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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
MATHES COMPANY, INC.
$274M
Top holdings
1
ISHARES TR
$32.1M
2
VANGUARD INDEX FDS
$23M
3
GE VERNOVA INC
$15.2M
SHRIER WEALTH MANAGEMENT, LLC
$274M
Top holdings
1
ISHARES TR
$57.2M
2
VANGUARD INDEX FDS
$23.3M
3
VANGUARD INTL EQUITY INDEX F
$16.6M
SITTNER & NELSON, LLC
$274M
Top holdings
1
APPLE INC
$39.2M
2
PIMCO ETF TR
$19.2M
3
ALPHABET INC
$12.5M
AVENTURA PRIVATE WEALTH, LLC
$273M
Top holdings
1
APPLE INC
$29.7M
2
NVIDIA CORPORATION
$21.9M
3
NEOS ETF TRUST
$20.9M
ONE RIVER ASSET MANAGEMENT, LLC
$273M
Top holdings
1
NVIDIA CORPORATION
$22.1M
2
APPLE INC
$20.4M
3
MICROSOFT CORP
$18.9M
FLUENT FINANCIAL, LLC
$273M
Top holdings
1
ISHARES TR
$77.8M
2
J P MORGAN EXCHANGE TRADED F
$63.5M
3
VANGUARD WORLD FD
$34.2M
BONNESS ENTERPRISES INC
$273M
Top holdings
1
PROGRESSIVE CORP
$102M
2
STRYKER CORPORATION
$21M
3
MICROSOFT CORP
$14.2M
BURNS MATTESON CAPITAL MANAGEMENT, LLC
$273M
Top holdings
1
CORNING INC
$43.4M
2
ISHARES TR
$39.2M
3
INVESCO EXCHANGE TRADED FD T
$24.4M
SQUADRON CAPITAL MANAGEMENT LLC
$273M
Top holdings
1
RELMADA THERAPEUTICS INC
$59M
2
COGENT BIOSCIENCES INC
$30.3M
3
KALVISTA PHARMACEUTICALS INC
$26.2M
FIRETHORN WEALTH PARTNERS, LLC
$273M
Top holdings
1
ISHARES TR
$54.2M
2
DIMENSIONAL ETF TRUST
$51M
3
JANUS DETROIT STR TR
$29.9M
LOUNTZIS ASSET MANAGEMENT, LLC
$273M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$65.1M
2
APPLIED MATLS INC
$40.7M
3
WELLS FARGO & CO
$19.5M
RICHARDS, MERRILL & PETERSON, INC.
$273M
Top holdings
1
COSTCO WHOLESALE CORPORATION
$12.7M
2
APPLE INC
$12.2M
3
MICROSOFT CORP
$11.7M
BLACKHAWK CAPITAL PARTNERS LLC.
$273M
Top holdings
1
SCHWAB STRATEGIC TR
$36.3M
2
VANGUARD SCOTTSDALE FDS
$14.5M
3
APPLE INC
$10.3M
SPINECAP SAS
$272M
Top holdings
1
APOLLO GLOBAL MGMT INC
$36.2M
2
MASTERCARD INCORPORATED
$36.1M
3
THERMO FISHER SCIENTIFIC INC
$34.2M
TRINITY WEALTH MANAGEMENT, LLC
$272M
Top holdings
1
ISHARES TR
$124M
2
SPDR SERIES TRUST
$49.1M
3
INVESCO QQQ TR
$19.6M
STONEBRIDGE FINANCIAL PLANNING GROUP, LLC
$272M
Top holdings
1
ISHARES TR
$70.5M
2
FIRST TR EXCHANGE-TRADED FD
$24.3M
3
VANGUARD WORLD FD
$12.2M
AUTUMN GLORY PARTNERS, LLC
$272M
Top holdings
1
VANGUARD INDEX FDS
$53.8M
2
ISHARES TR
$25.5M
3
J P MORGAN EXCHANGE TRADED F
$8.83M
WEALTHEDGE INVESTMENT ADVISORS, LLC
$272M
Top holdings
1
ISHARES TR
$48.5M
2
VANGUARD INDEX FDS
$16M
3
STATE STR SPDR S&P 500 ETF T
$15.8M
SIMS INVESTMENT MANAGEMENT, LLC
$272M
Top holdings
1
SCHWAB STRATEGIC TR
$163M
2
GLOBAL X FDS
$36.4M
3
JOHN HANCOCK EXCHANGE TRADED
$15M
BOURNE LENT ASSET MANAGEMENT INC
$272M
Top holdings
1
ALPHABET INC
$57.4M
2
APPLE INC
$32.5M
3
MICROSOFT CORP
$26.6M
