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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
RESTON WEALTH MANAGEMENT LLC
$326M
Top holdings
1
SPDR SERIES TRUST
$127M
2
SCHWAB STRATEGIC TR
$91.5M
3
FIDELITY COVINGTON TRUST
$38.3M
J. H. WHITNEY EQUITY PARTNERS VI, LLC
$326M
Top holdings
1
CARIS LIFE SCIENCES INC
$326M
BOONE CAPITAL MANAGEMENT LLC
$326M
Top holdings
1
MIRUM PHARMACEUTICALS INC
$38.9M
2
IONIS PHARMACEUTICALS INC
$37.6M
3
THE CIGNA GROUP
$36.7M
ALPHA FINANCIAL ADVISORS, LLC
$326M
Top holdings
1
DIMENSIONAL ETF TRUST
$194M
2
T ROWE PRICE ETF INC
$32.9M
3
AMERICAN CENTY ETF TR
$22.8M
CORE WEALTH MANAGEMENT, INC.
$326M
Top holdings
1
DIMENSIONAL ETF TRUST
$310M
2
ISHARES TR
$3.54M
3
NEXTERA ENERGY INC
$3.01M
ER COLLECTIVE HOLDINGS, LLC
$326M
Top holdings
1
BILL HOLDINGS INC
$326M
DG CAPITAL MANAGEMENT, LLC
$326M
Top holdings
1
MERCURY GENL CORP NEW
$83.6M
2
TALEN ENERGY CORP
$80.5M
3
GODADDY INC
$25.4M
VEERY CAPITAL, LLC
$326M
Top holdings
1
VANGUARD INDEX FDS
$79.8M
2
SCHWAB STRATEGIC TR
$77.8M
3
ISHARES TR
$64.6M
SOMERSET TRUST CO
$326M
Top holdings
1
APPLE INC
$13.7M
2
MICROSOFT CORP
$12.6M
3
JOHNSON & JOHNSON
$9.69M
CEETO CAPITAL GROUP, LLC
$326M
Top holdings
1
APPLE INC
$70.7M
2
NVIDIA CORPORATION
$16.6M
3
POPULAR INC
$10.8M
TFR CAPITAL, LLC.
$326M
Top holdings
1
ISHARES TR
$29.4M
2
NVIDIA CORPORATION
$19.4M
3
ALPHABET INC
$16.2M
CONGRESS PARK CAPITAL LLC
$326M
Top holdings
1
ISHARES TR
$46.7M
2
NUVEEN FLOATING RATE INCOME
$23.5M
3
ALPHABET INC
$18.6M
CHESAPEAKE WEALTH MANAGEMENT
$326M
Top holdings
1
ISHARES TR
$71.1M
2
SCHWAB STRATEGIC TR
$37.4M
3
SELECT SECTOR SPDR TR
$30.8M
BOYD WATTERSON ASSET MANAGEMENT LLC
$326M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$23.4M
2
ALPHABET INC
$20.8M
3
ISHARES TR
$19.5M
SAGE FINANCIAL MANAGEMENT GROUP, INC.
$325M
Top holdings
1
VANGUARD BD INDEX FDS
$81.4M
2
ISHARES TR
$77.7M
3
SCHWAB STRATEGIC TR
$60.2M
MORLING FINANCIAL ADVISORS, LLC
$325M
Top holdings
1
DIMENSIONAL ETF TRUST
$68.6M
2
VANGUARD SCOTTSDALE FDS
$48.8M
3
SSGA ACTIVE ETF TR
$43.8M
KNOX LANE LP
$325M
Top holdings
1
PATTERN GROUP INC
$325M
DSC MERIDIAN CAPITAL LP
$325M
Top holdings
1
ISHARES TR
$97.4M
2
CORE SCIENTIFIC INC NEW
$49.1M
3
GRUPO AEROMEXICO SAB DE CV
$40M
WELLINGTON GRP LLC
$325M
Top holdings
1
ISHARES TR
$68.9M
2
INVESCO EXCH TRADED FD TR II
$41.3M
3
VANGUARD INDEX FDS
$32M
TAYLOR HOFFMAN CAPITAL MANAGEMENT LLC
$325M
Top holdings
1
APPLE INC
$23M
2
LAM RESEARCH CORP
$18.8M
3
ARISTA NETWORKS INC
$16M
