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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
VALLEY BROOK CAPITAL GROUP, INC.
$149M
Top holdings
1
APPLE INC
$10.9M
2
MICROSOFT CORP
$9.33M
3
JPMORGAN CHASE & CO
$5.45M
FORTHRIGHT FAMILY WEALTH ADVISORY LLC
$149M
Top holdings
1
ISHARES TR
$51M
2
SPDR SERIES TRUST
$45.8M
3
VANGUARD SCOTTSDALE FDS
$10M
RAINIER FAMILY WEALTH INC
$149M
Top holdings
1
SPDR SERIES TRUST
$27.5M
2
ISHARES TR
$16.9M
3
NVIDIA CORPORATION
$9.02M
MAINSTREAM CAPITAL MANAGEMENT LLC
$149M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$21.9M
2
ISHARES TR
$16.9M
3
APPLE INC
$9.02M
SYSTRADE AG
$149M
Top holdings
1
ALPHA METALLURGICAL RESOUR I
$57.5M
2
INTERACTIVE BROKERS GROUP IN
$33.5M
3
UBS GROUP AG
$24.5M
CATHY PARETO & ASSOCIATES, INC
$149M
Top holdings
1
SCHWAB STRATEGIC TR
$33M
2
VANGUARD INDEX FDS
$18.3M
3
WISDOMTREE TR
$14.5M
GRAPHENE INVESTMENTS SAS
$149M
Top holdings
1
ALPHABET INC
$8.51M
2
APPLE INC
$6.09M
3
NVIDIA CORPORATION
$6.07M
ATALA FINANCIAL INC
$149M
Top holdings
1
ALPHABET INC
$12.5M
2
VANGUARD INDEX FDS
$10.1M
3
DEERE & CO
$6.34M
ARIOSE CAPITAL MANAGEMENT LTD
$149M
Top holdings
1
AXT INC
$39.1M
2
SEAGATE TECHNOLOGY HLDNGS PL
$37.8M
3
CORNING INC
$17.2M
NORTHEAST PLANNING ASSOCIATES, INC. NH
$149M
Top holdings
1
VICTORY PORTFOLIOS II
$40.4M
2
ISHARES SILVER TR
$30.7M
3
J P MORGAN EXCHANGE TRADED F
$11.5M
ROCKBRIDGE CAPITAL MANAGEMENT LLC
$149M
Top holdings
1
MARKEL GROUP INC
$18M
2
AMERICAN TOWER CORP
$14.3M
3
OREILLY AUTOMOTIVE INC
$13.5M
CLARK WEALTH PARTNERS
$149M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$29.9M
2
INVESCO EXCHANGE TRADED FD T
$22M
3
SCHWAB STRATEGIC TR
$19M
DUTCH ASSET CORP
$149M
Top holdings
1
BONDBLOXX ETF TRUST
$20.6M
2
ALPHABET INC
$16.3M
3
ADVANCED MICRO DEVICES INC
$10M
COGENTBLUE WEALTH ADVISORS, LLC
$149M
Top holdings
1
DIMENSIONAL ETF TRUST
$40.7M
2
AMERICAN CENTY ETF TR
$27.7M
3
ISHARES TR
$20M
KEYSTONE FINANCIAL SERVICES, LLC
$149M
Top holdings
1
PUTNAM ETF TRUST
$17.2M
2
J P MORGAN EXCHANGE TRADED F
$16.8M
3
VANGUARD ADMIRAL FDS INC
$16.4M
KM CAPITAL MANAGEMENT LTD.
$149M
Top holdings
1
DIMENSIONAL ETF TRUST
$56M
2
ISHARES TR
$35M
3
BLACKROCK ETF TRUST
$16.8M
FLAVIN FINANCIAL SERVICES, INC.
$149M
Top holdings
1
ISHARES TR
$19.1M
2
J P MORGAN EXCHANGE TRADED F
$10.1M
3
FIDELITY MERRIMACK STR TR
$8.99M
MCALVANY WEALTH MANAGEMENT LLC
$148M
Top holdings
1
WORLD GOLD TR
$14.2M
2
ROYAL GOLD INC
$11.8M
3
ISHARES SILVER TR
$9.59M
PINNACLE WEALTH MANAGEMENT, LLC
$148M
Top holdings
1
TIDAL TRUST I
$18.4M
2
PIMCO ETF TR
$18.2M
3
J P MORGAN EXCHANGE TRADED F
$16.2M
HOPWOOD FINANCIAL SERVICES, INC.
$148M
Top holdings
1
ISHARES TR
$37.5M
2
CAPITAL GROUP INTL FOCUS EQT
$17.1M
3
STATE STR SPDR S&P 500 ETF T
$14.9M
