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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
CORNERSTONE WEALTH PARTNERS, LLC
$176M
Top holdings
1
AMERICAN CENTY ETF TR
$135M
2
DIMENSIONAL ETF TRUST
$31.2M
3
ISHARES TR
$9.52M
BEACON FINANCIAL STRATEGIES CORP
$176M
Top holdings
1
VANGUARD INDEX FDS
$70.4M
2
DIMENSIONAL ETF TRUST
$33.1M
3
VANGUARD SCOTTSDALE FDS
$31.7M
NVP ASSOCIATES, LLC
$176M
Top holdings
1
MBX BIOSCIENCES INC
$63.8M
2
BILLIONTOONE INC
$40.5M
3
ZENAS BIOPHARMA INC
$35.9M
ATMOS ADVISORY, LLC
$176M
Top holdings
1
VANGUARD INDEX FDS
$62.1M
2
VANGUARD BD INDEX FDS
$22.6M
3
VANGUARD MUN BD FDS
$21.9M
FARROW FINANCIAL INC.
$176M
Top holdings
1
ISHARES TR
$63.8M
2
SCHWAB STRATEGIC TR
$16.2M
3
VANECK ETF TRUST
$10.1M
UNION SQUARE PARK CAPITAL MANAGEMENT, LLC
$176M
Top holdings
1
ISHARES TR
$29.3M
2
STATE STR SPDR S&P 500 ETF T
$22.8M
3
INVESCO QQQ TR
$11.5M
4J WEALTH MANAGEMENT LLC
$176M
Top holdings
1
ISHARES TR
$50.3M
2
T ROWE PRICE ETF INC
$46.7M
3
BLACKROCK ETF TRUST
$17.4M
ALIGN FINANCIAL, LLC
$176M
Top holdings
1
AMERICAN CENTY ETF TR
$79.4M
2
VANGUARD INDEX FDS
$26.2M
3
FIDELITY COVINGTON TRUST
$15.2M
DRAPER ASSET MANAGEMENT, LLC
$176M
Top holdings
1
ALPHABET INC
$32.6M
2
APPLE INC
$31.5M
3
NVIDIA CORPORATION
$26.6M
LIFETIME WEALTH MANAGEMENT P.C.
$176M
Top holdings
1
ISHARES TR
$16.1M
2
SPDR SERIES TRUST
$15.5M
3
PETROLEO BRASILEIRO S A
$12.3M
TAYLOR FRIGON CAPITAL MANAGEMENT LLC
$176M
Top holdings
1
CARDINAL INFRASTRUCTURE GROU
$3.44M
2
CLOUDFLARE INC
$3.21M
3
GE VERNOVA INC
$3.19M
NOLET WEALTH MANAGEMENT, LLC
$176M
Top holdings
1
ISHARES TR
$82.8M
2
J P MORGAN EXCHANGE TRADED F
$35.8M
3
DANAHER CORP DEL
$8.45M
BOYAR ASSET MANAGEMENT INC.
$176M
Top holdings
1
MICROSOFT CORP
$15.3M
2
JPMORGAN CHASE & CO
$13.8M
3
AMERIPRISE FINL INC
$8.76M
BIRCHVIEW CAPITAL, LP
$176M
Top holdings
1
KLA CORP
$29.3M
2
BRISTOL-MYERS SQUIBB CO
$18.6M
3
COMPASS THERAPEUTICS INC
$7.75M
RESOLUTE WEALTH ADVISOR, INC.
$176M
Top holdings
1
ISHARES TR
$90.6M
2
BLACKROCK ETF TRUST
$26.8M
3
TRUST FOR PROFESSIONAL MANAG
$20.3M
TEVIS INVESTMENT MANAGEMENT
$176M
Top holdings
1
GOLDMAN SACHS ETF TR
$20.9M
2
BERKSHIRE HATHAWAY INC DEL
$9.6M
3
COCA-COLA EUROPACIFIC PARTNE
$6.73M
FLYWHEEL PRIVATE WEALTH LLC
$176M
Top holdings
1
ISHARES TR
$37.9M
2
VANGUARD INDEX FDS
$22.2M
3
VANGUARD SPECIALIZED FUNDS
$21.7M
INTRACK INVESTMENT MANAGEMENT INC
$175M
Top holdings
1
ISHARES TR
$15.8M
2
FIDELITY COVINGTON TRUST
$13.7M
3
DIMENSIONAL ETF TRUST
$9.63M
PROVIDENCE FINANCIAL ADVISORS, LLC
$175M
Top holdings
1
GOLDMAN SACHS ETF TR
$56.3M
2
ISHARES TR
$31.1M
3
AMERICAN CENTY ETF TR
$19.2M
STERLING WEALTH ADVISORS INC
$175M
Top holdings
1
DIMENSIONAL ETF TRUST
$159M
2
ISHARES TR
$11.2M
3
VANGUARD SPECIALIZED FUNDS
$3.18M
