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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
ASSET ALLOCATION STRATEGIES LLC
$563M
Top holdings
1
SCHWAB STRATEGIC TR
$152M
2
ISHARES TR
$82.7M
3
INVESCO EXCH TRADED FD TR II
$62.6M
ARTHUR M. COHEN & ASSOCIATES, LLC
$563M
Top holdings
1
NVIDIA CORPORATION
$61M
2
BERKSHIRE HATHAWAY INC DEL
$44.6M
3
APPLE INC
$42.5M
GARRETT WEALTH ADVISORY GROUP, LLC
$562M
Top holdings
1
ENERGY TRANSFER L P
$106M
2
SPDR SERIES TRUST
$72.5M
3
WISDOMTREE TR
$51.4M
PORTFOLIO DESIGN LABS, LLC
$562M
Top holdings
1
ISHARES TR
$84.3M
2
SPDR GOLD TR
$41.6M
3
NVIDIA CORPORATION
$29.3M
ADDISON CAPITAL CO
$562M
Top holdings
1
ISHARES TR
$66.6M
2
VANGUARD BD INDEX FDS
$46.9M
3
STATE STR SPDR S&P 500 ETF T
$45.6M
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.
$562M
Top holdings
1
SPDR SERIES TRUST
$114M
2
ISHARES TR
$114M
3
DBX ETF TR
$47.5M
MAYTUS CAPITAL MANAGEMENT, LLC
$562M
Top holdings
1
VISA INC
$40.6M
2
TEXAS INSTRS INC
$34.2M
3
APPLIED MATLS INC
$34.1M
KEY FINANCIAL INC
$562M
Top holdings
1
WISDOMTREE TR
$80.1M
2
ISHARES TR
$69M
3
SPDR SERIES TRUST
$63.6M
NORTH POINT PORTFOLIO MANAGERS CORP
$561M
Top holdings
1
AMPHENOL CORP
$28.6M
2
ASML HLDG NV
$25.7M
3
COSTCO WHOLESALE CORPORATION
$25.3M
TWELE CAPITAL MANAGEMENT, INC.
$561M
Top holdings
1
ISHARES TR
$280M
2
VANGUARD INDEX FDS
$100M
3
VANGUARD BD INDEX FDS
$55.1M
MOMENT PARTNERS, LLC
$561M
Top holdings
1
ISHARES TR
$126M
2
STATE STR SPDR S&P 500 ETF T
$109M
3
INVESCO EXCHANGE TRADED FD T
$100M
OAKWELL PRIVATE WEALTH MANAGEMENT, LLC
$560M
Top holdings
1
VANGUARD INDEX FDS
$189M
2
VANGUARD TAX-MANAGED FDS
$72.2M
3
ISHARES TR
$68.2M
HARFST & ASSOCIATES, INC.
$560M
Top holdings
1
RAYMOND JAMES FINL INC
$154M
2
ISHARES TR
$70.2M
3
T ROWE PRICE ETF INC
$33.6M
FLC CAPITAL ADVISORS
$560M
Top holdings
1
SCHWAB STRATEGIC TR
$143M
2
VANGUARD INDEX FDS
$48M
3
ISHARES TR
$40.6M
NEWBROOK CAPITAL ADVISORS LP
$560M
Top holdings
1
APOLLO GLOBAL MGMT INC
$74.9M
2
TAIWAN SEMICONDUCTOR MANUFAC
$69M
3
ECHOSTAR CORP
$60.7M
DELTA INVESTMENT MANAGEMENT, LLC
$559M
Top holdings
1
PIMCO ETF TR
$91.2M
2
INNOVATOR ETFS TRUST
$34.6M
3
INVESCO EXCH TRD SLF IDX FD
$24.1M
CURRAN FINANCIAL PARTNERS, LLC
$559M
Top holdings
1
SPDR SERIES TRUST
$66.6M
2
VANGUARD INDEX FDS
$60.4M
3
TIDAL TRUST I
$55.4M
STONE HOUSE INVESTMENT MANAGEMENT, LLC
$558M
Top holdings
1
ISHARES TR
$339M
2
BLACKROCK ETF TRUST
$63.9M
3
ISHARES INC
$31.5M
THAMES CAPITAL MANAGEMENT LLC
$558M
Top holdings
1
GE VERNOVA INC
$44M
2
VERTIV HOLDINGS CO
$41.4M
3
TAIWAN SEMICONDUCTOR MANUFAC
$26M
QUARRY LP
$558M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$25.5M
2
CORNERSTONE STRATEGIC INVEST
$25.4M
3
ISHARES TR
$18.1M
