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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
TRIUNE FINANCIAL PARTNERS, LLC
$421M
Top holdings
1
DIMENSIONAL ETF TRUST
$371M
2
VANGUARD INTL EQUITY INDEX F
$14.6M
3
ISHARES TR
$10.7M
HILLTOP NATIONAL BANK
$421M
Top holdings
1
ISHARES TR
$48.4M
2
VANGUARD INDEX FDS
$38.5M
3
MICROSOFT CORP
$24.2M
CORDATUS WEALTH MANAGEMENT LLC
$420M
Top holdings
1
ISHARES TR
$65.6M
2
APPLE INC
$23.6M
3
BROADCOM INC
$18.5M
MILWEALTH GROUP LLC
$420M
Top holdings
1
VANGUARD INDEX FDS
$141M
2
DIMENSIONAL ETF TRUST
$81.7M
3
VANGUARD SCOTTSDALE FDS
$77.9M
HURLOW WEALTH MANAGEMENT GROUP, INC.
$420M
Top holdings
1
DIMENSIONAL ETF TRUST
$141M
2
VANGUARD INDEX FDS
$113M
3
VANGUARD TAX-MANAGED FDS
$28M
ARCHPOINT INVESTORS
$420M
Top holdings
1
ALPHABET INC
$96.9M
2
VANGUARD INDEX FDS
$48.5M
3
AMAZON COM INC
$28.8M
MERIDIAN INVESTMENT COUNSEL INC.
$420M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$28.6M
2
ISHARES TR
$20.8M
3
SELECT SECTOR SPDR TR
$19.9M
INVESTMENT MANAGEMENT ASSOCIATES INC
$420M
Top holdings
1
ISHARES TR
$43.8M
2
HUNTINGTON INGALLS INDS INC
$43.7M
3
UBER TECHNOLOGIES INC
$35.5M
PARISI GRAY WEALTH MANAGEMENT
$420M
Top holdings
1
VANGUARD INDEX FDS
$59.8M
2
ISHARES TR
$52.5M
3
PROFESIONALLY MANAGED PORTFO
$24.9M
CVC MANAGEMENT HOLDINGS II LTD.
$420M
Top holdings
1
PETCO HEALTH & WELLNESS CO I
$406M
2
ADVANTAGE SOLUTIONS INC
$12.9M
3
WW INTL INC
$1.14M
FRANKLIN, PARLAPIANO, TURNER & WELCH, LLC
$420M
Top holdings
1
ISHARES TR
$95M
2
VANGUARD INDEX FDS
$77.3M
3
VANGUARD BD INDEX FDS
$38.1M
WEAVER CONSULTING GROUP
$420M
Top holdings
1
ISHARES TR
$107M
2
ELEVATION SERIES TRUST
$47M
3
INNOVATOR ETFS TRUST
$39.2M
HARRELL INVESTMENT PARTNERS, LLC
$419M
Top holdings
1
BROADCOM INC
$28.6M
2
APPLE INC
$26.7M
3
NVIDIA CORPORATION
$24.2M
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
$419M
Top holdings
1
SCHWAB STRATEGIC TR
$166M
2
VANGUARD WORLD FD
$50.9M
3
ISHARES TR
$39.6M
CORE WEALTH ADVISORS, INC.
$419M
Top holdings
1
ISHARES TR
$173M
2
VANGUARD INDEX FDS
$41.1M
3
INVESCO EXCHANGE TRADED FD T
$33.4M
FAIRVOY PRIVATE WEALTH, LLC
$419M
Top holdings
1
ISHARES TR
$79.3M
2
SELECT SECTOR SPDR TR
$44.9M
3
FIRST TR EXCHANGE-TRADED FD
$39M
MATTSON FINANCIAL SERVICES, LLC
$419M
Top holdings
1
BONDBLOXX ETF TRUST
$32.7M
2
DOUBLELINE ETF TRUST
$21.3M
3
SPDR SERIES TRUST
$20.2M
MONETARY MANAGEMENT GROUP INC
$419M
Top holdings
1
NVIDIA CORPORATION
$31.6M
2
APPLE INC
$30.7M
3
ISHARES TR
$26.3M
D.B. ROOT & COMPANY, LLC
$419M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$72.5M
2
SCHWAB STRATEGIC TR
$67.8M
3
PIMCO ETF TR
$31.8M
PRAESIDIUM INVESTMENT MANAGEMENT COMPANY, LLC
$419M
Top holdings
1
JABIL INC
$67.9M
2
INTAPP INC
$51.7M
3
JFROG LTD
$47.6M
