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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
EAGLE WEALTH STRATEGIES LLC
$228M
Top holdings
1
VANGUARD INDEX FDS
$53M
2
AMERICAN CENTY ETF TR
$29.5M
3
FRANKLIN TEMPLETON ETF TR
$24.1M
ASSET PLANNING SERVICES INC
$228M
Top holdings
1
NVIDIA CORPORATION
$40.7M
2
MICROSOFT CORP
$17.1M
3
JPMORGAN CHASE & CO
$11.7M
HIPPOCRATIC FINANCIAL ADVISORS, LLC
$228M
Top holdings
1
DIMENSIONAL ETF TRUST
$83.3M
2
ISHARES TR
$58.6M
3
DOUBLELINE ETF TRUST
$36.7M
CEERA INVESTMENTS, LLC
$228M
Top holdings
1
VANECK ETF TRUST
$38.1M
2
J P MORGAN EXCHANGE TRADED F
$20M
3
ALPHABET INC
$10.7M
FORTE ASSET MANAGEMENT LLC
$228M
Top holdings
1
ISHARES TR
$180M
2
MICROSOFT CORP
$8.71M
3
BLACKROCK ETF TRUST II
$7.99M
BLUECHIP WEALTH ADVISORS LLC
$228M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$26.9M
2
ISHARES TR
$25.5M
3
VANGUARD BD INDEX FDS
$14.7M
CASCADE WEALTH ADVISORS, INC
$228M
Top holdings
1
NEOS ETF TRUST
$50.9M
2
ISHARES TR
$44.1M
3
VANGUARD SCOTTSDALE FDS
$41.7M
FINANCIAL FUTURES LTD LIABILITY CO.
$228M
Top holdings
1
AMERICAN CENTY ETF TR
$42.4M
2
VANGUARD INDEX FDS
$33.7M
3
SPDR SERIES TRUST
$30.4M
ARBOR TRUST WEALTH ADVISORS, LLC
$228M
Top holdings
1
SCHWAB STRATEGIC TR
$50.3M
2
ISHARES TR
$36.1M
3
J P MORGAN EXCHANGE TRADED F
$11M
ECIO, INC.
$228M
Top holdings
1
ISHARES TR
$79.1M
2
SCHWAB STRATEGIC TR
$57.6M
3
VANGUARD BD INDEX FDS
$19M
MARIPAU WEALTH MANAGEMENT LLC
$227M
Top holdings
1
ETF SER SOLUTIONS
$29.5M
2
SPDR SERIES TRUST
$19.8M
3
ISHARES TR
$19.6M
PURKISS CAPITAL ADVISORS LLC
$227M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$26.6M
2
ISHARES GOLD TR
$16.5M
3
APPLE INC
$12.3M
BROGAN FINANCIAL, INC.
$227M
Top holdings
1
ETF SER SOLUTIONS
$142M
2
INVESCO EXCHANGE TRADED FD T
$26.3M
3
DIMENSIONAL ETF TRUST
$25.1M
GRATIA CAPITAL, LLC
$227M
Top holdings
1
ISHARES TR
$49.6M
2
TPG RE FIN TR INC
$33.6M
3
AEHR TEST SYS
$27.8M
KEYVANTAGE WEALTH, LLC
$227M
Top holdings
1
SCHWAB STRATEGIC TR
$62M
2
ISHARES TR
$29.4M
3
J P MORGAN EXCHANGE TRADED F
$26.1M
GROVE STREET FIDUCIARY, LLC
$227M
Top holdings
1
VANGUARD INDEX FDS
$66.4M
2
SCHWAB STRATEGIC TR
$38.9M
3
EXCHANGE TRADED CONCEPTS TRU
$35.9M
SCHEAR INVESTMENT ADVISERS, LLC
$227M
Top holdings
1
NVIDIA CORPORATION
$17.4M
2
BROADCOM INC
$13.1M
3
GE VERNOVA INC
$11.1M
OPTIMIST RETIREMENT GROUP LLC
$227M
Top holdings
1
SPDR SERIES TRUST
$53.8M
2
PACCAR INC
$41.4M
3
SPDR INDEX SHS FDS
$14.3M
HILEY HUNT WEALTH MANAGEMENT
$227M
Top holdings
1
DIMENSIONAL ETF TRUST
$76.1M
2
VANGUARD INDEX FDS
$61.9M
3
ISHARES TR
$23.2M
DUDLEY CAPITAL MANAGEMENT, LLC
$227M
Top holdings
1
APPLE INC
$14.8M
2
ALPHABET INC
$13.6M
3
NVIDIA CORPORATION
$12.9M
