Latest 13F Filings: The Latest Updates from Institutional Investors

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
Filing on Jan 06, 2026 Q4 2025

Goal Fusion Wealth Management, LLC

  • IVV
  • AGG
  • VT
  • VCIT
  • VB
  • VUG
  • VTV
Goal Fusion Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 214 Million
Stocks 27
Filing on Jan 06, 2026 Q4 2025

Rda Financial Network

  • NVDA
  • MSFT
  • AVGO
  • GOOGL
  • AMZN
  • AAPL
  • QQQ
Rda Financial Network's Q4 2025 Portfolio
Portfolio Value 402 Million
Stocks 265
Filing on Jan 06, 2026 Q4 2025

Clark Financial Services Group Inc

  • VOO
  • SPY
  • VUG
  • VTV
  • IVW
  • AAPL
  • XLK
Clark Financial Services Group Inc 's Q4 2025 Portfolio
Portfolio Value 181 Million
Stocks 170
Filing on Jan 06, 2026 Q4 2025

Collective Family Office LLC

  • JMUB
  • BSJQ
  • DFAE
  • AVLV
  • VTV
  • AVDV
  • AVUV
Collective Family Office LLC's Q4 2025 Portfolio
Portfolio Value 430 Million
Stocks 156
Filing on Jan 06, 2026 Q4 2025

Armstrong Henry H Associates Inc

  • MSFT
  • BRK-A
  • BRK-B
  • MCO
  • JNJ
  • PG
  • GOOG
Armstrong Henry H Associates Inc's Q4 2025 Portfolio
Portfolio Value 1.08 Billion
Stocks 63
Filing on Jan 06, 2026 Q4 2025

Sage Capital Advisors,Llc

  • AAPL
  • MSFT
  • GOOGL
  • XLK
  • NOW
  • AMZN
  • NVDA
Sage Capital Advisors,Llc's Q4 2025 Portfolio
Portfolio Value 430 Million
Stocks 128
Filing on Jan 06, 2026 Q4 2025

Wealth Care Investment Partners, LLC

  • QQQ
  • FVD
  • CGGR
  • ITA
  • BUFR
  • XLE
  • IAU
Wealth Care Investment Partners, LLC's Q4 2025 Portfolio
Portfolio Value 323 Million
Stocks 183