Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Jan 08, 2026 Q4 2025

Sarasin & Partners LLP

  • NOW
  • MSFT
  • NVDA
  • GOOGL
  • AMZN
  • MA
  • AAPL
Sarasin & Partners LLP's Q4 2025 Portfolio
Portfolio Value 10.1 Billion
Stocks 77
Filing on Jan 08, 2026 Q4 2025

Pine Haven Investment Counsel, Inc

  • MSFT
  • AAPL
  • COST
  • BRK-B
  • GOOGL
  • ABBV
  • SCHW
Pine Haven Investment Counsel, Inc's Q4 2025 Portfolio
Portfolio Value 137 Million
Stocks 116
Filing on Jan 08, 2026 Q4 2025

Fermata Advisors, LLC

  • AAPL
  • JEPI
  • DFAI
  • MOAT
  • COWZ
  • VOO
  • CGDV
Fermata Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 360 Million
Stocks 218
Filing on Jan 08, 2026 Q4 2025

Advice One Advisory Services, LLC

  • RTX
  • OTIS
  • CARR
  • TSLA
  • AAPL
  • LECO
  • NVDA
Advice One Advisory Services, LLC's Q4 2025 Portfolio
Portfolio Value 169 Billion
Stocks 39
Filing on Jan 08, 2026 Q4 2025

Tuttle Capital Management, LLC

  • TSM
  • PDD
  • TMUS
  • MSFT
  • COST
  • HD
  • WELL
Tuttle Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 36.5 Million
Stocks 101
Filing on Jan 08, 2026 Q4 2025

Integrated Capital Management, Inc.

  • EFV
  • AVLV
  • PDBC
  • SPDW
  • VIG
  • SPTS
  • SPTM
Integrated Capital Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 134 Million
Stocks 60
Filing on Jan 08, 2026 Q4 2025

Nordea Investment Management Ab

  • NVDA
  • MSFT
  • AAPL
  • NOW
  • AVGO
  • AMZN
  • GOOGL
Nordea Investment Management Ab's Q4 2025 Portfolio
Portfolio Value 111 Billion
Stocks 1984
Filing on Jan 07, 2026 Q4 2025

Occidental Asset Management, LLC

  • NVDA
  • AAPL
  • MSFT
  • FLOT
  • SPIB
  • SPSB
  • IWF
Occidental Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 818 Million
Stocks 295
Filing on Jan 07, 2026 Q4 2025

American National Bank Of Texas

  • IVV
  • VT
  • MOAT
  • XMHQ
  • IJH
  • VGLT
  • XLRE
American National Bank Of Texas's Q4 2025 Portfolio
Portfolio Value 104 Billion
Stocks 62