Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 07, 2026 Q4 2025

Keystone Financial Planning, Inc.

  • SCHD
  • MSFT
  • CVX
  • PM
  • USB
  • VZ
  • BNS
Keystone Financial Planning, Inc.'s Q4 2025 Portfolio
Portfolio Value 340 Million
Stocks 44
Filing on Jan 07, 2026 Q4 2025

Brady Family Wealth, LLC

  • AAPL
  • GOOGL
  • MSFT
  • AVGO
  • LOW
  • V
  • SYK
Brady Family Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 324 Billion
Stocks 108
Filing on Jan 07, 2026 Q4 2025

Greenhaven Associates Inc

  • LEN
  • TOL
  • PHM
  • DHI
  • OSK
  • AVTR
  • ARW
Greenhaven Associates Inc's Q4 2025 Portfolio
Portfolio Value 4.82 Billion
Stocks 30
Filing on Jan 07, 2026 Q4 2025

Aquire Wealth Advisors, LLC

  • DFAU
  • DFAI
  • SPTM
  • DFAE
  • AGG
  • SPDW
  • MUB
Aquire Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 379 Million
Stocks 49
Filing on Jan 07, 2026 Q4 2025

Harbor Investment Advisory, LLC

  • MAR
  • BRK-B
  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • HUBS
Harbor Investment Advisory, LLC's Q4 2025 Portfolio
Portfolio Value 1.46 Billion
Stocks 1230
Filing on Jan 07, 2026 Q4 2025

American Asset Management Inc.

  • SPY
  • AAPL
  • GLD
  • TLT
  • BRK-B
  • IAU
  • VGT
American Asset Management Inc.'s Q4 2025 Portfolio
Portfolio Value 20.7 Million
Stocks 35
Filing on Jan 07, 2026 Q4 2025

Harbour Capital Advisors, LLC

  • AVGO
  • LLY
  • AAPL
  • MSFT
  • IEFA
  • JPM
  • GOOG
Harbour Capital Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 435 Million
Stocks 275
Filing on Jan 07, 2026 Q4 2025

Boston Standard Wealth Management, LLC

  • VTI
  • BND
  • SPDW
  • IAGG
  • SPTM
  • SPTS
  • MUB
Boston Standard Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 602 Million
Stocks 51
Filing on Jan 07, 2026 Q4 2025

Lynch & Associates

  • MSFT
  • IVV
  • IJH
  • WMT
  • JNJ
  • ABBV
  • JPM
Lynch & Associates's Q4 2025 Portfolio
Portfolio Value 510 Million
Stocks 124
Filing on Jan 07, 2026 Q4 2025

Tealwood Asset Management Inc

  • GOOGL
  • KLAC
  • AVGO
  • ABBV
  • AZN
  • CSCO
  • META
Tealwood Asset Management Inc's Q4 2025 Portfolio
Portfolio Value 223 Million
Stocks 119
Filing on Jan 07, 2026 Q4 2025

Tetrad Corp

  • BRK-B
  • EPD
  • USB
Tetrad Corp's Q4 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 3
Filing on Jan 07, 2026 Q4 2025

Significant Wealth Partners LLC

  • BRK-B
  • SPY
  • VOOG
  • VOO
  • QQQ
  • TSLA
  • CEG
Significant Wealth Partners LLC's Q4 2025 Portfolio
Portfolio Value 89.7 Billion
Stocks 70
Filing on Jan 07, 2026 Q4 2025

Wilsey Asset Management Inc

  • MSFT
  • WFC
  • GM
  • JPM
  • CAG
  • ALL
  • VZ
Wilsey Asset Management Inc's Q4 2025 Portfolio
Portfolio Value 622 Million
Stocks 29
Filing on Jan 07, 2026 Q4 2025

Cwa Asset Management Group, LLC

  • NVDA
  • AAPL
  • MSFT
  • SHY
  • GLD
  • AMZN
  • GOOG
Cwa Asset Management Group, LLC's Q4 2025 Portfolio
Portfolio Value 2.61 Billion
Stocks 643
Filing on Jan 07, 2026 Q4 2025

Retirement Wealth Solutions LLC

  • VOO
  • VEA
  • IVV
  • VWO
  • DYNF
  • BNDX
  • BSV
Retirement Wealth Solutions LLC's Q4 2025 Portfolio
Portfolio Value 158 Billion
Stocks 760
Filing on Jan 07, 2026 Q4 2025

Aventura Private Wealth, LLC

  • AAPL
  • NVDA
  • JEPQ
  • SPYI
  • MSFT
  • AMZN
  • META
Aventura Private Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 278 Billion
Stocks 859
Filing on Jan 07, 2026 Q4 2025

Emeth Value Capital, LLC

  • DRVN
  • BUR
  • ARCO
Emeth Value Capital, LLC's Q4 2025 Portfolio
Portfolio Value 81 Billion
Stocks 4
Filing on Jan 07, 2026 Q4 2025

Verity Wealth Advisors

  • VTI
  • IVV
  • VEU
  • VWO
  • VEA
  • ACWX
  • SCHX
Verity Wealth Advisors's Q4 2025 Portfolio
Portfolio Value 159 Million
Stocks 82