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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
THREE BRIDGE WEALTH ADVISORS, LLC
$364M
Top holdings
1
ISHARES TR
$96.5M
2
VANGUARD INDEX FDS
$31.3M
3
STATE STR SPDR S&P 500 ETF T
$27M
VALTINSON BRUNER FINANCIAL PLANNING LLC
$364M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$57.3M
2
ISHARES TR
$45.9M
3
INNOVATOR ETFS TRUST
$42.7M
ROBERTS GLORE & CO INC
$364M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$28.8M
2
ALPHABET INC
$24M
3
VANGUARD INDEX FDS
$17.6M
EVEXIA WEALTH LLC
$364M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$24.8M
2
KLA CORP
$22.2M
3
BROADCOM INC
$21.6M
ROMAN BUTLER FULLERTON & CO
$364M
Top holdings
1
ISHARES TR
$27.4M
2
NVIDIA CORPORATION
$20.8M
3
APPLE INC
$15.7M
ANFIELD CAPITAL MANAGEMENT, LLC
$363M
Top holdings
1
ISHARES TR
$87.6M
2
STATE STR SPDR S&P 500 ETF T
$40.5M
3
SELECT SECTOR SPDR TR
$39.9M
MODUS ADVISORS, LLC
$363M
Top holdings
1
ISHARES TR
$48.2M
2
ISHARES GOLD TR
$24.1M
3
VANGUARD INDEX FDS
$18.2M
INVESTMENT PLANNING ADVISORS, INC.
$363M
Top holdings
1
SPDR SERIES TRUST
$55.4M
2
INVESCO EXCH TRADED FD TR II
$51.4M
3
VANGUARD WORLD FD
$38.7M
AMICUS FINANCIAL ADVISORS, LLC
$363M
Top holdings
1
DIMENSIONAL ETF TRUST
$116M
2
SCHWAB STRATEGIC TR
$58M
3
VANGUARD BD INDEX FDS
$55.2M
CYPRESS FINANCIAL PLANNING LLC
$363M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$109M
2
ISHARES TR
$72.1M
3
VANGUARD INDEX FDS
$45.5M
VIRTUS INVESTMENT ADVISERS, LLC
$363M
Top holdings
1
GILEAD SCIENCES INC
$2.85M
2
AMGEN INC
$2.83M
3
REGENERON PHARMACEUTICALS
$2.78M
REIK & CO., LLC
$363M
Top holdings
1
CHURCH & DWIGHT CO INC
$110M
2
CINTAS CORP
$40.6M
3
WILLIAMS SONOMA INC
$37.6M
WBI INVESTMENTS, LLC
$362M
Top holdings
1
ABSOLUTE SHS TR
$81.4M
2
PACER FDS TR
$12.9M
3
SPDR SERIES TRUST
$8.88M
HIGHVISTA STRATEGIES LLC
$362M
Top holdings
1
INVESCO DB COMMDY INDX TRCK
$30.6M
2
ABIVAX SA
$12.6M
3
PRAXIS PRECISION MEDICINES I
$8.48M
REVISOR WEALTH MANAGEMENT LLC
$362M
Top holdings
1
SCHWAB STRATEGIC TR
$31.1M
2
VANGUARD SCOTTSDALE FDS
$20M
3
APPLE INC
$13.3M
ADVANCED ASSET MANAGEMENT ADVISORS INC
$362M
Top holdings
1
VANGUARD INDEX FDS
$52.7M
2
ISHARES TR
$40.4M
3
EXXON MOBIL CORP
$15.7M
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC
$362M
Top holdings
1
DIMENSIONAL ETF TRUST
$155M
2
INVESCO QQQ TR
$41M
3
STATE STR SPDR S&P 500 ETF T
$32.7M
BURKE & HERBERT BANK & TRUST CO
$362M
Top holdings
1
ISHARES TR
$63.6M
2
STATE STR SPDR S&P 500 ETF T
$22M
3
APPLE INC
$15.8M
CORDOBA ADVISORY PARTNERS LLC
$362M
Top holdings
1
ISHARES TR
$99.9M
2
STATE STR SPDR S&P 500 ETF T
$47.7M
3
VANGUARD INDEX FDS
$45.2M
WOOD TARVER FINANCIAL GROUP, LLC
$362M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$69.4M
2
CAPITAL GRP FIXED INCM ETF T
$68.6M
3
VANGUARD INDEX FDS
$49.8M
