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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
FOGEL CAPITAL MANAGEMENT, INC.
$219M
Top holdings
1
ALPHABET INC
$34.9M
2
MICROSOFT CORP
$18.4M
3
BERKSHIRE HATHAWAY INC DEL
$17.2M
WIN ADVISORS, INC
$219M
Top holdings
1
ISHARES TR
$38.7M
2
WISDOMTREE TR
$18.1M
3
INVESCO EXCHANGE TRADED FD T
$17.6M
DECATUR CAPITAL MANAGEMENT, INC.
$219M
Top holdings
1
NVIDIA CORPORATION
$30.3M
2
APPLE INC
$27.4M
3
MICROSOFT CORP
$18M
BURRUS FINANCIAL SERVICES, INC.
$218M
Top holdings
1
VANGUARD BD INDEX FDS
$79.5M
2
VANGUARD INDEX FDS
$51M
3
VANGUARD STAR FDS
$31.8M
SIGNET INVESTMENT ADVISORY GROUP, INC.
$218M
Top holdings
1
SCHWAB STRATEGIC TR
$25.9M
2
ISHARES GOLD TR
$13.3M
3
APPLE INC
$7.8M
SOUND STEWARDSHIP, LLC
$218M
Top holdings
1
ISHARES TR
$52.2M
2
INVESCO EXCH TRD SLF IDX FD
$38.4M
3
SCHWAB STRATEGIC TR
$37M
LATITUDE ADVISORS, LLC
$218M
Top holdings
1
ISHARES TR
$37.6M
2
ADVISORS INNER CIRCLE FD II
$24.4M
3
SPDR SERIES TRUST
$8M
PFLUG KOORY, LLC
$218M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$24.8M
2
SCHWAB STRATEGIC TR
$12.9M
3
APPLE INC
$12.7M
BRIGHT FINANCIAL ADVISORS, INC.
$218M
Top holdings
1
ISHARES TR
$76.2M
2
SPDR GOLD TR
$23.8M
3
INVESCO EXCHANGE TRADED FD T
$20.9M
PFS PARTNERS, LLC
$218M
Top holdings
1
INNOVATOR ETFS TRUST
$37.4M
2
ISHARES TR
$37M
3
JANUS DETROIT STR TR
$23.2M
MOR WEALTH MANAGEMENT, LLC
$218M
Top holdings
1
ISHARES TR
$34.1M
2
SCHWAB STRATEGIC TR
$29.9M
3
WISDOMTREE TR
$19.7M
ROCKINGSTONE ADVISORS LLC
$218M
Top holdings
1
ISHARES TR
$20.3M
2
SELECT SECTOR SPDR TR
$13.9M
3
VANGUARD INDEX FDS
$13.7M
COLLABORATIVE WEALTH MANAGMENT INC.
$218M
Top holdings
1
SPDR SERIES TRUST
$41.3M
2
INNOVATOR ETFS TRUST
$23.4M
3
AMERICAN CENTY ETF TR
$19.6M
FAIRTREE ASSET MANAGEMENT PTY LTD
$218M
Top holdings
1
MICROSOFT CORP
$16.4M
2
NVIDIA CORPORATION
$11.6M
3
AMAZON COM INC
$10.5M
PACK PRIVATE WEALTH, LLC
$218M
Top holdings
1
ISHARES TR
$85.1M
2
VANGUARD TAX-MANAGED FDS
$47.4M
3
VANGUARD INTL EQUITY INDEX F
$27.4M
RETIREMENT GUYS FORMULA LLC
$217M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$25.4M
2
VANGUARD INDEX FDS
$10.2M
3
INNOVATOR ETFS TRUST
$8.36M
ENSTAR GROUP LTD
$217M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$87.2M
2
EAGLE POINT INCOME COMPANY I
$36.1M
3
KKR & CO INC
$24.3M
GGM FINANCIALS LLC
$217M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$62.7M
2
ISHARES TR
$41.8M
3
INNOVATOR ETFS TRUST
$27.2M
M1 CAPITAL MANAGEMENT LLC
$217M
Top holdings
1
ISHARES TR
$67.7M
2
APPLE INC
$20.2M
3
BLACKROCK ETF TRUST
$18.1M
CAPITAL SQUARE, LLC
$217M
Top holdings
1
ISHARES TR
$29.1M
2
VANGUARD INDEX FDS
$17.6M
3
SCHWAB STRATEGIC TR
$8.5M
