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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
MAGNOLIA PRIVATE WEALTH, LLC
$150M
Top holdings
1
AMERICAN CENTY ETF TR
$33.6M
2
ISHARES TR
$13.6M
3
SIMPLIFY EXCHANGE TRADED FUN
$10.7M
FLOYD FINANCIAL GROUP LLC
$150M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$24.2M
2
SELECT SECTOR SPDR TR
$17.2M
3
SCHWAB STRATEGIC TR
$12.8M
PHIL A. YOUNKER & ASSOCIATES, LTD.
$150M
Top holdings
1
SCHWAB STRATEGIC TR
$91.3M
2
ISHARES TR
$20.9M
3
PIMCO ETF TR
$19.7M
THOMPSON DAVIS & CO., INC.
$150M
Top holdings
1
SMITH MIDLAND CORP
$59.9M
2
CARLISLE COS INC
$9.67M
3
SPDR SERIES TRUST
$6.53M
CPR INVESTMENTS INC.
$150M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$40M
2
ISHARES TR
$26.8M
3
INVESTMENT MANAGERS SER TR I
$19.5M
PIEDMONT CAPITAL MANAGEMENT, LLC (NORTH CAROLINA)
$150M
Top holdings
1
VANGUARD INDEX FDS
$24M
2
ISHARES TR
$14.1M
3
BERKSHIRE HATHAWAY INC DEL
$14M
LAKESIDE ADVISORS, INC.
$150M
Top holdings
1
MICROSOFT CORP
$31.3M
2
BERKSHIRE HATHAWAY INC DEL
$13.5M
3
COSTCO WHOLESALE CORPORATION
$12.9M
GENESIS WEALTH ADVISORS, LLC
$150M
Top holdings
1
ISHARES TR
$29.9M
2
STATE STR SPDR S&P 500 ETF T
$23.3M
3
VANGUARD STAR FDS
$14.8M
VERITY WEALTH ADVISORS
$150M
Top holdings
1
ISHARES TR
$50.1M
2
VANGUARD INDEX FDS
$44.4M
3
VANGUARD INTL EQUITY INDEX F
$16.7M
THRYVE WEALTH MANAGEMENT LLC
$150M
Top holdings
1
INVESCO QQQ TR
$37.4M
2
SPDR SERIES TRUST
$27.2M
3
ISHARES TR
$19.4M
ACCELERATE INVESTMENT ADVISORS LLC
$150M
Top holdings
1
ISHARES TR
$51.7M
2
SPDR SERIES TRUST
$21.8M
3
VANGUARD INDEX FDS
$8.85M
J.E. SIMMONS & CO., P.C.
$150M
Top holdings
1
ISHARES TR
$47.5M
2
SCHWAB STRATEGIC TR
$28.4M
3
BLACKROCK ETF TRUST
$17.7M
WRIGHT WEALTH LLC
$149M
Top holdings
1
TIDAL TRUST II
$27.1M
2
VANGUARD SCOTTSDALE FDS
$17.9M
3
AMERICAN CENTY ETF TR
$15.5M
L1 GLOBAL MANAGER PTY LTD
$149M
Top holdings
1
ISHARES TR
$15.9M
2
CENTURION ACQUISITION CORP
$6.19M
3
GP-ACT III ACQUISITION CORP
$6.15M
ZEIT CAPITAL LLC
$149M
Top holdings
1
VANGUARD WORLD FD
$47.7M
2
VANGUARD INTL EQUITY INDEX F
$32.2M
3
VANGUARD INDEX FDS
$27.6M
HC ADVISORS, LLC
$149M
Top holdings
1
SCHWAB STRATEGIC TR
$59.9M
2
ISHARES TR
$28.5M
3
FIRST TR EXCHANGE-TRADED FD
$14.9M
COMMUNITY BANK OF RAYMORE
$149M
Top holdings
1
JPMORGAN CHASE & CO
$16.1M
2
CATERPILLAR INC
$11.9M
3
VANGUARD INDEX FDS
$11.6M
GIBSON WEALTH ADVISORS LLC
$149M
Top holdings
1
VANGUARD INDEX FDS
$65.9M
2
VANGUARD BD INDEX FDS
$30.6M
3
VANGUARD STAR FDS
$18M
SAGACE WEALTH MANAGEMENT LLC
$149M
Top holdings
1
VANGUARD INDEX FDS
$31.1M
2
VANGUARD SCOTTSDALE FDS
$16.6M
3
ISHARES TR
$15.1M
ALPHA WEALTH FUNDS, LLC
$149M
Top holdings
1
ISHARES TR
$115M
2
STATE STR SPDR S&P 500 ETF T
$11.8M
3
ALPHABET INC
$3.55M
