Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 08, 2026 Q4 2025

Centerline Wealth Advisors, LLC

  • FBCG
  • DYNF
  • TTAC
  • JAVA
  • NETZ
  • IEMG
  • FBND
Centerline Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 276 Billion
Stocks 60
Filing on Jan 08, 2026 Q4 2025

Fulton Bank, N.A.

  • AAPL
  • NVDA
  • MSFT
  • VOO
  • IVV
  • DUHP
  • IWF
Fulton Bank, N.A.'s Q4 2025 Portfolio
Portfolio Value 1.37 Billion
Stocks 1024
Filing on Jan 08, 2026 Q4 2025

Baker Tilly Wealth Management, LLC

  • VOO
  • PVAL
  • NVDA
  • MSFT
  • DFAT
  • QQQ
  • DFIV
Baker Tilly Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 377 Million
Stocks 284
Filing on Jan 08, 2026 Q4 2025

O'Keefe Stevens Advisory, Inc.

  • NVDA
  • GLW
  • QCOM
  • HCC
  • ELY
  • AER
  • L
O'Keefe Stevens Advisory, Inc.'s Q4 2025 Portfolio
Portfolio Value 360 Million
Stocks 66
Filing on Jan 08, 2026 Q4 2025

Traveka Wealth, LLC

  • IVV
  • VBR
  • VTV
  • VOO
  • NVDA
  • IXUS
  • AAPL
Traveka Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 246 Billion
Stocks 188
Filing on Jan 08, 2026 Q4 2025

Bayshore Asset Management, LLC

  • DFAT
  • DFAC
  • DFUV
  • DFIV
  • AVIV
  • AVDV
  • DFUS
Bayshore Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 238 Million
Stocks 42
Filing on Jan 08, 2026 Q4 2025

Firethorn Wealth Partners, LLC

  • JAAA
  • DFAC
  • DFAU
  • DYNF
  • AAPL
  • IVE
  • IVW
Firethorn Wealth Partners, LLC's Q4 2025 Portfolio
Portfolio Value 240 Million
Stocks 190
Filing on Jan 08, 2026 Q4 2025

Spartan Planning & Wealth Management

  • SPTM
  • IEI
  • NVDA
  • HEGD
  • AAPL
  • SPDW
  • AMZN
Spartan Planning & Wealth Management's Q4 2025 Portfolio
Portfolio Value 130 Million
Stocks 79
Filing on Jan 08, 2026 Q4 2025

Kearns & Associates LLC

  • VTI
  • VOO
  • VEA
  • VB
  • SPY
  • VWO
  • AAPL
Kearns & Associates LLC's Q4 2025 Portfolio
Portfolio Value 190 Million
Stocks 40
Filing on Jan 08, 2026 Q4 2025

Bennett Selby Investments LP

  • GOOG
  • AAPL
  • META
  • BKNG
  • V
  • BRK-B
  • MA
Bennett Selby Investments LP's Q4 2025 Portfolio
Portfolio Value 299 Million
Stocks 83
Filing on Jan 08, 2026 Q4 2025

Threadgill Financial, LLC

  • VT
  • VEU
  • AZO
  • IBDS
  • V
  • MA
  • AMZN
Threadgill Financial, LLC's Q4 2025 Portfolio
Portfolio Value 237 Million
Stocks 55
Filing on Jan 08, 2026 Q4 2025

Ulland Investment Advisors, LLC

  • GOOG
  • NVDA
  • META
  • AXON
  • QQQ
  • VRT
  • JEPI
Ulland Investment Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 125 Million
Stocks 218
Filing on Jan 08, 2026 Q4 2025

Financial Management Network Inc

  • IVV
  • MOAT
  • AVUV
  • IJH
  • IJR
  • AVDV
  • VCIT
Financial Management Network Inc's Q4 2025 Portfolio
Portfolio Value 516 Million
Stocks 186
Filing on Jan 08, 2026 Q4 2025

Dagco, Inc.

  • SPTS
  • DGRO
  • VUG
  • VYM
  • IVV
  • SCHG
  • SCHD
Dagco, Inc.'s Q4 2025 Portfolio
Portfolio Value 416 Million
Stocks 380
Filing on Jan 08, 2026 Q4 2025

Stephens Group Asset Management, LLC

  • VOE
  • VTV
  • VUG
  • VOT
  • IWS
  • SPTI
  • IWD
Stephens Group Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 26
Filing on Jan 08, 2026 Q4 2025

Elmwood Wealth Management, Inc.

  • VEA
  • AAPL
  • TFLO
  • JMST
  • JPST
  • LOUP
  • NVDA
Elmwood Wealth Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 280 Million
Stocks 174
Filing on Jan 08, 2026 Q4 2025

Aurora Investment Managers, Llc.

  • KWEB
  • BABA
  • BIL
  • META
  • AAPL
  • MSFT
  • GOOGL
Aurora Investment Managers, Llc.'s Q4 2025 Portfolio
Portfolio Value 176 Million
Stocks 45
Filing on Jan 08, 2026 Q4 2025

Versant Capital Management, Inc

  • AVDE
  • GUNR
  • DFAC
  • AVEM
  • MSFT
  • GDX
  • IXC
Versant Capital Management, Inc's Q4 2025 Portfolio
Portfolio Value 750 Million
Stocks 2639