Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 14, 2026 Q4 2025

Aa Financial Advisors, LLC

  • VB
  • CGDV
  • VT
  • VTI
  • CGCP
  • CGUS
  • CGGR
Aa Financial Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 541 Billion
Stocks 208
Filing on Jan 14, 2026 Q4 2025

Sander Capital Advisors Inc

  • MSFT
  • AAPL
  • AMZN
  • ORCL
  • PANW
  • V
  • MA
Sander Capital Advisors Inc's Q4 2025 Portfolio
Portfolio Value 210 Million
Stocks 12
Filing on Jan 14, 2026 Q4 2025

Global View Capital Management LLC

  • QLD
  • USFR
  • SPLG
  • DDM
  • SSO
  • QQQM
  • IVV
Global View Capital Management LLC's Q4 2025 Portfolio
Portfolio Value 537 Billion
Stocks 137
Filing on Jan 14, 2026 Q4 2025

First City Capital Management, Inc.

  • MSFT
  • SPY
  • VOO
  • NVDA
  • LLY
  • XOM
  • MGMT
First City Capital Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 180 Million
Stocks 156
Filing on Jan 14, 2026 Q4 2025

Org Wealth Partners, LLC

  • BRK-A
  • BRK-B
  • NVDA
  • AAPL
  • ET
  • AMZN
  • XOM
Org Wealth Partners, LLC's Q4 2025 Portfolio
Portfolio Value 270 Million
Stocks 9933
Filing on Jan 14, 2026 Q4 2025

Sterling Investment Advisors LLC

  • IEFA
  • IVV
  • SGOV
  • IEMG
  • VTV
  • LEMB
  • QLTA
Sterling Investment Advisors LLC 's Q4 2025 Portfolio
Portfolio Value 195 Million
Stocks 39
Filing on Jan 14, 2026 Q4 2025

Matthew Goff Investment Advisor, LLC

  • MSFT
  • BRK-B
  • GOOG
  • SPLV
  • BK
  • BAC
  • V
Matthew Goff Investment Advisor, LLC's Q4 2025 Portfolio
Portfolio Value 575 Million
Stocks 87
Filing on Jan 14, 2026 Q4 2025

Neumann Capital Management, LLC

  • NVDA
  • IEFA
  • AAPL
  • SPY
  • ORCL
  • BIV
  • IJR
Neumann Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 339 Million
Stocks 101
Filing on Jan 14, 2026 Q4 2025

Nova Wealth Management, Inc.

  • SPMO
  • IWY
  • UCON
  • QGRO
  • NVDA
  • OEF
  • XSMO
Nova Wealth Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 146 Billion
Stocks 582
Filing on Jan 14, 2026 Q4 2025

Aventus Investment Advisors, Inc.

  • QUAL
  • EFG
  • RYT
  • AGG
  • XLK
  • VGSH
  • XLF
Aventus Investment Advisors, Inc.'s Q4 2025 Portfolio
Portfolio Value 123 Billion
Stocks 147
Filing on Jan 14, 2026 Q4 2025

R.H. Dinel Investment Counsel, Inc.

  • MSFT
  • TMO
  • META
  • ORCL
  • QCOM
  • ADBE
  • AMGN
R.H. Dinel Investment Counsel, Inc.'s Q4 2025 Portfolio
Portfolio Value 133 Million
Stocks 40
Filing on Jan 14, 2026 Q4 2025

Trustees Of Dartmouth College

  • SPY
  • IEMG
  • VTV
  • IJR
  • XOM
  • XLK
Trustees Of Dartmouth College's Q4 2025 Portfolio
Portfolio Value 393 Billion
Stocks 9
Filing on Jan 14, 2026 Q4 2025

Catalyst Private Wealth, LLC

  • IVV
  • ITOT
  • AFRM
  • IXUS
  • DASH
  • VXUS
  • META
Catalyst Private Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 168 Million
Stocks 77
Filing on Jan 14, 2026 Q4 2025

Lantz Financial LLC

  • IVV
  • CGXU
  • MSFT
  • HDV
  • VTI
  • BNOV
  • AAPL
Lantz Financial LLC's Q4 2025 Portfolio
Portfolio Value 434 Million
Stocks 247
Filing on Jan 14, 2026 Q4 2025

Donaldson Capital Management, LLC

  • AVGO
  • AAPL
  • MSFT
  • XLC
  • ABBV
  • ICSH
  • JPM
Donaldson Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 2.81 Billion
Stocks 231
Filing on Jan 14, 2026 Q4 2025

True Mark Investments, LLC

  • SPSB
  • PM
  • MPLX
  • VZ
  • NEE
  • C
  • ENB
True Mark Investments, LLC's Q4 2025 Portfolio
Portfolio Value 523 Billion
Stocks 240
Filing on Jan 14, 2026 Q4 2025

Northwest Wealth Management, LLC

  • VGIT
  • ITOT
  • DFAC
  • VTI
  • VTIP
  • DFSD
  • AVDV
Northwest Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 614 Million
Stocks 250
Filing on Jan 14, 2026 Q4 2025

Alliance Wealth Advisors, LLC

  • DGRO
  • UITB
  • PLTR
  • QQQ
  • VTV
  • AVUV
  • VO
Alliance Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 245 Million
Stocks 156