Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 14, 2026 Q4 2025

Mitchell & Pahl Private Wealth, LLC

  • AVGO
  • AAPL
  • MSFT
  • ABBV
  • XOM
  • JNJ
  • MMM
Mitchell & Pahl Private Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 228 Million
Stocks 143
Filing on Jan 14, 2026 Q4 2025

Ami Investment Management Inc

  • VGT
  • VCSH
  • VGSH
  • VGIT
  • BRK-B
  • SPY
  • GOOG
Ami Investment Management Inc's Q4 2025 Portfolio
Portfolio Value 391 Million
Stocks 74
Filing on Jan 14, 2026 Q4 2025

Goelzer Investment Management, Inc.

  • LLY
  • IVV
  • SLYV
  • IJH
  • SCHF
  • MSFT
  • AAPL
Goelzer Investment Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 2.02 Billion
Stocks 271
Filing on Jan 14, 2026 Q4 2025

Keystone Global Partners, LLC

  • SCHG
  • XLF
  • VEA
  • VTEB
  • VGK
  • XLK
  • IVV
Keystone Global Partners, LLC's Q4 2025 Portfolio
Portfolio Value 227 Billion
Stocks 54
Filing on Jan 14, 2026 Q4 2025

Wespac Advisors, LLC

  • IVV
  • XLK
  • VOO
  • CGDV
  • QQQ
  • AAPL
  • PULS
Wespac Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 155 Million
Stocks 178
Filing on Jan 14, 2026 Q4 2025

Congress Park Capital LLC

  • IVV
  • JFR
  • ICSH
  • GOOGL
  • AMZN
  • NEA
  • MSFT
Congress Park Capital LLC's Q4 2025 Portfolio
Portfolio Value 304 Million
Stocks 128
Filing on Jan 14, 2026 Q4 2025

Johnson Bixby & Associates, LLC

  • ITOT
  • CGDV
  • CGGR
  • IUSB
  • VCSH
  • FNDF
  • GOVT
Johnson Bixby & Associates, LLC's Q4 2025 Portfolio
Portfolio Value 659 Million
Stocks 123
Filing on Jan 14, 2026 Q4 2025

New England Professional Planning Group Inc.

  • IVV
  • JIRE
  • IJH
  • IJR
  • RJF
  • IXUS
  • AAPL
New England Professional Planning Group Inc.'s Q4 2025 Portfolio
Portfolio Value 234 Million
Stocks 49
Filing on Jan 14, 2026 Q4 2025

Praetorian Wealth Management, Inc.

  • MGK
  • MGV
  • IVW
  • VEA
  • IVE
  • VOT
  • MGC
Praetorian Wealth Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 485 Million
Stocks 74
Filing on Jan 14, 2026 Q4 2025

Thompson Investment Management, Inc.

  • GOOGL
  • MSFT
  • WBD
  • XOM
  • C
  • QCOM
  • JPM
Thompson Investment Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 725 Million
Stocks 526
Filing on Jan 14, 2026 Q4 2025

One Wealth Management Investment & Advisory Services, LLC

  • AAPL
  • NVDA
  • AMZN
  • GOOGL
  • MSFT
  • QQQ
  • SPY
One Wealth Management Investment & Advisory Services, LLC's Q4 2025 Portfolio
Portfolio Value 91.7 Billion
Stocks 52
Filing on Jan 14, 2026 Q4 2025

Moisand Fitzgerald Tamayo, LLC

  • DFAI
  • SCHR
  • SCHO
  • AVLV
  • DFAS
  • AVUV
  • AVDV
Moisand Fitzgerald Tamayo, LLC's Q4 2025 Portfolio
Portfolio Value 828 Million
Stocks 517
Filing on Jan 14, 2026 Q4 2025

Kraft, Davis & Associates, LLC

  • SMH
  • VTI
  • IVV
  • FTEC
  • VIG
  • VUG
  • QTEC
Kraft, Davis & Associates, LLC's Q4 2025 Portfolio
Portfolio Value 446 Billion
Stocks 151
Filing on Jan 14, 2026 Q4 2025

Enterprise Financial Services Corp

  • EFSC
  • MSFT
  • AAPL
  • PEP
  • BRK-A
  • GOOGL
  • NVDA
Enterprise Financial Services Corp's Q4 2025 Portfolio
Portfolio Value 192 Million
Stocks 314
Filing on Jan 14, 2026 Q4 2025

Nova R Wealth, Inc.

  • VGIT
  • IVV
  • DFSD
  • VTIP
  • AVLV
  • IEFA
  • ISRG
Nova R Wealth, Inc.'s Q4 2025 Portfolio
Portfolio Value 253 Million
Stocks 88
Filing on Jan 14, 2026 Q4 2025

Ballew Advisors, Inc

  • IVV
  • CGGR
  • TOTL
  • IJR
  • IEF
  • TLT
  • AJG
Ballew Advisors, Inc's Q4 2025 Portfolio
Portfolio Value 166 Million
Stocks 120
Filing on Jan 14, 2026 Q4 2025

Unicom Systems, Inc.

  • TSLA
  • PLTR
  • NVDA
  • AVGO
  • QBTS
  • RGTI
  • RKLB
Unicom Systems, Inc.'s Q4 2025 Portfolio
Portfolio Value 1.02 Trillion
Stocks 22
Filing on Jan 14, 2026 Q4 2025

Cibra Capital LTD

  • CFLT
  • NSC
  • CYBR
  • EA
  • GTLS
  • HOLX
  • EXAS
Cibra Capital LTD's Q4 2025 Portfolio
Portfolio Value 58.2 Billion
Stocks 18