Trending
Tree map
Stacked
Scatter
Network
Map
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
SHELTER MUTUAL INSURANCE CO
$450M
Top holdings
1
ISHARES TR
$90.1M
2
BERKSHIRE HATHAWAY INC DEL
$26.1M
3
VANGUARD STAR FDS
$24.3M
RAAB & MOSKOWITZ ASSET MANAGEMENT LLC
$450M
Top holdings
1
VANGUARD INDEX FDS
$38.7M
2
VANGUARD WORLD FD
$33.1M
3
ISHARES TR
$30.8M
E&G ADVISORS, LP
$449M
Top holdings
1
ISHARES TR
$72.5M
2
VANGUARD SPECIALIZED FUNDS
$43.1M
3
VANGUARD INDEX FDS
$24.5M
NVWM, LLC
$449M
Top holdings
1
ISHARES TR
$48.7M
2
APPLE INC
$18.9M
3
MICROSOFT CORP
$15.1M
MIRAMAR CAPITAL, LLC
$449M
Top holdings
1
CHEVRON CORPORATION
$22.5M
2
ABBVIE INC
$22.3M
3
VERIZON COMMUNICATIONS INC
$22.2M
COMPTON WEALTH ADVISORY GROUP, LLC
$449M
Top holdings
1
VANGUARD INDEX FDS
$83.7M
2
ISHARES TR
$65.8M
3
VANGUARD INTL EQUITY INDEX F
$62.7M
ONE8ZERO8, LLC
$449M
Top holdings
1
APPLE INC
$30.2M
2
BERKSHIRE HATHAWAY INC DEL
$25M
3
FORTINET INC
$16.5M
PETIX & BOTTE CO
$449M
Top holdings
1
ISHARES TR
$85M
2
SPDR SERIES TRUST
$67.6M
3
INVESCO EXCH TRADED FD TR II
$47.2M
WEALTH ADVISORY SOLUTIONS, LLC
$449M
Top holdings
1
ISHARES TR
$98.8M
2
SPDR SERIES TRUST
$50.1M
3
STATE STR SPDR S&P 500 ETF T
$40.2M
POST OAK ENERGY HOLDINGS, LLC
$449M
Top holdings
1
PERMIAN RESOURCES CORP
$449M
CHAPIN DAVIS, INC.
$449M
Top holdings
1
ISHARES TR
$36.3M
2
APPLE INC
$22.5M
3
WESTERN DIGITAL CORP
$16.5M
FINANCIAL & TAX ARCHITECTS, LLC
$448M
Top holdings
1
ISHARES TR
$96M
2
VANGUARD INDEX FDS
$29.9M
3
ABRDN ETFS
$22.9M
AMERICAN INVESTMENT SERVICES, INC.
$448M
Top holdings
1
DIMENSIONAL ETF TRUST
$136M
2
VANGUARD INDEX FDS
$75.2M
3
WORLD GOLD TR
$43.5M
FORTITUDE FAMILY OFFICE, LLC
$448M
Top holdings
1
ISHARES TR
$104M
2
AMERICAN CENTY ETF TR
$62.4M
3
DIMENSIONAL ETF TRUST
$39.7M
PLIMOTH TRUST CO LLC
$447M
Top holdings
1
APPLE INC
$27.4M
2
NVIDIA CORPORATION
$22.6M
3
ISHARES TR
$21.1M
WEALTH MANAGEMENT PARTNERS, LLC
$447M
Top holdings
1
ISHARES TR
$56.7M
2
AMERICAN CENTY ETF TR
$48.9M
3
NVIDIA CORPORATION
$29.2M
IAM ADVISORY, LLC
$446M
Top holdings
1
CAPITAL GROUP DIVIDEND VALUE
$61.9M
2
WISDOMTREE TR
$58.5M
3
AMERICAN CENTY ETF TR
$56.3M
PEAVINE CAPITAL, LLC
$446M
Top holdings
1
ISHARES TR
$252M
2
STATE STR SPDR S&P 500 ETF T
$184M
3
APPLE INC
$5.12M
STOKES CAPITAL ADVISORS, LLC
$446M
Top holdings
1
PIMCO ETF TR
$42.6M
2
BROADCOM INC
$16.6M
3
MICROSOFT CORP
$16.5M
GUIDANCE CAPITAL, INC
$446M
Top holdings
1
ISHARES TR
$115M
2
STATE STR SPDR S&P 500 ETF T
$42.2M
3
ISHARES INC
$24.9M
