Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 08, 2026 Q4 2025

Peoples Bank/Ks

  • MSFT
  • BRK-B
  • GOOGL
  • AAPL
  • QQQ
  • WFC
  • PFF
Peoples Bank/Ks's Q4 2025 Portfolio
Portfolio Value 99.5 Billion
Stocks 98
Filing on Jan 08, 2026 Q4 2025

Gryphon Financial Partners LLC

  • IVV
  • AAPL
  • VTI
  • MSFT
  • NVDA
  • SPY
  • WBD
Gryphon Financial Partners LLC's Q4 2025 Portfolio
Portfolio Value 911 Million
Stocks 350
Filing on Jan 08, 2026 Q4 2025

Wealth Enhancement Advisory Services, LLC

  • IVV
  • AVGO
  • AAPL
  • AGG
  • MSFT
  • NVDA
  • VWO
Wealth Enhancement Advisory Services, LLC's Q4 2025 Portfolio
Portfolio Value 65.4 Billion
Stocks 3925
Filing on Jan 08, 2026 Q4 2025

Armstrong Advisory Group, Inc

  • IVV
  • IEI
  • VGT
  • BND
  • SCHK
  • XLY
  • IEF
Armstrong Advisory Group, Inc's Q4 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 954
Filing on Jan 08, 2026 Q4 2025

Ddfg, Inc

  • IUSG
  • IEI
  • IDEV
  • IUSV
  • GOVT
  • IVE
  • LRGF
Ddfg, Inc's Q4 2025 Portfolio
Portfolio Value 457 Billion
Stocks 87
Filing on Jan 08, 2026 Q4 2025

North Crest Asset Manangement, LLC

  • NVDA
  • AVGO
  • MSFT
  • AAPL
  • GOOGL
  • AMZN
  • TSM
North Crest Asset Manangement, LLC's Q4 2025 Portfolio
Portfolio Value 4.13 Billion
Stocks 821
Filing on Jan 08, 2026 Q4 2025

Grove Bank & Trust

  • VOO
  • IJH
  • AAPL
  • IJR
  • IVV
  • IEFA
  • NVDA
Grove Bank & Trust's Q4 2025 Portfolio
Portfolio Value 876 Million
Stocks 975
Filing on Jan 08, 2026 Q4 2025

Chesapeake Asset Management LLC

  • MSFT
  • LLY
  • AAPL
  • JPM
  • SPOT
  • R
  • SPY
Chesapeake Asset Management LLC's Q4 2025 Portfolio
Portfolio Value 115 Million
Stocks 945089
Filing on Jan 08, 2026 Q4 2025

Moller Financial Services

  • GUNR
  • FNDA
  • VTIP
  • VB
  • FNDX
  • IVV
  • VV
Moller Financial Services's Q4 2025 Portfolio
Portfolio Value 472 Million
Stocks 69
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