Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 14, 2026 Q4 2025

Youngs Advisory Group, Inc.

  • IXUS
  • XLK
  • SPY
  • RSP
  • MDY
  • PFFD
  • DFAT
Youngs Advisory Group, Inc.'s Q4 2025 Portfolio
Portfolio Value 296 Million
Stocks 65
Filing on Jan 14, 2026 Q4 2025

Bfi Infinity Ltd.

  • AAXJ
  • VTI
  • VGK
  • QQQ
  • GRID
  • SIL
  • SPMO
Bfi Infinity Ltd.'s Q4 2025 Portfolio
Portfolio Value 161 Billion
Stocks 53
Filing on Jan 14, 2026 Q4 2025

Cornerstone Wealth Advisors, Inc.

  • SCHR
  • VGSH
  • SCHG
  • VUG
  • VTV
  • VEA
  • SCHF
Cornerstone Wealth Advisors, Inc.'s Q4 2025 Portfolio
Portfolio Value 426 Million
Stocks 51
Filing on Jan 14, 2026 Q4 2025

Mechanics Bank Trust Department

  • HMST
  • SPY
  • MSFT
  • AAPL
  • GOOGL
  • IWP
  • QQQ
Mechanics Bank Trust Department's Q4 2025 Portfolio
Portfolio Value 746 Million
Stocks 360
Filing on Jan 14, 2026 Q4 2025

Lvw Advisors, LLC

  • VEA
  • SCHD
  • SCHO
  • VONG
  • STIP
  • AAPL
  • CGGO
Lvw Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 908 Million
Stocks 341
Filing on Jan 14, 2026 Q4 2025

Guardian Financial Partners, LLC

  • VOO
  • SCHF
  • BRK-A
  • SCHX
  • VYMI
  • VYM
  • FNDX
Guardian Financial Partners, LLC's Q4 2025 Portfolio
Portfolio Value 178 Million
Stocks 70
Filing on Jan 14, 2026 Q4 2025

Beech Hill Advisors, Inc.

  • XLK
  • AMZN
  • GOOGL
  • AAPL
  • AVGO
  • ABBV
  • MSFT
Beech Hill Advisors, Inc.'s Q4 2025 Portfolio
Portfolio Value 205 Million
Stocks 95
Filing on Jan 14, 2026 Q4 2025

Camelot Technology Advisors, Inc.

  • IVV
  • IEFA
  • PHYS
  • SPY
  • QQQ
  • XLI
  • IEMG
Camelot Technology Advisors, Inc.'s Q4 2025 Portfolio
Portfolio Value 135 Billion
Stocks 57
Filing on Jan 14, 2026 Q4 2025

Quad Cities Investment Group, LLC

  • AAPL
  • FPE
  • RSP
  • DGRO
  • IJH
  • JAAA
  • AMZN
Quad Cities Investment Group, LLC's Q4 2025 Portfolio
Portfolio Value 228 Million
Stocks 190
Filing on Jan 14, 2026 Q4 2025

Oak Asset Management, LLC

  • AAPL
  • AMGN
  • NVDA
  • CVX
  • RTX
  • QCOM
  • ABBV
Oak Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 288 Million
Stocks 104
Filing on Jan 14, 2026 Q4 2025

Nepsis Inc.

  • UTHR
  • AMD
  • RLI
  • AMGN
  • DVN
  • CB
  • RNR
Nepsis Inc.'s Q4 2025 Portfolio
Portfolio Value 280 Million
Stocks 30
Filing on Jan 14, 2026 Q4 2025

Bond & Devick Financial Network, Inc.

  • EQWL
  • ESGD
  • JCPB
  • SCHZ
  • SCHB
  • IEI
  • JMEE
Bond & Devick Financial Network, Inc.'s Q4 2025 Portfolio
Portfolio Value 340 Million
Stocks 184
Filing on Jan 14, 2026 Q4 2025

Weil Company, Inc.

  • VOO
  • AAPL
  • VT
  • PSA
  • DYNF
  • INTF
  • PVAL
Weil Company, Inc.'s Q4 2025 Portfolio
Portfolio Value 357 Million
Stocks 115
Filing on Jan 14, 2026 Q4 2025

Allodium Investment Consultants, LLC

  • DFUS
  • DFAI
  • DFAS
  • VNQ
  • AVIG
  • DFAE
  • DFIS
Allodium Investment Consultants, LLC's Q4 2025 Portfolio
Portfolio Value 197 Billion
Stocks 52
Filing on Jan 14, 2026 Q4 2025

First County Bank /Ct/

  • VTV
  • NVDA
  • MSFT
  • AAPL
  • IJS
  • GOOGL
  • IVV
First County Bank /Ct/'s Q4 2025 Portfolio
Portfolio Value 191 Billion
Stocks 380
Filing on Jan 14, 2026 Q4 2025

Mirador Capital Partners LP

  • BSJQ
  • BSJR
  • GOOG
  • AAPL
  • AMZN
  • BRK-B
  • JPM
Mirador Capital Partners LP's Q4 2025 Portfolio
Portfolio Value 708 Million
Stocks 204
Filing on Jan 14, 2026 Q4 2025

A. D. Beadell Investment Counsel, Inc.

  • TSM
  • PRIM
  • EPD
  • KMI
  • GOOGL
  • RTX
  • BEPC
A. D. Beadell Investment Counsel, Inc.'s Q4 2025 Portfolio
Portfolio Value 154 Million
Stocks 99
Filing on Jan 14, 2026 Q4 2025

Waycross Partners, LLC

  • NVDA
  • NOW
  • MSFT
  • GOOGL
  • AAPL
  • AMZN
  • META
Waycross Partners, LLC's Q4 2025 Portfolio
Portfolio Value 1.23 Billion
Stocks 94