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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
RAMSAY, STATTMAN, VELA & PRICE, INC.
$506M
Top holdings
1
APPLE INC
$38.3M
2
MICROSOFT CORP
$37M
3
ALPHABET INC
$36.4M
WEST WEALTH GROUP, LLC
$506M
Top holdings
1
ISHARES TR
$192M
2
BLACKROCK ETF TRUST
$116M
3
SPDR SERIES TRUST
$46.6M
BRIGHT ROCK CAPITAL MANAGEMENT, LLC
$506M
Top holdings
1
ALPHABET INC
$30.2M
2
MICROSOFT CORP
$23.7M
3
ISHARES TR
$19.4M
MANITOU INVESTMENT MANAGEMENT LTD.
$506M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$83.4M
2
ALPHABET INC
$68.1M
3
AMAZON COM INC
$58M
KRANOT HISHTALMUT LE MORIM TICHONIIM HAVERA MENAHELET LTD
$506M
Top holdings
1
SELECT SECTOR SPDR TR
$106M
2
INVESCO QQQ TR
$50.9M
3
STATE STR SPDR S&P 500 ETF T
$40.4M
COMMUNITY BANK & TRUST, WACO, TEXAS
$505M
Top holdings
1
APPLE INC
$50.8M
2
ALPHABET INC
$19M
3
NVIDIA CORPORATION
$18.1M
INDEPENDENT INVESTORS INC
$504M
Top holdings
1
APPLE INC
$274M
2
MICROSOFT CORP
$20.1M
3
JOHNSON & JOHNSON
$17.4M
TRADEWINDS CAPITAL MANAGEMENT, LLC
$504M
Top holdings
1
ISHARES INC
$118M
2
SPDR INDEX SHS FDS
$65.1M
3
ISHARES U S ETF TR
$46.9M
ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLC
$503M
Top holdings
1
AMERICAN CENTY ETF TR
$187M
2
DIMENSIONAL ETF TRUST
$81.7M
3
VANGUARD INDEX FDS
$61M
SINGLE POINT PARTNERS, LLC
$503M
Top holdings
1
ISHARES TR
$382M
2
VANGUARD INDEX FDS
$43M
3
VANGUARD MUN BD FDS
$15.8M
ALTRIUS CAPITAL MANAGEMENT INC
$503M
Top holdings
1
TOTALENERGIES SE
$13.2M
2
BP PLC
$12.8M
3
LYONDELLBASELL INDUSTRIES NV
$11.7M
NORTHWEST BANCSHARES, INC.
$502M
Top holdings
1
SCHWAB STRATEGIC TR
$113M
2
ISHARES TR
$37.7M
3
VANGUARD SCOTTSDALE FDS
$30.8M
HOLISTIC PLANNING, LLC
$502M
Top holdings
1
EA SERIES TRUST
$82.1M
2
VANGUARD INDEX FDS
$49.2M
3
ISHARES TR
$39.3M
MYCIO WEALTH PARTNERS, LLC
$502M
Top holdings
1
CHUBB LTD SWITZ
$310M
2
ISHARES TR
$79.2M
3
STATE STR SPDR S&P 500 ETF T
$18.7M
WHITAKER-MYERS WEALTH MANAGERS, LTD.
$502M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$90.3M
2
SCHWAB STRATEGIC TR
$66.3M
3
VANGUARD INDEX FDS
$64.2M
PEAK RETIREMENT PLANNING, INC.
$501M
Top holdings
1
VANGUARD INDEX FDS
$82.8M
2
ISHARES TR
$71.5M
3
SELECT SECTOR SPDR TR
$68.8M
SERENUS WEALTH ADVISORS, LLC
$501M
Top holdings
1
WISDOMTREE TR
$157M
2
ISHARES TR
$97.3M
3
STATE STR SPDR S&P 500 ETF T
$93.5M
MISSION CREEK CAPITAL PARTNERS, INC.
$501M
Top holdings
1
ISHARES TR
$38.9M
2
WORLD GOLD TR
$35.6M
3
VANGUARD INDEX FDS
$21.4M
AUXANO ADVISORS, LLC
$501M
Top holdings
1
APPLE INC
$52.8M
2
MICROSOFT CORP
$43.1M
3
ISHARES TR
$37.3M
DIVIDEND ASSETS CAPITAL, LLC
$501M
Top holdings
1
MICROSOFT CORP
$25.8M
2
COSTCO WHOLESALE CORPORATION
$23.9M
3
JPMORGAN CHASE & CO
$15.2M
