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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
ORANGE COUNTY EMPLOYEES RETIREMENT SYSTEM
$239M
Top holdings
1
BLUE OWL TECHNOLOGY FIN CORP
$175M
2
GOLDMAN SACHS ETF TR
$63.4M
MECHANICS FINANCIAL CORP
$239M
Top holdings
1
ISHARES TR
$56.6M
2
GORMAN RUPP CO
$18.2M
3
APPLE INC
$14.4M
TORREY GROWTH & INCOME ADVISORS
$239M
Top holdings
1
QUALCOMM INC
$56.4M
2
SERVICENOW INC
$17.6M
3
ADVANCED MICRO DEVICES INC
$15.4M
GENESEE CAPITAL ADVISORS, LLC
$239M
Top holdings
1
SCHWAB STRATEGIC TR
$48M
2
ISHARES TR
$22.4M
3
FIRST TR EXCHANGE-TRADED FD
$20.8M
LTS ONE MANAGEMENT LP
$239M
Top holdings
1
VISA INC
$20.2M
2
AON PLC
$18.5M
3
BROOKFIELD CORP
$18.3M
CASCADES CAPITAL ASSET MANAGEMENT, LLC
$239M
Top holdings
1
VANGUARD INDEX FDS
$46.6M
2
VANGUARD SPECIALIZED FUNDS
$27.6M
3
VANGUARD ADMIRAL FDS INC
$13.4M
WEALTH ADVISORS NORTHWEST LLC
$238M
Top holdings
1
DIMENSIONAL ETF TRUST
$210M
2
AMAZON COM INC
$9.07M
3
SPDR SERIES TRUST
$5.24M
VERITY ASSET MANAGEMENT, INC.
$238M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$20.3M
2
ISHARES TR
$14.6M
3
STATE STR SPDR S&P 500 ETF T
$9.89M
MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC.
$238M
Top holdings
1
INVESCO QQQ TR
$41.4M
2
STATE STR SPDR S&P 500 ETF T
$36.4M
3
STATE STR SPDR DOW JONES IND
$24.1M
SIMPLIFI, INC.
$238M
Top holdings
1
VANGUARD BD INDEX FDS
$50.9M
2
ISHARES TR
$38.8M
3
INVESCO EXCHANGE TRADED FD T
$34M
GALLATIN POINT CAPITAL LLC
$238M
Top holdings
1
BOWHEAD SPECIALTY HLDGS INC
$201M
2
JAMES RIV GROUP LTD
$36.9M
INVESTRUST
$238M
Top holdings
1
ISHARES TR
$85.5M
2
VANGUARD TAX-MANAGED FDS
$14.8M
3
MICROSOFT CORP
$6.86M
GPM GROWTH INVESTORS, INC.
$238M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$45.9M
2
ALPHABET INC
$23.6M
3
SCHWAB STRATEGIC TR
$19.1M
ARCHER INVESTMENT MANAGEMENT, LLC
$238M
Top holdings
1
ISHARES TR
$103M
2
BLACKROCK ETF TRUST
$49.9M
3
SCHWAB STRATEGIC TR
$7.8M
ST. JOHNS INVESTMENT MANAGEMENT COMPANY, LLC
$238M
Top holdings
1
SCHWAB STRATEGIC TR
$59.2M
2
SELECT SECTOR SPDR TR
$18.4M
3
ISHARES TR
$17.4M
CNB BANK
$238M
Top holdings
1
NVIDIA CORPORATION
$15.4M
2
APPLE INC
$13.5M
3
ALPHABET INC
$13M
VALUES ADDED FINANCIAL LLC
$238M
Top holdings
1
ISHARES TR
$43.9M
2
SPDR INDEX SHS FDS
$30.8M
3
SPDR SERIES TRUST
$24.8M
VAWTER FINANCIAL, LTD.
$238M
Top holdings
1
VANGUARD INDEX FDS
$35.4M
2
J P MORGAN EXCHANGE TRADED F
$32.7M
3
DIMENSIONAL ETF TRUST
$32.3M
HOWARD WEALTH MANAGEMENT, LLC
$238M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$50.1M
2
VANGUARD INDEX FDS
$38.8M
3
ISHARES TR
$17.2M
MILLINGTON FINANCIAL ADVISORS, LLC
$237M
Top holdings
1
SPDR SERIES TRUST
$46.9M
2
SPDR INDEX SHS FDS
$25.8M
3
INNOVATOR ETFS TRUST
$16.4M
