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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
STEPHENSON & COMPANY, INC.
$184M
Top holdings
1
ISHARES TR
$54.4M
2
VANGUARD BD INDEX FDS
$30.7M
3
BERKSHIRE HATHAWAY INC DEL
$27.5M
ARRIEN INVESTMENTS, INC.
$184M
Top holdings
1
SPDR SERIES TRUST
$76.6M
2
ISHARES TR
$75.3M
3
SPDR INDEX SHS FDS
$13.5M
SACHETTA, LLC
$184M
Top holdings
1
ISHARES TR
$29.6M
2
INVESCO QQQ TR
$26.3M
3
STATE STR SPDR S&P 500 ETF T
$16.8M
INTEGRITY INVESTMENT ADVISORS, LLC
$184M
Top holdings
1
ISHARES TR
$53.2M
2
DIMENSIONAL ETF TRUST
$21.1M
3
AMERICAN CENTY ETF TR
$17M
CASTLEKEEP INVESTMENT ADVISORS LLC
$184M
Top holdings
1
SPDR SERIES TRUST
$24.8M
2
BERKSHIRE HATHAWAY INC DEL
$19.7M
3
VANGUARD INTL EQUITY INDEX F
$15.4M
INDEX VENTURE GROWTH ASSOCIATES V LTD
$184M
Top holdings
1
ROBINHOOD MKTS INC
$118M
2
FIGMA INC
$49.7M
3
SERVICETITAN INC
$16.3M
DEFINE FINANCIAL, LLC
$184M
Top holdings
1
AMERICAN CENTY ETF TR
$64.9M
2
VANGUARD INDEX FDS
$44.5M
3
VANGUARD INTL EQUITY INDEX F
$32.8M
GSI CAPITAL ADVISORS LLC
$184M
Top holdings
1
EQUINIX INC
$21M
2
WELLTOWER INC
$19.6M
3
PROLOGIS INC.
$17.4M
HARBOUR INVESTMENT MANAGEMENT LLC
$184M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$13.9M
2
MICROSOFT CORP
$12.5M
3
VANGUARD BD INDEX FDS
$10.7M
P SCHOENFELD ASSET MANAGEMENT LP
$184M
Top holdings
1
WARNER BROS DISCOVERY INC
$36.8M
2
CORE SCIENTIFIC INC NEW
$20.3M
3
TERAWULF INC
$20.1M
TASSEL CAPITAL MANAGEMENT, INC.
$184M
Top holdings
1
DIMENSIONAL ETF TRUST
$158M
2
COLUMBIA ETF TR I
$12.8M
3
ISHARES TR
$7.23M
MULLANEY, KEATING & WRIGHT, INC.
$184M
Top holdings
1
ISHARES TR
$78.8M
2
APPLE INC
$54.7M
3
VANGUARD MALVERN FDS
$6.13M
NUTSHELL ASSET MANAGEMENT LTD
$184M
Top holdings
1
NVIDIA CORPORATION
$19.1M
2
MASTERCARD INCORPORATED
$15.8M
3
AMPHENOL CORP
$15.4M
KMT WEALTH MANAGEMENT, LLC
$184M
Top holdings
1
VANGUARD INDEX FDS
$95.9M
2
ISHARES TR
$66.4M
3
VANGUARD STAR FDS
$9.27M
LONGVIEW FINANCIAL ADVISORS LLC
$184M
Top holdings
1
DIMENSIONAL ETF TRUST
$66.6M
2
VANGUARD SCOTTSDALE FDS
$55.8M
3
J P MORGAN EXCHANGE TRADED F
$41.4M
RFP FINANCIAL GROUP LLC
$184M
Top holdings
1
VANGUARD INSTL INDEX FD
$32.8M
2
APPLE INC
$32.4M
3
INVESCO EXCHANGE TRADED FD T
$30.1M
AMERAUDI ASSET MANAGEMENT, INC.
$184M
Top holdings
1
VANGUARD INDEX FDS
$41.3M
2
SELECT SECTOR SPDR TR
$36.8M
3
ISHARES TR
$28.3M
SARD WEALTH MANAGEMENT GROUP, LLC
$184M
Top holdings
1
FIRST TR EXCHANGE TRADED FD
$28.3M
2
FIDELITY MERRIMACK STR TR
$26.4M
3
ISHARES TR
$19M
ELIOT FINKEL INVESTMENT COUNSEL, LLC
$184M
Top holdings
1
CORNING INC
$19.2M
2
EATON CORP PLC
$13.1M
3
DEERE & CO
$12.1M
ATTESSA CAPITAL LLC
$184M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$57.4M
2
VANGUARD TAX-MANAGED FDS
$40.5M
3
SCHWAB STRATEGIC TR
$30.5M
