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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
ADVANTAGE TRUST CO
$223M
Top holdings
1
VANGUARD INDEX FDS
$77M
2
J P MORGAN EXCHANGE TRADED F
$33.2M
3
FIDELITY COVINGTON TRUST
$25.6M
ENTREWEALTH, LLC
$223M
Top holdings
1
DIMENSIONAL ETF TRUST
$76.5M
2
SPDR SERIES TRUST
$28.5M
3
AMERICAN CENTY ETF TR
$22.5M
VISTA INVESTMENT PARTNERS II, LLC
$223M
Top holdings
1
VANGUARD INDEX FDS
$11.8M
2
ELI LILLY & CO
$10.4M
3
NVIDIA CORPORATION
$7.33M
MAINSAIL ASSET MANAGEMENT, LLC
$223M
Top holdings
1
VANGUARD INDEX FDS
$100M
2
ISHARES TR
$17.9M
3
CINTAS CORP
$17.7M
DIXON FNANCIAL SERVICES, INC.
$223M
Top holdings
1
DIMENSIONAL ETF TRUST
$175M
2
ISHARES TR
$11M
3
AMERICAN CENTY ETF TR
$7.23M
ARIADNE WEALTH MANAGEMENT, LP
$223M
Top holdings
1
DIMENSIONAL ETF TRUST
$44.3M
2
AMERICAN CENTY ETF TR
$26.1M
3
ISHARES TR
$15.3M
STERNECK CAPITAL MANAGEMENT, LLC
$223M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$24.3M
2
AMERICAN CENTY ETF TR
$22.3M
3
INVESCO EXCHANGE TRADED FD T
$21.9M
WALSER WEALTH MANAGEMENT COMPANY, A LTD LIABILITY CO
$223M
Top holdings
1
SPDR GOLD TR
$44.8M
2
ISHARES SILVER TR
$27.8M
3
ISHARES TR
$21.7M
COBBLESTONE ASSET MANAGEMENT LLC
$222M
Top holdings
1
ISHARES TR
$59.4M
2
J P MORGAN EXCHANGE TRADED F
$47M
3
SPDR SERIES TRUST
$31.5M
FORTITUDE ADVISORY GROUP L.L.C.
$222M
Top holdings
1
VANGUARD BD INDEX FDS
$28.2M
2
NVIDIA CORPORATION
$22M
3
ISHARES TR
$11.2M
NAVI INTERNATIONAL - ADMINISTRADORA E GESTORA DE RECURSOS FINANCEIROS LTDA.
$222M
Top holdings
1
NU HLDGS LTD
$57.6M
2
MERCADOLIBRE INC
$52.4M
3
XP INC
$51M
FLATROCK WEALTH PARTNERS LLC
$222M
Top holdings
1
SCHWAB STRATEGIC TR
$41.3M
2
SPDR SERIES TRUST
$18.4M
3
PIMCO ETF TR
$14.9M
GAME PLAN FINANCIAL ADVISORS, LLC
$222M
Top holdings
1
SCHWAB STRATEGIC TR
$32.3M
2
ALPHABET INC
$15.5M
3
SELECT SECTOR SPDR TR
$13.6M
BEAUMONT ASSET MANAGEMENT, L.L.C.
$222M
Top holdings
1
ISHARES TR
$89.2M
2
VANECK ETF TRUST
$18.6M
3
VANGUARD INDEX FDS
$11.7M
DARROW COMPANY, INC.
$222M
Top holdings
1
ISHARES TR
$44.9M
2
VANGUARD BD INDEX FDS
$34.8M
3
INVESCO QQQ TR
$26.9M
SECOND HALF FINANCIAL PARTNERS, LLC
$222M
Top holdings
1
NEOS ETF TRUST
$44.8M
2
SPDR SERIES TRUST
$43.2M
3
AMPLIFY ETF TR
$18.5M
EWING MORRIS & CO. INVESTMENT PARTNERS LTD.
$222M
Top holdings
1
COMPASS MINERALS INTL INC
$40.4M
2
ISHARES TR
$30.6M
3
BANDWIDTH INC
$10.9M
DIESSLIN GROUP, INC.
$222M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$60.3M
2
JANUS DETROIT STR TR
$32.5M
3
INVESCO QQQ TR
$26.7M
BRAVERA WEALTH
$222M
Top holdings
1
VANGUARD INDEX FDS
$64M
2
SCHWAB STRATEGIC TR
$23.6M
3
FIDELITY COVINGTON TRUST
$14.3M
AVISO WEALTH MANAGEMENT
$222M
Top holdings
1
APPLE INC
$18.4M
2
ALPHABET INC
$12.2M
3
NVIDIA CORPORATION
$11.9M
