Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 08, 2026 Q4 2025

Websterrogers Financial Advisors, LLC

  • VUG
  • AVUS
  • DIHP
  • AVDE
  • AVEM
  • DUHP
  • AVIV
Websterrogers Financial Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 333 Million
Stocks 94
Filing on Jan 08, 2026 Q4 2025

Genesis Private Wealth, LLC

  • IWF
  • IVV
  • FBND
  • IWD
  • GLD
  • CGGR
  • PTRB
Genesis Private Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 322 Billion
Stocks 180
Filing on Jan 08, 2026 Q4 2025

Oliver Luxxe Assets LLC

  • GLD
  • GOOGL
  • MS
  • C
  • MMM
  • PM
  • GE
Oliver Luxxe Assets LLC's Q4 2025 Portfolio
Portfolio Value 585 Million
Stocks 189
Filing on Jan 08, 2026 Q4 2025

Wedmont Private Capital

  • VEA
  • VWO
  • VTI
  • VOO
  • IEFA
  • VTC
  • GOVT
Wedmont Private Capital's Q4 2025 Portfolio
Portfolio Value 2.73 Billion
Stocks 806
Filing on Jan 08, 2026 Q4 2025

Old Port Advisors

  • MSFT
  • IAU
  • AAPL
  • VSLU
  • STX
  • JPM
  • BRK-B
Old Port Advisors's Q4 2025 Portfolio
Portfolio Value 407 Billion
Stocks 231
Filing on Jan 08, 2026 Q4 2025

Sincerus Advisory, LLC

  • SPY
  • EFA
  • IWR
  • MUB
  • VEA
  • IWM
  • AGG
Sincerus Advisory, LLC's Q4 2025 Portfolio
Portfolio Value 119 Million
Stocks 75
Filing on Jan 08, 2026 Q4 2025

Profit Investment Management, LLC

  • GOOGL
  • NVDA
  • AAPL
  • AXP
  • MSFT
  • GS
  • NFLX
Profit Investment Management, LLC's Q4 2025 Portfolio
Portfolio Value 24.2 Million
Stocks 35
Filing on Jan 08, 2026 Q4 2025

Sl Advisors, LLC

  • ET
  • NEXT
  • WMB
  • LNG
  • USAI
  • TRGP
  • OKE
Sl Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 49.1 Million
Stocks 32
Filing on Jan 08, 2026 Q4 2025

Sanders Morris Harris LLC

  • QQQ
  • VOXCF
  • BABA
  • SLB
  • GDX
  • VNET
  • KYN
Sanders Morris Harris LLC's Q4 2025 Portfolio
Portfolio Value 64.7 Billion
Stocks 35
Filing on Jan 08, 2026 Q4 2025

Signet Financial Management, LLC

  • SPYG
  • AAPL
  • SPYV
  • VUG
  • GOOG
  • AVGO
  • SPMB
Signet Financial Management, LLC's Q4 2025 Portfolio
Portfolio Value 839 Million
Stocks 287
Filing on Jan 08, 2026 Q4 2025

Sar Wealth Management Group, LLC

  • FV
  • FBND
  • VTI
  • RSP
  • SDY
  • SCHD
  • ITOT
Sar Wealth Management Group, LLC's Q4 2025 Portfolio
Portfolio Value 182 Billion
Stocks 58
Filing on Jan 08, 2026 Q4 2025

Maridea Wealth Management LLC

  • BIL
  • WBIL
  • WBIG
  • WBIF
  • WBIY
  • SGOV
  • NVDA
Maridea Wealth Management LLC's Q4 2025 Portfolio
Portfolio Value 666 Billion
Stocks 402
Filing on Jan 08, 2026 Q4 2025

Mkt Advisors LLC

  • SPY
  • VOO
  • IBTH
  • IBTI
  • IBTG
  • DIA
  • IBTJ
Mkt Advisors LLC's Q4 2025 Portfolio
Portfolio Value 289 Million
Stocks 163
Filing on Jan 08, 2026 Q4 2025

Hutchens & Kramer Investment Management Group, LLC

  • AVUS
  • DFAC
  • BOND
  • DFIC
  • SGOV
  • TFLO
  • AVDE
Hutchens & Kramer Investment Management Group, LLC's Q4 2025 Portfolio
Portfolio Value 247 Million
Stocks 177
Filing on Jan 08, 2026 Q4 2025

Choice Wealth Advisors, LLC

  • SPYV
  • DGRW
  • SPYG
  • JIRE
  • IHDG
  • JCPB
  • JHMM
Choice Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 232 Million
Stocks 33
Filing on Jan 08, 2026 Q4 2025

Gsg Advisors LLC

  • VTI
  • VYM
  • SCHB
  • AAPL
  • SCHD
  • RDVY
  • QUAL
Gsg Advisors LLC's Q4 2025 Portfolio
Portfolio Value 387 Billion
Stocks 134
Filing on Jan 08, 2026 Q4 2025

Lincoln Capital LLC

  • BRK-B
  • GOOGL
  • BRK-A
  • MKL
  • MA
  • COST
  • MSFT
Lincoln Capital LLC's Q4 2025 Portfolio
Portfolio Value 522 Million
Stocks 131
Filing on Jan 08, 2026 Q4 2025

Sprinkle Financial Consultants LLC

  • SCHX
  • JGRO
  • IJR
  • OKE
  • DFUV
  • JPSE
  • JCPB
Sprinkle Financial Consultants LLC's Q4 2025 Portfolio
Portfolio Value 197 Billion
Stocks 88