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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
SEAMOUNT FINANCIAL GROUP INC
$222M
Top holdings
1
VANGUARD INDEX FDS
$23M
2
APPLE INC
$14.2M
3
J P MORGAN EXCHANGE TRADED F
$10.5M
DELPHI FINANCIAL GROUP, INC.
$222M
Top holdings
1
JANUS DETROIT STR TR
$32.6M
2
ENERGY TRANSFER L P
$27.4M
3
DBX ETF TR
$19.3M
BONTEMPO OHLY CAPITAL MGMT LLC
$222M
Top holdings
1
ISHARES TR
$109M
2
VERIZON COMMUNICATIONS INC
$5.89M
3
TARGET CORP
$5.44M
FORMULA GROWTH LTD
$222M
Top holdings
1
MICRON TECHNOLOGY INC
$7.09M
2
LATHAM GROUP INC
$6.74M
3
STRATASYS LTD
$6.25M
CAPITAL WEALTH ALLIANCE, LLC
$221M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$88M
2
ISHARES TR
$22M
3
SPDR SERIES TRUST
$15M
SUNESIS ADVISORS, LLC
$221M
Top holdings
1
VANGUARD INDEX FDS
$87.3M
2
ISHARES TR
$29.3M
3
BERKSHIRE HATHAWAY INC DEL
$20.3M
PILLSBURY LAKE CAPITAL LLC
$221M
Top holdings
1
LINCOLN EDL SVCS CORP
$15.5M
2
TURNING PT BRANDS INC
$14.8M
3
BOYD GROUP SERVICES INC
$12.5M
MERITAS WEALTH MANAGEMENT, LLC
$221M
Top holdings
1
DIMENSIONAL ETF TRUST
$126M
2
AMERICAN CENTY ETF TR
$44.3M
3
APPLE INC
$9.74M
BANDERA PARTNERS LLC
$221M
Top holdings
1
JOINT CORP
$34.8M
2
STAR GROUP LP
$33.7M
3
AMKOR TECHNOLOGY INC
$31.2M
SOCORRO ASSET MANAGEMENT LP
$221M
Top holdings
1
SEMPRA
$11.2M
2
NEXTERA ENERGY INC
$10.3M
3
AIR PRODUCTS AND CHEMICALS I
$9.19M
WEALTH MANAGEMENT STRATEGIES, INC.
$221M
Top holdings
1
VANGUARD INDEX FDS
$64.1M
2
ISHARES TR
$59.5M
3
VANGUARD TAX-MANAGED FDS
$42.8M
GEORGETOWN UNIVERSITY
$221M
Top holdings
1
ALPHABET INC
$55M
2
INVESCO QQQ TR
$35.6M
3
BERKSHIRE HATHAWAY INC DEL
$24.7M
MOSLEY WEALTH MANAGEMENT
$221M
Top holdings
1
ISHARES TR
$76.9M
2
J P MORGAN EXCHANGE TRADED F
$15.9M
3
SSGA ACTIVE TR
$11.9M
DECKER RETIREMENT PLANNING INC.
$221M
Top holdings
1
ISHARES TR
$75.7M
2
INVESCO EXCH TRADED FD TR II
$11.2M
3
SELECT SECTOR SPDR TR
$10M
WILLIAM MARSH RICE UNIVERSITY
$221M
Top holdings
1
VANGUARD INDEX FDS
$135M
2
BLACK STONE MINERALS L P
$85.6M
GOALFUSION WEALTH MANAGEMENT, LLC
$220M
Top holdings
1
ISHARES TR
$106M
2
VANGUARD INDEX FDS
$36.6M
3
VANGUARD INTL EQUITY INDEX F
$34M
LEICHT FINANCIAL PLANNING & WEALTH MANAGEMENT, INC.
$220M
Top holdings
1
SPDR SERIES TRUST
$181M
2
SPDR INDEX SHS FDS
$31.4M
3
ISHARES TR
$4.42M
GP BRINSON INVESTMENTS LLC
$220M
Top holdings
1
VANGUARD INDEX FDS
$88.5M
2
VANGUARD TAX-MANAGED FDS
$49.8M
3
ISHARES TR
$32.5M
TEAM FINANCIAL GROUP, LLC
$220M
Top holdings
1
WISDOMTREE TR
$123M
2
PGIM ETF TR
$25.1M
3
AMERICAN CENTY ETF TR
$18.4M
LONG PATH PARTNERS LP
$220M
Top holdings
1
NCINO INC
$66.2M
2
MESA LABS INC
$35.9M
3
ALKAMI TECHNOLOGY INC
$28.2M
