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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
SILVERLEAFE CAPITAL PARTNERS, LLC
$339M
Top holdings
1
ISHARES TR
$72.1M
2
INVESCO QQQ TR
$31M
3
FEDEX CORP
$24.7M
PENOBSCOT WEALTH MANAGEMENT
$338M
Top holdings
1
SPDR SERIES TRUST
$68.8M
2
DIMENSIONAL ETF TRUST
$63.9M
3
ISHARES TR
$49.5M
HIBERNIA WEALTH PARTNERS, LLC
$338M
Top holdings
1
SPDR SERIES TRUST
$102M
2
SSGA ACTIVE TR
$43.5M
3
AMPLIFY ETF TR
$39M
SOLITUDE FINANCIAL SERVICES
$338M
Top holdings
1
SCHWAB STRATEGIC TR
$92.1M
2
SPDR SERIES TRUST
$75M
3
BERKSHIRE HATHAWAY INC DEL
$59.3M
BRIGHTLINE CAPITAL MANAGEMENT, LLC
$338M
Top holdings
1
VIASAT INC
$96.2M
2
CONSTELLIUM SE
$45.4M
3
DANA INC
$38.7M
CABOT-WELLINGTON, LLC
$338M
Top holdings
1
VANGUARD INDEX FDS
$251M
2
ISHARES TR
$64.4M
3
ISHARES INC
$22.1M
GILLILAND JETER WEALTH MANAGEMENT LLC
$338M
Top holdings
1
ISHARES TR
$37.6M
2
APPLE INC
$28.3M
3
NVIDIA CORPORATION
$26.1M
SELECTIVE WEALTH MANAGEMENT, INC.
$338M
Top holdings
1
ISHARES TR
$98.3M
2
VANGUARD INDEX FDS
$84.8M
3
DIMENSIONAL ETF TRUST
$30.1M
NKCFO LLC
$337M
Top holdings
1
AGNICO EAGLE MINES LTD
$42.9M
2
RBB FUND TRUST
$26.2M
3
ISHARES GOLD TR
$24.6M
WIM INVESTMENT MANAGEMENT LTD
$337M
Top holdings
1
TESLA INC
$90.4M
2
CLOUDFLARE INC
$47M
3
META PLATFORMS INC
$44.8M
STERLING FINANCIAL PLANNING, INC.
$337M
Top holdings
1
ISHARES TR
$121M
2
DIMENSIONAL ETF TRUST
$61.1M
3
ISHARES GOLD TR
$20.7M
FREEDOM INVESTMENT MANAGEMENT, INC.
$337M
Top holdings
1
DIMENSIONAL ETF TRUST
$164M
2
VANGUARD INDEX FDS
$33.4M
3
ISHARES TR
$30.1M
SHOKER INVESTMENT COUNSEL, INC.
$337M
Top holdings
1
ISHARES TR
$128M
2
PROCTER & GAMBLE CO
$13.9M
3
KLA CORP
$8.44M
SCHIAVI & CO LLC
$337M
Top holdings
1
PIMCO EQUITY SER
$223M
2
J P MORGAN EXCHANGE TRADED F
$51.8M
3
VANGUARD BD INDEX FDS
$26.8M
INDEPENDENT WEALTH NETWORK INC.
$337M
Top holdings
1
SPDR SERIES TRUST
$45.6M
2
ISHARES TR
$31.4M
3
J P MORGAN EXCHANGE TRADED F
$23.2M
COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.
$337M
Top holdings
1
INNOVATOR ETFS TRUST
$16M
2
FIRST TR EXCHNG TRADED FD VI
$13.7M
3
FIRST TR EXCHANGE-TRADED FD
$8.18M
TEAM HEWINS, LLC
$337M
Top holdings
1
DIMENSIONAL ETF TRUST
$244M
2
AMERICAN CENTY ETF TR
$62.9M
3
ISHARES TR
$12.9M
STANDARD GENERAL L.P.
$336M
Top holdings
1
BALLYS CORPORATION
$313M
2
MEDIACO HLDG INC
$23.3M
WT WEALTH MANAGEMENT
$336M
Top holdings
1
SCHWAB STRATEGIC TR
$54.4M
2
VANECK ETF TRUST
$24.2M
3
ISHARES TR
$19.2M
LEEWARD FINANCIAL PARTNERS, LLC
$336M
Top holdings
1
VANGUARD INDEX FDS
$67.8M
2
SCHWAB STRATEGIC TR
$31.5M
3
VANGUARD BD INDEX FDS
$29.3M
