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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
WELLESLEY ASSET MANAGEMENT
$953M
Top holdings
1
AKAMAI TECHNOLOGIES INC
$53.6M
2
BOX INC
$45.3M
3
VISHAY INTERTECHNOLOGY INC
$39.6M
LEGACY EDGE ADVISORS, LLC
$951M
Top holdings
1
ISHARES TR
$384M
2
VANGUARD SCOTTSDALE FDS
$130M
3
J P MORGAN EXCHANGE TRADED F
$59.9M
INSCRIPTION CAPITAL, LLC
$951M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$65.8M
2
STATE STR SPDR S&P 500 ETF T
$43.3M
3
APPLE INC
$33M
DOCK STREET ASSET MANAGEMENT INC
$951M
Top holdings
1
NVIDIA CORPORATION
$177M
2
PALANTIR TECHNOLOGIES INC
$109M
3
AMAZON COM INC
$75.5M
SUMMIT WEALTH GROUP LLC CO
$950M
Top holdings
1
SEI EXCHANGE TRADED FUNDS
$433M
2
ISHARES TR
$93.9M
3
DIMENSIONAL ETF TRUST
$53.9M
DISCIPLINE WEALTH SOLUTIONS, LLC
$950M
Top holdings
1
DIMENSIONAL ETF TRUST
$241M
2
VANGUARD INDEX FDS
$171M
3
ISHARES TR
$101M
CVA FAMILY OFFICE, LLC
$950M
Top holdings
1
SCHWAB STRATEGIC TR
$199M
2
DIMENSIONAL ETF TRUST
$113M
3
ISHARES TR
$98M
STEEL GROVE CAPITAL ADVISORS, LLC
$949M
Top holdings
1
VANGUARD INDEX FDS
$219M
2
INVESCO QQQ TR
$149M
3
NVIDIA CORPORATION
$81.4M
GEMSSTOCK LTD.
$949M
Top holdings
1
EQUINOX GOLD CORP
$120M
2
GULFPORT ENERGY CORP
$108M
3
AMAZON COM INC
$60.3M
HBW ADVISORY SERVICES LLC
$949M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$63.4M
2
VANGUARD INDEX FDS
$61M
3
FIRST TR EXCHNG TRADED FD VI
$57.4M
IRON GATE GLOBAL ADVISORS LLC
$947M
Top holdings
1
ALPHABET INC
$98.4M
2
BERKSHIRE HATHAWAY INC DEL
$95.9M
3
AMAZON COM INC
$83.5M
DISCERENE GROUP LP
$946M
Top holdings
1
ALIBABA GROUP HLDG LTD
$332M
2
JD.COM INC
$176M
3
NEW ORIENTAL ED & TECHNOLOGY
$107M
TEAMWORK FINANCIAL ADVISORS, LLC
$946M
Top holdings
1
APPLE INC
$45M
2
SPDR SERIES TRUST
$44.3M
3
AMAZON COM INC
$43.8M
V-SQUARE QUANTITATIVE MANAGEMENT LLC
$946M
Top holdings
1
ISHARES TR
$128M
2
NVIDIA CORPORATION
$83.7M
3
ALPHABET INC
$62.7M
GREAT WATERS WEALTH MANAGEMENT
$945M
Top holdings
1
DIMENSIONAL ETF TRUST
$794M
2
VANGUARD BD INDEX FDS
$30.2M
3
ISHARES TR
$28.2M
PROVENANCE WEALTH ADVISORS, LLC
$945M
Top holdings
1
ISHARES TR
$373M
2
J P MORGAN EXCHANGE TRADED F
$118M
3
VANECK ETF TRUST
$85.4M
DISCIPLINA CAPITAL MANAGEMENT LLC
$944M
Top holdings
1
ISHARES TR
$647M
2
AMERICAN CENTY ETF TR
$75.9M
3
FIRST TR EXCHANGE-TRADED FD
$37.5M
CONVERGENCE FINANCIAL, LLC
$943M
Top holdings
1
SPDR SERIES TRUST
$439M
2
ISHARES TR
$52.2M
3
J P MORGAN EXCHANGE TRADED F
$29.4M
HARBOUR TRUST & INVESTMENT MANAGEMENT CO
$943M
Top holdings
1
NVIDIA CORPORATION
$134M
2
ISHARES TR
$81.1M
3
ALPHABET INC
$53.2M
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC
$942M
Top holdings
1
CORNING INC
$70M
2
COHERENT CORP
$42.9M
3
POPULAR INC
$41.2M
