Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 12, 2026 Q4 2025

Signal Advisors Wealth, LLC

  • SPLG
  • ACIO
  • VEA
  • AAPL
  • BKAG
  • NVDA
  • DRSK
Signal Advisors Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 1.26 Trillion
Stocks 504
Filing on Jan 12, 2026 Q4 2025

Roberts Wealth Advisors, LLC

  • JPST
  • JSCP
  • AAPL
  • GOOG
  • MSFT
  • VB
  • AMZN
Roberts Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 363 Million
Stocks 99
Filing on Jan 12, 2026 Q4 2025

Define Financial, LLC

  • AVUV
  • VTIP
  • AVDV
  • VTI
  • VEU
  • VNQ
  • AVEM
Define Financial, LLC's Q4 2025 Portfolio
Portfolio Value 176 Billion
Stocks 43
Filing on Jan 12, 2026 Q4 2025

Wynn Capital, LLC

  • SCHB
  • MSFT
  • TSLA
  • GOOG
  • AAPL
  • JPM
  • META
Wynn Capital, LLC's Q4 2025 Portfolio
Portfolio Value 206 Billion
Stocks 109
Filing on Jan 12, 2026 Q4 2025

Peak Financial Advisors LLC

  • GLDM
  • CTA
  • EMB
  • INDA
  • AMZN
  • SPMO
  • IGV
Peak Financial Advisors LLC's Q4 2025 Portfolio
Portfolio Value 153 Million
Stocks 87
Filing on Jan 12, 2026 Q4 2025

Silverleafe Capital Partners, LLC

  • QQQ
  • IVV
  • BRK-A
  • WEST
  • FDX
  • AAPL
  • AGG
Silverleafe Capital Partners, LLC's Q4 2025 Portfolio
Portfolio Value 308 Million
Stocks 98
Filing on Jan 12, 2026 Q4 2025

Kopp Family Office, LLC

  • VEA
  • RSP
  • VWO
  • IJH
  • AGG
  • XMTR
  • ATEC
Kopp Family Office, LLC's Q4 2025 Portfolio
Portfolio Value 152 Million
Stocks 21
Filing on Jan 12, 2026 Q4 2025

Perkins Coie Trust CO

  • VEA
  • VO
  • MSFT
  • AAPL
  • VONG
  • VTV
  • GOOGL
Perkins Coie Trust CO's Q4 2025 Portfolio
Portfolio Value 515 Million
Stocks 273
Filing on Jan 12, 2026 Q4 2025

Benin Management Corp

  • SPY
  • MSFT
  • AAPL
  • QQQ
  • V
  • DIA
  • GOOG
Benin Management Corp's Q4 2025 Portfolio
Portfolio Value 433 Million
Stocks 138
Filing on Jan 12, 2026 Q4 2025

Cisco Systems, Inc.

  • ITOT
  • IVV
Cisco Systems, Inc.'s Q4 2025 Portfolio
Portfolio Value 249 Million
Stocks 4
Filing on Jan 12, 2026 Q4 2025

Kozak & Associates, Inc.

  • IETC
  • RWL
  • SPY
  • QQQ
  • IYG
  • SPYG
  • IYJ
Kozak & Associates, Inc.'s Q4 2025 Portfolio
Portfolio Value 500 Million
Stocks 432
Filing on Jan 12, 2026 Q4 2025

Castleview Partners, LLC

  • AAPL
  • COP
  • HD
  • AMGN
  • JPST
  • SPY
  • TSLA
Castleview Partners, LLC's Q4 2025 Portfolio
Portfolio Value 145 Million
Stocks 197
Filing on Jan 12, 2026 Q3 2025

Aquamarine Financial (Cayman) LTD

  • BBD
  • YPF
  • GGB
  • BSBR
  • GGAL
  • BMA
  • CSAN
Aquamarine Financial (Cayman) LTD's Q3 2025 Portfolio
Portfolio Value 975 Billion
Stocks 11
Filing on Jan 12, 2026 Q4 2025

Rempart Asset Management Inc.

  • MSFT
  • RY
  • TMO
  • COST
  • JCI
  • NVT
  • JPM
Rempart Asset Management Inc.'s Q4 2025 Portfolio
Portfolio Value 501 Million
Stocks 35
Filing on Jan 12, 2026 Q4 2025

Thompson Davis & Co., Inc.

  • SMID
  • CSL
  • DOV
  • VOO
  • SHW
  • FIX
  • JPST
Thompson Davis & Co., Inc.'s Q4 2025 Portfolio
Portfolio Value 159 Million
Stocks 157
Filing on Jan 12, 2026 Q4 2025

Paragon Advisors, LLC

  • QQQM
  • NOW
  • AVGO
  • TQQQ
  • NVDA
  • QQQ
  • JAAA
Paragon Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 339 Million
Stocks 81
Filing on Jan 12, 2026 Q4 2025

Ffg Retirement Advisors LLC

  • SCHZ
  • SPLG
  • IUSB
  • JHMB
  • VYM
  • XTEN
  • DTD
Ffg Retirement Advisors LLC's Q4 2025 Portfolio
Portfolio Value 161 Billion
Stocks 44
Filing on Jan 12, 2026 Q4 2025

Sentinel Pension Advisors Inc

  • BKLC
  • SPY
  • JCPB
  • BKIE
  • GLDM
  • SPTI
  • FBND
Sentinel Pension Advisors Inc's Q4 2025 Portfolio
Portfolio Value 587 Million
Stocks 131