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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
MANCHESTER FINANCIAL INC
$521M
Top holdings
1
SCHWAB STRATEGIC TR
$117M
2
FIRST TR EXCHANGE-TRADED FD
$92M
3
INVESCO EXCH TRD SLF IDX FD
$63.2M
SOLIDARITY WEALTH, LLC
$521M
Top holdings
1
APPLE INC
$53.9M
2
ALPHABET INC
$37.6M
3
INVESCO EXCHANGE TRADED FD T
$36M
SPECTRUM FINANCIAL ALLIANCE LTD LLC
$520M
Top holdings
1
CITIGROUP INC
$74.7M
2
BOEING CO
$67.6M
3
LOCKHEED MARTIN CORP
$63.1M
PERKINS COIE TRUST CO
$520M
Top holdings
1
VANGUARD INDEX FDS
$67.1M
2
VANGUARD TAX-MANAGED FDS
$49.4M
3
ISHARES TR
$35M
CRAWFORD FUND MANAGEMENT, LLC
$520M
Top holdings
1
UBER TECHNOLOGIES INC
$21.1M
2
ROKU INC
$19.2M
3
MORNINGSTAR INC
$15.1M
FAMILY INVESTMENT CENTER, INC.
$520M
Top holdings
1
VANGUARD BD INDEX FDS
$74.6M
2
AMERICAN CENTY ETF TR
$65.6M
3
INVESCO EXCHANGE TRADED FD T
$63.3M
GREAT DIAMOND PARTNERS, LLC
$520M
Top holdings
1
ISHARES TR
$110M
2
VANGUARD INDEX FDS
$50.4M
3
SPDR SERIES TRUST
$14.8M
GRANT STREET ASSET MANAGEMENT, INC.
$519M
Top holdings
1
ISHARES TR
$148M
2
J P MORGAN EXCHANGE TRADED F
$82.8M
3
HARBOR ETF TRUST
$65.3M
CACHETECH INC.
$519M
Top holdings
1
SCHWAB STRATEGIC TR
$73M
2
ISHARES TR
$68.7M
3
ISHARES INC
$35.3M
OKABENA INVESTMENT SERVICES INC
$519M
Top holdings
1
ISHARES TR
$95.5M
2
VANGUARD INDEX FDS
$35.5M
3
VANGUARD TAX-MANAGED FDS
$35.3M
PLATFORM TECHNOLOGY PARTNERS
$519M
Top holdings
1
APPLE INC
$38.2M
2
ISHARES TR
$24.4M
3
NVIDIA CORPORATION
$22.8M
WENDEL SE
$518M
Top holdings
1
IHS HOLDING LIMITED
$518M
WHALEROCK POINT PARTNERS, LLC
$518M
Top holdings
1
NVIDIA CORPORATION
$54.6M
2
ALPHABET INC
$39.2M
3
APPLE INC
$35.1M
GREY FOX WEALTH ADVISORS, LLC
$518M
Top holdings
1
VANGUARD INDEX FDS
$185M
2
ISHARES TR
$65.7M
3
VANGUARD TAX-MANAGED FDS
$49.2M
LODGE HILL CAPITAL, LLC
$518M
Top holdings
1
OWENS CORNING NEW
$39.3M
2
OSHKOSH CORP
$35.3M
3
ROCKET COS INC
$33.9M
WEALTHPLAN PARTNERS, LLC
$518M
Top holdings
1
ISHARES TR
$70.3M
2
APPLE INC
$39.7M
3
BERKSHIRE HATHAWAY INC DEL
$33.4M
AR ASSET MANAGEMENT INC
$517M
Top holdings
1
APPLE INC
$68.2M
2
CHEVRON CORPORATION
$24.7M
3
BERKSHIRE HATHAWAY INC DEL
$23.8M
RS CRUM INC.
$517M
Top holdings
1
DIMENSIONAL ETF TRUST
$239M
2
VANGUARD BD INDEX FDS
$97.5M
3
ISHARES TR
$38.1M
SCHOOLCRAFT CAPITAL LLC
$516M
Top holdings
1
ISHARES TR
$222M
2
DIMENSIONAL ETF TRUST
$148M
3
DBX ETF TR
$35.4M
MASON & ASSOCIATES INC
$516M
Top holdings
1
ISHARES TR
$64.8M
2
DIMENSIONAL ETF TRUST
$39.4M
3
COLUMBIA ETF TR I
$39.2M
