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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
44 WEALTH MANAGEMENT LLC
$286M
Top holdings
1
NIKE INC
$17.7M
2
MICROSOFT CORP
$15M
3
APPLE INC
$7.39M
HS MANAGEMENT PARTNERS, LLC
$286M
Top holdings
1
ALPHABET INC
$20.7M
2
AMAZON COM INC
$20.4M
3
NETFLIX INC.
$19.5M
SINVEST INVESTMENTS II LTD.
$286M
Top holdings
1
ON HLDG AG
$286M
LEISURE CAPITAL MANAGEMENT
$286M
Top holdings
1
APPLE INC
$36.4M
2
SCHWAB STRATEGIC TR
$28.3M
3
HARBOR ETF TRUST
$13.2M
OWLS NEST PARTNERS IA, LLC
$286M
Top holdings
1
BANCORP INC DEL
$58.8M
2
ENSIGN GROUP INC
$45.4M
3
TIMKEN CO
$37.8M
INVESCO, LLC
$286M
Top holdings
1
ALPHABET INC
$32.6M
2
AMAZON COM INC
$15.9M
3
ORACLE CORP
$15.4M
WEST FAMILY INVESTMENTS, INC.
$285M
Top holdings
1
ISHARES GOLD TR
$34.1M
2
ISHARES TR
$24.4M
3
SCHWAB STRATEGIC TR
$17M
VANTAGE POINT FINANCIAL LLC
$285M
Top holdings
1
DIMENSIONAL ETF TRUST
$153M
2
ISHARES TR
$16.2M
3
WISDOMTREE TR
$13.7M
WESTSHORE WEALTH, LLC
$285M
Top holdings
1
ISHARES TR
$105M
2
STATE STR SPDR S&P 500 ETF T
$60.1M
3
VANGUARD SCOTTSDALE FDS
$22M
THEORY FINANCIAL LLC
$285M
Top holdings
1
ISHARES TR
$66.7M
2
SELECT SECTOR SPDR TR
$38.1M
3
SCHWAB STRATEGIC TR
$27.7M
BENNETT SELBY INVESTMENTS LP
$285M
Top holdings
1
ALPHABET INC
$41.9M
2
APPLE INC
$38.1M
3
META PLATFORMS INC
$20.3M
G&S CAPITAL LLC
$285M
Top holdings
1
SPDR SERIES TRUST
$30.7M
2
STATE STR SPDR S&P 500 ETF T
$17.3M
3
ISHARES TR
$15.7M
PROVIDENCE FIRST TRUST CO
$284M
Top holdings
1
ISHARES TR
$63.1M
2
VANGUARD SCOTTSDALE FDS
$33.4M
3
SELECT SECTOR SPDR TR
$21.1M
FUTURE FUND LLC
$284M
Top holdings
1
MILLICOM INTL CELLULAR S A
$6.85M
2
BWX TECHNOLOGIES INC
$6.71M
3
HALOZYME THERAPEUTICS INC
$6.15M
AXIOM FINANCIAL STRATEGIES, LLC
$284M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$63.3M
2
ISHARES TR
$60.5M
3
INVESCO EXCH TRADED FD TR II
$58.2M
MMA ASSET MANAGEMENT LLC
$284M
Top holdings
1
ISHARES TR
$75.9M
2
SPDR SERIES TRUST
$38.3M
3
FRANKLIN TEMPLETON ETF TR
$18M
MACH-1 FINANCIAL GROUP, LLC
$284M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$57.3M
2
J P MORGAN EXCHANGE TRADED F
$46.7M
3
FIRST TR EXCHANGE TRADED FD
$20.2M
WEALTHSPAN PARTNERS, LLC
$284M
Top holdings
1
VANGUARD INDEX FDS
$69.8M
2
DIMENSIONAL ETF TRUST
$37.7M
3
ISHARES TR
$20.2M
RISE ADVISORS, LLC
$284M
Top holdings
1
VANGUARD INDEX FDS
$76.7M
2
FIRST TR EXCHANGE TRADED FD
$32.5M
3
JANUS DETROIT STR TR
$29.2M
CHANEY CAPITAL MANAGEMENT, INC.
$284M
Top holdings
1
VANGUARD INDEX FDS
$103M
2
ISHARES TR
$61.8M
3
SPDR INDEX SHS FDS
$20.2M
