Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 14, 2026 Q4 2025

Lantz Financial LLC

  • IVV
  • CGXU
  • MSFT
  • HDV
  • VTI
  • BNOV
  • AAPL
Lantz Financial LLC's Q4 2025 Portfolio
Portfolio Value 434 Million
Stocks 247
Filing on Jan 14, 2026 Q4 2025

Donaldson Capital Management, LLC

  • AVGO
  • AAPL
  • MSFT
  • XLC
  • ABBV
  • ICSH
  • JPM
Donaldson Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 2.81 Billion
Stocks 231
Filing on Jan 14, 2026 Q4 2025

True Mark Investments, LLC

  • SPSB
  • PM
  • MPLX
  • VZ
  • NEE
  • C
  • ENB
True Mark Investments, LLC's Q4 2025 Portfolio
Portfolio Value 523 Billion
Stocks 240
Filing on Jan 14, 2026 Q4 2025

Northwest Wealth Management, LLC

  • VGIT
  • ITOT
  • DFAC
  • VTI
  • VTIP
  • DFSD
  • AVDV
Northwest Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 614 Million
Stocks 250
Filing on Jan 14, 2026 Q4 2025

Alliance Wealth Advisors, LLC

  • DGRO
  • UITB
  • PLTR
  • QQQ
  • VTV
  • AVUV
  • VO
Alliance Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 245 Million
Stocks 156
Filing on Jan 14, 2026 Q4 2025

Russia Partners Management, LLC

  • SEMR
Russia Partners Management, LLC's Q4 2025 Portfolio
Portfolio Value 114 Billion
Stocks 2
Filing on Jan 14, 2026 Q4 2025

Hennion & Walsh Asset Management, Inc.

  • IVV
  • GSLC
  • DDWM
  • VTV
  • NOW
  • GSIE
  • IGEB
Hennion & Walsh Asset Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 2.69 Billion
Stocks 930
Filing on Jan 14, 2026 Q4 2025

Longview Financial Advisors LLC

  • DFAC
  • JPIE
  • VCSH
  • VCIT
  • VGIT
  • DISV
  • DFEM
Longview Financial Advisors LLC's Q4 2025 Portfolio
Portfolio Value 181 Billion
Stocks 175
Filing on Jan 14, 2026 Q4 2025

Wallington Asset Management, LLC

  • VEA
  • MSFT
  • AAPL
  • IJR
  • TJX
  • GOOG
  • WRB
Wallington Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 739 Million
Stocks 73
Filing on Jan 14, 2026 Q4 2025

Hoese & CO LLP

  • IEI
  • IVV
  • SPHQ
  • DGRO
  • VIG
  • QUAL
  • VOO
Hoese & CO LLP's Q4 2025 Portfolio
Portfolio Value 137 Million
Stocks 156
Filing on Jan 14, 2026 Q4 2025

Greenfield Ftc, Inc.

  • SPY
  • EEM
  • EFA
Greenfield Ftc, Inc.'s Q4 2025 Portfolio
Portfolio Value 744 Million
Stocks 3
Filing on Jan 14, 2026 Q4 2025

Woodstock Corp

  • NVDA
  • MSFT
  • ORLY
  • GOOG
  • AAPL
  • ISRG
  • GOOGL
Woodstock Corp's Q4 2025 Portfolio
Portfolio Value 1.16 Billion
Stocks 156
Filing on Jan 14, 2026 Q4 2025

Beacon Investment Advisory Services, Inc.

  • VTI
  • IJR
  • MSFT
  • AAPL
  • IAU
  • JPM
  • VCSH
Beacon Investment Advisory Services, Inc.'s Q4 2025 Portfolio
Portfolio Value 2.42 Billion
Stocks 262
Filing on Jan 14, 2026 Q4 2025

Klein Pavlis & Peasley Financial, Inc.

  • AEM
  • CCJ
  • PM
  • WPM
  • SGOV
  • SCCO
  • SCHW
Klein Pavlis & Peasley Financial, Inc.'s Q4 2025 Portfolio
Portfolio Value 170 Billion
Stocks 92
Filing on Jan 14, 2026 Q4 2025

Conrad Siegel Investment Advisors, Inc.

  • DFAC
  • VOO
  • IEFA
  • VEA
  • VO
  • LRGF
  • DFAT
Conrad Siegel Investment Advisors, Inc.'s Q4 2025 Portfolio
Portfolio Value 519 Million
Stocks 59
Filing on Jan 14, 2026 Q4 2025

Stegent Equity Advisors, Inc.

  • AVDV
  • GLTR
  • TPL
  • RDVY
  • FIW
  • FTLS
  • URNM
Stegent Equity Advisors, Inc.'s Q4 2025 Portfolio
Portfolio Value 101 Million
Stocks 116
Filing on Jan 14, 2026 Q4 2025

Chatham Capital Group, Inc.

  • NVDA
  • VB
  • IAU
  • AAPL
  • MSFT
  • SPY
  • VV
Chatham Capital Group, Inc.'s Q4 2025 Portfolio
Portfolio Value 649 Million
Stocks 198
Filing on Jan 14, 2026 Q4 2025

Mitchell & Pahl Private Wealth, LLC

  • AVGO
  • AAPL
  • MSFT
  • ABBV
  • XOM
  • JNJ
  • MMM
Mitchell & Pahl Private Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 228 Million
Stocks 143