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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
AGH WEALTH ADVISORS, LLC
$136M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$13.9M
2
AMERICAN CENTY ETF TR
$12.5M
3
J P MORGAN EXCHANGE TRADED F
$9.52M
AQUAMARINE ZURICH AG
$135M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$68.3M
2
MASTERCARD INCORPORATED
$20M
3
AMERICAN EXPRESS CO
$19.7M
ALAMEA VERWALTUNGS GMBH
$135M
Top holdings
1
SPDR GOLD TR
$56.4M
2
GENEDX HOLDINGS CORP
$11.9M
3
FIDELITY WISE ORIGIN BITCOIN
$6.95M
AVANTRA FAMILY WEALTH, INC.
$134M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$14.5M
2
ISHARES TR
$13.3M
3
APPLE INC
$7.6M
AXOS INVEST INC.
$132M
Top holdings
1
VANGUARD INDEX FDS
$60M
2
VANGUARD TAX-MANAGED FDS
$33.5M
3
VANGUARD SCOTTSDALE FDS
$10.2M
ALAPOCAS INVESTMENT PARTNERS, INC.
$132M
Top holdings
1
ALPHABET INC
$22.3M
2
AMAZON COM INC
$15.6M
3
APPLE INC
$13.5M
ALTERNA WEALTH MANAGEMENT, INC
$132M
Top holdings
1
ISHARES TR
$80.7M
2
ISHARES INC
$5.61M
3
SELECT SECTOR SPDR TR
$4.76M
ATX FINANCIAL PLANNING, LLC
$132M
Top holdings
1
INNOVATOR ETFS TRUST
$39.2M
2
ISHARES TR
$15.7M
3
INVESCO EXCH TRADED FD TR II
$9.17M
AXIOM INVESTMENT MANAGEMENT LLC
$131M
Top holdings
1
UNION PAC CORP
$9.15M
2
PROSHARES TR
$7.51M
3
APPLE INC
$7.42M
ALCOSTA CAPITAL MANAGEMENT, INC.
$131M
Top holdings
1
NVIDIA CORPORATION
$20.1M
2
BROADCOM INC
$10.1M
3
ALPHABET INC
$9.79M
AFBI LP
$131M
Top holdings
1
VANGUARD INDEX FDS
$131M
ABS DIRECT EQUITY FUND LLC
$131M
Top holdings
1
CEMEX SA EURO MTN BE 144A
$7.91M
2
PDD HOLDINGS INC
$7.49M
3
FOMENTO ECONOMICO MEXICANO S
$7.25M
ALDEBARAN CAPITAL, LLC
$131M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$20.7M
2
OCCIDENTAL PETE CORP
$10.3M
3
BUNGE GLOBAL SA
$8.6M
AMG ASSET MANAGEMENT GROUP, INC.
$129M
Top holdings
1
VANGUARD INDEX FDS
$24.4M
2
NORTHERN LTS FD TR IV
$22.4M
3
ADVISORS INNER CIRCLE FD II
$8.56M
AEGON USA INVESTMENT MANAGEMENT, LLC
$128M
Top holdings
1
VANGUARD INDEX FDS
$90.3M
2
WELLS FARGO & CO
$3.31M
3
VANGUARD BD INDEX FDS
$2.97M
ARES FINANCIAL CONSULTING, LLC
$127M
Top holdings
1
DIMENSIONAL ETF TRUST
$23.1M
2
VANGUARD INDEX FDS
$16.2M
3
ISHARES TR
$8.09M
AEGIS WEALTH MANAGEMENT, INC.
$127M
Top holdings
1
NORTHERN LTS FD TR III
$30M
2
AIM ETF PRODUCTS TRUST
$14.1M
3
SPDR SERIES TRUST
$13.8M
ACT CAPITAL MANAGEMENT, LLC
$127M
Top holdings
1
KRYSTAL BIOTECH INC
$15.6M
2
CHEVRON CORPORATION
$15.5M
3
EXXON MOBIL CORP
$11.9M
ALPHA ADVISORS, LLC
$127M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$30.6M
2
ISHARES TR
$28.1M
3
DIMENSIONAL ETF TRUST
$12.7M
ARES SYSTEMATIC CREDIT LTD
$127M
Top holdings
1
AKAMAI TECHNOLOGIES INC
$5.17M
2
RIVIAN AUTOMOTIVE INC
$4.35M
3
ALARM COM HLDGS INC
$4.25M
