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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
GUTIERREZ WEALTH ADVISORY, LLC
$161M
Top holdings
1
VANGUARD INDEX FDS
$27.6M
2
CAPITAL GRP FIXED INCM ETF T
$16.8M
3
CAPITAL GROUP DIVIDEND VALUE
$14.1M
FIVE PINE WEALTH MANAGEMENT
$161M
Top holdings
1
VANGUARD INDEX FDS
$61.8M
2
VANGUARD BD INDEX FDS
$25.6M
3
VANGUARD INTL EQUITY INDEX F
$22.5M
ROYAL CAPITAL WEALTH MANAGEMENT, LLC
$161M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$21.6M
2
ALPHABET INC
$11.3M
3
BERKSHIRE HATHAWAY INC DEL
$11.1M
MCALISTER, SWEET & ASSOCIATES, INC.
$161M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$48M
2
INNOVATOR ETFS TRUST
$17.1M
3
INVESCO QQQ TR
$11.5M
PERRY CREEK CAPITAL LP
$160M
Top holdings
1
FIRST AMERN FINL CORP
$34.7M
2
ICON PLC
$27.1M
3
PERFORMANCE FOOD GROUP CO
$26.1M
TPG ADVISORS LLC
$160M
Top holdings
1
SCHWAB STRATEGIC TR
$41.1M
2
ISHARES TR
$24.8M
3
VANGUARD INDEX FDS
$11.7M
MITTELMAN WEALTH MANAGEMENT
$160M
Top holdings
1
ISHARES TR
$36M
2
VANGUARD SPECIALIZED FUNDS
$21.6M
3
VANGUARD INDEX FDS
$18.3M
ROBERT BOSCH GMBH
$160M
Top holdings
1
ADS TEC ENERGY PLC
$120M
2
WERIDE INC
$33.3M
3
VIA TRANSN INC
$6.75M
CBM FINANCIAL, LLC
$160M
Top holdings
1
ISHARES TR
$87.9M
2
SPDR SERIES TRUST
$61.1M
3
VANGUARD SCOTTSDALE FDS
$4.48M
PACIFIC WEALTH STRATEGIES GROUP, INC.
$160M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$21.5M
2
PROSHARES TR
$20.8M
3
SCHWAB STRATEGIC TR
$20.3M
WASHINGTON UNIVERSITY
$160M
Top holdings
1
NU HLDGS LTD
$152M
2
MAZE THERAPEUTICS INC
$8.38M
SANCHEZ GAUNT CAPITAL MANAGEMENT, LLC
$160M
Top holdings
1
ISHARES TR
$28M
2
SPDR SERIES TRUST
$15.4M
3
SELECT SECTOR SPDR TR
$12.8M
TURN8 PRIVATE WEALTH INC.
$160M
Top holdings
1
ISHARES TR
$27.7M
2
J P MORGAN EXCHANGE TRADED F
$12.4M
3
SELECT SECTOR SPDR TR
$7.58M
LEGEND CAPITAL ADVISORS LLC
$160M
Top holdings
1
SNOWFLAKE INC
$47.4M
2
NU HLDGS LTD
$20M
3
META PLATFORMS INC
$15.8M
W.H. CORNERSTONE INVESTMENTS INC.
$160M
Top holdings
1
VANGUARD INDEX FDS
$21.6M
2
VANGUARD SCOTTSDALE FDS
$13.6M
3
DIMENSIONAL ETF TRUST
$11.3M
STERLING MANOR FINANCIAL, LLC
$160M
Top holdings
1
SPDR SERIES TRUST
$37.4M
2
ISHARES TR
$33.9M
3
AIM ETF PRODUCTS TRUST
$14.9M
AFFINITY INVESTMENT ADVISORS, LLC
$160M
Top holdings
1
APPLE INC
$5.72M
2
MICRON TECHNOLOGY INC
$5.67M
3
ALPHABET INC
$4.24M
RICHARDSON FINANCIAL SERVICES INC.
$160M
Top holdings
1
VANGUARD INDEX FDS
$23.4M
2
ISHARES TR
$16.7M
3
SPDR SERIES TRUST
$14.5M
PALACIOS WEALTH MANAGEMENT, LLC
$160M
Top holdings
1
NVIDIA CORPORATION
$46.9M
2
NEOS ETF TRUST
$16.6M
3
BROADCOM INC
$10.2M
FAIRBANKS CAPITAL MANAGEMENT, INC.
$160M
Top holdings
1
ORACLE CORP
$11.3M
2
TRANSDIGM GROUP INC
$11M
3
ALPHABET INC
$8.11M
