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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
SILVER OAK ADVISORY GROUP, INC.
$232M
Top holdings
1
VANGUARD BD INDEX FDS
$71M
2
DIMENSIONAL ETF TRUST
$40.6M
3
VANGUARD CHARLOTTE FDS
$25.5M
RESOLUTE WEALTH STRATEGIES, LLC
$232M
Top holdings
1
APPLE INC
$32.7M
2
J P MORGAN EXCHANGE TRADED F
$23.3M
3
ISHARES TR
$14.9M
WESTFULLER ADVISORS, LLC
$232M
Top holdings
1
ISHARES TR
$70.3M
2
VANGUARD INDEX FDS
$13.3M
3
NUSHARES ETF TR
$10.6M
SMA CAPITAL LLC
$232M
Top holdings
1
PARKER-HANNIFIN CORP
$12.5M
2
JOHNSON CONTROLS INTERNATION
$11.8M
3
AMETEK INC
$10.7M
BAUGH & ASSOCIATES, LLC
$232M
Top holdings
1
APPLE INC
$15.7M
2
MICROSOFT CORP
$14.7M
3
WALMART INC
$11.2M
REDWOOD WEALTH MANAGEMENT GROUP, LLC
$232M
Top holdings
1
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
$22.3M
2
ISHARES TR
$16.8M
3
SCHWAB GOVERNMENT MONEY INV
$15.6M
TITAN WEALTH CI LTD
$232M
Top holdings
1
EXXON MOBIL CORP
$13.1M
2
ALPHABET INC
$12.7M
3
AMAZON COM INC
$11.5M
STRATEGIC FINANCIAL PARTNERS, LTD.
$232M
Top holdings
1
SPDR SERIES TRUST
$74.8M
2
ISHARES TR
$48.8M
3
VANGUARD SCOTTSDALE FDS
$20M
SAMJO MANAGEMENT, LLC
$231M
Top holdings
1
PDF SOLUTIONS INC
$30.1M
2
ARTERIS INC
$18.8M
3
GENIUS SPORTS LIMITED
$16.6M
BRENTVIEW INVESTMENT MANAGEMENT LLC
$231M
Top holdings
1
MICROSOFT CORP
$13.3M
2
CME GROUP INC
$12.6M
3
APPLE INC
$11.8M
COTTAGE STREET ADVISORS LLC
$231M
Top holdings
1
ISHARES TR
$16.3M
2
ALPHABET INC
$13.9M
3
PIMCO ETF TR
$13.3M
COMMONWEALTH BANK OF AUSTRALIA
$231M
Top holdings
1
KLARNA GROUP PLC
$228M
2
GEMINI SPACE STA INC
$3.16M
COMPASS FINANCIAL SERVICES INC
$231M
Top holdings
1
SPDR SERIES TRUST
$59M
2
J P MORGAN EXCHANGE TRADED F
$38.4M
3
FIRST TR EXCHANGE-TRADED FD
$28M
MASSACHUSETTS WEALTH MANAGEMENT
$231M
Top holdings
1
SELECT SECTOR SPDR TR
$30.4M
2
J P MORGAN EXCHANGE TRADED F
$12.8M
3
EXXON MOBIL CORP
$7.57M
MEROS INVESTMENT MANAGEMENT, LP
$231M
Top holdings
1
DUCOMMUN INC DEL
$15.6M
2
SELECT WATER SOLUTIONS INC
$14M
3
ENVIRI CORP
$12.3M
CATALYS PACIFIC, LLC
$231M
Top holdings
1
MINERALYS THERAPEUTICS INC
$214M
2
PHATHOM PHARMACEUTICALS INC
$16.6M
YIHENG CAPITAL MANAGEMENT, L.P.
$231M
Top holdings
1
NOAH HLDGS LTD
$66.5M
2
NEW ORIENTAL ED & TECHNOLOGY
$21.3M
3
JD.COM INC
$17.4M
CORECAM PTE. LTD.
$231M
Top holdings
1
SPDR GOLD TR
$41.4M
2
ISHARES INC
$25.4M
3
ISHARES TR
$22.3M
PRAIRIE WEALTH ADVISORS, INC.
$231M
Top holdings
1
LINDSAY CORP
$45.7M
2
NVIDIA CORPORATION
$23.6M
3
INNOVATOR ETFS TRUST
$18M
CITRINE CAPITAL LLC
$231M
Top holdings
1
DIMENSIONAL ETF TRUST
$160M
2
NVIDIA CORPORATION
$32.5M
3
FIDELITY WISE ORIGIN BITCOIN
$8.16M
