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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
BLUE CAPITAL, INC.
$153M
Top holdings
1
ISHARES TR
$31.1M
2
SPDR SERIES TRUST
$17.4M
3
INVESCO QQQ TR
$8.86M
WASHINGTON GROWTH STRATEGIES LLC
$153M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$42.8M
2
ISHARES TR
$23.3M
3
SELECT SECTOR SPDR TR
$23.1M
ATLANTIC PRIVATE WEALTH, LLC
$153M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$43M
2
ISHARES TR
$42.5M
3
VANGUARD INDEX FDS
$23.7M
MCGINN PENNINGER INVESTMENT MANAGEMENT, INC.
$153M
Top holdings
1
APPLE INC
$11.7M
2
META PLATFORMS INC
$10.8M
3
JPMORGAN CHASE & CO
$10.4M
ORSER CAPITAL MANAGEMENT, LLC
$153M
Top holdings
1
VANGUARD INDEX FDS
$17.5M
2
VANGUARD SCOTTSDALE FDS
$17.2M
3
NVIDIA CORPORATION
$13.9M
BRAVIAS CAPITAL GROUP, LLC
$153M
Top holdings
1
EA SERIES TRUST
$32.5M
2
CAMBRIA ETF TR
$21.2M
3
J P MORGAN EXCHANGE TRADED F
$14.6M
BERBICE CAPITAL MANAGEMENT LLC
$153M
Top holdings
1
NVIDIA CORPORATION
$27.4M
2
ALPHABET INC
$14.1M
3
META PLATFORMS INC
$12.3M
INTERACTIVE FINANCIAL ADVISORS, INC.
$153M
Top holdings
1
ISHARES TR
$64.9M
2
SPDR SERIES TRUST
$14.2M
3
VANGUARD TAX-MANAGED FDS
$10.9M
BRUCE G. ALLEN INVESTMENTS, LLC
$153M
Top holdings
1
SCHWAB STRATEGIC TR
$34.6M
2
ISHARES TR
$27.1M
3
VANGUARD INDEX FDS
$23.7M
MARSHALL & STERLING WEALTH ADVISORS INC.
$153M
Top holdings
1
ISHARES TR
$14M
2
VANGUARD SCOTTSDALE FDS
$13.9M
3
WISDOMTREE TR
$10.9M
FIDUCIARY WEALTH PARTNERS, LLC
$153M
Top holdings
1
VANGUARD INDEX FDS
$70.5M
2
VANGUARD TAX-MANAGED FDS
$35M
3
APPLE INC
$4.45M
ROUND HILL ASSET MANAGEMENT
$153M
Top holdings
1
AMGEN INC
$13.4M
2
S&P GLOBAL INC
$10.5M
3
MERCK & CO INC
$8.66M
SEATOWN HOLDINGS PTE. LTD.
$153M
Top holdings
1
NVIDIA CORPORATION
$16.4M
2
BROADCOM INC
$12.6M
3
SYNOPSYS INC
$11.2M
PUREFI WEALTH, LLC
$153M
Top holdings
1
ISHARES TR
$23.1M
2
WALMART INC
$8.37M
3
STRYKER CORPORATION
$7.01M
CLIMBER CAPITAL SA
$153M
Top holdings
1
ISHARES TR
$26.7M
2
SPDR SERIES TRUST
$22.7M
3
SPDR GOLD TR
$16.8M
ELLERSON GROUP INC
$153M
Top holdings
1
NVIDIA CORPORATION
$16.5M
2
PALANTIR TECHNOLOGIES INC
$11.6M
3
APPLE INC
$10.2M
REDWOOD FINANCIAL NETWORK CORP
$153M
Top holdings
1
SELECT SECTOR SPDR TR
$18.1M
2
ISHARES TR
$16.6M
3
SPDR SERIES TRUST
$16.1M
SELLARONDA GLOBAL MANAGEMENT LP
$152M
Top holdings
1
LIBERTY MEDIA CORP DEL
$34M
2
CORPAY INC
$21.8M
3
VEEVA SYS INC
$19.3M
HORIZONS WEALTH MANAGEMENT
$152M
Top holdings
1
VANGUARD INDEX FDS
$48.6M
2
INVESCO EXCH TRD SLF IDX FD
$33.8M
3
ISHARES TR
$21.2M
COMPREHENSIVE MONEY MANAGEMENT SERVICES LLC
$152M
Top holdings
1
ISHARES TR
$17.5M
2
SPDR SERIES TRUST
$11.4M
3
VANGUARD WORLD FD
$6.81M
