Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Jan 14, 2026
Q4 2025
Longview Financial Advisors LLC
- DFAC
- JPIE
- VCSH
- VCIT
- VGIT
- DISV
- DFEM
Filing on Jan 14, 2026
Q4 2025
Wallington Asset Management, LLC
- VEA
- MSFT
- AAPL
- IJR
- TJX
- GOOG
- WRB
Filing on Jan 14, 2026
Q4 2025
Filing on Jan 14, 2026
Q4 2025
Filing on Jan 14, 2026
Q4 2025
Filing on Jan 14, 2026
Q4 2025
Beacon Investment Advisory Services, Inc.
- VTI
- IJR
- MSFT
- AAPL
- IAU
- JPM
- VCSH
Filing on Jan 14, 2026
Q4 2025
Klein Pavlis & Peasley Financial, Inc.
- AEM
- CCJ
- PM
- WPM
- SGOV
- SCCO
- SCHW
Filing on Jan 14, 2026
Q4 2025
Conrad Siegel Investment Advisors, Inc.
- DFAC
- VOO
- IEFA
- VEA
- VO
- LRGF
- DFAT
Filing on Jan 14, 2026
Q4 2025
Stegent Equity Advisors, Inc.
- AVDV
- GLTR
- TPL
- RDVY
- FIW
- FTLS
- URNM
Filing on Jan 14, 2026
Q4 2025
Chatham Capital Group, Inc.
- NVDA
- VB
- IAU
- AAPL
- MSFT
- SPY
- VV
Filing on Jan 14, 2026
Q4 2025
Mitchell & Pahl Private Wealth, LLC
- AVGO
- AAPL
- MSFT
- ABBV
- XOM
- JNJ
- MMM
Filing on Jan 14, 2026
Q4 2025
Ami Investment Management Inc
- VGT
- VCSH
- VGSH
- VGIT
- BRK-B
- SPY
- GOOG
Filing on Jan 14, 2026
Q4 2025
Goelzer Investment Management, Inc.
- LLY
- IVV
- SLYV
- IJH
- SCHF
- MSFT
- AAPL
Filing on Jan 14, 2026
Q4 2025
Keystone Global Partners, LLC
- SCHG
- XLF
- VEA
- VTEB
- VGK
- XLK
- IVV
Filing on Jan 14, 2026
Q4 2025
Filing on Jan 14, 2026
Q4 2025
Congress Park Capital LLC
- IVV
- JFR
- ICSH
- GOOGL
- AMZN
- NEA
- MSFT
Filing on Jan 14, 2026
Q4 2025
Johnson Bixby & Associates, LLC
- ITOT
- CGDV
- CGGR
- IUSB
- VCSH
- FNDF
- GOVT
Filing on Jan 14, 2026
Q4 2025
New England Professional Planning Group Inc.
- IVV
- JIRE
- IJH
- IJR
- RJF
- IXUS
- AAPL