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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
OROURKE & COMPANY, INC
$253M
Top holdings
1
APPLE INC
$19.6M
2
J P MORGAN EXCHANGE TRADED F
$16.6M
3
SELECT SECTOR SPDR TR
$15M
STONEHEARTH CAPITAL MANAGEMENT, LLC
$252M
Top holdings
1
ISHARES TR
$82.1M
2
DIMENSIONAL ETF TRUST
$23.6M
3
SCHWAB STRATEGIC TR
$19.7M
RUGGAARD & ASSOCIATES LLC
$252M
Top holdings
1
ISHARES TR
$42.7M
2
J P MORGAN EXCHANGE TRADED F
$29.7M
3
VANGUARD INDEX FDS
$20M
LODESTONE WEALTH MANAGEMENT LLC
$252M
Top holdings
1
CAPITAL GRP FIXED INCM ETF T
$20.6M
2
DIMENSIONAL ETF TRUST
$17.1M
3
VANGUARD INDEX FDS
$12.4M
PJT INVESTMENTS CORP.
$252M
Top holdings
1
ISHARES TR
$69.4M
2
THOMSON REUTERS CORP
$47.7M
3
INVESCO EXCHANGE TRADED FD T
$47.6M
MERAMEC FINANCIAL PLANNERS, LLC
$252M
Top holdings
1
VANGUARD INDEX FDS
$79.7M
2
ISHARES TR
$70.5M
3
SCHWAB STRATEGIC TR
$26.3M
SILVER LAKE ADVISORY, LLC
$252M
Top holdings
1
ISHARES TR
$15.2M
2
VANGUARD WHITEHALL FDS
$11.2M
3
BERKSHIRE HATHAWAY INC DEL
$10.9M
CENTURYLINK INVESTMENT MANAGEMENT CO
$252M
Top holdings
1
ISHARES TR
$225M
2
BLACKROCK ETF TRUST II
$26.5M
INVENIO WEALTH PARTNERS LLC
$252M
Top holdings
1
ISHARES TR
$37.6M
2
J P MORGAN EXCHANGE TRADED F
$27.7M
3
WISDOMTREE TR
$26.3M
CARNEGIE LAKE ADVISORS LLC
$252M
Top holdings
1
APPLE INC
$12.2M
2
BERKSHIRE HATHAWAY INC DEL
$11.6M
3
ALPHABET INC
$11.4M
SENECA HOUSE ADVISORS
$252M
Top holdings
1
ISHARES TR
$28.2M
2
INVESCO EXCHANGE TRADED FD T
$21.3M
3
ALPHABET INC
$17.2M
TRUSTEES OF DARTMOUTH COLLEGE
$252M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$57.7M
2
VANGUARD INTL EQUITY INDEX F
$48.6M
3
GMO ETF TRUST
$39.7M
WETZEL INVESTMENT ADVISORS, INC.
$252M
Top holdings
1
ISHARES TR
$46.2M
2
VANGUARD INDEX FDS
$40.8M
3
INNOVATOR ETFS TRUST
$17.3M
DUCERE WEALTH MANAGEMENT LLC
$251M
Top holdings
1
ISHARES TR
$43.7M
2
ALPHABET INC
$17.7M
3
GOLDMAN SACHS ETF TR
$17.2M
HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC
$251M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$122M
2
STATE STR SPDR S&P 500 ETF T
$38.2M
3
SCHWAB STRATEGIC TR
$34.8M
WEIK CAPITAL MANAGEMENT
$251M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$28.3M
2
ALPHABET INC
$25.2M
3
MICROSOFT CORP
$17.6M
WASHINGTON STATE INVESTMENT BOARD
$251M
Top holdings
1
FTAI AVIATION LTD
$193M
2
FTAI INFRASTRUCTURE INC
$58.2M
BAYSHORE ASSET MANAGEMENT, LLC
$251M
Top holdings
1
DIMENSIONAL ETF TRUST
$176M
2
AMERICAN CENTY ETF TR
$52.1M
3
VANGUARD INDEX FDS
$7.01M
HUBBELL STRICKLAND WEALTH MANAGEMENT, LLC
$251M
Top holdings
1
ISHARES TR
$82.8M
2
VANGUARD SPECIALIZED FUNDS
$73.7M
3
VANGUARD INDEX FDS
$21.6M
M37 MANAGEMENT LP
$251M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$50.7M
2
ORACLE CORP
$44.1M
3
INTEL CORP
$41.9M
