Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 13, 2026 Q4 2025

Mayflower Financial Advisors, LLC

  • HLI
  • IVV
  • SPLG
  • AAPL
  • MSFT
  • W
  • QUAL
Mayflower Financial Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 971 Million
Stocks 414
Filing on Jan 13, 2026 Q4 2025

Well Done, LLC

  • BRK-A
  • IVV
  • BRK-B
  • USMV
  • IJH
  • QUAL
  • VTV
Well Done, LLC's Q4 2025 Portfolio
Portfolio Value 619 Million
Stocks 197
Filing on Jan 13, 2026 Q4 2025

Presilium Private Wealth, LLC

  • VTV
  • VUG
  • VGSH
  • VGK
  • BSV
  • VWO
  • VPL
Presilium Private Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 547 Billion
Stocks 76
Filing on Jan 13, 2026 Q4 2025

Argentarii, LLC

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • JPM
  • AVGO
  • AMZN
Argentarii, LLC's Q4 2025 Portfolio
Portfolio Value 307 Billion
Stocks 199
Filing on Jan 13, 2026 Q4 2025

Compton Wealth Advisory Group, LLC

  • VEU
  • IWY
  • VIG
  • IWX
  • VTV
  • VB
  • RSP
Compton Wealth Advisory Group, LLC's Q4 2025 Portfolio
Portfolio Value 422 Million
Stocks 85
Filing on Jan 13, 2026 Q4 2025

Stableford Capital Ii LLC

  • GOOGL
  • MSFT
  • AMZN
  • AAPL
  • IEF
  • NVDA
  • LLY
Stableford Capital Ii LLC's Q4 2025 Portfolio
Portfolio Value 260 Million
Stocks 145
Filing on Jan 13, 2026 Q4 2025

Mc Clarren Financial Advisors, Inc.

  • VOO
  • VTI
  • MGK
  • VB
  • VO
  • IVV
  • VGT
Mc Clarren Financial Advisors, Inc.'s Q4 2025 Portfolio
Portfolio Value 159 Million
Stocks 77
Filing on Jan 13, 2026 Q4 2025

Signature Securities Group Corporation

  • IVV
  • QQQ
  • IJR
  • DGRO
  • BLV
  • XLK
  • IWF
Signature Securities Group Corporation's Q4 2025 Portfolio
Portfolio Value 294 Million
Stocks 177
Filing on Jan 13, 2026 Q4 2025

Lionshead Wealth Management, LLC

  • DFAI
  • AAPL
  • BIV
  • JAAA
  • SPHQ
  • DFAT
  • SPYG
Lionshead Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 133 Billion
Stocks 106
Filing on Jan 13, 2026 Q4 2025

First Financial Corp

  • THFF
  • VOO
  • VGT
  • VEA
  • MSFT
  • IVV
  • VO
First Financial Corp 's Q4 2025 Portfolio
Portfolio Value 258 Million
Stocks 420
Filing on Jan 13, 2026 Q4 2025

Trust Asset Management LLC

  • SPY
  • XLI
  • NVDA
  • AAPL
  • MSFT
  • XLE
  • GOOG
Trust Asset Management LLC's Q4 2025 Portfolio
Portfolio Value 1.48 Billion
Stocks 226
Filing on Jan 13, 2026 Q4 2025

Stonehage Fleming Financial Services Holdings LTD

  • GOOG
  • MSFT
  • GE
  • SPGI
  • MA
  • AMZN
  • APH
Stonehage Fleming Financial Services Holdings LTD's Q4 2025 Portfolio
Portfolio Value 3.17 Billion
Stocks 269
Filing on Jan 13, 2026 Q4 2025

Nerd Wallet Wealth Partners, LLC

  • IVV
  • VEA
  • DLN
  • SHV
  • VTI
  • SHY
  • VOO
Nerd Wallet Wealth Partners, LLC's Q4 2025 Portfolio
Portfolio Value 223 Billion
Stocks 61
Filing on Jan 13, 2026 Q4 2025

Olistico Wealth, LLC

  • VUG
  • AAPL
  • VTI
  • VGT
  • VTV
  • NVDA
  • CGDV
Olistico Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 205 Billion
Stocks 341
Filing on Jan 13, 2026 Q4 2025

Exchange Bank

  • AAPL
  • JNJ
  • MUB
  • MSFT
  • CAT
  • AGG
  • JPM
Exchange Bank's Q4 2025 Portfolio
Portfolio Value 145 Billion
Stocks 186
Filing on Jan 13, 2026 Q4 2025

Ferguson Wellman Capital Management, Inc

  • MSFT
  • AAPL
  • GOOGL
  • NVDA
  • AVGO
  • JPM
  • ETR
Ferguson Wellman Capital Management, Inc's Q4 2025 Portfolio
Portfolio Value 5.95 Billion
Stocks 358
Filing on Jan 13, 2026 Q4 2025

Harrington Investments, Inc

  • AAPL
  • MSFT
  • GOOGL
  • ORCL
  • NFLX
  • GOOG
  • AMZN
Harrington Investments, Inc's Q4 2025 Portfolio
Portfolio Value 196 Million
Stocks 84
Filing on Jan 13, 2026 Q4 2025

Dream Peak Capital LTD

  • SNPS
  • ENTG
  • CVNA
  • DUOL
  • WIX
Dream Peak Capital LTD's Q4 2025 Portfolio
Portfolio Value 971 Billion
Stocks 7