Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Jan 05, 2026
Q4 2025
Catherine Avery Investment Management LLC
- C
- RTX
- IBM
- FCX
- AVGO
- CSCO
- JPM
Filing on Jan 05, 2026
Q4 2025
Noble Wealth Management Pbc
- PDI
- AAPL
- GLD
- PCN
- BUFR
- FLC
- ASA
Filing on Jan 05, 2026
Q4 2025
Confluence Investment Management LLC
- SGOV
- SNA
- CB
- WEC
- NTRS
- ADI
- PGR
Filing on Jan 05, 2026
Q4 2025
Ables, Iannone, Moore & Associates, Inc.
- AAPL
- NVDA
- GOOGL
- AMZN
- V
- JPM
- MSFT
Filing on Jan 05, 2026
Q4 2025
Banc First Trust & Investment Management
- BANF
- XOM
- WMT
- VBR
- BND
- VOO
- BSV
Filing on Jan 05, 2026
Q4 2025
Park Avenue Securities LLC
- IVV
- IVE
- IVW
- IEMG
- EFV
- IUSB
- OEF
Filing on Jan 05, 2026
Q4 2025
Filing on Jan 05, 2026
Q4 2025
Filing on Jan 05, 2026
Q4 2025
Filing on Jan 05, 2026
Q4 2025
Miller Global Investments, LLC
- JAAA
- JPIE
- SIVR
- PREF
- HFND
- GOOGL
- META
Filing on Jan 05, 2026
Q4 2025
Filing on Jan 05, 2026
Q4 2025
Holos Integrated Wealth LLC
- BUFR
- BUFF
- FBND
- FLTB
- VO
- IWL
- DBEF
Filing on Jan 05, 2026
Q4 2025
Garrett Investment Advisors LLC
- JCPB
- SPDW
- SPYG
- AVDE
- SPYV
- SPIB
- VTI
Filing on Jan 05, 2026
Q4 2025
Jdh Wealth Management, LLC
- DFAC
- DFIV
- DFAT
- DFUV
- DFUS
- DFAS
- DFAU
Filing on Jan 05, 2026
Q4 2025
Helen Stephens Group, LLC
- DFUS
- DFIC
- QUAL
- JCPB
- IUSG
- DFAT
- DFAC
Filing on Jan 05, 2026
Q4 2025
Gk Wealth Management LLC
- AMZN
- TSLA
- JPST
- BIL
- SLV
- GOOGL
- NVDA
Filing on Jan 05, 2026
Q4 2025
Legacy Wealth Management, LLC / Ms
- NVDA
- SPY
- AAPL
- MSFT
- SPLG
- GOOGL
- WMT
Filing on Jan 05, 2026
Q4 2025
Rk Asset Management, LLC
- BKE
- REGN
- ALGT
- NEU
- BRK-B
- FIZZ
- SEIC