Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 05, 2026 Q4 2025

Banc First Trust & Investment Management

  • BANF
  • XOM
  • WMT
  • VBR
  • BND
  • VOO
  • BSV
Banc First Trust & Investment Management's Q4 2025 Portfolio
Portfolio Value 239 Million
Stocks 53
Filing on Jan 05, 2026 Q4 2025

Park Avenue Securities LLC

  • IVV
  • IVE
  • IVW
  • IEMG
  • EFV
  • IUSB
  • OEF
Park Avenue Securities LLC's Q4 2025 Portfolio
Portfolio Value 11.8 Billion
Stocks 1493
Filing on Jan 05, 2026 Q4 2025

Anderson Hoagland & CO

  • IAU
  • MSFT
  • NVDA
  • IWM
  • EMXC
  • VFMF
  • AMZN
Anderson Hoagland & CO's Q4 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 143
Filing on Jan 05, 2026 Q4 2025

Horizons Wealth Management

  • VV
  • VEA
  • VO
  • VNQ
  • VB
  • BND
  • TIP
Horizons Wealth Management's Q4 2025 Portfolio
Portfolio Value 151 Million
Stocks 172
Filing on Jan 05, 2026 Q4 2025

Coastline Trust CO

  • NVDA
  • MSFT
  • AAPL
  • GOOGL
  • IVV
  • AMZN
  • EFA
Coastline Trust CO's Q4 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 566
Filing on Jan 05, 2026 Q4 2025

Miller Global Investments, LLC

  • JAAA
  • JPIE
  • SIVR
  • PREF
  • HFND
  • GOOGL
  • META
Miller Global Investments, LLC's Q4 2025 Portfolio
Portfolio Value 110 Billion
Stocks 247
Filing on Jan 05, 2026 Q4 2025

Goal Vest Advisory LLC

  • VOO
  • VUG
  • SPIB
  • IEFA
  • VTI
  • XNTK
  • VGK
Goal Vest Advisory LLC's Q4 2025 Portfolio
Portfolio Value 488 Million
Stocks 513
Filing on Jan 05, 2026 Q4 2025

Holos Integrated Wealth LLC

  • BUFR
  • BUFF
  • FBND
  • FLTB
  • VO
  • IWL
  • DBEF
Holos Integrated Wealth LLC's Q4 2025 Portfolio
Portfolio Value 179 Billion
Stocks 310
Filing on Jan 05, 2026 Q4 2025

Garrett Investment Advisors LLC

  • JCPB
  • SPDW
  • SPYG
  • AVDE
  • SPYV
  • SPIB
  • VTI
Garrett Investment Advisors LLC's Q4 2025 Portfolio
Portfolio Value 1.13 Billion
Stocks 313
Filing on Jan 05, 2026 Q4 2025

Jdh Wealth Management, LLC

  • DFAC
  • DFIV
  • DFAT
  • DFUV
  • DFUS
  • DFAS
  • DFAU
Jdh Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 146 Billion
Stocks 51
Filing on Jan 05, 2026 Q4 2025

Helen Stephens Group, LLC

  • DFUS
  • DFIC
  • QUAL
  • JCPB
  • IUSG
  • DFAT
  • DFAC
Helen Stephens Group, LLC's Q4 2025 Portfolio
Portfolio Value 463 Million
Stocks 118
Filing on Jan 05, 2026 Q4 2025

Gk Wealth Management LLC

  • AMZN
  • TSLA
  • JPST
  • BIL
  • SLV
  • GOOGL
  • NVDA
Gk Wealth Management LLC's Q4 2025 Portfolio
Portfolio Value 151 Billion
Stocks 196
Filing on Jan 05, 2026 Q4 2025

Legacy Wealth Management, LLC / Ms

  • NVDA
  • SPY
  • AAPL
  • MSFT
  • SPLG
  • GOOGL
  • WMT
Legacy Wealth Management, LLC / Ms's Q4 2025 Portfolio
Portfolio Value 375 Billion
Stocks 100
Filing on Jan 05, 2026 Q4 2025

Rk Asset Management, LLC

  • BKE
  • REGN
  • ALGT
  • NEU
  • BRK-B
  • FIZZ
  • SEIC
Rk Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 106 Million
Stocks 23
Filing on Jan 05, 2026 Q4 2025

Kopion Asset Management, LLC

  • NICE
  • VRNS
  • TRUP
  • FTI
  • BWA
  • TNC
  • MGNI
Kopion Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 135 Million
Stocks 18
Filing on Jan 05, 2026 Q4 2025

Grant Private Wealth Management Inc

  • NVDA
  • AAPL
  • AVGO
  • META
  • AMZN
  • GOOGL
  • TSLA
Grant Private Wealth Management Inc's Q4 2025 Portfolio
Portfolio Value 166 Billion
Stocks 135
Filing on Jan 05, 2026 Q4 2025

City Center Advisors, LLC

  • SPYG
  • SPYV
  • MINT
  • XLG
  • XLU
  • XLV
  • EFA
City Center Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 109 Billion
Stocks 157
Filing on Jan 05, 2026 Q4 2025

Union Bancaire Privee, Ubp Sa

  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • AAPL
  • NOW
  • AVGO
Union Bancaire Privee, Ubp Sa's Q4 2025 Portfolio
Portfolio Value 6.72 Billion
Stocks 503