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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
RAELIPSKIE PARTNERSHIP
$236M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$25.5M
2
VANGUARD TAX-MANAGED FDS
$21.4M
3
INVESCO EXCHANGE TRADED FD T
$20.2M
FOUNDRY FINANCIAL LLC
$236M
Top holdings
1
DIMENSIONAL ETF TRUST
$187M
2
ISHARES TR
$6.91M
3
PIMCO ETF TR
$6.76M
GABLES CAPITAL MANAGEMENT INC.
$236M
Top holdings
1
NVIDIA CORPORATION
$18.6M
2
APPLE INC
$14.1M
3
ISHARES TR
$13.4M
PFG PRIVATE WEALTH MANAGEMENT, LLC
$236M
Top holdings
1
ISHARES TR
$138M
2
VANGUARD TAX-MANAGED FDS
$25M
3
SPDR SERIES TRUST
$24.6M
ARMSTRONG, FLEMING & MOORE, INC
$236M
Top holdings
1
CAVA GROUP INC
$29.4M
2
CAPITAL GROUP INTL FOCUS EQT
$25.6M
3
T ROWE PRICE ETF INC
$24.7M
CAUSEY WEALTH LLC
$236M
Top holdings
1
ISHARES TR
$59.7M
2
VANGUARD SCOTTSDALE FDS
$28.7M
3
VANGUARD INDEX FDS
$27.5M
IMPACTFOLIO, LLC
$235M
Top holdings
1
ISHARES TR
$130M
2
VANGUARD WORLD FD
$56.4M
3
ISHARES INC
$22.1M
I.G.Y. LTD
$235M
Top holdings
1
AMAZON COM INC
$94.6M
2
COSTCO WHOLESALE CORPORATION
$94M
3
BERKSHIRE HATHAWAY INC DEL
$46.7M
ACT ADVISORS, LLC.
$235M
Top holdings
1
AMERICAN CENTY ETF TR
$51.3M
2
DIMENSIONAL ETF TRUST
$32.2M
3
J P MORGAN EXCHANGE TRADED F
$30.6M
CNA FINANCIAL CORP
$235M
Top holdings
1
ENTERPRISE PRODS PARTNERS L
$31.2M
2
META PLATFORMS INC
$23.2M
3
AMAZON COM INC
$22.9M
ELEVATION CAPITAL ADVISORY, LLC
$235M
Top holdings
1
SPDR SERIES TRUST
$43.9M
2
ISHARES TR
$41.5M
3
INVESCO EXCHANGE TRADED FD T
$14.4M
ELEMENTAL CAPITAL PARTNERS LLC
$235M
Top holdings
1
BLOOM ENERGY CORP
$150M
2
INDIE SEMICONDUCTOR INC
$40.7M
3
CREDO TECHNOLOGY GROUP HOLDI
$21.9M
RUBICON GLOBAL CAPITAL LTD
$235M
Top holdings
1
MONDAY COM LTD
$99.7M
2
META PLATFORMS INC
$39.1M
3
ALPHABET INC
$35.2M
CLARUS WEALTH ADVISORS
$235M
Top holdings
1
SELECT SECTOR SPDR TR
$32.4M
2
ISHARES TR
$31.1M
3
SPDR SERIES TRUST
$26.9M
MIDWEST FINANCIAL GROUP LLC
$234M
Top holdings
1
ISHARES TR
$35.1M
2
SCHWAB STRATEGIC TR
$24.7M
3
AMERICAN CENTY ETF TR
$19.1M
GREENFIELD SAVINGS BANK
$234M
Top holdings
1
APPLE INC
$16.5M
2
ISHARES TR
$16.3M
3
ALPHABET INC
$12.1M
MATISSE CAPITAL
$234M
Top holdings
1
ISHARES TR
$13M
2
APPLE INC
$9.14M
3
PIMCO CALIF MUN INCOME FD
$7.43M
BERNARD WEALTH MANAGEMENT CORP.
$234M
Top holdings
1
SCHWAB STRATEGIC TR
$51.7M
2
NVIDIA CORPORATION
$36.7M
3
ISHARES TR
$22.7M
COMPASS WEALTH MANAGEMENT, LLC
$234M
Top holdings
1
SELECT SECTOR SPDR TR
$61M
2
ISHARES TR
$57.2M
3
INVESCO EXCHANGE TRADED FD T
$17.5M
SARANAC PARTNERS LTD
$234M
Top holdings
1
ALPHABET INC
$15.4M
2
MICROSOFT CORP
$10.8M
3
AMAZON COM INC
$10.2M
