Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jan 14, 2026 Q4 2025

Kaufman Rossin Wealth, LLC

  • ITOT
  • AVDV
  • DFEM
  • DUHP
  • IDEV
  • DIHP
  • DFAC
Kaufman Rossin Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 192 Billion
Stocks 157
Filing on Jan 14, 2026 Q4 2025

Southland Equity Partners LLC

  • AAPL
  • PMAR
  • BOND
  • FDL
  • PJAN
  • SCHD
  • QTEC
Southland Equity Partners LLC's Q4 2025 Portfolio
Portfolio Value 507 Billion
Stocks 256
Filing on Jan 14, 2026 Q4 2025

Flywheel Private Wealth LLC

  • VIG
  • PWR
  • IEFA
  • VBR
  • IEMG
  • VYM
  • QUAL
Flywheel Private Wealth LLC's Q4 2025 Portfolio
Portfolio Value 160 Billion
Stocks 84
Filing on Jan 14, 2026 Q4 2025

Wedge Capital Management L L P

  • LDOS
  • DBX
  • CSCO
  • MSFT
  • SSNC
  • APH
  • PAYX
Wedge Capital Management L L P's Q4 2025 Portfolio
Portfolio Value 4.98 Billion
Stocks 511
Filing on Jan 14, 2026 Q4 2025

Stillwater Capital Advisors, LLC

  • XLK
  • AVGO
  • AAPL
  • NVDA
  • MSFT
  • GOOGL
  • LLY
Stillwater Capital Advisors, LLC's Q4 2025 Portfolio
Portfolio Value 957 Million
Stocks 70
Filing on Jan 14, 2026 Q4 2025

Exchange Traded Concepts, LLC

  • SPLG
  • NVDA
  • MSFT
  • SPY
  • META
  • AMZN
  • AAPL
Exchange Traded Concepts, LLC's Q4 2025 Portfolio
Portfolio Value 11.6 Billion
Stocks 2704
Filing on Jan 14, 2026 Q4 2025

Wealthcare Capital Partners, LLC

  • USFR
  • VTI
  • SPLG
  • VYM
  • SCHP
  • STIP
  • AGG
Wealthcare Capital Partners, LLC's Q4 2025 Portfolio
Portfolio Value 213 Billion
Stocks 149
Filing on Jan 14, 2026 Q4 2025

Wealthcare Advisory Partners LLC

  • SPLG
  • SPTM
  • STIP
  • VTI
  • SPY
  • VOO
  • NVDA
Wealthcare Advisory Partners LLC's Q4 2025 Portfolio
Portfolio Value 4.81 Billion
Stocks 1066
Filing on Jan 14, 2026 Q4 2025

Bourne Lent Asset Management Inc

  • MSFT
  • AAPL
  • GOOG
  • GOOGL
  • IDXX
  • ADBE
  • ISRG
Bourne Lent Asset Management Inc's Q4 2025 Portfolio
Portfolio Value 292 Million
Stocks 63
Filing on Jan 14, 2026 Q4 2025

Wincap Financial LLC

  • BLV
  • GSST
  • IVV
  • AAPL
  • IWM
  • NVDA
  • JEPI
Wincap Financial LLC's Q4 2025 Portfolio
Portfolio Value 146 Billion
Stocks 83
Filing on Jan 14, 2026 Q4 2025

Generali Investments Cee, Investicni Spolecnost, A.S.

  • SPY
  • RSP
  • QQQ
  • OMV.DE
  • NVDA
  • MSFT
  • AMZN
Generali Investments Cee, Investicni Spolecnost, A.S.'s Q4 2025 Portfolio
Portfolio Value 1.42 Trillion
Stocks 396
Filing on Jan 14, 2026 Q4 2025

Amiral Gestion

  • MSFT
  • ADBE
  • VRSN
  • V
  • EW
  • PAYC
  • NVR
Amiral Gestion's Q4 2025 Portfolio
Portfolio Value 266 Million
Stocks 27
Filing on Jan 14, 2026 Q4 2025

Brewster Financial Planning LLC

  • IWB
  • EFA
  • BIV
  • IWM
  • BSV
  • ICF
  • VTEB
Brewster Financial Planning LLC's Q4 2025 Portfolio
Portfolio Value 161 Million
Stocks 26
Filing on Jan 14, 2026 Q4 2025

Whitcomb & Hess, Inc.

  • SPYV
  • VEA
  • SPYG
  • IJH
  • XLE
  • IJR
  • VWO
Whitcomb & Hess, Inc.'s Q4 2025 Portfolio
Portfolio Value 385 Million
Stocks 60
Filing on Jan 14, 2026 Q4 2025

Fairvoy Private Wealth, LLC

  • RSP
  • IVV
  • PULS
  • LMBS
  • SHV
  • FTSL
  • AAPL
Fairvoy Private Wealth, LLC's Q4 2025 Portfolio
Portfolio Value 447 Billion
Stocks 191
Filing on Jan 14, 2026 Q4 2025

Chris Bulman Inc

  • VOO
  • QQQ
  • RDVY
  • AAPL
  • BUFR
  • FICS
  • PJUN
Chris Bulman Inc's Q4 2025 Portfolio
Portfolio Value 226 Billion
Stocks 149
Filing on Jan 14, 2026 Q4 2025

Crumly & Associates Inc.

  • RDVY
  • DSTL
  • HEFA
  • SDVY
  • MGV
  • DSTX
  • TDIV
Crumly & Associates Inc.'s Q4 2025 Portfolio
Portfolio Value 387 Million
Stocks 203
Filing on Jan 14, 2026 Q4 2025

Lee Kelleher Wealth Management

  • IVV
  • DLN
  • SPY
  • DON
  • IVW
  • IJH
  • GSLC
Lee Kelleher Wealth Management's Q4 2025 Portfolio
Portfolio Value 168 Billion
Stocks 43