, 2026 Q4 2025

Pioneer Wealth Management Group

  • DFAU
  • DFAI
  • SCHZ
  • VCIT
  • DFCF
  • DFAE
  • SCHH
Pioneer Wealth Management Group's Q4 2025 Portfolio
Portfolio Value 329 Billion
Stocks 53
Filing on Jan 12, 2026 Q4 2025

Abound Wealth Management

  • IJR
  • AGG
  • VEA
  • IVV
  • VV
  • IEMG
  • SCHX
Abound Wealth Management's Q4 2025 Portfolio
Portfolio Value 427 Billion
Stocks 1432
Filing on Jan 12, 2026 Q4 2025

Certified Advisory Corp

  • VUG
  • QQQ
  • COWZ
  • VTV
  • IVV
  • FNDX
  • FBND
Certified Advisory Corp's Q4 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 317
Filing on Jan 12, 2026 Q4 2025

Amplius Wealth Advisors, LLC

  • PVAL
  • RECS
  • TMFC
  • STIP
  • JHMM
  • IOO
  • GSST
Amplius Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 858 Million
Stocks 177
Filing on Jan 12, 2026 Q4 2025

Meadowbrook Wealth Management, LLC

  • AMZN
  • SHOP
  • APP
  • ABBV
  • NVDA
  • LLY
  • GE
Meadowbrook Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 87.6 Billion
Stocks 66
Filing on Jan 12, 2026 Q4 2025

Kaydan Wealth Management, Inc.

  • VEA
  • IAU
  • VTV
  • ITOT
  • IEF
  • FTSM
  • RSP
Kaydan Wealth Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 346 Billion
Stocks 112
Filing on Jan 12, 2026 Q4 2025

Hummer Financial Advisory Services Inc

  • SPY
  • ACN
  • MDY
  • AMZN
  • MSFT
  • GWW
  • VB
Hummer Financial Advisory Services Inc's Q4 2025 Portfolio
Portfolio Value 131 Million
Stocks 117
Filing on Jan 12, 2026 Q4 2025

Founders Grove Wealth Partners, LLC

  • VEA
  • BIL
  • VUG
  • VGT
  • LLY
  • VV
  • IVW
Founders Grove Wealth Partners, LLC's Q4 2025 Portfolio
Portfolio Value 445 Billion
Stocks 151
Filing on Jan 12, 2026 Q4 2025

Perennial Advisors, LLC

  • MSFT
  • AAPL
  • GOOG
  • BRK-A
  • NVDA
  • APH
  • AMZN
Perennial Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 580 Million
Stocks 127
Filing on Jan 12, 2026 Q4 2025

Daymark Wealth Partners, LLC

  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • GOOGL
  • VOO
  • JPM
Daymark Wealth Partners, LLC's Q4 2025 Portfolio
Portfolio Value 2.95 Billion
Stocks 603
Filing on Jan 12, 2026 Q4 2025

Gen Wealth Group, Inc.

  • IAU
  • SCHV
  • VUG
  • IEF
  • VOO
  • IWP
  • IJH
Gen Wealth Group, Inc.'s Q4 2025 Portfolio
Portfolio Value 592 Million
Stocks 83
Filing on Jan 12, 2026 Q4 2025

Czech National Bank

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • AVGO
  • GOOGL
  • GOOG
Czech National Bank's Q4 2025 Portfolio
Portfolio Value 14.9 Billion
Stocks 503
Filing on Jan 12, 2026 Q4 2025

Silverberg Bernstein Capital Management LLC

  • MTSI
  • PDFS
  • HLIT
  • PTC
  • ADI
  • TXN
  • GSIT
Silverberg Bernstein Capital Management LLC's Q4 2025 Portfolio
Portfolio Value 173 Billion
Stocks 66
Filing on Jan 12, 2026 Q4 2025

Hillcrest Wealth Advisors Ny, LLC

  • VOO
  • IWM
  • VEA
  • VEU
  • IWN
  • SPY
  • IWO
Hillcrest Wealth Advisors Ny, LLC's Q4 2025 Portfolio
Portfolio Value 229 Million
Stocks 52
Filing on Jan 12, 2026 Q4 2025

First Bank & Trust

  • VTI
  • VEA
  • AGG
  • VWO
  • VOO
  • MSFT
  • NOW
First Bank & Trust's Q4 2025 Portfolio
Portfolio Value 605 Million
Stocks 408
Filing on Jan 12, 2026 Q4 2025

Pensionfund Dsm Netherlands

  • PLD
  • EQIX
  • WELL
  • O
  • SPG
  • DLR
  • PSA
Pensionfund Dsm Netherlands's Q4 2025 Portfolio
Portfolio Value 152 Million
Stocks 76
Filing on Jan 12, 2026 Q4 2025

Avanza Fonder Ab

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • GOOG
  • TSLA
Avanza Fonder Ab's Q4 2025 Portfolio
Portfolio Value 3.94 Trillion
Stocks 849
Filing on Jan 12, 2026 Q4 2025

M & L Capital Management LTD

  • NVDA
  • MSFT
  • AVGO
  • SNPS
  • HOOD
  • LITE
  • ROBO
M & L Capital Management LTD's Q4 2025 Portfolio
Portfolio Value 480 Billion
Stocks 25