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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
SPECTRUM STRATEGIC CAPITAL MANAGEMENT, LLC
$186M
Top holdings
1
ISHARES TR
$52.8M
2
STATE STR SPDR S&P 500 ETF T
$22.3M
3
INVESCO QQQ TR
$9.37M
LOUDON INVESTMENT MANAGEMENT, LLC
$186M
Top holdings
1
SELECT SECTOR SPDR TR
$11.5M
2
MICROSOFT CORP
$10.2M
3
ENTERPRISE PRODS PARTNERS L
$8.25M
HANSEN & ASSOCIATES FINANCIAL GROUP, INC.
$186M
Top holdings
1
ISHARES TR
$61.4M
2
FIRST TR EXCHANGE-TRADED FD
$47.5M
3
PROSHARES TR II
$23.8M
NOVAK & POWELL FINANCIAL SERVICES, INC.
$186M
Top holdings
1
VANGUARD INDEX FDS
$35.7M
2
ISHARES TR
$19.2M
3
INVESCO QQQ TR
$11.8M
PACIFIC FINANCIAL GROUP INC
$186M
Top holdings
1
ISHARES TR
$87.6M
2
VANGUARD INDEX FDS
$18.2M
3
INVESCO QQQ TR
$12.6M
GRANEY & KING, LLC
$186M
Top holdings
1
SPDR SERIES TRUST
$33.5M
2
VANGUARD WORLD FD
$26.8M
3
GOLDMAN SACHS ETF TR
$19.9M
FINANCIAL ALTERNATIVES, INC
$185M
Top holdings
1
DIMENSIONAL ETF TRUST
$83.4M
2
VANGUARD INDEX FDS
$20.6M
3
ISHARES TR
$17.5M
PINNEY & SCOFIELD, INC.
$185M
Top holdings
1
DIMENSIONAL ETF TRUST
$141M
2
ELI LILLY & CO
$6.79M
3
ISHARES TR
$6.58M
BARON FINANCIAL GROUP, LLC
$185M
Top holdings
1
ISHARES TR
$66.6M
2
STATE STR SPDR S&P 500 ETF T
$21.2M
3
VANGUARD MALVERN FDS
$13.2M
J HAGAN CAPITAL, INC.
$185M
Top holdings
1
ISHARES TR
$20.3M
2
INVESCO QQQ TR
$17.2M
3
STATE STR SPDR S&P 500 ETF T
$15.9M
CAPASSO PLANNING PARTNERS LLC
$185M
Top holdings
1
SPDR SERIES TRUST
$38.4M
2
STATE STR SPDR S&P 500 ETF T
$34.1M
3
FIRST TR EXCHNG TRADED FD VI
$24.3M
VALLEY FINANCIAL GROUP, INC.
$185M
Top holdings
1
EA SERIES TRUST
$42.5M
2
ISHARES TR
$42.4M
3
MORGAN STANLEY ETF TRUST
$29.3M
BCK PARTNERS, INC.
$185M
Top holdings
1
VANGUARD INDEX FDS
$96.8M
2
VANGUARD SCOTTSDALE FDS
$45.2M
3
ISHARES TR
$21.1M
PANORAMIC INVESTMENT ADVISORS, LLC
$185M
Top holdings
1
ISHARES TR
$26.2M
2
SPDR SERIES TRUST
$25.4M
3
SCHWAB STRATEGIC TR
$24.3M
WALKER ASSET MANAGEMENT, LLC
$185M
Top holdings
1
HENRY JACK & ASSOC INC
$36.9M
2
WALMART INC
$16.3M
3
INVESCO EXCHANGE TRADED FD T
$15.4M
ARCADIA WEALTH MANAGEMENT, INC.
$185M
Top holdings
1
DIMENSIONAL ETF TRUST
$79.2M
2
AMERICAN CENTY ETF TR
$69.7M
3
ISHARES TR
$7.54M
CATALYST PRIVATE WEALTH, LLC
$185M
Top holdings
1
ISHARES TR
$74.1M
2
SSGA ACTIVE TR
$16.5M
3
VANGUARD INDEX FDS
$13.2M
CLARK FINANCIAL SERVICES GROUP INC
$185M
Top holdings
1
VANGUARD INDEX FDS
$52.6M
2
STATE STR SPDR S&P 500 ETF T
$19.3M
3
ISHARES TR
$18.2M
KELLETT WEALTH ADVISORS, LLC
$184M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$32.8M
2
INNOVATOR ETFS TRUST
$29.6M
3
INVESCO EXCH TRADED FD TR II
$19.4M
CYPRESS CAPITAL ADVISORS, LLC
$184M
Top holdings
1
VANGUARD INDEX FDS
$36.8M
2
ISHARES TR
$30.2M
3
ETFS GOLD TR
$14.6M
