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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
MAGNOLIA WEALTH MANAGEMENT, LLC
$172M
Top holdings
1
VANGUARD INDEX FDS
$68.2M
2
VANGUARD MALVERN FDS
$49.8M
3
ISHARES TR
$32M
STEPHENS GROUP, LLC
$172M
Top holdings
1
ENERGY TRANSFER L P
$105M
2
WESTROCK COFFEE CO
$34.5M
3
CS DISCO INC
$29.8M
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC
$172M
Top holdings
1
WILLIAMS COS INC
$18.6M
2
VISA INC
$16.7M
3
MICROSOFT CORP
$15.1M
CIOVACCO CAPITAL MANAGEMENT LLC
$172M
Top holdings
1
VANGUARD INDEX FDS
$73.8M
2
SPDR SERIES TRUST
$23.9M
3
STATE STR SPDR S&P 500 ETF T
$18.7M
SALUS FINANCIAL ADVISORS, LLC
$171M
Top holdings
1
ISHARES TR
$106M
2
FIDELITY COVINGTON TRUST
$27.5M
3
FIDELITY MERRIMACK STR TR
$25.4M
MAC ALPHA CAPITAL MANAGEMENT, LP
$171M
Top holdings
1
B2GOLD CORP
$22.3M
2
CLOROX CO DEL
$14.5M
3
TECHNIPFMC PLC
$13.1M
OLD PEAK FINANCE LLC
$171M
Top holdings
1
DIMENSIONAL ETF TRUST
$60.9M
2
VANGUARD BD INDEX FDS
$41.8M
3
NVIDIA CORPORATION
$16.5M
TRANQUILLI FINANCIAL ADVISOR LLC
$171M
Top holdings
1
VANGUARD WORLD FD
$28.4M
2
SPDR SERIES TRUST
$22.3M
3
ISHARES TR
$21.6M
BIRCH FINANCIAL GROUP, LLC
$171M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$19.9M
2
AMERICAN EXPRESS CO
$19M
3
ISHARES TR
$14.2M
GUARDIAN ASSET ADVISORS, LLC
$171M
Top holdings
1
APPLE INC
$21.7M
2
ISHARES TR
$19.4M
3
SPDR SERIES TRUST
$16.7M
INMAN JAGER WEALTH MANAGEMENT, LLC
$171M
Top holdings
1
ISHARES TR
$50.9M
2
MICROSOFT CORP
$16.9M
3
SPDR SERIES TRUST
$15.5M
PILLAR FINANCIAL ADVISORS, LLC
$171M
Top holdings
1
DIMENSIONAL ETF TRUST
$140M
2
VANGUARD INDEX FDS
$11M
3
VANGUARD BD INDEX FDS
$5.65M
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
$171M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$30.5M
2
ISHARES TR
$29.7M
3
PGIM ETF TR
$12.7M
CHANNING GLOBAL ADVISORS, LLC
$171M
Top holdings
1
ASTRAZENECA PLC
$32.5M
2
UBS GROUP AG
$26.2M
3
TAIWAN SEMICONDUCTOR MANUFAC
$15.8M
EQ WEALTH ADVISORS, LLC
$171M
Top holdings
1
DIMENSIONAL ETF TRUST
$32.4M
2
CAPITAL GRP FIXED INCM ETF T
$31M
3
SCHWAB STRATEGIC TR
$22.2M
MILESTONE ASSET MANAGEMENT GROUP, LLC
$171M
Top holdings
1
ISHARES TR
$24.6M
2
VANGUARD INDEX FDS
$14.1M
3
SPDR SERIES TRUST
$11.5M
TRUST INVESTMENT ADVISORS
$171M
Top holdings
1
ELI LILLY & CO
$17.8M
2
APPLE INC
$16.7M
3
MICROSOFT CORP
$6.37M
STRATEGIC FINANCIAL PLANNING, INC.
$171M
Top holdings
1
AMERICAN CENTY ETF TR
$82.4M
2
ISHARES TR
$27.7M
3
VANGUARD CHARLOTTE FDS
$11.2M
BETO FINANCIAL GROUP, LLC
$171M
Top holdings
1
ISHARES TR
$28.2M
2
BLACKROCK ETF TRUST
$13.5M
3
J P MORGAN EXCHANGE TRADED F
$9.48M
ENGLISH CAPITAL MANAGEMENT LLC
$171M
Top holdings
1
ARROW ELECTRS INC
$11.3M
2
ALPHABET INC
$10.2M
3
AERCAP HOLDINGS NV
$9.46M
