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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
AVION WEALTH
$484M
Top holdings
1
VANGUARD INDEX FDS
$143M
2
VANGUARD BD INDEX FDS
$75M
3
VANGUARD TAX-MANAGED FDS
$58.8M
OLD SECOND NATIONAL BANK OF AURORA
$484M
Top holdings
1
MFS ACTIVE EXCHANGE TRADED F
$41.2M
2
ISHARES TR
$39M
3
INVESCO EXCH TRD SLF IDX FD
$30.1M
MASCOMA WEALTH MANAGEMENT LLC
$484M
Top holdings
1
ISHARES TR
$245M
2
J P MORGAN EXCHANGE TRADED F
$63.1M
3
VANGUARD TAX-MANAGED FDS
$36.6M
LANTZ FINANCIAL LLC
$484M
Top holdings
1
ISHARES TR
$98.8M
2
INNOVATOR ETFS TRUST
$41.8M
3
INVESCO EXCH TRD SLF IDX FD
$19.9M
MONTIS FINANCIAL, LLC
$484M
Top holdings
1
ISHARES TR
$76M
2
PROFESIONALLY MANAGED PORTFO
$42.7M
3
FIRST TR EXCH TRADED FD III
$36.5M
BOCHK ASSET MANAGEMENT LTD
$483M
Top holdings
1
NVIDIA CORPORATION
$34.7M
2
MICROSOFT CORP
$33.4M
3
APPLE INC
$30.3M
PHRACTION MANAGEMENT LLC
$483M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$98.2M
2
ALPHABET INC
$42.2M
3
AMAZON COM INC
$29.9M
NET WORTH ADVISORY GROUP
$482M
Top holdings
1
ISHARES TR
$118M
2
VANGUARD SCOTTSDALE FDS
$30.5M
3
VANGUARD INDEX FDS
$16.9M
BRIDGEWEALTH ADVISORY GROUP, LLC
$482M
Top holdings
1
VANGUARD INSTL INDEX FD
$60.4M
2
VANGUARD INDEX FDS
$48.8M
3
PIMCO ETF TR
$43.4M
MCRAE CAPITAL MANAGEMENT INC
$482M
Top holdings
1
MICROSOFT CORP
$22.9M
2
LABCORP HOLDINGS INC
$22.3M
3
KEYSIGHT TECHNOLOGIES INC
$21.1M
ITHAKA GROUP LLC
$482M
Top holdings
1
NVIDIA CORPORATION
$39.3M
2
AMAZON COM INC
$39M
3
META PLATFORMS INC
$32.2M
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
$482M
Top holdings
1
DIMENSIONAL ETF TRUST
$66.9M
2
BERKSHIRE HATHAWAY INC DEL
$59.2M
3
ISHARES TR
$47.6M
EVERNEST FINANCIAL ADVISORS, LLC
$481M
Top holdings
1
ISHARES TR
$69M
2
APPLE INC
$36.2M
3
SPDR SERIES TRUST
$32.3M
MORSE ASSET MANAGEMENT, INC
$481M
Top holdings
1
NVIDIA CORPORATION
$34.6M
2
BROADCOM INC
$20.6M
3
AMAZON COM INC
$18.3M
NORTHWEST QUADRANT WEALTH MANAGEMENT, LLC
$481M
Top holdings
1
SCHWAB STRATEGIC TR
$186M
2
ISHARES TR
$169M
3
VANGUARD INDEX FDS
$85.6M
TB ALTERNATIVE ASSETS LTD.
$481M
Top holdings
1
META PLATFORMS INC
$77.2M
2
PROSHARES TR II
$46.2M
3
PDD HOLDINGS INC
$34.8M
HOURGLASS CAPITAL, LLC
$480M
Top holdings
1
ALPHABET INC
$13.2M
2
CORE NATURAL RESOURCES INC
$13M
3
NEWMONT CORP
$12.7M
BENEDICT FINANCIAL ADVISORS INC
$480M
Top holdings
1
APPLE INC
$21.4M
2
JOHNSON & JOHNSON
$15M
3
ALTRIA GROUP INC
$14.4M
PRIVIUM FUND MANAGEMENT B.V.
$480M
Top holdings
1
TESLA INC
$82.5M
2
SHOPIFY INC
$48.3M
3
SPOTIFY TECHNOLOGY S A
$32.5M
FIRESTONE CAPITAL MANAGEMENT
$480M
Top holdings
1
VANGUARD INDEX FDS
$105M
2
ISHARES TR
$63.5M
3
SCHWAB STRATEGIC TR
$62.3M
