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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
OPTIMIZE FINANCIAL INC
$203M
Top holdings
1
LUMENTUM HLDGS INC
$3.38M
2
SANDISK CORP
$3.38M
3
SEAGATE TECHNOLOGY HLDNGS PL
$3.11M
TRUE BLUE BVI LTD
$203M
Top holdings
1
ALPHABET INC
$168M
2
NVIDIA CORPORATION
$35M
VISIONARY HORIZONS, LLC
$203M
Top holdings
1
SCHWAB STRATEGIC TR
$43.8M
2
SPDR SERIES TRUST
$34.3M
3
AMERICAN CENTY ETF TR
$27.2M
OLISTICO WEALTH, LLC
$203M
Top holdings
1
VANGUARD INDEX FDS
$44.7M
2
VANGUARD WORLD FD
$16.5M
3
APPLE INC
$15.5M
RIVERSTONE ADVISORS, LLC
$203M
Top holdings
1
ISHARES TR
$54.6M
2
ALPHABET INC
$24.4M
3
AMAZON COM INC
$16.5M
TREVIAN WEALTH MANAGEMENT LLC
$203M
Top holdings
1
VANGUARD INDEX FDS
$106M
2
ISHARES TR
$34M
3
NORTHEAST BK PORTLAND ME
$15.8M
ISAM FUNDS UK LTD
$203M
Top holdings
1
BANK NEW YORK MELLON CORP
$3.48M
2
PPL CORP
$3.26M
3
PARKER-HANNIFIN CORP
$3.21M
SHARP FINANCIAL SERVICES, LLC
$203M
Top holdings
1
VANGUARD INDEX FDS
$61.6M
2
ISHARES TR
$54.3M
3
VANGUARD SCOTTSDALE FDS
$12.3M
ARTA FINANCE WEALTH MANAGEMENT LLC
$202M
Top holdings
1
SELECT SECTOR SPDR TR
$29.3M
2
SPDR SERIES TRUST
$18M
3
WISDOMTREE TR
$16M
CARSONALLARIA WEALTH MANAGEMENT, LTD.
$202M
Top holdings
1
SPDR SERIES TRUST
$68.5M
2
DIMENSIONAL ETF TRUST
$45M
3
PIMCO ETF TR
$34.9M
GROUPE DES ASSURANCES DU CREDIT MUTUEL
$202M
Top holdings
1
STELLANTIS N.V
$71.3M
2
FERRARI N V
$62.6M
3
MICROSOFT CORP
$34.6M
4THOUGHT FINANCIAL GROUP INC.
$202M
Top holdings
1
ISHARES TR
$102M
2
STATE STR SPDR S&P 500 ETF T
$58.4M
3
VANGUARD INDEX FDS
$14.9M
TRU INDEPENDENCE LLC
$202M
Top holdings
1
DIMENSIONAL ETF TRUST
$38.5M
2
FIRST TR EXCHANGE TRADED FD
$24.7M
3
FIRST TR EXCHANGE-TRADED FD
$24M
NIPUN CAPITAL, L.P.
$202M
Top holdings
1
ISHARES TR
$169M
2
TAIWAN SEMICONDUCTOR MANUFAC
$24.8M
3
VANGUARD INTL EQUITY INDEX F
$4.98M
BRENDEL FINANCIAL ADVISORS LLC
$202M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$14.1M
2
SHERWIN WILLIAMS CO
$10.7M
3
ISHARES TR
$8.68M
SPECTRUM PLANNING & ADVISORY SERVICES INC.
$202M
Top holdings
1
ISHARES TR
$56.3M
2
BLACKROCK ETF TRUST
$32.7M
3
SPDR SERIES TRUST
$23.7M
PARAGON CAPITAL MANAGEMENT LLC
$202M
Top holdings
1
ISHARES TR
$21.8M
2
APPLE INC
$20.4M
3
CASEYS GEN STORES INC
$15.5M
POINTE CAPITAL MANAGEMENT LLC
$202M
Top holdings
1
ISHARES TR
$58.1M
2
VANGUARD WHITEHALL FDS
$14.4M
3
VANGUARD SCOTTSDALE FDS
$11.6M
BULL STREET ADVISORS, LLC
$202M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$18.9M
2
JOHNSON & JOHNSON
$11.3M
3
APPLE INC
$9.34M
MARMO FINANCIAL GROUP, LLC
$202M
Top holdings
1
VANGUARD INDEX FDS
$47.4M
2
VANGUARD WORLD FD
$34.3M
3
STATE STR SPDR S&P 500 ETF T
$32.4M
