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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
LIFEPLAN INVESTMENT ADVISORS, INC.
$254M
Top holdings
1
ISHARES TR
$73.7M
2
VANGUARD INDEX FDS
$44.9M
3
SCHWAB STRATEGIC TR
$26.5M
1776 WEALTH LLC
$254M
Top holdings
1
APPLE INC
$31.6M
2
FIRST TR EXCHANGE-TRADED FD
$22.7M
3
FIRST TR EXCHNG TRADED FD VI
$22.2M
TWO STAR MANAGER LLC
$254M
Top holdings
1
AMAZON COM INC
$49M
2
META PLATFORMS INC
$42.8M
3
OKTA INC
$25.1M
BEACH POINT CAPITAL MANAGEMENT LP
$254M
Top holdings
1
VELOCITY FINL INC
$119M
2
DIEBOLD NIXDORF INC
$60.4M
3
FS KKR CAP CORP
$31.9M
WEALTH QUARTERBACK LLC
$254M
Top holdings
1
ISHARES TR
$65.8M
2
ISHARES GOLD TR
$16M
3
FIDELITY COVINGTON TRUST
$14.4M
LHM, INC.
$254M
Top holdings
1
VANGUARD INDEX FDS
$108M
2
PIMCO ETF TR
$11.5M
3
BLACKROCK ETF TRUST II
$11.4M
SELBY WEALTH MANAGEMENT, LLC
$254M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$51.2M
2
ISHARES TR
$28.5M
3
SCHWAB STRATEGIC TR
$22.5M
MADDEN ADVISORY SERVICES, INC.
$254M
Top holdings
1
ISHARES TR
$65.4M
2
SCHWAB STRATEGIC TR
$48.6M
3
VANGUARD INDEX FDS
$40.9M
SELLWOOD INVESTMENT PARTNERS LLC
$254M
Top holdings
1
VANGUARD WORLD FD
$64.7M
2
VANGUARD INDEX FDS
$51.7M
3
PIMCO EQUITY SER
$20.8M
MORGANROSEL WEALTH MANAGEMENT, LLC
$254M
Top holdings
1
VANGUARD INDEX FDS
$64M
2
SCHWAB STRATEGIC TR
$45.9M
3
ISHARES TR
$29.2M
TL PRIVATE WEALTH
$253M
Top holdings
1
VANGUARD INDEX FDS
$131M
2
FIRST TR EXCHANGE-TRADED FD
$41.1M
3
VANGUARD INTL EQUITY INDEX F
$21.1M
SHORE POINT ADVISORS, LLC
$253M
Top holdings
1
DIMENSIONAL ETF TRUST
$56.7M
2
ISHARES TR
$44.9M
3
J P MORGAN EXCHANGE TRADED F
$41.4M
PHOENIX WEALTH ADVISORS
$253M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$43.6M
2
ISHARES TR
$31.2M
3
VANGUARD TAX-MANAGED FDS
$13.5M
5T WEALTH, LLC
$253M
Top holdings
1
ISHARES TR
$88.5M
2
J P MORGAN EXCHANGE TRADED F
$74.8M
3
BLACKROCK ETF TRUST
$13.8M
AVOS CAPITAL MANAGEMENT, LLC
$253M
Top holdings
1
ISHARES TR
$86.5M
2
EA SERIES TRUST
$85.2M
3
SPDR SERIES TRUST
$14.1M
JUPITER WEALTH MANAGEMENT LLC
$253M
Top holdings
1
ALPHABET INC
$39.7M
2
NVIDIA CORPORATION
$15.9M
3
APPLE INC
$15.7M
DLK INVESTMENT MANAGEMENT, LLC
$253M
Top holdings
1
APPLE INC
$15.9M
2
MICROSOFT CORP
$13M
3
ALPHABET INC
$12.5M
NASPERS LTD
$253M
Top holdings
1
REMITLY GLOBAL INC
$211M
2
SIMILARWEB LTD
$29.2M
3
SKILLSOFT CORP
$13.1M
SHIRA RIDGE WEALTH MANAGEMENT
$253M
Top holdings
1
ISHARES TR
$112M
2
DIMENSIONAL ETF TRUST
$52.9M
3
BLACKROCK ETF TRUST
$15.8M
FFG PARTNERS, LLC
$253M
Top holdings
1
NVIDIA CORPORATION
$24.3M
2
SPDR GOLD TR
$22.5M
3
PALANTIR TECHNOLOGIES INC
$20.9M
