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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
PATHFINDER WEALTH CONSULTING, INC.
$154M
Top holdings
1
VANGUARD INDEX FDS
$22M
2
ISHARES TR
$21.3M
3
FIDELITY COVINGTON TRUST
$14.8M
STONEKEEP INVESTMENTS, LLC
$154M
Top holdings
1
SCHWAB STRATEGIC TR
$40.2M
2
ISHARES TR
$23.8M
3
VANGUARD INDEX FDS
$17.2M
NDWM LLC
$154M
Top holdings
1
ISHARES TR
$88.3M
2
SPDR SERIES TRUST
$16.2M
3
INVESCO EXCHANGE TRADED FD T
$13.3M
PERSPECTIVE WEALTH ADVISORS LLC
$154M
Top holdings
1
ISHARES TR
$38.3M
2
STATE STR SPDR S&P 500 ETF T
$22.5M
3
INVESCO EXCH TRADED FD TR II
$15.7M
FORESIGHT GLOBAL INVESTORS, INC.
$154M
Top holdings
1
ASTRAZENECA PLC
$28.7M
2
NOVARTIS AG
$26.3M
3
HSBC HLDGS PLC
$17.4M
FIDATO WEALTH LLC
$154M
Top holdings
1
VANGUARD INDEX FDS
$117M
2
DIMENSIONAL ETF TRUST
$12.6M
3
VANGUARD BD INDEX FDS
$11.1M
SBI HOLDINGS USA, INC.
$154M
Top holdings
1
CIRCLE INTERNET GROUP INC
$154M
ALPINE FOX CAPITAL LLC
$154M
Top holdings
1
CIPHER DIGITAL INC
$49.7M
2
ISHARES BITCOIN TRUST ETF
$45M
3
IREN LIMITED
$25.7M
SILVER OAK WEALTH ADVISORS SERVICES, LLC
$154M
Top holdings
1
VANGUARD MALVERN FDS
$31.4M
2
GOLDMAN SACHS ETF TR
$30.8M
3
AMERICAN CENTY ETF TR
$20.6M
CEDAR POINT CAPITAL PARTNERS, LLC
$154M
Top holdings
1
DIMENSIONAL ETF TRUST
$30.2M
2
VANGUARD INDEX FDS
$13.8M
3
SCHWAB STRATEGIC TR
$13.4M
CRAVENS & CO ADVISORS, LLC
$154M
Top holdings
1
DIMENSIONAL ETF TRUST
$46.1M
2
VANGUARD SCOTTSDALE FDS
$29.6M
3
DOUBLELINE ETF TRUST
$9.93M
H PARTNERS MANAGEMENT, LLC
$154M
Top holdings
1
SIX FLAGS ENTERTAINMENT CORP
$82.5M
2
ADVANCE AUTO PARTS INC
$71.2M
MILLBANK DARTMOOR PORTSMOUTH LLC
$154M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$149M
2
ISHARES BITCOIN TRUST ETF
$4.54M
VALPEY FINANCIAL SERVICES, LLC
$154M
Top holdings
1
SCHWAB STRATEGIC TR
$37.3M
2
ISHARES TR
$26.5M
3
VANGUARD INDEX FDS
$25.7M
NOVA WEALTH MANAGEMENT, INC.
$154M
Top holdings
1
ISHARES TR
$21.5M
2
FIRST TR EXCHNG TRADED FD VI
$15.1M
3
FIDELITY COVINGTON TRUST
$10.9M
RWQ FINANCIAL MANAGEMENT SERVICES, INC.
$153M
Top holdings
1
VANECK ETF TRUST
$17.7M
2
APPLE INC
$14M
3
TAIWAN SEMICONDUCTOR MANUFAC
$13.3M
BRIGHT VALLEY CAPITAL LTD
$153M
Top holdings
1
INTEL CORP
$64.5M
2
VIPSHOP HLDGS LTD
$27.9M
3
JOYY INC
$18.1M
DOHENY ASSET MANAGEMENT
$153M
Top holdings
1
APPLE INC
$15.8M
2
NVIDIA CORPORATION
$15M
3
ALPHABET INC
$14.4M
PACIFIC PARK FINANCIAL, INC.
$153M
Top holdings
1
VANGUARD INDEX FDS
$32.4M
2
ISHARES TR
$25.4M
3
SCHWAB STRATEGIC TR
$22.1M
WARNER GROUP LLC
$153M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$21M
2
INVESCO EXCHANGE TRADED FD T
$18.7M
3
SPDR SERIES TRUST
$12.6M
