Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 07, 2026 Q4 2025

Exeter Financial, LLC

  • ICSH
  • FFA
  • BSV
  • AAPL
  • MSFT
  • CSCO
  • AFL
Exeter Financial, LLC's Q4 2025 Portfolio
Portfolio Value 230 Million
Stocks 97
Filing on Jan 07, 2026 Q4 2025

Baring Financial LLC

  • IVV
  • QQQM
  • MGK
  • SCHV
  • DFAI
  • BIL
  • QQQ
Baring Financial LLC's Q4 2025 Portfolio
Portfolio Value 164 Billion
Stocks 70
Filing on Jan 07, 2026 Q4 2025

Envision Financial LLC

  • VOO
  • FNDX
  • USFR
  • SCHF
  • SCHX
  • UITB
  • VCIT
Envision Financial LLC's Q4 2025 Portfolio
Portfolio Value 189 Billion
Stocks 42
Filing on Jan 07, 2026 Q4 2025

Epiq Partners, LLC

  • IWV
  • IWF
  • JBBB
  • ORCC
  • AGG
  • HBAN
  • GOOGL
Epiq Partners, LLC's Q4 2025 Portfolio
Portfolio Value 182 Million
Stocks 75
Filing on Jan 07, 2026 Q4 2025

Gilbert & Cook, Inc.

  • IVV
  • IWL
  • VEA
  • JHMM
  • BND
  • IWR
  • JHSC
Gilbert & Cook, Inc.'s Q4 2025 Portfolio
Portfolio Value 773 Million
Stocks 220
Filing on Jan 07, 2026 Q4 2025

Marotta Asset Management

  • VOE
  • XCEM
  • VTIP
  • VGT
  • BNDX
  • VBR
  • VWO
Marotta Asset Management's Q4 2025 Portfolio
Portfolio Value 532 Million
Stocks 102
Filing on Jan 07, 2026 Q4 2025

Decision Map Wealth Management, LLC

  • IVV
  • SPYG
  • IEFA
  • SPYV
  • NVDA
  • HEFA
  • IEMG
Decision Map Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 162 Billion
Stocks 134
Filing on Jan 07, 2026 Q4 2025

Bcgm Wealth Management, LLC

  • IVV
  • ITOT
  • JAVA
  • QQQ
  • DYNF
  • IWF
  • QUAL
Bcgm Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 344 Million
Stocks 175
Filing on Jan 07, 2026 Q4 2025

Vigilare Wealth Management

  • JPIE
  • GLD
  • SGOV
  • DYNF
  • RSP
  • SPY
  • VNLA
Vigilare Wealth Management's Q4 2025 Portfolio
Portfolio Value 252 Million
Stocks 116
Filing on Jan 07, 2026 Q4 2025

St. Louis Financial Planners Asset Management, LLC

  • TFLO
  • BIL
  • BSCQ
  • PLTR
  • GOOGL
  • AVGO
  • MU
St. Louis Financial Planners Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 163 Billion
Stocks 43
Filing on Jan 07, 2026 Q4 2025

Sagespring Wealth Partners, LLC

  • DYNF
  • FBCG
  • VOO
  • TTAC
  • JAVA
  • NETZ
  • IVV
Sagespring Wealth Partners, LLC's Q4 2025 Portfolio
Portfolio Value 5.5 Trillion
Stocks 783
Filing on Jan 07, 2026 Q4 2025

Benjamin Joseph Floyd Dba Floyd Capital Management

  • SPY
Benjamin Joseph Floyd Dba Floyd Capital Management's Q4 2025 Portfolio
Portfolio Value 51.5 Billion
Stocks 1
Filing on Jan 07, 2026 Q4 2025

Covea Finance

  • MSFT
  • NOW
  • AAPL
  • NVDA
  • GOOGL
  • AMZN
  • AVGO
Covea Finance's Q4 2025 Portfolio
Portfolio Value 3.06 Billion
Stocks 128
Filing on Jan 07, 2026 Q4 2025

Precedent Wealth Partners, LLC

  • VEA
  • VTI
  • VOO
  • DON
  • IVV
  • XLG
  • EFA
Precedent Wealth Partners, LLC's Q4 2025 Portfolio
Portfolio Value 477 Billion
Stocks 171
Filing on Jan 07, 2026 Q4 2025

Kfa Private Wealth Group, LLC

  • IVV
  • FBCG
  • FBND
  • XLK
  • SHV
  • ITOT
  • IJH
Kfa Private Wealth Group, LLC's Q4 2025 Portfolio
Portfolio Value 412 Million
Stocks 151
Filing on Jan 07, 2026 Q4 2025

Private Client Services, LLC

  • IVV
  • IEFA
  • SPY
  • VWO
  • OEF
  • HTRB
  • VO
Private Client Services, LLC's Q4 2025 Portfolio
Portfolio Value 320 Billion
Stocks 193
Filing on Jan 07, 2026 Q4 2025

Corsicana & Co.

  • XLK
  • IWM
  • MDY
  • NVDA
  • AAPL
  • SDY
  • SPY
Corsicana & Co.'s Q4 2025 Portfolio
Portfolio Value 183 Million
Stocks 259
Filing on Jan 07, 2026 Q4 2025

Wespac Advisors So Cal, LLC

  • SMH
  • AVGO
  • GOOGL
  • MSFT
  • AAPL
  • XLK
  • IAI
Wespac Advisors So Cal, LLC's Q4 2025 Portfolio
Portfolio Value 480 Million
Stocks 110