Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 08, 2026 Q4 2025

Dagco, Inc.

  • SPTS
  • DGRO
  • VUG
  • VYM
  • IVV
  • SCHG
  • SCHD
Dagco, Inc.'s Q4 2025 Portfolio
Portfolio Value 416 Million
Stocks 380
Filing on Jan 08, 2026 Q4 2025

Stephens Group Asset Management, LLC

  • VOE
  • VTV
  • VUG
  • VOT
  • IWS
  • SPTI
  • IWD
Stephens Group Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 26
Filing on Jan 08, 2026 Q4 2025

Elmwood Wealth Management, Inc.

  • VEA
  • AAPL
  • TFLO
  • JMST
  • JPST
  • LOUP
  • NVDA
Elmwood Wealth Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 280 Million
Stocks 174
Filing on Jan 08, 2026 Q4 2025

Aurora Investment Managers, Llc.

  • KWEB
  • BABA
  • BIL
  • META
  • AAPL
  • MSFT
  • GOOGL
Aurora Investment Managers, Llc.'s Q4 2025 Portfolio
Portfolio Value 176 Million
Stocks 45
Filing on Jan 08, 2026 Q4 2025

Versant Capital Management, Inc

  • AVDE
  • GUNR
  • DFAC
  • AVEM
  • MSFT
  • GDX
  • IXC
Versant Capital Management, Inc's Q4 2025 Portfolio
Portfolio Value 750 Million
Stocks 2639
Filing on Jan 08, 2026 Q4 2025

Gladwyn Financial Advisors, Inc.

  • VBK
  • VBR
  • VOE
  • VOT
  • MGV
  • MGK
  • VSS
Gladwyn Financial Advisors, Inc.'s Q4 2025 Portfolio
Portfolio Value 142 Billion
Stocks 117
Filing on Jan 08, 2026 Q4 2025

True Wealth Design, LLC

  • DFAC
  • DFIC
  • DUHP
  • DFEV
  • DIHP
  • TYA
  • AVUV
True Wealth Design, LLC's Q4 2025 Portfolio
Portfolio Value 341 Billion
Stocks 2556
Filing on Jan 08, 2026 Q4 2025

Gradient Investments LLC

  • SPLG
  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • NOW
  • GOOG
Gradient Investments LLC's Q4 2025 Portfolio
Portfolio Value 4.99 Billion
Stocks 343
Filing on Jan 08, 2026 Q4 2025

Efficient Advisors, LLC

  • VTI
  • VBR
  • BND
  • VOO
  • VTV
  • BIV
  • VB
Efficient Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 1.69 Billion
Stocks 58
Filing on Jan 08, 2026 Q4 2025

M. Kulyk & Associates, LLC

  • STIP
  • SGOV
  • GOOGL
  • NVDA
  • MSFT
  • SHV
  • TSM
M. Kulyk & Associates, LLC's Q4 2025 Portfolio
Portfolio Value 481 Million
Stocks 107
Filing on Jan 08, 2026 Q4 2025

Sound View Wealth Advisors Group, LLC

  • AAPL
  • IBDS
  • IBDR
  • MSFT
  • NVDA
  • IBDU
  • IBDT
Sound View Wealth Advisors Group, LLC's Q4 2025 Portfolio
Portfolio Value 1.47 Billion
Stocks 416
Filing on Jan 08, 2026 Q4 2025

Regent Peak Wealth Advisors LLC

  • VTI
  • IEFA
  • AAPL
  • DGRO
  • BND
  • VUG
  • IWF
Regent Peak Wealth Advisors LLC's Q4 2025 Portfolio
Portfolio Value 507 Million
Stocks 192
Filing on Jan 08, 2026 Q4 2025

Agate Pass Investment Management, LLC

  • ABBV
  • GOOGL
  • AAPL
  • MSFT
  • VUG
  • VB
  • XLK
Agate Pass Investment Management, LLC's Q4 2025 Portfolio
Portfolio Value 269 Million
Stocks 106
Filing on Jan 08, 2026 Q4 2025

Waycross Investment Management CO

  • IEFA
  • IBTK
  • IBTJ
  • DUHP
  • FCNCA
  • BSCU
  • BSCV
Waycross Investment Management CO's Q4 2025 Portfolio
Portfolio Value 114 Billion
Stocks 47
Filing on Jan 08, 2026 Q4 2025

Gridiron Partners, LLC

  • AGG
  • BND
  • SPY
  • VTI
  • PML
  • NMZ
  • NZF
Gridiron Partners, LLC's Q4 2025 Portfolio
Portfolio Value 176 Billion
Stocks 59
Filing on Jan 08, 2026 Q4 2025

Legacy Private Trust Co.

  • IVV
  • VTI
  • SPTM
  • VEA
  • AAPL
  • NVDA
  • MSFT
Legacy Private Trust Co.'s Q4 2025 Portfolio
Portfolio Value 1.66 Billion
Stocks 344
Filing on Jan 08, 2026 Q4 2025

Thoma Capital Management LLC

  • SPY
  • IGIB
  • IVE
  • XLK
  • IWO
  • IGLB
  • AAPL
Thoma Capital Management LLC's Q4 2025 Portfolio
Portfolio Value 174 Billion
Stocks 60
Filing on Jan 08, 2026 Q4 2025

Peoples Bank/Ks

  • MSFT
  • BRK-B
  • GOOGL
  • AAPL
  • QQQ
  • WFC
  • PFF
Peoples Bank/Ks's Q4 2025 Portfolio
Portfolio Value 99.5 Billion
Stocks 98