Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Jan 07, 2026 Q4 2025

Guo Line Advisory Pte LTD

  • GOOGL
  • MSFT
  • AAPL
  • AMZN
  • REGN
  • SPGI
  • TSM
Guo Line Advisory Pte LTD's Q4 2025 Portfolio
Portfolio Value 1.09 Trillion
Stocks 23
Filing on Jan 07, 2026 Q4 2025

Kure Advisory, LLC

  • DFAI
  • DFAU
  • BALT
  • VGSH
  • IJR
  • VUG
  • DFAE
Kure Advisory, LLC's Q4 2025 Portfolio
Portfolio Value 179 Billion
Stocks 56
Filing on Jan 07, 2026 Q4 2025

Cooper Financial Group

  • SCHV
  • NVDA
  • QQQ
  • AAPL
  • BIV
  • MSFT
  • AMZN
Cooper Financial Group's Q4 2025 Portfolio
Portfolio Value 907 Million
Stocks 380
Filing on Jan 07, 2026 Q4 2025

Charis Legacy Partners, LLC

  • VOO
  • VXUS
  • VXF
  • VTI
  • BND
  • USFR
  • RSP
Charis Legacy Partners, LLC's Q4 2025 Portfolio
Portfolio Value 67.8 Billion
Stocks 26
Filing on Jan 07, 2026 Q4 2025

Value Partners Investments Inc.

  • GOOGL
  • CM
  • SLF
  • BNS
  • OTEX
  • RCI
  • BMO
Value Partners Investments Inc.'s Q4 2025 Portfolio
Portfolio Value 1.2 Billion
Stocks 100
Filing on Jan 07, 2026 Q4 2025

Neumann Advisory Hong Kong LTD

  • TSLA
  • GOOGL
  • META
  • API
  • ESTC
  • MRNA
Neumann Advisory Hong Kong LTD's Q4 2025 Portfolio
Portfolio Value 341 Million
Stocks 7
Filing on Jan 07, 2026 Q4 2025

Processus Wealth & Capital Management, LLC

  • NVDA
  • AAPL
  • IWY
  • AMZN
  • IWS
  • GOOG
  • GOOGL
Processus Wealth & Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 152 Billion
Stocks 35
Filing on Jan 07, 2026 Q4 2025

Stonebridge Wealth Management, LLC

  • USFR
  • DDLS
  • DHS
  • DTH
  • DGS
  • DEW
  • DES
Stonebridge Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 106 Billion
Stocks 38
Filing on Jan 07, 2026 Q4 2025

Clark & Stuart, Inc

  • MRK
  • NYT
  • JNJ
  • MMM
  • UPS
  • SYY
  • SJM
Clark & Stuart, Inc's Q4 2025 Portfolio
Portfolio Value 145 Billion
Stocks 51
Filing on Jan 07, 2026 Q4 2025

Permanent Capital Management, LP

  • VOO
  • RSP
  • VEA
  • VGIT
  • MSFT
  • USFR
  • VWO
Permanent Capital Management, LP's Q4 2025 Portfolio
Portfolio Value 513 Billion
Stocks 157
Filing on Jan 07, 2026 Q4 2025

Sovereign Financial Group, Inc.

  • VEA
  • VUG
  • SPY
  • QQQ
  • VTV
  • IVV
  • GOOG
Sovereign Financial Group, Inc.'s Q4 2025 Portfolio
Portfolio Value 536 Million
Stocks 349
Filing on Jan 07, 2026 Q4 2025

Sandbox Financial Partners, LLC

  • VUG
  • AAPL
  • MSFT
  • SPY
  • SNOW
  • AMZN
  • VTV
Sandbox Financial Partners, LLC's Q4 2025 Portfolio
Portfolio Value 354 Million
Stocks 123
Filing on Jan 07, 2026 Q4 2025

Procyon Advisors, LLC

  • PH
  • MGC
  • SPY
  • VTI
  • SPLG
  • SCHF
  • AAPL
Procyon Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 6.19 Billion
Stocks 561
Filing on Jan 07, 2026 Q4 2025

Panoramic Capital Partners, LLC

  • IVV
  • OEF
  • IJR
  • IJH
  • MSFT
  • AAPL
  • NVDA
Panoramic Capital Partners, LLC's Q4 2025 Portfolio
Portfolio Value 163 Billion
Stocks 62
Filing on Jan 07, 2026 Q4 2025

Cyndeo Wealth Partners, LLC

  • MSFT
  • AVGO
  • AAPL
  • NVDA
  • AMZN
  • ABBV
  • JPM
Cyndeo Wealth Partners, LLC's Q4 2025 Portfolio
Portfolio Value 1.74 Billion
Stocks 477
Filing on Jan 07, 2026 Q4 2025

Parisi Gray Wealth Management

  • VOO
  • QQQ
  • NVDA
  • VTI
  • PLTR
  • IVV
  • AAPL
Parisi Gray Wealth Management's Q4 2025 Portfolio
Portfolio Value 392 Million
Stocks 135