Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Jan 07, 2026 Q4 2025

Magnus Financial Group LLC

  • SPYV
  • VUG
  • IJH
  • AAPL
  • IJR
  • FPE
  • IEMG
Magnus Financial Group LLC's Q4 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 419
Filing on Jan 07, 2026 Q4 2025

New England Research & Management, Inc.

  • GOOGL
  • AAPL
  • MSFT
  • URI
  • AMZN
  • JNJ
  • PWR
New England Research & Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 215 Million
Stocks 144
Filing on Jan 07, 2026 Q4 2025

Henrickson Nauta Wealth Advisors, Inc.

  • DFAC
  • DFIC
  • AVUS
  • DFAT
  • AVDE
  • DISV
  • DFEM
Henrickson Nauta Wealth Advisors, Inc.'s Q4 2025 Portfolio
Portfolio Value 629 Million
Stocks 119
Filing on Jan 07, 2026 Q4 2025

Impact Capital Partners LLC

  • MSFT
  • NVDA
  • AAPL
  • AVGO
  • DDWM
  • PG
  • JPM
Impact Capital Partners LLC's Q4 2025 Portfolio
Portfolio Value 337 Billion
Stocks 272
Filing on Jan 07, 2026 Q4 2025

Everpar Advisors LLC

  • IVV
  • NVDA
  • AAPL
  • MSFT
  • JPM
  • AMZN
  • AVGO
Everpar Advisors LLC's Q4 2025 Portfolio
Portfolio Value 270 Billion
Stocks 268
Filing on Jan 07, 2026 Q4 2025

Northside Capital Management, LLC

  • DVY
  • GLD
  • EPD
  • TXN
  • GOOGL
  • MSFT
  • ET
Northside Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 1.09 Billion
Stocks 201
Filing on Jan 07, 2026 Q4 2025

Lake Street Financial LLC

  • VTV
  • NVDA
  • AAPL
  • VUG
  • QQQ
  • MSFT
  • AMZN
Lake Street Financial LLC's Q4 2025 Portfolio
Portfolio Value 762 Million
Stocks 278
Filing on Jan 07, 2026 Q4 2025

Hamlin Capital Management, LLC

  • AVGO
  • MS
  • CMI
  • ABBV
  • ORI
  • CME
  • PEG
Hamlin Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 3.95 Billion
Stocks 30
Filing on Jan 07, 2026 Q4 2025

Tounjian Advisory Partners, LLC

  • NVDA
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • IEFA
  • META
Tounjian Advisory Partners, LLC's Q4 2025 Portfolio
Portfolio Value 295 Billion
Stocks 150
Filing on Jan 07, 2026 Q4 2025

Orgel Wealth Management, LLC

  • QUAL
  • VGSH
  • SPYG
  • IVV
  • MUB
  • VYMI
  • SCHF
Orgel Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 4.24 Billion
Stocks 92
Filing on Jan 07, 2026 Q4 2025

Century Link Investment Management CO

  • IVV
Century Link Investment Management CO's Q4 2025 Portfolio
Portfolio Value 95.5 Million
Stocks 1
Filing on Jan 07, 2026 Q4 2025

Cahaba Wealth Management, Inc.

  • IVV
  • IXUS
  • IJH
  • SPLG
  • IJR
  • ISTB
  • VXUS
Cahaba Wealth Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 1.25 Billion
Stocks 156
Filing on Jan 07, 2026 Q4 2025

Green Alpha Advisors, LLC

  • IBM
  • QCOM
  • HRZN
  • AMAT
  • CRSP
  • GLW
  • AEIS
Green Alpha Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 86 Million
Stocks 115