Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 08, 2026 Q4 2025

Westview Management Dba Westview Investment Advisors

  • VCIT
  • IEI
  • JAAA
  • EMB
  • FPEI
  • SRLN
  • GOOG
Westview Management Dba Westview Investment Advisors's Q4 2025 Portfolio
Portfolio Value 210 Billion
Stocks 75
Filing on Jan 08, 2026 Q4 2025

Aurelius Family Office LLC

  • VOO
  • DFAC
  • BNDW
  • DFCF
  • VGLT
  • VEA
  • VTIP
Aurelius Family Office LLC's Q4 2025 Portfolio
Portfolio Value 233 Billion
Stocks 48
Filing on Jan 08, 2026 Q4 2025

Breakwater Capital Group

  • JQUA
  • AAPL
  • PRF
  • MGV
  • IWF
  • RSP
  • IVV
Breakwater Capital Group's Q4 2025 Portfolio
Portfolio Value 717 Billion
Stocks 352
Filing on Jan 08, 2026 Q4 2025

Charles Schwab Trust CO

  • SCHZ
  • VOO
  • SCHX
  • SCHF
  • FNDX
  • AGG
  • VEA
Charles Schwab Trust CO's Q4 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 171
Filing on Jan 08, 2026 Q4 2025

Silvia Mccoll Wealth Management, LLC

  • CGDV
  • AAPL
  • VBR
  • CVX
  • IJH
  • MSFT
  • CGGO
Silvia Mccoll Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 150 Billion
Stocks 116
Filing on Jan 08, 2026 Q4 2025

Baron Financial Group, LLC

  • SPY
  • IWM
  • QQQ
  • VTIP
  • EFA
  • GLD
  • CWB
Baron Financial Group, LLC's Q4 2025 Portfolio
Portfolio Value 184 Million
Stocks 57
Filing on Jan 08, 2026 Q4 2025

Leverty Financial Group, LLC

  • IVV
  • IEFA
  • IJH
  • IEMG
  • SCHX
  • JMUB
  • SCHF
Leverty Financial Group, LLC's Q4 2025 Portfolio
Portfolio Value 336 Million
Stocks 49
Filing on Jan 08, 2026 Q4 2025

Peterson Wealth Advisors, LLC

  • SPLG
  • SPDW
  • JPST
  • SPMD
  • SPSM
  • DFEM
  • JCPB
Peterson Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 603 Million
Stocks 107
Filing on Jan 08, 2026 Q4 2025

Teamwork Financial Advisors, LLC

  • AAPL
  • AMZN
  • NVDA
  • MSFT
  • BIL
  • CGDV
  • META
Teamwork Financial Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 863 Million
Stocks 205
Filing on Jan 08, 2026 Q4 2025

Zynergy Retirement Planning Llc

  • IVV
  • SCHZ
  • SCHF
  • SCHA
  • SCHH
  • SCHO
  • SCHP
Zynergy Retirement Planning Llc's Q4 2025 Portfolio
Portfolio Value 163 Billion
Stocks 27
Filing on Jan 08, 2026 Q4 2025

Lwm Advisors Inc

  • IWD
  • IWF
  • EFA
  • SHY
  • IWO
  • IWN
  • EEM
Lwm Advisors Inc's Q4 2025 Portfolio
Portfolio Value 114 Billion
Stocks 29
Filing on Jan 08, 2026 Q4 2025

Independence Wealth Advisors, LLC

  • CTA
  • XLK
  • GLD
  • SPLG
  • XLY
  • XLV
  • SPTI
Independence Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 178 Billion
Stocks 83
Filing on Jan 08, 2026 Q4 2025

Tactive Advisors, LLC

  • FMIL
  • SPY
  • RAVI
  • VOO
  • DBEF
  • NVDA
  • JPEM
Tactive Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 341 Billion
Stocks 255
Filing on Jan 08, 2026 Q4 2025

Marshall Financial Group LLC

  • OBND
  • DIVO
  • QQQ
  • SCHR
  • LGOV
  • NVDA
  • AAPL
Marshall Financial Group LLC's Q4 2025 Portfolio
Portfolio Value 460 Million
Stocks 288
Filing on Jan 08, 2026 Q4 2025

Zrc Wealth Management, LLC

  • IUSB
  • FNDX
  • IUSG
  • AVDE
  • SCHX
  • VO
  • AAPL
Zrc Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 282 Billion
Stocks 959
Filing on Jan 08, 2026 Q4 2025

Montecito Bank & Trust

  • IWF
  • NVDA
  • MSFT
  • IVV
  • BIV
  • AGG
  • VGSH
Montecito Bank & Trust's Q4 2025 Portfolio
Portfolio Value 617 Million
Stocks 441
Filing on Jan 08, 2026 Q4 2025

Brave Asset Management Inc

  • XLK
  • EFV
  • AGG
  • AAPL
  • MSFT
  • VOO
  • SPY
Brave Asset Management Inc's Q4 2025 Portfolio
Portfolio Value 463 Million
Stocks 168
Filing on Jan 08, 2026 Q4 2025

Somnio Financial Group, LLC

  • IVV
  • VEU
  • VO
  • AGG
  • VNQ
  • IJR
  • JNK
Somnio Financial Group, LLC's Q4 2025 Portfolio
Portfolio Value 151 Billion
Stocks 14