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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
TAYLOR & MORGAN WEALTH MANAGEMENT, LLC
$175M
Top holdings
1
ISHARES TR
$41.9M
2
STATE STR SPDR S&P 500 ETF T
$31.2M
3
SPDR SERIES TRUST
$16.3M
OCEANSIDE ADVISORS LLC
$175M
Top holdings
1
DIMENSIONAL ETF TRUST
$108M
2
AMERICAN CENTY ETF TR
$37.5M
3
VANGUARD BD INDEX FDS
$11M
HUMANKIND INVESTMENTS LLC
$175M
Top holdings
1
INVESCO QQQ TR
$29.3M
2
ISHARES TR
$23.9M
3
STATE STR SPDR S&P 500 ETF T
$20.3M
MOMENTOUS WEALTH MANAGEMENT, INC.
$175M
Top holdings
1
DIMENSIONAL ETF TRUST
$109M
2
VANGUARD MALVERN FDS
$29.4M
3
SCHWAB STRATEGIC TR
$15.5M
BAIN CAPITAL VENTURE INVESTORS, LLC
$175M
Top holdings
1
SERVICENOW INC
$120M
2
RUBRIK INC.
$32.3M
3
WAYSTAR HLDG CORP
$21.3M
BRAEBURN WEALTH MANAGEMENT LLC
$175M
Top holdings
1
INVESCO QQQ TR
$29.4M
2
VANGUARD WORLD FD
$29.3M
3
ISHARES TR
$28.6M
WILLIAM MACK & ASSOCIATES, INC.
$175M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$31.5M
2
VANGUARD INDEX FDS
$29.9M
3
VANGUARD TAX-MANAGED FDS
$24.7M
LOWERY THOMAS, LLC
$175M
Top holdings
1
SCHWAB STRATEGIC TR
$51M
2
ISHARES TR
$24.3M
3
VANGUARD INDEX FDS
$18.9M
AEGIS WEALTH MANAGEMENT LLC
$175M
Top holdings
1
DIMENSIONAL ETF TRUST
$60.4M
2
ISHARES TR
$38.6M
3
VANGUARD INDEX FDS
$12.5M
CONVERIUM CAPITAL INC.
$175M
Top holdings
1
PG&E CORP
$25.9M
2
DAUCH CORP
$22.4M
3
KOSMOS ENERGY LTD
$22.3M
BASEPOINT WEALTH LLC
$175M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$51.7M
2
PROFESIONALLY MANAGED PORTFO
$17.7M
3
DEERE & CO
$6.65M
LIFEGOAL WEALTH ADVISORS
$175M
Top holdings
1
ISHARES TR
$39.6M
2
CAPITAL GROUP GBL GROWTH EQT
$16.1M
3
VANGUARD INDEX FDS
$14.2M
DELOS WEALTH ADVISORS, LLC
$175M
Top holdings
1
ISHARES TR
$25.3M
2
FIRST TR EXCHANGE-TRADED FD
$15.1M
3
SPDR SERIES TRUST
$12.6M
SUNBEAM CAPITAL MANAGEMENT, LLC
$175M
Top holdings
1
ISHARES TR
$40.8M
2
VANGUARD INDEX FDS
$20.4M
3
ETF SER SOLUTIONS
$9.9M
SCRATCH CAPITAL LLC
$175M
Top holdings
1
DIMENSIONAL ETF TRUST
$117M
2
VANGUARD SCOTTSDALE FDS
$19.4M
3
ISHARES TR
$15.2M
GS INVESTMENTS, INC.
$175M
Top holdings
1
ALPHABET INC
$8.28M
2
AMAZON COM INC
$6.45M
3
NVIDIA CORPORATION
$6.25M
RIVERBEND WEALTH MANAGEMENT, LLC
$175M
Top holdings
1
ISHARES TR
$27M
2
APPLE INC
$19M
3
WISDOMTREE TR
$7.7M
ARBITER PARTNERS CAPITAL MANAGEMENT LLC
$175M
Top holdings
1
GRAIL INC
$53.5M
2
TESLA INC
$18.4M
3
GREIF INC
$17.1M
GRANBY CAPITAL MANAGEMENT, LLC
$174M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$58.2M
2
ISHARES TR
$33M
3
VANGUARD INTL EQUITY INDEX F
$29.3M
KAUFMAN ROSSIN WEALTH, LLC
$174M
Top holdings
1
DIMENSIONAL ETF TRUST
$47.5M
2
EA SERIES TRUST
$32.4M
3
ISHARES TR
$29.8M
