Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 14, 2026 Q4 2025

Pallas Capital Advisors LLC

  • BRKR
  • MSFT
  • JMBS
  • GLP
  • AAPL
  • AMZN
  • NVDA
Pallas Capital Advisors LLC's Q4 2025 Portfolio
Portfolio Value 2.71 Billion
Stocks 882
Filing on Jan 14, 2026 Q4 2025

Eagle Rock Investment Company, LLC

  • BND
  • AVGO
  • GOOGL
  • MSFT
  • AAPL
  • META
  • JPM
Eagle Rock Investment Company, LLC's Q4 2025 Portfolio
Portfolio Value 678 Million
Stocks 162
Filing on Jan 14, 2026 Q4 2025

Petros Family Wealth, LLC

  • AAPL
  • SPY
  • AVDE
  • MSFT
  • VO
  • NVDA
  • VEA
Petros Family Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 150 Billion
Stocks 434
Filing on Jan 14, 2026 Q4 2025

Elevatus Welath Management

  • MSFT
  • VOO
  • NVDA
  • GOOG
  • EFA
  • AAPL
  • VTV
Elevatus Welath Management's Q4 2025 Portfolio
Portfolio Value 366 Billion
Stocks 156
Filing on Jan 14, 2026 Q4 2025

International Private Wealth Advisors LLC

  • SPY
  • DFAU
  • IEI
  • SPDW
  • TLT
  • AMZN
  • XLSR
International Private Wealth Advisors LLC's Q4 2025 Portfolio
Portfolio Value 159 Billion
Stocks 156
Filing on Jan 14, 2026 Q4 2025

Wolff Wiese Magana LLC

  • NVDA
  • MSFT
  • NOW
  • AVGO
  • IJR
  • V
  • ABBV
Wolff Wiese Magana LLC's Q4 2025 Portfolio
Portfolio Value 178 Million
Stocks 945
Filing on Jan 14, 2026 Q4 2025

True Vision Mn LLC

  • IUSB
  • IVV
  • DYNF
  • IVE
  • IEMG
  • IVW
  • OEF
True Vision Mn LLC's Q4 2025 Portfolio
Portfolio Value 197 Billion
Stocks 111
Filing on Jan 14, 2026 Q4 2025

Edge Rock Capital LLC

  • QQQM
  • JIRE
  • FBND
  • UCON
  • FTLS
  • VTV
  • IVV
Edge Rock Capital LLC's Q4 2025 Portfolio
Portfolio Value 279 Million
Stocks 129
Filing on Jan 14, 2026 Q4 2025

Verum Partners LLC

  • VOO
  • GOVT
  • IJR
  • FNDF
  • IVV
  • JPST
  • SYLD
Verum Partners LLC's Q4 2025 Portfolio
Portfolio Value 496 Billion
Stocks 169
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 13, 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