Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 13, 2026 Q4 2025

Legacy Solutions, LLC

  • SPLG
  • SPDW
  • IUSG
  • IUSV
  • CGGR
  • MOAT
  • IVOO
Legacy Solutions, LLC's Q4 2025 Portfolio
Portfolio Value 114 Billion
Stocks 81
Filing on Jan 14, 2026 Q4 2025

Ironwood Wealth Management, Inc.

  • BKLN
  • JPST
  • PULS
  • IUSV
  • XLK
  • IJR
  • IVV
Ironwood Wealth Management, Inc.'s Q4 2025 Portfolio
Portfolio Value 231 Million
Stocks 23
Filing on Jan 13, 2026 Q4 2025

Tradewinds Capital Management, LLC

  • XLK
  • GLDM
  • SIVR
  • SPYG
  • SPEM
  • SCHX
  • EWY
Tradewinds Capital Management, LLC's Q4 2025 Portfolio
Portfolio Value 488 Million
Stocks 686
Filing on Jan 13, 2026 Q4 2025

Generate Investment Management LTD

  • NVDA
  • AMZN
  • MSFT
  • GOOGL
  • META
  • TSM
  • AAPL
Generate Investment Management LTD's Q4 2025 Portfolio
Portfolio Value 2.19 Trillion
Stocks 92
Filing on Jan 13, 2026 Q4 2025

Accurate Wealth Management, LLC

  • AAPL
  • SPY
  • QQQ
  • MSFT
  • NVDA
  • TSLA
  • PG
Accurate Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 688 Million
Stocks 504
Filing on Jan 13, 2026 Q4 2025

Emergent Wealth Advisors, LLC

  • IVV
  • AGG
  • IEFA
  • IJR
  • VUG
  • IEMG
  • BOND
Emergent Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 178 Billion
Stocks 134
Filing on Jan 13, 2026 Q4 2025

J. L. Bainbridge & Co., Inc.

  • MSFT
  • AAPL
  • GOOGL
  • GS
  • LLY
  • GOOG
  • AMZN
J. L. Bainbridge & Co., Inc.'s Q4 2025 Portfolio
Portfolio Value 1.11 Billion
Stocks 108
Filing on Jan 14, 2026 Q4 2025

Kmg Fiduciary Partners, LLC

  • NVDA
  • AAPL
  • MSFT
  • GOOGL
  • IVV
  • AMZN
  • SPLG
Kmg Fiduciary Partners, LLC's Q4 2025 Portfolio
Portfolio Value 1.35 Billion
Stocks 262
Filing on Jan 13, 2026 Q4 2025

Leonard Rickey Investment Advisors P.L.L.C.

  • IJH
  • FNDX
  • VTI
  • DFAC
  • VTIP
  • VEU
  • VCSH
Leonard Rickey Investment Advisors P.L.L.C.'s Q4 2025 Portfolio
Portfolio Value 535 Million
Stocks 117
Filing on Jan 14, 2026 Q4 2025

Hilltop Wealth Advisors, LLC

  • IUSG
  • IVV
  • VEA
  • XLV
  • FENY
  • SUSA
  • AAPL
Hilltop Wealth Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 196 Million
Stocks 54
Filing on Jan 13, 2026 Q4 2025

Q Fund Management (Hong Kong) LTD

  • GOOG
  • TSLA
  • HOOD
  • MU
  • INTC
  • AFRM
  • IEF
Q Fund Management (Hong Kong) LTD's Q4 2025 Portfolio
Portfolio Value 107 Billion
Stocks 33
Filing on Jan 13, 2026 Q4 2025

Romano Brothers And Company

  • ABBV
  • VOO
  • AAPL
  • AVGO
  • SPY
  • MSFT
  • VUG
Romano Brothers And Company's Q4 2025 Portfolio
Portfolio Value 858 Million
Stocks 314
Filing on Jan 13, 2026 Q4 2025

Family Wealth Partners, LLC

  • ITOT
  • LPLA
  • VGIT
  • AVDV
  • VBR
  • DFEM
  • IDEV
Family Wealth Partners, LLC's Q4 2025 Portfolio
Portfolio Value 277 Billion
Stocks 92
Filing on Jan 13, 2026 Q4 2025

Capital Investment Advisors, LLC

  • DGRO
  • IQLT
  • SDVY
  • EMLP
  • XLK
  • XLE
  • AAPL
Capital Investment Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 6.32 Billion
Stocks 735
Filing on Jan 13, 2026 Q4 2025

Trinity Financial Advisors LLC

  • SPY
  • DFIV
  • VEA
  • BRK-B
  • ORCC
  • DFUS
  • VTI
Trinity Financial Advisors LLC's Q4 2025 Portfolio
Portfolio Value 337 Million
Stocks 95
Filing on Jan 13, 2026 Q4 2025

Cherrydale Wealth Management, LLC

  • VTI
  • DFAC
  • ITOT
  • DFAX
  • VONE
  • VXUS
  • DFAU
Cherrydale Wealth Management, LLC's Q4 2025 Portfolio
Portfolio Value 317 Million
Stocks 79
Filing on Jan 13, 2026 Q4 2025

Dakota Wealth Management

  • KLAC
  • IVV
  • AAPL
  • MSFT
  • BIL
  • AMZN
  • NVDA
Dakota Wealth Management's Q4 2025 Portfolio
Portfolio Value 5.42 Billion
Stocks 777
Filing on Jan 13, 2026 Q4 2025

Team Financial Group, LLC

  • DGRW
  • EPS
  • USFR
  • USMF
  • SCHG
  • PTRB
  • WTV
Team Financial Group, LLC's Q4 2025 Portfolio
Portfolio Value 220 Billion
Stocks 267