Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 14, 2026 Q4 2025

Baron Wealth Management LLC

  • QUAL
  • FLQH
  • IJR
  • AAPL
  • SNA
  • SDVY
  • RIVN
Baron Wealth Management LLC's Q4 2025 Portfolio
Portfolio Value 325 Billion
Stocks 259
Filing on Jan 14, 2026 Q4 2025

Redhawk Wealth Advisors, Inc.

  • GLD
  • SPY
  • NVDA
  • XLK
  • OEF
  • SCHX
  • SCHG
Redhawk Wealth Advisors, Inc.'s Q4 2025 Portfolio
Portfolio Value 793 Million
Stocks 366
Filing on Jan 14, 2026 Q4 2025

Game Plan Financial Advisors, LLC

  • GOOG
  • NVDA
  • AAPL
  • AMZN
  • MSFT
  • BRK-B
  • SCHV
Game Plan Financial Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 203 Million
Stocks 368
Filing on Jan 14, 2026 Q4 2025

Mfa Wealth Advisors, LLC

  • BIV
  • IGIB
  • FNDF
  • VOO
  • FLRN
  • SCHX
  • IUSV
Mfa Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 455 Million
Stocks 84
Filing on Jan 14, 2026 Q4 2025

Disciplined Equity Management, Inc.

  • DFUS
  • DFUV
  • DFAT
  • DFAS
  • DFIV
  • F
  • TFC
Disciplined Equity Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 185 Million
Stocks 64
Filing on Jan 14, 2026 Q4 2025

Cpr Investments Inc.

  • PRU
  • QQQ
  • IYW
  • VOO
  • GLD
  • TLT
  • BIL
Cpr Investments Inc.'s Q4 2025 Portfolio
Portfolio Value 110 Million
Stocks 47
Filing on Jan 14, 2026 Q4 2025

Eastern Bank

  • MSFT
  • AAPL
  • NVDA
  • GVI
  • GOOGL
  • NOW
  • AVGO
Eastern Bank's Q4 2025 Portfolio
Portfolio Value 5.7 Billion
Stocks 1584
Filing on Jan 14, 2026 Q4 2025

Usa Financial Portformulas Corp

  • IVV
  • EEM
  • QQQ
  • EFA
  • IVW
  • SPY
  • LQD
Usa Financial Portformulas Corp's Q4 2025 Portfolio
Portfolio Value 531 Million
Stocks 414
Filing on Jan 14, 2026 Q4 2025

Smith Thornton Advisors LLC

  • CGDV
  • CGGR
  • UITB
  • USTB
  • CGCP
  • GOOGL
  • IVV
Smith Thornton Advisors LLC's Q4 2025 Portfolio
Portfolio Value 197 Billion
Stocks 127
Filing on Jan 14, 2026 Q4 2025

Silchester International Investors LLP

  • NTR
  • CCEP
  • RYAAY
Silchester International Investors LLP's Q4 2025 Portfolio
Portfolio Value 254 Million
Stocks 3
Filing on Jan 14, 2026 Q4 2025

Hunter Perkins Capital Management, LLC

  • BRK-B
  • CASY
  • ELS
  • GOOGL
  • ADI
  • CB
  • MRK
Hunter Perkins Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 432 Million
Stocks 116
Filing on Jan 14, 2026 Q4 2025

Acropolis Investment Management, LLC

  • VOO
  • VEA
  • DFCF
  • IJR
  • IJH
  • IGIB
  • VGIT
Acropolis Investment Management, LLC's Q4 2025 Portfolio
Portfolio Value 2.08 Billion
Stocks 297
Filing on Jan 14, 2026 Q4 2025

Legal Advantage Investments, Inc.

  • TDG
  • FISV
  • VSEC
  • AMZN
  • MSFT
  • PLTR
  • ESLT
Legal Advantage Investments, Inc.'s Q4 2025 Portfolio
Portfolio Value 201 Million
Stocks 83
Filing on Jan 14, 2026 Q4 2025

Worth Asset Management, LLC

  • AOR
  • QQQ
  • SPLG
  • TLT
  • VOO
  • JPST
  • MGK
Worth Asset Management, LLC's Q4 2025 Portfolio
Portfolio Value 212 Million
Stocks 447
Filing on Jan 14, 2026 Q4 2025

Act Advisors, Llc.

  • DFAU
  • QQQM
  • AVDE
  • AVEM
  • DGRW
  • IVV
  • CGDV
Act Advisors, Llc.'s Q4 2025 Portfolio
Portfolio Value 245 Million
Stocks 65
Filing on Jan 14, 2026 Q4 2025

Bell Bank

  • IEFA
  • VTV
  • VUG
  • QQQ
  • VTI
  • RSP
  • VOO
Bell Bank's Q4 2025 Portfolio
Portfolio Value 2.3 Billion
Stocks 236
Filing on Jan 14, 2026 Q4 2025

In Track Investment Management Inc

  • MSFT
  • AAPL
  • IVV
  • PANW
  • NVDA
  • IEI
  • PLTR
In Track Investment Management Inc's Q4 2025 Portfolio
Portfolio Value 158 Million
Stocks 108
Filing on Jan 14, 2026 Q4 2025

Canoe Financial LP

  • TSM
  • GOOGL
  • CNI
  • WFC
  • MSFT
  • OTIS
  • MCO
Canoe Financial LP's Q4 2025 Portfolio
Portfolio Value 7.36 Trillion
Stocks 110