Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 14, 2026 Q4 2025

Inves Trust

  • VOO
  • VEA
  • MSFT
  • IBDS
  • IBDR
  • IJJ
  • IBDT
Inves Trust's Q4 2025 Portfolio
Portfolio Value 259 Billion
Stocks 94
Filing on Jan 14, 2026 Q4 2025

Hourglass Capital, LLC

  • NEM
  • GOOGL
  • CSCO
  • C
  • MS
  • PFE
  • GS
Hourglass Capital, LLC's Q4 2025 Portfolio
Portfolio Value 433 Million
Stocks 114
Filing on Jan 14, 2026 Q4 2025

Jfs Wealth Advisors, LLC

  • DFAC
  • DFAX
  • DFUS
  • IWB
  • AGG
  • IVV
  • BRK-B
Jfs Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 1.74 Billion
Stocks 1922
Filing on Jan 14, 2026 Q4 2025

Net Worth Advisory Group

  • AAPL
  • VGIT
  • VCIT
  • BNDX
  • TIP
  • LQD
  • IEF
Net Worth Advisory Group's Q4 2025 Portfolio
Portfolio Value 495 Billion
Stocks 441
Filing on Jan 14, 2026 Q4 2025

Bwm Planning, LLC

  • VTI
  • AVUV
  • AVDE
  • DFAI
  • SCHO
  • QVAL
  • AAPL
Bwm Planning, LLC's Q4 2025 Portfolio
Portfolio Value 374 Billion
Stocks 127
Filing on Jan 14, 2026 Q4 2025

Pathway Financial Advisors LLC

  • VTV
  • VUG
  • GBIL
  • VO
  • ACWI
  • VGIT
  • IEMG
Pathway Financial Advisors LLC's Q4 2025 Portfolio
Portfolio Value 704 Million
Stocks 147
Filing on Jan 14, 2026 Q4 2025

Sherman Wealth Management LLC

  • MGK
  • VIG
  • VYM
  • SPDW
  • JPST
  • QUAL
  • USMV
Sherman Wealth Management LLC's Q4 2025 Portfolio
Portfolio Value 100 Billion
Stocks 66
Filing on Jan 14, 2026 Q4 2025

Mb, Levis & Associates, LLC

  • VV
  • VEU
  • DHS
  • DGRW
  • IBDW
  • IBDX
  • QGRO
Mb, Levis & Associates, LLC's Q4 2025 Portfolio
Portfolio Value 238 Billion
Stocks 245
Filing on Jan 14, 2026 Q4 2025

Enclave Advisors LLC

  • IWB
  • IVV
  • VIG
  • JPIE
  • VO
  • XAR
  • VGT
Enclave Advisors LLC's Q4 2025 Portfolio
Portfolio Value 706 Billion
Stocks 124
Filing on Jan 14, 2026 Q4 2025

Legacy Solutions, LLC

  • SPLG
  • SPDW
  • IUSG
  • IUSV
  • CGGR
  • MOAT
  • IVOO
Legacy Solutions, LLC's Q4 2025 Portfolio
Portfolio Value 114 Billion
Stocks 81
Filing on Jan 13, 2026 Q4 2025

Ironwood Wealth Management, Inc.

  • BKLN
  • JPST
  • PULS
  • IUSV
  • XLK
  • IJR
  • IVV
Ironwood Wealth Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 231 Million
Stocks 23
Filing on Jan 13, 2026 Q4 2025

Tradewinds Capital Management, LLC

  • XLK
  • GLDM
  • SIVR
  • SPYG
  • SPEM
  • SCHX
  • EWY
Tradewinds Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 488 Million
Stocks 686
Filing on Jan 13, 2026 Q4 2025

Generate Investment Management LTD

  • NVDA
  • AMZN
  • MSFT
  • GOOGL
  • META
  • TSM
  • AAPL
Generate Investment Management LTD's Q4 2025 Portfolio
Portfolio Value 2.19 Trillion
Stocks 92
Filing on Jan 13, 2026 Q4 2025

Accurate Wealth Management, LLC

  • AAPL
  • SPY
  • QQQ
  • MSFT
  • NVDA
  • TSLA
  • PG
Accurate Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 688 Million
Stocks 504
Filing on Jan 13, 2026 Q4 2025

Emergent Wealth Advisors, LLC

  • IVV
  • AGG
  • IEFA
  • IJR
  • VUG
  • IEMG
  • BOND
Emergent Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 178 Billion
Stocks 134
Filing on Jan 13, 2026 Q4 2025

J. L. Bainbridge & Co., Inc.

  • MSFT
  • AAPL
  • GOOGL
  • GS
  • LLY
  • GOOG
  • AMZN
J. L. Bainbridge & Co., Inc.'s Q4 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 108
Filing on Jan 13, 2026 Q4 2025

Kmg Fiduciary Partners, LLC

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • IVV
  • AMZN
  • SPLG
Kmg Fiduciary Partners, LLC's Q4 2025 Portfolio
Portfolio Value 1.35 Billion
Stocks 262
Filing on Jan 13, 2026 Q4 2025

Leonard Rickey Investment Advisors P.L.L.C.

  • IJH
  • FNDX
  • VTI
  • DFAC
  • VTIP
  • VEU
  • VCSH
Leonard Rickey Investment Advisors P.L.L.C.'s Q4 2025 Portfolio
Portfolio Value 535 Million
Stocks 117