Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 07, 2026 Q4 2025

Bcgm Wealth Management, LLC

  • IVV
  • ITOT
  • JAVA
  • QQQ
  • DYNF
  • IWF
  • QUAL
Bcgm Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 344 Million
Stocks 175
Filing on Jan 07, 2026 Q4 2025

Vigilare Wealth Management

  • JPIE
  • GLD
  • SGOV
  • DYNF
  • RSP
  • SPY
  • VNLA
Vigilare Wealth Management's Q4 2025 Portfolio
Portfolio Value 252 Million
Stocks 116
Filing on Jan 07, 2026 Q4 2025

St. Louis Financial Planners Asset Management, LLC

  • TFLO
  • BIL
  • BSCQ
  • PLTR
  • GOOGL
  • AVGO
  • MU
St. Louis Financial Planners Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 163 Billion
Stocks 43
Filing on Jan 07, 2026 Q4 2025

Sagespring Wealth Partners, LLC

  • DYNF
  • FBCG
  • VOO
  • TTAC
  • JAVA
  • NETZ
  • IVV
Sagespring Wealth Partners, LLC's Q4 2025 Portfolio
Portfolio Value 5.5 Trillion
Stocks 783
Filing on Jan 07, 2026 Q4 2025

Benjamin Joseph Floyd Dba Floyd Capital Management

  • SPY
Benjamin Joseph Floyd Dba Floyd Capital Management's Q4 2025 Portfolio
Portfolio Value 51.5 Billion
Stocks 1
Filing on Jan 07, 2026 Q4 2025

Covea Finance

  • MSFT
  • NOW
  • AAPL
  • NVDA
  • GOOGL
  • AMZN
  • AVGO
Covea Finance's Q4 2025 Portfolio
Portfolio Value 3.06 Billion
Stocks 128
Filing on Jan 07, 2026 Q4 2025

Precedent Wealth Partners, LLC

  • VEA
  • VTI
  • VOO
  • DON
  • IVV
  • XLG
  • EFA
Precedent Wealth Partners, LLC's Q4 2025 Portfolio
Portfolio Value 477 Billion
Stocks 171
Filing on Jan 07, 2026 Q4 2025

Kfa Private Wealth Group, LLC

  • IVV
  • FBCG
  • FBND
  • XLK
  • SHV
  • ITOT
  • IJH
Kfa Private Wealth Group, LLC's Q4 2025 Portfolio
Portfolio Value 412 Million
Stocks 151
Filing on Jan 07, 2026 Q4 2025

Private Client Services, LLC

  • IVV
  • IEFA
  • SPY
  • VWO
  • OEF
  • HTRB
  • VO
Private Client Services, LLC's Q4 2025 Portfolio
Portfolio Value 320 Billion
Stocks 193
Filing on Jan 07, 2026 Q4 2025

Corsicana & Co.

  • XLK
  • IWM
  • MDY
  • NVDA
  • AAPL
  • SDY
  • SPY
Corsicana & Co.'s Q4 2025 Portfolio
Portfolio Value 183 Million
Stocks 259
Filing on Jan 07, 2026 Q4 2025

Wespac Advisors So Cal, LLC

  • SMH
  • AVGO
  • GOOGL
  • MSFT
  • AAPL
  • XLK
  • IAI
Wespac Advisors So Cal, LLC's Q4 2025 Portfolio
Portfolio Value 480 Million
Stocks 110
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