Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 07, 2026 Q4 2025

Sulzberger Capital Advisors, Inc.

  • SHV
  • NVDA
  • MSFT
  • VOO
  • SGOV
  • JEPI
  • GOOGL
Sulzberger Capital Advisors, Inc.'s Q4 2025 Portfolio
Portfolio Value 99 Billion
Stocks 52
Filing on Jan 07, 2026 Q4 2025

Aafmaa Wealth Management & Trust LLC

  • LQD
  • VCSH
  • IEF
  • EFA
  • SPY
  • XLK
  • MBB
Aafmaa Wealth Management & Trust LLC's Q4 2025 Portfolio
Portfolio Value 265 Million
Stocks 122
Filing on Jan 07, 2026 Q4 2025

Yeomans Consulting Group, Inc.

  • VV
  • IAU
  • QQQ
  • BNDX
  • BND
  • SEIM
  • EFV
Yeomans Consulting Group, Inc.'s Q4 2025 Portfolio
Portfolio Value 341 Billion
Stocks 113
Filing on Jan 07, 2026 Q4 2025

Capital Advantage, Inc.

  • VCIT
  • FNDF
  • VIGI
  • ICSH
  • VYMI
  • MGV
  • VHT
Capital Advantage, Inc.'s Q4 2025 Portfolio
Portfolio Value 664 Million
Stocks 149
Filing on Jan 07, 2026 Q4 2025

Riversedge Advisors, LLC

  • VV
  • IDEV
  • BND
  • SPYG
  • RSP
  • VWO
  • SCHF
Riversedge Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 597 Million
Stocks 214
Filing on Jan 07, 2026 Q4 2025

Stonekeep Investments, LLC

  • BRK-A
  • SPOT
  • SPY
  • VUG
  • MA
  • CRWD
  • LLY
Stonekeep Investments, LLC's Q4 2025 Portfolio
Portfolio Value 4.71 Million
Stocks 61
Filing on Jan 07, 2026 Q4 2025

Bay Rivers Group

  • AAPL
  • NVDA
  • AVGO
  • NOW
  • USMV
  • MSFT
  • QQQ
Bay Rivers Group's Q4 2025 Portfolio
Portfolio Value 237 Million
Stocks 97
Filing on Jan 07, 2026 Q4 2025

Tcp Asset Management, LLC

  • IVV
  • XLK
  • DFAU
  • DIA
  • QQQ
  • DFUS
  • ONEQ
Tcp Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 592 Million
Stocks 111
Filing on Jan 07, 2026 Q4 2025

Tru Wealth Advisors, LLC

  • FBND
  • VTI
  • JAAA
  • BSCS
  • BSCU
  • IWF
  • AAPL
Tru Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 1.79 Billion
Stocks 182
Filing on Jan 07, 2026 Q4 2025

True Wealth Advisors, LLC

  • SPY
  • FBND
  • DBEF
  • DRSK
  • QQQ
  • SDVY
  • ACIO
True Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 307 Million
Stocks 241
Filing on Jan 07, 2026 Q4 2025

Winebrenner Capital Management LLC

  • JPIE
  • DFCF
  • FLRT
  • NVDA
  • AAPL
  • FTHY
  • JAAA
Winebrenner Capital Management LLC's Q4 2025 Portfolio
Portfolio Value 150 Billion
Stocks 138
Filing on Jan 07, 2026 Q4 2025

Mfg Wealth Management, Inc.

  • AAPL
  • URTY
  • RKT
  • XLU
  • C
  • TQQQ
  • GOOG
Mfg Wealth Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 128 Billion
Stocks 61
Filing on Jan 07, 2026 Q4 2025

Puff Wealth Management, LLC

  • AAPL
  • SPDW
  • NVDA
  • AIRR
  • META
  • SPLG
  • AMZN
Puff Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 77.4 Billion
Stocks 70
Filing on Jan 07, 2026 Q4 2025

Platt Investment Counsel, LLC

  • ESGV
  • QQQ
  • IJH
  • BND
  • VCSH
  • BLV
  • IWM
Platt Investment Counsel, LLC's Q4 2025 Portfolio
Portfolio Value 133 Million
Stocks 12
Filing on Jan 07, 2026 Q4 2025

Everhart Financial Group, Inc.

  • VTV
  • VUG
  • VTI
  • NVDA
  • AAPL
  • DFAI
  • BIV
Everhart Financial Group, Inc.'s Q4 2025 Portfolio
Portfolio Value 1.05 Billion
Stocks 417
Filing on Jan 07, 2026 Q4 2025

Sterling Manor Financial, LLC

  • SPBO
  • RSP
  • IDEV
  • DGRO
  • SPYG
  • FTSM
  • YSEP
Sterling Manor Financial, LLC's Q4 2025 Portfolio
Portfolio Value 131 Million
Stocks 35
Filing on Jan 07, 2026 Q4 2025

Qp Wealth Management, LLC

  • NVDA
  • AAPL
  • SPDW
  • MSFT
  • GOOGL
  • TSLA
  • AMZN
Qp Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 107 Million
Stocks 105
Filing on Jan 06, 2026 Q4 2025

Central Pacific Bank Trust Division

  • IVV
  • MSFT
  • AAPL
  • SPY
  • NVDA
  • AMZN
  • IUSB
Central Pacific Bank Trust Division's Q4 2025 Portfolio
Portfolio Value 815 Billion
Stocks 923