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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
NORTH DALLAS BANK & TRUST CO
$148M
Top holdings
1
ISHARES TR
$25.6M
2
APPLE INC
$7.66M
3
ALPHABET INC
$7.19M
NORTHERN LIGHTS ADVISORS, INC.
$148M
Top holdings
1
ISHARES TR
$35.7M
2
VANGUARD TAX-MANAGED FDS
$24.1M
3
VANGUARD INDEX FDS
$20.4M
DAVIS CAPITAL MANAGEMENT
$148M
Top holdings
1
SCHWAB STRATEGIC TR
$47.6M
2
ALPHABET INC
$5.33M
3
VANGUARD INDEX FDS
$4.4M
WYNNEFIELD CAPITAL INC
$148M
Top holdings
1
NATURES SUNSHINE PRODS INC
$59.3M
2
CADRE HLDGS INC
$35.3M
3
DLH HLDGS CORP
$21.4M
SWITCHPOINT FINANCIAL PLANNING, LLC
$147M
Top holdings
1
DIMENSIONAL ETF TRUST
$103M
2
VANGUARD INDEX FDS
$11.6M
3
ISHARES TR
$6.49M
JP WEALTH MANAGEMENT, INC.
$147M
Top holdings
1
DIMENSIONAL ETF TRUST
$32.2M
2
INVESCO EXCH TRADED FD TR II
$27.9M
3
SRH TOTAL RETURN FUND INC
$26.6M
CAMPION ASSET MANAGEMENT
$147M
Top holdings
1
ISHARES TR
$68.1M
2
LOCKHEED MARTIN CORP
$10.5M
3
VANGUARD TAX-MANAGED FDS
$9.98M
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC
$147M
Top holdings
1
ISHARES TR
$58.5M
2
SCHWAB STRATEGIC TR
$50.3M
3
J P MORGAN EXCHANGE TRADED F
$18.1M
ENTRUITY WEALTH, LLC
$147M
Top holdings
1
CAPITAL GRP FIXED INCM ETF T
$27.2M
2
CAPITAL GROUP DIVIDEND VALUE
$18.2M
3
SPROTT ASSET MANAGEMENT LP
$14.7M
PROCESSUS WEALTH & CAPITAL MANAGEMENT, LLC
$147M
Top holdings
1
ISHARES TR
$20.5M
2
NVIDIA CORPORATION
$18.4M
3
ALPHABET INC
$11.7M
STRATEGENT FINANCIAL, LLC
$147M
Top holdings
1
VANGUARD INDEX FDS
$32.1M
2
DIMENSIONAL ETF TRUST
$30.4M
3
J P MORGAN EXCHANGE TRADED F
$25.5M
BRIAN LOW FINANCIAL GROUP, LLC
$147M
Top holdings
1
MANAGER DIRECTED PORTFOLIOS
$18.8M
2
ISHARES TR
$13.5M
3
EXXON MOBIL CORP
$8.15M
LIGHTHOUSE WEALTH MANAGEMENT INC.
$147M
Top holdings
1
SCHWAB STRATEGIC TR
$39.5M
2
PACER FDS TR
$21.4M
3
ISHARES TR
$19.2M
KRANE FINANCIAL SOLUTIONS LLC
$147M
Top holdings
1
ISHARES TR
$52.4M
2
VANGUARD INDEX FDS
$41.2M
3
SPDR GOLD TR
$13.1M
INCOME INSURANCE LTD
$147M
Top holdings
1
NVIDIA CORPORATION
$12.9M
2
APPLE INC
$11.4M
3
ALPHABET INC
$9.39M
PHILADELPHIA INVESTMENT PARTNERS, LLC
$147M
Top holdings
1
VANECK ETF TRUST
$21.8M
2
ISHARES TR
$16.2M
3
PALANTIR TECHNOLOGIES INC
$10.3M
SLOCUM, GORDON & CO LLP
$147M
Top holdings
1
EXXON MOBIL CORP
$11.8M
2
MERCK & CO INC
$11.4M
3
JOHNSON & JOHNSON
$10.5M
TIDE COVE CAPITAL PARTNERS LLC
$147M
Top holdings
1
VANGUARD INDEX FDS
$58M
2
ISHARES TR
$34.9M
3
VANGUARD BD INDEX FDS
$17.6M
LESA SROUFE & CO
$147M
Top holdings
1
MICROSOFT CORP
$9.18M
2
NEWMONT CORP
$8.82M
3
ANGLOGOLD ASHANTI PLC
$8.25M
MOULTON WEALTH MANAGEMENT, INC
$147M
Top holdings
1
ISHARES TR
$48M
2
WISDOMTREE TR
$25.3M
3
SPDR SERIES TRUST
$14.2M
