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Fund Manager Reports
Learn about the top fund managers in the U.S. stock market through reports generated from Form 13F.
Form 13F is a quarterly report that institutional investment managers in the U.S. are required to file with the Securities and Exchange Commission (SEC) if they manage over $100 million in assets. These filings provide insights into institutional managers' investment holdings, revealing the composition of their portfolios, market positions, and strategic trends.
$70T
Total reported value
8,726
Fund managers
13,294
Securities held
Q1 2026
Latest report
All fund managers
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
$171M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$30.5M
2
ISHARES TR
$29.7M
3
PGIM ETF TR
$12.7M
ARGO WEALTH ADVISORY, LLC
$170M
Top holdings
1
WISDOMTREE TR
$14.2M
2
J P MORGAN EXCHANGE TRADED F
$13.4M
3
FIDELITY MERRIMACK STR TR
$12.3M
ARP GLOBAL CAPITAL LTD
$170M
Top holdings
1
ISHARES INC
$30M
2
TAIWAN SEMICONDUCTOR MANUFAC
$20.5M
3
VANECK ETF TRUST
$20.1M
ALPHA FINANCIAL PARTNERS, LLC
$169M
Top holdings
1
ISHARES TR
$100M
2
SSGA ACTIVE TR
$6.07M
3
BLACKROCK ETF TRUST
$4.86M
ABLES, IANNONE, MOORE & ASSOCIATES, INC.
$168M
Top holdings
1
APPLE INC
$23.6M
2
ALPHABET INC
$21.1M
3
NVIDIA CORPORATION
$19.6M
ASTRA WEALTH PARTNERS LLC
$168M
Top holdings
1
ISHARES TR
$57.6M
2
DIMENSIONAL ETF TRUST
$19.1M
3
VANGUARD INDEX FDS
$17.7M
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
$167M
Top holdings
1
DIMENSIONAL ETF TRUST
$156M
2
AMERICAN CENTY ETF TR
$5.21M
3
ISHARES TR
$3.12M
ARISTON SERVICES GROUP
$167M
Top holdings
1
VANGUARD WHITEHALL FDS
$39.5M
2
VANGUARD SPECIALIZED FUNDS
$25.2M
3
TESLA INC
$21.9M
AMES NATIONAL CORP
$167M
Top holdings
1
ISHARES TR
$69.9M
2
VANGUARD BD INDEX FDS
$25.2M
3
VANGUARD STAR FDS
$6.03M
ASSET MANAGEMENT ADVISORS, LLC
$165M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$53.6M
2
BROOKFIELD CORP
$13.8M
3
WILLIAMS COS INC
$12.6M
ADVICEONE ADVISORY SERVICES, LLC
$165M
Top holdings
1
RTX CORPORATION
$111M
2
CARRIER GLOBAL CORPORATION
$13M
3
OTIS WORLDWIDE CORP
$10.8M
ADDIS & HILL, INC
$164M
Top holdings
1
VANGUARD INDEX FDS
$93.9M
2
VANGUARD INTL EQUITY INDEX F
$36.6M
3
ISHARES TR
$13.5M
ALAMAR CAPITAL MANAGEMENT, LLC
$164M
Top holdings
1
ISHARES TR
$34.6M
2
VANGUARD INDEX FDS
$27.6M
3
SANDISK CORP
$10.6M
ACCEL XI ASSOCIATES L.L.C.
$162M
Top holdings
1
CIRCLE INTERNET GROUP INC
$162M
ACCORDANT ADVISORY GROUP INC
$161M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$25.6M
2
FARMLAND PARTNERS INC
$16M
3
FRANKLIN TEMPLETON ETF TR
$13.6M
AFFINITY INVESTMENT ADVISORS, LLC
$160M
Top holdings
1
APPLE INC
$5.72M
2
MICRON TECHNOLOGY INC
$5.67M
3
ALPHABET INC
$4.24M
ALPENGLOBAL CAPITAL LLC
$157M
Top holdings
1
ALPHABET INC
$14.4M
2
TESLA INC
$13.3M
3
NETFLIX INC.
$12.6M
AMERISERV WEALTH ADVISORS
$157M
Top holdings
1
VANGUARD INDEX FDS
$75M
2
ISHARES TR
$39.4M
3
VANGUARD SCOTTSDALE FDS
$9.14M
A. D. BEADELL INVESTMENT COUNSEL, INC.
$157M
Top holdings
1
PRIMORIS SVCS CORP
$7.48M
2
TAIWAN SEMICONDUCTOR MANUFAC
$7.45M
3
VANECK GOLD MINERS ETF
$7.27M
ACCREDITED INVESTOR SERVICES, LLC
$156M
Top holdings
1
AMERICAN CENTY ETF TR
$63.6M
2
DIMENSIONAL ETF TRUST
$34.3M
3
FIDELITY COVINGTON TRUST
$23.5M
