Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 06, 2026 Q4 2025

Lpwm LLC

  • VONG
  • IVE
  • IWS
  • IEFA
  • JPST
  • VTIP
  • VWO
Lpwm LLC's Q4 2025 Portfolio
Portfolio Value 395 Million
Stocks 87
Filing on Jan 06, 2026 Q4 2025

Fulcrum Equity Management

  • XLK
  • ITOT
  • URTH
  • NVDA
  • OKE
  • XLY
  • AAPL
Fulcrum Equity Management's Q4 2025 Portfolio
Portfolio Value 102 Million
Stocks 117
Filing on Jan 06, 2026 Q4 2025

Ransom Advisory, LTD

  • AAPL
  • MSFT
  • GOOGL
  • NVDA
  • JPM
  • GOOG
  • BRK-B
Ransom Advisory, LTD's Q4 2025 Portfolio
Portfolio Value 245 Million
Stocks 433
Filing on Jan 06, 2026 Q4 2025

General Partner, Inc.

  • BRK-A
  • AAPL
  • GOOG
  • MSFT
  • VBR
  • MA
  • ICSH
General Partner, Inc.'s Q4 2025 Portfolio
Portfolio Value 176 Billion
Stocks 260
Filing on Jan 06, 2026 Q4 2025

Great Oak Capital Partners, LLC

  • DFAT
  • DUHP
  • DFEM
  • DFCF
  • DISV
  • DFSD
  • DFAR
Great Oak Capital Partners, LLC's Q4 2025 Portfolio
Portfolio Value 399 Billion
Stocks 44
Filing on Jan 06, 2026 Q4 2025

Werlinich Asset Management, LLC

  • NVDA
  • JPM
  • HUBB
  • UNP
  • AMD
  • LMT
  • MSFT
Werlinich Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 203 Billion
Stocks 59
Filing on Jan 06, 2026 Q4 2025

Eagle Wealth Strategies LLC

  • VOO
  • AVUV
  • FLQM
  • DGRW
  • DFEV
  • XLV
  • AMZN
Eagle Wealth Strategies LLC's Q4 2025 Portfolio
Portfolio Value 215 Billion
Stocks 114
Filing on Jan 06, 2026 Q4 2025

Renaissance Investment Group LLC

  • AVGO
  • GOOGL
  • MSFT
  • TJX
  • AAPL
  • COST
  • NVDA
Renaissance Investment Group LLC's Q4 2025 Portfolio
Portfolio Value 447 Million
Stocks 78
Filing on Jan 06, 2026 Q4 2025

Ehrlich Financial Group

  • IVW
  • IVE
  • DYNF
  • OEF
  • AVUS
  • SPEM
  • XLK
Ehrlich Financial Group's Q4 2025 Portfolio
Portfolio Value 176 Billion
Stocks 110
Filing on Jan 06, 2026 Q4 2025

Abner Herrman & Brock LLC

  • NVDA
  • GOOG
  • IBM
  • JPM
  • MSFT
  • AMZN
  • AAPL
Abner Herrman & Brock LLC's Q4 2025 Portfolio
Portfolio Value 979 Million
Stocks 115
Filing on Jan 06, 2026 Q4 2025

Chemistry Wealth Management LLC

  • VGSH
  • BRK-B
  • GOOG
  • IAU
  • AAPL
  • AXP
  • VTIP
Chemistry Wealth Management LLC's Q4 2025 Portfolio
Portfolio Value 490 Million
Stocks 200
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