Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 06, 2026 Q4 2025

Davis Investment Partners, LLC

  • RYT
  • RSP
  • RGI
  • VOT
  • APH
  • JAAA
  • AAPL
Davis Investment Partners, LLC's Q4 2025 Portfolio
Portfolio Value 286 Billion
Stocks 152
Filing on Jan 06, 2026 Q4 2025

Afg Fiduciary Services Limited Partnership

  • AAPL
  • AMZN
  • SPY
  • NVDA
  • GOOGL
  • PULS
  • MINT
Afg Fiduciary Services Limited Partnership's Q4 2025 Portfolio
Portfolio Value 2.31 Billion
Stocks 88
Filing on Jan 06, 2026 Q4 2025

Shanker Valleau Wealth Advisors, Inc.

  • DFAC
  • ORCL
  • DFAX
  • DFUV
  • VCSH
  • DFIV
  • AVRE
Shanker Valleau Wealth Advisors, Inc.'s Q4 2025 Portfolio
Portfolio Value 351 Million
Stocks 41
Filing on Jan 06, 2026 Q3 2025

Tucker Asset Management LLC

  • SPY
  • QQQ
  • FTSM
  • RSP
  • NVDA
  • BIL
  • AMRX
Tucker Asset Management LLC's Q3 2025 Portfolio
Portfolio Value 332 Billion
Stocks 313
Filing on Jan 06, 2026 Q4 2025

Omc Financial Services LTD

  • NVDA
  • AAPL
  • MA
  • V
  • NOW
  • GLD
  • MSFT
Omc Financial Services LTD's Q4 2025 Portfolio
Portfolio Value 272 Million
Stocks 66
Filing on Jan 06, 2026 Q4 2025

Mallini Complete Financial Planning LLC

  • VTI
  • BND
  • VXUS
  • VTEB
  • ESGV
  • EAGG
  • USAC
Mallini Complete Financial Planning LLC's Q4 2025 Portfolio
Portfolio Value 124 Billion
Stocks 62
Filing on Jan 06, 2026 Q4 2025

Farmers Trust CO

  • SPY
  • MSFT
  • AAPL
  • JPM
  • XLY
  • GOOGL
  • MCD
Farmers Trust CO's Q4 2025 Portfolio
Portfolio Value 570 Million
Stocks 196
Filing on Jan 06, 2026 Q4 2025

Cannae Holdings, Inc.

  • ALIT
Cannae Holdings, Inc.'s Q4 2025 Portfolio
Portfolio Value 92.3 Million
Stocks 2
Filing on Jan 06, 2026 Q3 2025

Sanctuary Advisors, LLC

  • MSFT
  • NVDA
  • IVV
  • VUG
  • V
  • VTV
  • VOO
Sanctuary Advisors, LLC's Q3 2025 Portfolio
Portfolio Value 15.5 Trillion
Stocks 2357
Filing on Jan 06, 2026 Q4 2025

Addis & Hill, Inc

  • VV
  • VTI
  • VPL
  • VO
  • AGG
  • RWO
  • VGK
Addis & Hill, Inc's Q4 2025 Portfolio
Portfolio Value 163 Million
Stocks 27
Filing on Jan 06, 2026 Q4 2025

Freedom Financial Partners LLC

  • VOO
  • AVDE
  • AVUS
  • AAPL
  • VO
  • RLY
  • VUG
Freedom Financial Partners LLC's Q4 2025 Portfolio
Portfolio Value 275 Billion
Stocks 87
Filing on Jan 06, 2026 Q4 2025

Barden Capital Management, Inc.

  • SCHF
  • SCHX
  • NVDA
  • SPGM
  • SPAB
  • SCHG
  • MSFT
Barden Capital Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 120 Million
Stocks 56
Filing on Jan 06, 2026 Q3 2025

Legacy Financial Group LLC

  • IUSG
  • BUFD
  • SDY
  • VB
  • IUSB
  • EMXC
  • DYNF
Legacy Financial Group LLC's Q3 2025 Portfolio
Portfolio Value 614 Million
Stocks 117
Filing on Jan 06, 2026 Q4 2025

Attessa Capital LLC

  • SPY
  • VEA
  • BND
  • XLK
  • SCHR
  • SCHX
  • VOO
Attessa Capital LLC's Q4 2025 Portfolio
Portfolio Value 183 Billion
Stocks 32
Filing on Jan 06, 2026 Q4 2025

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

  • VUG
  • DGRO
  • VOT
  • VOE
  • JAVA
  • IVV
  • BRK-B
Nelson, Van Denburg & Campbell Wealth Management Group, LLC's Q4 2025 Portfolio
Portfolio Value 3.01 Billion
Stocks 739
Filing on Jan 06, 2026 Q4 2025

Hoffman, Alan N Investment Management

  • AAPL
  • MSFT
  • AMZN
  • GOOGL
  • COST
  • MGK
  • GOOG
Hoffman, Alan N Investment Management's Q4 2025 Portfolio
Portfolio Value 176 Million
Stocks 15
Filing on Jan 06, 2026 Q4 2025

Asset Value Investors LTD

  • NWSA
  • NNI
Asset Value Investors LTD's Q4 2025 Portfolio
Portfolio Value 117 Billion
Stocks 3
Filing on Jan 06, 2026 Q4 2025

Jb Global.Com LLC

  • VCSH
  • IGSB
  • SCHG
  • DXJ
  • AAPL
  • LOW
  • PAYX
Jb Global.Com LLC's Q4 2025 Portfolio
Portfolio Value 79.4 Billion
Stocks 19