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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
AXIS CAPITAL HOLDINGS LTD
$270M
Top holdings
1
VANGUARD INDEX FDS
$242M
2
VANGUARD INTL EQUITY INDEX F
$15.6M
3
FRANKLIN TEMPLETON ETF TR
$12.6M
VERIDAN WEALTH LLC
$270M
Top holdings
1
ROCKET COS INC
$90M
2
ISHARES TR
$68.2M
3
VANGUARD INDEX FDS
$21.2M
FIRST DALLAS SECURITIES INC.
$270M
Top holdings
1
NVIDIA CORPORATION
$36M
2
TEXAS PACIFIC LAND CORPORATI
$28.3M
3
APPLE INC
$17M
HENDLEY & CO INC
$270M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$24.7M
2
VISA INC
$20.7M
3
AMPHENOL CORP
$16.3M
INLIGHT WEALTH MANAGEMENT, LLC
$270M
Top holdings
1
ISHARES TR
$78.4M
2
VANGUARD TAX-MANAGED FDS
$40.8M
3
VANGUARD INDEX FDS
$37.9M
AMERICAN FINANCIAL GROUP INC
$270M
Top holdings
1
NEXSTAR MEDIA GROUP INC
$41.1M
2
CITIGROUP INC
$35.7M
3
VOYAGER TECHNOLOGIES INC
$20.9M
SEARCY FINANCIAL SERVICES INC
$270M
Top holdings
1
VANGUARD INDEX FDS
$73.5M
2
ISHARES TR
$29.9M
3
AMERICAN CENTY ETF TR
$29.1M
AJ ADVISORS, LLC
$270M
Top holdings
1
VANGUARD INDEX FDS
$116M
2
ISHARES TR
$65.9M
3
INVESCO QQQ TR
$31.5M
TRITON WEALTH MANAGEMENT, PLLC
$270M
Top holdings
1
SCHWAB STRATEGIC TR
$46.2M
2
INVESCO EXCH TRADED FD TR II
$33.8M
3
INVESCO QQQ TR
$27M
RATAN CAPITAL MANAGEMENT LP
$269M
Top holdings
1
AMAZON COM INC
$39.1M
2
META PLATFORMS INC
$32.4M
3
NVIDIA CORPORATION
$30.3M
MTCO LTD.
$269M
Top holdings
1
QXO INC
$212M
2
PARAMOUNT SKYDANCE CORP
$56.8M
UNION HERITAGE CAPITAL, LLC
$269M
Top holdings
1
NVIDIA CORPORATION
$15.8M
2
AMPHENOL CORP
$15.3M
3
APPLE INC
$11.9M
SUMMIT INVESTMENT ADVISORY SERVICES, LLC
$269M
Top holdings
1
ISHARES TR
$49.6M
2
CAPITAL GROUP DIVIDEND VALUE
$42.1M
3
CAPITAL GROUP GROWTH ETF
$37.4M
STABLEFORD CAPITAL II LLC
$269M
Top holdings
1
ISHARES TR
$29.8M
2
SPDR SERIES TRUST
$14.6M
3
ALPHABET INC
$12.4M
HARBOR ISLAND CAPITAL LLC
$269M
Top holdings
1
APPLIED MATLS INC
$40.4M
2
LAM RESEARCH CORP
$34.1M
3
WARNER BROS DISCOVERY INC
$26.7M
HOLISTIC FINANCIAL PARTNERS
$269M
Top holdings
1
ELI LILLY & CO
$62.3M
2
FIRST TR EXCHANGE-TRADED FD
$42.9M
3
ISHARES TR
$23M
WITTENBERG INVESTMENT MANAGEMENT, INC.
$269M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$48.6M
2
ALPHABET INC
$42.7M
3
APPLE INC
$26.1M
SPECTRUM WEALTH ADVISORY GROUP, LLC
$269M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$40.3M
2
J P MORGAN EXCHANGE TRADED F
$37.2M
3
COLUMBIA ETF TR I
$32.3M
BREAKWATER INVESTMENT MANAGEMENT
$269M
Top holdings
1
SCHWAB STRATEGIC TR
$53.3M
2
VANGUARD INDEX FDS
$43.5M
3
VANGUARD INTL EQUITY INDEX F
$21.4M
POWER WEALTH MANAGEMENT LLC
$269M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$63.7M
2
FIDELITY MERRIMACK STR TR
$37.9M
3
SPDR SERIES TRUST
$31.1M
