Latest 13F Filings: The Latest Updates from Institutional Investors
Filing on Jan 13, 2026
Q4 2025
Filing on Jan 14, 2026
Q4 2025
Ironwood Wealth Management, Inc.
- BKLN
- JPST
- PULS
- IUSV
- XLK
- IJR
- IVV
Filing on Jan 13, 2026
Q4 2025
Tradewinds Capital Management, LLC
- XLK
- GLDM
- SIVR
- SPYG
- SPEM
- SCHX
- EWY
Filing on Jan 13, 2026
Q4 2025
Generate Investment Management LTD
- NVDA
- AMZN
- MSFT
- GOOGL
- META
- TSM
- AAPL
Filing on Jan 13, 2026
Q4 2025
Accurate Wealth Management, LLC
- AAPL
- SPY
- QQQ
- MSFT
- NVDA
- TSLA
- PG
Filing on Jan 13, 2026
Q4 2025
Emergent Wealth Advisors, LLC
- IVV
- AGG
- IEFA
- IJR
- VUG
- IEMG
- BOND
Filing on Jan 13, 2026
Q4 2025
J. L. Bainbridge & Co., Inc.
- MSFT
- AAPL
- GOOGL
- GS
- LLY
- GOOG
- AMZN
Filing on Jan 14, 2026
Q4 2025
Kmg Fiduciary Partners, LLC
- NVDA
- AAPL
- MSFT
- GOOGL
- IVV
- AMZN
- SPLG
Filing on Jan 13, 2026
Q4 2025
Leonard Rickey Investment Advisors P.L.L.C.
- IJH
- FNDX
- VTI
- DFAC
- VTIP
- VEU
- VCSH
Filing on Jan 14, 2026
Q4 2025
Hilltop Wealth Advisors, LLC
- IUSG
- IVV
- VEA
- XLV
- FENY
- SUSA
- AAPL
Filing on Jan 13, 2026
Q4 2025
Q Fund Management (Hong Kong) LTD
- GOOG
- TSLA
- HOOD
- MU
- INTC
- AFRM
- IEF
Filing on Jan 13, 2026
Q4 2025
Romano Brothers And Company
- ABBV
- VOO
- AAPL
- AVGO
- SPY
- MSFT
- VUG
Filing on Jan 13, 2026
Q4 2025
Family Wealth Partners, LLC
- ITOT
- LPLA
- VGIT
- AVDV
- VBR
- DFEM
- IDEV
Filing on Jan 13, 2026
Q4 2025
Capital Investment Advisors, LLC
- DGRO
- IQLT
- SDVY
- EMLP
- XLK
- XLE
- AAPL
Filing on Jan 13, 2026
Q4 2025
Trinity Financial Advisors LLC
- SPY
- DFIV
- VEA
- BRK-B
- ORCC
- DFUS
- VTI
Filing on Jan 13, 2026
Q4 2025
Cherrydale Wealth Management, LLC
- VTI
- DFAC
- ITOT
- DFAX
- VONE
- VXUS
- DFAU
Filing on Jan 13, 2026
Q4 2025
Dakota Wealth Management
- KLAC
- IVV
- AAPL
- MSFT
- BIL
- AMZN
- NVDA
Filing on Jan 13, 2026
Q4 2025
Team Financial Group, LLC
- DGRW
- EPS
- USFR
- USMF
- SCHG
- PTRB
- WTV