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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
MADRID FINANCIAL SERVICES
$169M
Top holdings
1
ISHARES TR
$41.5M
2
GLOBAL X FDS
$34.9M
3
VANECK ETF TRUST
$22.4M
UPPER LEFT WEALTH MANAGEMENT, LLC
$169M
Top holdings
1
SCHWAB STRATEGIC TR
$34.2M
2
SPDR SERIES TRUST
$21.7M
3
ISHARES TR
$16M
SHERRILL & HUTCHINS FINANCIAL ADVISORY, INC
$169M
Top holdings
1
AMERICAN CENTY ETF TR
$61.9M
2
VANGUARD SCOTTSDALE FDS
$46.5M
3
FIDELITY MERRIMACK STR TR
$41.3M
EMERGENT WEALTH ADVISORS, LLC
$169M
Top holdings
1
ISHARES TR
$53.2M
2
VANGUARD INDEX FDS
$17.6M
3
ISHARES INC
$7.78M
UNITED FINANCIAL PLANNING GROUP LLC
$169M
Top holdings
1
VANGUARD INDEX FDS
$73.2M
2
VANGUARD TAX-MANAGED FDS
$27.9M
3
ISHARES TR
$21.5M
SECURITY NATIONAL BANK OF SIOUX CITY IOWA
$169M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$11.7M
2
BNY MELLON ETF TRUST II
$11.7M
3
APPLE INC
$7.77M
FORERUNNER VENTURES MANAGEMENT, LLC
$169M
Top holdings
1
CHIME FINL INC
$169M
THOMA CAPITAL MANAGEMENT LLC
$169M
Top holdings
1
ISHARES TR
$73.4M
2
STATE STR SPDR S&P 500 ETF T
$42.6M
3
SELECT SECTOR SPDR TR
$8.83M
DAVIMAN FINANCIAL, LLC
$169M
Top holdings
1
ISHARES TR
$62.2M
2
BLACKROCK ETF TRUST
$26.1M
3
SPDR SERIES TRUST
$16M
GRANITE FO LLC
$169M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$33.6M
2
BERKSHIRE HATHAWAY INC DEL
$33.4M
3
VANGUARD SPECIALIZED FUNDS
$26.1M
MOUNTAIN HILL INVESTMENT PARTNERS CORP.
$169M
Top holdings
1
ISHARES TR
$19.6M
2
FIDELITY MERRIMACK STR TR
$14M
3
SELECT SECTOR SPDR TR
$12.7M
WILLIAM ALLAN CORP
$169M
Top holdings
1
APPLIED MATLS INC
$15.3M
2
ALPHABET INC
$10.1M
3
APPLE INC
$9.46M
MCHUGH GROUP, LLC
$169M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$23.7M
2
NVIDIA CORPORATION
$21.1M
3
BERKSHIRE HATHAWAY INC DEL
$11.1M
ALPHA FINANCIAL PARTNERS, LLC
$169M
Top holdings
1
ISHARES TR
$100M
2
SSGA ACTIVE TR
$6.07M
3
BLACKROCK ETF TRUST
$4.86M
CASCADE INVESTMENT ADVISORS, INC.
$169M
Top holdings
1
VANGUARD INDEX FDS
$4.72M
2
APPLE INC
$4.41M
3
MICROSOFT CORP
$3.77M
TACITA CAPITAL INC
$169M
Top holdings
1
ISHARES TR
$31.6M
2
VANGUARD INDEX FDS
$17.9M
3
ISHARES INC
$16.1M
MCCLARREN FINANCIAL ADVISORS, INC.
$169M
Top holdings
1
VANGUARD INDEX FDS
$65M
2
ISHARES TR
$24.4M
3
VANGUARD WORLD FD
$19.3M
WALL STREET FINANCIAL GROUP, INC.
$169M
Top holdings
1
VANGUARD WORLD FD
$24.1M
2
ISHARES TR
$19M
3
SELECT SECTOR SPDR TR
$11.2M
PINGORA PARTNERS LLC
$169M
Top holdings
1
FTAI AVIATION LTD
$46.7M
2
CRESCENT ENERGY COMPANY
$15.1M
3
FTAI INFRASTRUCTURE INC
$10.1M
INCOME RESEARCH & MANAGEMENT
$169M
Top holdings
1
BONDBLOXX ETF TRUST
$15.1M
2
BOFA FIN LLC
$11.7M
3
AKAMAI TECHNOLOGIES INC
$11.7M
