Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 08, 2026 Q4 2025

Teamwork Financial Advisors, LLC

  • AAPL
  • AMZN
  • NVDA
  • MSFT
  • BIL
  • CGDV
  • META
Teamwork Financial Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 863 Million
Stocks 205
Filing on Jan 08, 2026 Q4 2025

Zynergy Retirement Planning Llc

  • IVV
  • SCHZ
  • SCHF
  • SCHA
  • SCHH
  • SCHO
  • SCHP
Zynergy Retirement Planning Llc's Q4 2025 Portfolio
Portfolio Value 163 Billion
Stocks 27
Filing on Jan 08, 2026 Q4 2025

Lwm Advisors Inc

  • IWD
  • IWF
  • EFA
  • SHY
  • IWO
  • IWN
  • EEM
Lwm Advisors Inc's Q4 2025 Portfolio
Portfolio Value 114 Billion
Stocks 29
Filing on Jan 08, 2026 Q4 2025

Independence Wealth Advisors, LLC

  • CTA
  • XLK
  • GLD
  • SPLG
  • XLY
  • XLV
  • SPTI
Independence Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 178 Billion
Stocks 83
Filing on Jan 08, 2026 Q4 2025

Tactive Advisors, LLC

  • FMIL
  • SPY
  • RAVI
  • VOO
  • DBEF
  • NVDA
  • JPEM
Tactive Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 341 Billion
Stocks 255
Filing on Jan 08, 2026 Q4 2025

Marshall Financial Group LLC

  • OBND
  • DIVO
  • QQQ
  • SCHR
  • LGOV
  • NVDA
  • AAPL
Marshall Financial Group LLC's Q4 2025 Portfolio
Portfolio Value 460 Million
Stocks 288
Filing on Jan 08, 2026 Q4 2025

Zrc Wealth Management, LLC

  • IUSB
  • FNDX
  • IUSG
  • AVDE
  • SCHX
  • VO
  • AAPL
Zrc Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 282 Billion
Stocks 959
Filing on Jan 08, 2026 Q4 2025

Montecito Bank & Trust

  • IWF
  • NVDA
  • MSFT
  • IVV
  • BIV
  • AGG
  • VGSH
Montecito Bank & Trust's Q4 2025 Portfolio
Portfolio Value 617 Million
Stocks 441
Filing on Jan 08, 2026 Q4 2025

Brave Asset Management Inc

  • XLK
  • EFV
  • AGG
  • AAPL
  • MSFT
  • VOO
  • SPY
Brave Asset Management Inc's Q4 2025 Portfolio
Portfolio Value 463 Million
Stocks 168
Filing on Jan 08, 2026 Q4 2025

Somnio Financial Group, LLC

  • IVV
  • VEU
  • VO
  • AGG
  • VNQ
  • IJR
  • JNK
Somnio Financial Group, LLC's Q4 2025 Portfolio
Portfolio Value 151 Billion
Stocks 14
Filing on Jan 08, 2026 Q4 2025

Ridgeline Wealth, LLC

  • SPLG
  • DFIC
  • AVLV
  • DFUS
  • AVUS
  • JAAA
  • OEF
Ridgeline Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 144 Billion
Stocks 52
Filing on Jan 08, 2026 Q4 2025

Goodman Financial Corp

  • SPDW
  • VCSH
  • VMBS
  • WYNN
  • AMZN
  • SCHW
  • PSN
Goodman Financial Corp's Q4 2025 Portfolio
Portfolio Value 479 Million
Stocks 71
Filing on Jan 08, 2026 Q4 2025

Pmv Capital Advisers, LLC

  • IVV
  • CTA
  • UGL
  • BTAL
  • GLD
  • QQQ
  • SSO
Pmv Capital Advisers, LLC's Q4 2025 Portfolio
Portfolio Value 54.9 Billion
Stocks 86
Filing on Jan 08, 2026 Q4 2025

Tompkins Financial Corp

  • IWL
  • VTHR
  • TMP
  • MSFT
  • NVDA
  • AAPL
  • VEA
Tompkins Financial Corp's Q4 2025 Portfolio
Portfolio Value 1.26 Billion
Stocks 827
Filing on Jan 08, 2026 Q4 2025

Sentinel Wealth Management, Inc.

  • IWB
  • DFAS
  • AVLV
  • DFSV
  • DFAI
  • VONV
  • AVRE
Sentinel Wealth Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 118 Million
Stocks 38
Filing on Jan 08, 2026 Q4 2025

Asempa Wealth Advisors

  • IVV
  • OEF
  • ACWX
  • SPLG
  • IVW
  • VUG
  • ILCG
Asempa Wealth Advisors's Q4 2025 Portfolio
Portfolio Value 116 Billion
Stocks 113
Filing on Jan 08, 2026 Q4 2025

Adirondack Trust CO

  • SPY
  • AAPL
  • NVDA
  • MSFT
  • AMZN
  • VTHR
  • JPM
Adirondack Trust CO's Q4 2025 Portfolio
Portfolio Value 297 Million
Stocks 624
Filing on Jan 08, 2026 Q4 2025

Norway Savings Bank

  • AAPL
  • GOOGL
  • MSFT
  • NVDA
  • AMZN
  • JPM
  • APH
Norway Savings Bank's Q4 2025 Portfolio
Portfolio Value 209 Million
Stocks 177