Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 14, 2026 Q4 2025

Auctus Advisors LLC

  • PVAL
  • WINN
  • AAPL
  • MSFT
  • GLD
  • GOOG
  • CL
Auctus Advisors LLC's Q4 2025 Portfolio
Portfolio Value 108 Billion
Stocks 26
Filing on Jan 14, 2026 Q4 2025

Terra Nova Asset Management LLC

  • GOOGL
  • MSFT
  • SGOL
  • GE
  • XLC
  • XLY
  • IBM
Terra Nova Asset Management LLC's Q4 2025 Portfolio
Portfolio Value 139 Million
Stocks 83
Filing on Jan 14, 2026 Q4 2025

Prosperity Planning, Inc.

  • ISTB
  • EFA
  • VUG
  • VTIP
  • DFAX
  • AVDV
  • IGSB
Prosperity Planning, Inc.'s Q4 2025 Portfolio
Portfolio Value 357 Million
Stocks 108
Filing on Jan 14, 2026 Q4 2025

Wolfstich Capital, LLC

  • DFAC
  • DFAX
  • DFSD
  • DUHP
  • SCHY
  • DFSU
  • VTI
Wolfstich Capital, LLC's Q4 2025 Portfolio
Portfolio Value 109 Billion
Stocks 17
Filing on Jan 14, 2026 Q4 2025

Clarus Wealth Advisors

  • MGK
  • SPY
  • XLK
  • SPLG
  • IJH
  • JQUA
  • VUG
Clarus Wealth Advisors's Q4 2025 Portfolio
Portfolio Value 247 Million
Stocks 86
Filing on Jan 14, 2026 Q4 2025

Woodward Diversified Capital, LLC

  • RS
  • AAPL
  • XOM
  • CVX
  • NVDA
  • WFC
  • MSFT
Woodward Diversified Capital, LLC's Q4 2025 Portfolio
Portfolio Value 199 Million
Stocks 184
Filing on Jan 14, 2026 Q4 2025

Bennett Associates Wealth Management

  • FTCS
  • IEFA
  • MGK
  • GSLC
  • FDL
  • EMXC
  • VO
Bennett Associates Wealth Management's Q4 2025 Portfolio
Portfolio Value 144 Billion
Stocks 57
Filing on Jan 14, 2026 Q4 2025

Cottonwood Capital Advisors, LLC

  • IYW
  • SOXX
  • MBSD
  • RDVY
  • HYDB
  • ITB
  • IGV
Cottonwood Capital Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 126 Million
Stocks 89
Filing on Jan 14, 2026 Q4 2025

Cushing Capital Partners, LLC

  • ACIO
  • DRSK
  • SPLG
  • CGUS
  • IAU
  • VEA
  • SLV
Cushing Capital Partners, LLC's Q4 2025 Portfolio
Portfolio Value 135 Billion
Stocks 88
Filing on Jan 14, 2026 Q4 2025

Aegis Wealth Management LLC

  • IVV
  • SPY
  • SHV
  • DFAI
  • DFAS
  • ITOT
  • DFUV
Aegis Wealth Management LLC's Q4 2025 Portfolio
Portfolio Value 177 Billion
Stocks 121
Filing on Jan 14, 2026 Q4 2025

Braun Bostich & Associates Inc.

  • TLT
  • DYNF
  • SPYV
  • SPYG
  • BNDX
  • QUAL
  • EFV
Braun Bostich & Associates Inc.'s Q4 2025 Portfolio
Portfolio Value 147 Million
Stocks 125
Filing on Jan 14, 2026 Q4 2025

Onyx Financial Advisors, LLC

  • DFAC
  • DFAX
  • DFSD
  • DFAR
  • GBCI
  • MSFT
  • DFCF
Onyx Financial Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 236 Billion
Stocks 17
Filing on Jan 14, 2026 Q4 2025

Baugh & Associates, LLC

  • MSFT
  • AAPL
  • MS
  • ABBV
  • JPM
  • WMT
  • COST
Baugh & Associates, LLC's Q4 2025 Portfolio
Portfolio Value 216 Million
Stocks 41
Filing on Jan 14, 2026 Q4 2025

Cypress Financial Planning LLC

  • VCIT
  • VGIT
  • IVV
  • VCSH
  • VEA
  • VXF
  • VNQ
Cypress Financial Planning LLC's Q4 2025 Portfolio
Portfolio Value 343 Million
Stocks 105
Filing on Jan 14, 2026 Q4 2025

Advisors Management Group Inc

  • JAAA
  • NVDA
  • SGOL
  • JEPI
  • ETR
  • GOOGL
  • SO
Advisors Management Group Inc 's Q4 2025 Portfolio
Portfolio Value 550 Million
Stocks 160
Filing on Jan 14, 2026 Q4 2025

Waldron Private Wealth LLC

  • VTV
  • VUG
  • IWF
  • IXUS
  • IWD
  • VONG
  • SPY
Waldron Private Wealth LLC's Q4 2025 Portfolio
Portfolio Value 2.5 Billion
Stocks 325
Filing on Jan 14, 2026 Q4 2025

Shulman De Meo Asset Management LLC

  • SPY
  • QQQ
  • AAPL
  • EFA
  • IVV
  • IJR
  • XLK
Shulman De Meo Asset Management LLC's Q4 2025 Portfolio
Portfolio Value 439 Million
Stocks 119
Filing on Jan 14, 2026 Q4 2025

Fluent Financial, LLC

  • EDV
  • XLU
  • EFA
  • EEM
  • JPST
  • IWM
  • META
Fluent Financial, LLC's Q4 2025 Portfolio
Portfolio Value 261 Million
Stocks 57