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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
GLASSY MOUNTAIN ADVISORS, INC.
$322M
Top holdings
1
ISHARES TR
$38.5M
2
DIMENSIONAL ETF TRUST
$31.9M
3
ALPHABET INC
$19.8M
SANTORI & PETERS, INC.
$321M
Top holdings
1
WABTEC
$151M
2
AMETEK INC
$52.6M
3
FIRST TR EXCHNG TRADED FD VI
$15.5M
HIXON ZUERCHER, LLC
$321M
Top holdings
1
GOLDMAN SACHS ETF TR
$35.2M
2
ISHARES TR
$12.9M
3
JOHNSON & JOHNSON
$11.7M
EDENBROOK CAPITAL, LLC
$321M
Top holdings
1
FREQUENCY ELECTRS INC
$82.9M
2
COGNYTE SOFTWARE LTD
$66.8M
3
ISHARES TR
$51.5M
DARWIN WEALTH MANAGEMENT, LLC
$321M
Top holdings
1
ISHARES TR
$37.2M
2
SELECT SECTOR SPDR TR
$30.3M
3
FIRST TR EXCHANGE-TRADED FD
$21M
FINANCIAL LIFE ADVISORS
$321M
Top holdings
1
ISHARES TR
$155M
2
SCHWAB STRATEGIC TR
$36.2M
3
SPDR SERIES TRUST
$32.6M
WATERSHED PRIVATE WEALTH LLC
$321M
Top holdings
1
ISHARES TR
$133M
2
VANGUARD INDEX FDS
$37.5M
3
NVIDIA CORPORATION
$16.4M
WINDMILL HILL ASSET MANAGEMENT LTD
$321M
Top holdings
1
SPDR SERIES TRUST
$214M
2
SPDR INDEX SHS FDS
$60.1M
3
GE AEROSPACE
$9M
BRADY FAMILY WEALTH, LLC
$321M
Top holdings
1
APPLE INC
$25.6M
2
ISHARES TR
$25.1M
3
ALPHABET INC
$18.5M
HAMILTON CAPITAL PARTNERS, LLC
$320M
Top holdings
1
SPDR SERIES TRUST
$53.6M
2
TESLA INC
$51M
3
ALPHABET INC
$37.6M
SELECT ASSET MANAGEMENT & TRUST
$320M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$109M
2
STATE STR SPDR DOW JONES IND
$27.6M
3
VANGUARD SPECIALIZED FUNDS
$26.8M
FORTRESS PRIVATE LEDGER, LLC
$320M
Top holdings
1
PALANTIR TECHNOLOGIES INC
$40.9M
2
NVIDIA CORPORATION
$17.6M
3
CAPITAL GROUP DIVIDEND VALUE
$15.7M
QUAKER WEALTH MANAGEMENT, LLC
$320M
Top holdings
1
VANGUARD INDEX FDS
$70.6M
2
VANGUARD SCOTTSDALE FDS
$48.7M
3
ISHARES TR
$48M
STEPHENS GRETH FOUNDATION
$320M
Top holdings
1
VANGUARD INDEX FDS
$224M
2
VANGUARD INTL EQUITY INDEX F
$72.1M
3
ISHARES INC
$24.3M
HAZLETT, BURT & WATSON, INC.
$320M
Top holdings
1
ISHARES TR
$31.8M
2
APPLE INC
$16.3M
3
INVESCO QQQ TR
$14.4M
EATON-CAMBRIDGE INC.
$320M
Top holdings
1
DIMENSIONAL ETF TRUST
$191M
2
VANGUARD BD INDEX FDS
$44.7M
3
VANGUARD SCOTTSDALE FDS
$43.8M
PARAGON PRIVATE WEALTH MANAGEMENT, LLC
$320M
Top holdings
1
ISHARES TR
$23.2M
2
FIRST TR EXCHANGE-TRADED FD
$18.4M
3
NVIDIA CORPORATION
$15.4M
OXLER PRIVATE WEALTH LLC
$319M
Top holdings
1
INVESCO QQQ TR
$45.8M
2
VANGUARD INDEX FDS
$38.7M
3
ALPHABET INC
$21.9M
FSB PREMIER WEALTH MANAGEMENT, INC.
$319M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$34.6M
2
FIRST TR EXCHNG TRADED FD VI
$33.1M
3
SPDR SERIES TRUST
$23M
SAGEWOOD ASSET MANAGEMENT LP
$319M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$42.6M
2
APPLE INC
$12.1M
3
NVIDIA CORPORATION
$11.8M
