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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
ERVIN INVESTMENT MANAGEMENT, LLC
$171M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$38.9M
2
SPDR SERIES TRUST
$13.1M
3
APPLE INC
$12.9M
DEFINED WEALTH MANAGEMENT, LLC
$171M
Top holdings
1
ISHARES TR
$40.7M
2
VANGUARD INDEX FDS
$27M
3
ISHARES INC
$6.1M
TLW WEALTH MANAGEMENT, LLC
$171M
Top holdings
1
ALPHABET INC
$24.6M
2
BERKSHIRE HATHAWAY INC DEL
$18.7M
3
WALMART INC
$18.6M
BYRNE ASSET MANAGEMENT LLC
$171M
Top holdings
1
GOOGLE INC
$9.26M
2
APPLE INC
$7.48M
3
MICROSOFT CORP
$7.47M
RAREVIEW CAPITAL LLC
$171M
Top holdings
1
VANGUARD INDEX FDS
$33.6M
2
VANGUARD TAX-MANAGED FDS
$18M
3
INVESCO QQQ TR
$15M
KARNIT ROAD ACCIDENT VICTIMS COMPENSATION FUND
$170M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$98.8M
2
VANGUARD INDEX FDS
$56.8M
3
WISDOMTREE TR
$5.85M
ARGO WEALTH ADVISORY, LLC
$170M
Top holdings
1
WISDOMTREE TR
$14.2M
2
J P MORGAN EXCHANGE TRADED F
$13.4M
3
FIDELITY MERRIMACK STR TR
$12.3M
SHOTWELL RUTTER BAER INC
$170M
Top holdings
1
AMERICAN CENTY ETF TR
$39.9M
2
DIMENSIONAL ETF TRUST
$37M
3
VANGUARD SCOTTSDALE FDS
$28M
ARP GLOBAL CAPITAL LTD
$170M
Top holdings
1
ISHARES INC
$30M
2
TAIWAN SEMICONDUCTOR MANUFAC
$20.5M
3
VANECK ETF TRUST
$20.1M
HOLCOMBE FINANCIAL, INC.
$170M
Top holdings
1
SCHWAB STRATEGIC TR
$37.7M
2
LISTED FDS TR
$24.8M
3
APPLE INC
$22.2M
DANER WEALTH MANAGEMENT, LLC
$170M
Top holdings
1
DIMENSIONAL ETF TRUST
$66.6M
2
VANGUARD INDEX FDS
$26.8M
3
ISHARES TR
$22.3M
RIVERGLADES FAMILY OFFICES LLC
$170M
Top holdings
1
ISHARES TR
$59.9M
2
SELECT SECTOR SPDR TR
$19.1M
3
VANGUARD TAX-MANAGED FDS
$13.9M
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC.
$170M
Top holdings
1
WISDOMTREE TR
$20.9M
2
SCHWAB STRATEGIC TR
$11.1M
3
FIDELITY MERRIMACK STR TR
$11M
CYR FINANCIAL INC.
$170M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$18M
2
ISHARES TR
$17.9M
3
PACER FDS TR
$15.9M
BRANDYWINE MANAGERS, LLC
$170M
Top holdings
1
THE CAMPBELLS COMPANY
$74.1M
2
ISHARES TR
$40.6M
3
CROWDSTRIKE HLDGS INC
$12.5M
COPPELL ADVISORY SOLUTIONS LLC
$170M
Top holdings
1
EA SERIES TRUST
$88.8M
2
APPLE INC
$15.4M
3
ALPHABET INC
$12.1M
FINANCIAL HARVEST, LLC
$170M
Top holdings
1
DIMENSIONAL ETF TRUST
$144M
2
ISHARES TR
$4.71M
3
APPLE INC
$2.29M
RAYBURN WEST FINANCIAL SERVICES LLC
$170M
Top holdings
1
ALPHABET INC
$13.9M
2
MICROSOFT CORP
$10.2M
3
SYSCO CORP
$8.11M
FINANCIAL PLANNING HAWAII, INC.
$170M
Top holdings
1
VANGUARD INDEX FDS
$21.9M
2
APPLE INC
$15.9M
3
VANGUARD SPECIALIZED FUNDS
$9.67M
LIVE OAK INVESTMENT PARTNERS
$169M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$13.2M
2
MORGAN STANLEY ETF TRUST
$11.9M
3
INVESCO EXCHANGE TRADED FD T
$11M
