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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
HOLOWESKO PARTNERS LTD.
$357M
Top holdings
1
SLB LIMITED
$34.3M
2
YUM CHINA HLDGS INC
$28.5M
3
EXPAND ENERGY CORPORATION
$27.4M
PIONEER WEALTH MANAGEMENT GROUP
$357M
Top holdings
1
DIMENSIONAL ETF TRUST
$203M
2
SCHWAB STRATEGIC TR
$71.3M
3
VANGUARD SCOTTSDALE FDS
$31M
BIGSUR WEALTH MANAGEMENT LLC
$356M
Top holdings
1
ISHARES TR
$43.6M
2
STATE STR SPDR S&P 500 ETF T
$25.5M
3
BERKSHIRE HATHAWAY INC DEL
$22.8M
HENRICKSON NAUTA WEALTH ADVISORS, INC.
$356M
Top holdings
1
DIMENSIONAL ETF TRUST
$221M
2
AMERICAN CENTY ETF TR
$81M
3
ISHARES TR
$13.4M
ACCRETIVE WEALTH PARTNERS, LLC
$356M
Top holdings
1
ISHARES TR
$108M
2
VANGUARD SPECIALIZED FUNDS
$16.4M
3
APPLE INC
$16M
SANDBOX FINANCIAL PARTNERS, LLC
$356M
Top holdings
1
VANGUARD INDEX FDS
$58M
2
ISHARES TR
$53.9M
3
APPLE INC
$34.4M
PRIVATE WEALTH ADVISORS, LLC
$356M
Top holdings
1
SELECT SECTOR SPDR TR
$71.8M
2
SPDR GOLD TR
$56.1M
3
ISHARES TR
$47.1M
SEASIDE WEALTH MANAGEMENT, INC.
$356M
Top holdings
1
VANGUARD INDEX FDS
$114M
2
DIMENSIONAL ETF TRUST
$85.5M
3
VANGUARD TAX-MANAGED FDS
$57.4M
OAK FAMILY ADVISORS, LLC
$355M
Top holdings
1
ISHARES TR
$33.7M
2
STATE STR SPDR S&P 500 ETF T
$26.2M
3
TAIWAN SEMICONDUCTOR MANUFAC
$17.5M
WALTER & KEENAN WEALTH MANAGEMENT LLC
$355M
Top holdings
1
VANGUARD INDEX FDS
$27.1M
2
ALPHABET INC
$25.2M
3
APPLE INC
$22.7M
WHITE PINE CAPITAL LLC
$355M
Top holdings
1
ISHARES TR
$36.5M
2
3M CO
$14.2M
3
APPLE INC
$13.2M
CLEAN YIELD GROUP
$355M
Top holdings
1
APPLE INC
$25.8M
2
NVIDIA CORPORATION
$15.9M
3
BROADCOM INC
$12.2M
EQ LLC
$355M
Top holdings
1
ISHARES TR
$149M
2
BLACKROCK ETF TRUST
$101M
3
ISHARES INC
$28.8M
HEADLAND CAPITAL, LLC
$355M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$75.7M
2
PROGRESSIVE CORP
$40M
3
INVESCO EXCH TRD SLF IDX FD
$37.6M
SUPPLEMENTAL ANNUITY COLLECTIVE TRUST OF NJ
$355M
Top holdings
1
NVIDIA CORPORATION
$28.7M
2
APPLE INC
$25.4M
3
ALPHABET INC
$20.4M
LIBRA WEALTH LLC
$355M
Top holdings
1
VANGUARD INDEX FDS
$77.6M
2
VANGUARD SCOTTSDALE FDS
$64.7M
3
AMERICAN CENTY ETF TR
$49.5M
WINDSOR CAPITAL MANAGEMENT, LLC
$355M
Top holdings
1
ISHARES TR
$148M
2
SPDR SERIES TRUST
$72.9M
3
J P MORGAN EXCHANGE TRADED F
$21.1M
SHANKERVALLEAU WEALTH ADVISORS, INC.
$355M
Top holdings
1
DIMENSIONAL ETF TRUST
$200M
2
ORACLE CORP
$46.8M
3
AMERICAN CENTY ETF TR
$31.1M
TACTIVE ADVISORS, LLC
$355M
Top holdings
1
ISHARES TR
$33M
2
AUTOMATIC DATA PROCESSING IN
$18.2M
3
VANGUARD INDEX FDS
$14.4M
AVALON CAPITAL MANAGEMENT
$354M
Top holdings
1
VANECK ETF TRUST
$59.9M
2
ALPHABET INC
$57.5M
3
ISHARES TR
$19.3M
