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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
TOTAL CLARITY WEALTH MANAGEMENT, INC.
$426M
Top holdings
1
SPDR SERIES TRUST
$46.2M
2
ISHARES TR
$28M
3
INVESCO EXCH TRADED FD TR II
$18.3M
FARMERS & MERCHANTS TRUST CO OF LONG BEACH
$426M
Top holdings
1
FARMERS & MERCHANTS BK LONG
$48.1M
2
ISHARES TR
$32M
3
APPLE INC
$29.2M
ALL TERRAIN FINANCIAL ADVISORS, LLC
$425M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$109M
2
ISHARES TR
$84.4M
3
LOWES COS INC
$28.3M
ATLAS PRIVATE WEALTH ADVISORS
$425M
Top holdings
1
SPDR SERIES TRUST
$95.3M
2
ISHARES TR
$74.2M
3
SPDR INDEX SHS FDS
$50.2M
MIDWEST PROFESSIONAL PLANNERS, LTD.
$425M
Top holdings
1
ISHARES TR
$97.6M
2
STATE STR SPDR S&P 500 ETF T
$44.1M
3
NVIDIA CORPORATION
$13.8M
CYPRESS POINT INVESTMENT MANAGEMENT LP
$424M
Top holdings
1
BANDWIDTH INC
$28.2M
2
PROCORE TECHNOLOGIES INC
$27.7M
3
SPORTRADAR GROUP AG
$27.6M
ONYXPOINT GLOBAL MANAGEMENT LP
$424M
Top holdings
1
PERMIAN RESOURCES CORP
$164M
2
ISHARES TR
$96.1M
3
TALEN ENERGY CORP
$26.4M
DUNHILL FINANCIAL, LLC
$424M
Top holdings
1
VANGUARD INDEX FDS
$93.5M
2
VANGUARD INTL EQUITY INDEX F
$59.5M
3
INVESCO EXCH TRADED FD TR II
$50.5M
MCDONALD PARTNERS LLC
$424M
Top holdings
1
APPLE INC
$15.3M
2
ISHARES TR
$14.6M
3
VANGUARD INDEX FDS
$13.6M
AMJ FINANCIAL WEALTH MANAGEMENT
$424M
Top holdings
1
ISHARES TR
$44.1M
2
INVESCO EXCH TRD SLF IDX FD
$33.7M
3
PGIM ETF TR
$32.8M
SECTOR GAMMA AS
$423M
Top holdings
1
BRISTOL-MYERS SQUIBB CO
$50.2M
2
MERCK & CO INC
$31.3M
3
PFIZER INC
$30.6M
DALAL STREET, LLC
$423M
Top holdings
1
WARRIOR MET COAL INC
$169M
2
TRANSOCEAN LTD
$135M
3
ALPHA METALLURGICAL RESOUR I
$119M
RETIREMENT SOLUTION LLC
$423M
Top holdings
1
DIMENSIONAL ETF TRUST
$386M
2
MICROSOFT CORP
$8.85M
3
INVESCO QQQ TR
$4.92M
SHAKESPEARE WEALTH MANAGEMENT, LLC
$422M
Top holdings
1
VANGUARD ADMIRAL FDS INC
$101M
2
ISHARES TR
$77.3M
3
VANGUARD INDEX FDS
$64.4M
GUIDANCE POINT ADVISORS, LLC
$422M
Top holdings
1
ISHARES TR
$265M
2
JPMORGAN CHASE & CO
$118M
3
ISHARES INC
$8.83M
LORNE STEINBERG WEALTH MANAGEMENT INC.
$422M
Top holdings
1
ROYAL BK CDA
$21.1M
2
ALPHABET INC
$18.6M
3
TORONTO DOMINION BK ONT
$14.8M
WEALTHSPRING CAPITAL LLC
$421M
Top holdings
1
CENTURION ACQUISITION CORP
$15.6M
2
KENSINGTON CAP ACQUIST CORP
$14.9M
3
LIONHEART HOLDINGS
$12.7M
SANDS CAPITAL VENTURES, LLC
$421M
Top holdings
1
NU HLDGS LTD
$93.9M
2
KLAVIYO INC
$71M
3
SPYGLASS PHARMA INC
$64.8M
BOSTON RESEARCH & MANAGEMENT INC
$421M
Top holdings
1
ISHARES TR
$48M
2
ALPHABET INC
$14.1M
3
WALMART INC
$13.7M
RIA ADVISORY GROUP LLC
$421M
Top holdings
1
ISHARES TR
$96.2M
2
INVESCO QQQ TR
$47.5M
3
VANGUARD INDEX FDS
$40M
