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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
KOESTEN, HIRSCHMANN & CRABTREE, INC.
$205M
Top holdings
1
SCHWAB STRATEGIC TR
$102M
2
VANGUARD INDEX FDS
$59.3M
3
ISHARES TR
$28.6M
SENTINEL ADVISORY GROUP, LLC
$205M
Top holdings
1
ISHARES TR
$90.9M
2
FIRST TR EXCHANGE TRADED FD
$18.2M
3
SPDR SERIES TRUST
$18.1M
APRICUS WEALTH, LLC
$205M
Top holdings
1
CHEVRON CORPORATION
$7.15M
2
BUNGE GLOBAL SA
$6.4M
3
STATE STR CORP
$4.96M
ALETHEIAN WEALTH ADVISORS LLC
$205M
Top holdings
1
ISHARES TR
$55.9M
2
VANGUARD BD INDEX FDS
$28M
3
VANGUARD TAX-MANAGED FDS
$20.9M
LATKO WEALTH MANAGEMENT, LTD.
$205M
Top holdings
1
ISHARES TR
$62.1M
2
SCHWAB STRATEGIC TR
$37.8M
3
INVESCO EXCH TRADED FD TR II
$25.5M
PALMER KNIGHT CO
$205M
Top holdings
1
EXXON MOBIL CORP
$10.8M
2
APPLIED MATLS INC
$10.1M
3
TRAVELERS COMPANIES INC
$9.08M
FOUNDERS CAPITAL MANAGEMENT
$205M
Top holdings
1
INVESCO QQQ TR
$16.1M
2
CORNING INC
$14.5M
3
MICROSOFT CORP
$12M
TAM CAPITAL MANAGEMENT INC.
$205M
Top holdings
1
THE CIGNA GROUP
$129M
2
SALESFORCE INC
$40.9M
3
CHARTER COMMUNICATIONS INC
$13.3M
LAUTERBACH FINANCIAL ADVISORS, LLC
$205M
Top holdings
1
DIMENSIONAL ETF TRUST
$131M
2
AMERICAN CENTY ETF TR
$9.26M
3
ISHARES TR
$9.24M
UDINE WEALTH MANAGEMENT, INC.
$205M
Top holdings
1
SPDR SERIES TRUST
$30M
2
ALPHABET INC
$19.8M
3
APPLE INC
$19.3M
WIMMER ASSOCIATES 1, LLC
$205M
Top holdings
1
ALPHABET INC
$17.4M
2
APPLE INC
$14.2M
3
NVIDIA CORPORATION
$11M
FOCUS WEALTH ADVISORS, LLC
$205M
Top holdings
1
ISHARES TR
$39.8M
2
FIRST TR EXCHNG TRADED FD VI
$37.1M
3
VANGUARD BD INDEX FDS
$15.5M
QSM ASSET MANAGEMENT LTD
$204M
Top holdings
1
OCCIDENTAL PETE CORP
$14M
2
PFIZER INC
$13.7M
3
ZIMMER BIOMET HOLDINGS INC
$13.7M
KAPSTONE FINANCIAL ADVISORS LLC
$204M
Top holdings
1
ISHARES TR
$67.1M
2
APPLE INC
$16M
3
ALPHABET INC
$7M
TRADEMARK FINANCIAL MANAGEMENT, LLC
$204M
Top holdings
1
ISHARES TR
$35.3M
2
INVESCO EXCH TRADED FD TR II
$24.8M
3
J P MORGAN EXCHANGE TRADED F
$16.4M
BIRCHBROOK, INC.
$204M
Top holdings
1
ISHARES TR
$61.1M
2
VANGUARD SCOTTSDALE FDS
$37.1M
3
VANGUARD TAX-MANAGED FDS
$12.6M
IRONCLAD INVESTMENTS LLC
$204M
Top holdings
1
ISHARES TR
$101M
2
VANGUARD INDEX FDS
$98.2M
3
STATE STR SPDR S&P 500 ETF T
$4.43M
AUFMAN ASSOCIATES INC
$204M
Top holdings
1
VANGUARD INDEX FDS
$81.7M
2
VANGUARD TAX-MANAGED FDS
$32.5M
3
SEAGATE TECHNOLOGY HLDNGS PL
$25.7M
PINNACLE WEALTH MANAGEMENT GROUP, INC.
$204M
Top holdings
1
INNOVATOR ETFS TRUST
$40.6M
2
VICTORY PORTFOLIOS II
$16.3M
3
VANECK ETF TRUST
$12.3M
AVONDALE WEALTH MANAGEMENT
$203M
Top holdings
1
ISHARES TR
$69.2M
2
DIMENSIONAL ETF TRUST
$24.4M
3
INVESCO QQQ TR
$19.1M
