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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
PMG WEALTH MANAGEMENT, INC.
$139M
Top holdings
1
ISHARES TR
$30.6M
2
INVESCO EXCHANGE TRADED FD T
$15.5M
3
PIMCO ETF TR
$13.7M
MICHELS FAMILY FINANCIAL, LLC
$139M
Top holdings
1
ISHARES TR
$19M
2
VANGUARD INDEX FDS
$13.4M
3
SCHWAB STRATEGIC TR
$12.2M
SEVEN MILE ADVISORY
$139M
Top holdings
1
NVIDIA CORPORATION
$16.4M
2
DIMENSIONAL ETF TRUST
$8.18M
3
STATE STR SPDR S&P 500 ETF T
$7.11M
WORMSER FRERES GESTION
$139M
Top holdings
1
ALPHABET INC
$11.5M
2
AMAZON COM INC
$10.9M
3
THERMO FISHER SCIENTIFIC INC
$10.7M
COGENT PRIVATE WEALTH, INC.
$139M
Top holdings
1
DIMENSIONAL ETF TRUST
$41.3M
2
AMERICAN CENTY ETF TR
$31.5M
3
ISHARES TR
$13.6M
RMR CAPITAL MANAGEMENT, LLC
$138M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$27.6M
2
ISHARES TR
$23.5M
3
VANGUARD INDEX FDS
$6.7M
ATLANTIC FAMILY WEALTH, LLC
$138M
Top holdings
1
VICTORY PORTFOLIOS II
$60.5M
2
ISHARES TR
$43M
3
PACER FDS TR
$7.22M
KOA WEALTH MANAGEMENT, LLC
$138M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$18.6M
2
ISHARES TR
$18.5M
3
APPLE INC
$14.4M
STONERIDGE INVESTMENT PARTNERS LLC
$138M
Top holdings
1
NVIDIA CORPORATION
$7.43M
2
APPLE INC
$7.41M
3
ALPHABET INC
$7.28M
SAFIR WEALTH ADVISORS, LLC
$138M
Top holdings
1
VANGUARD INDEX FDS
$87.2M
2
VANGUARD BD INDEX FDS
$26.1M
3
VANGUARD SPECIALIZED FUNDS
$11.5M
DURANTE & WATERS, LLC
$138M
Top holdings
1
ISHARES TR
$96M
2
FIDELITY COVINGTON TRUST
$14M
3
BERKSHIRE HATHAWAY INC DEL
$6.5M
PLANWISER FINANCIAL, LLC
$138M
Top holdings
1
ISHARES TR
$27M
2
AMERICAN CENTY ETF TR
$21.4M
3
VANGUARD INDEX FDS
$13.8M
RENAISSANCE CAPITAL LLC
$138M
Top holdings
1
COREWEAVE INC
$15.8M
2
ARM HOLDINGS PLC
$12.4M
3
KENVUE INC
$12.1M
PARTNERRE ASSET MANAGEMENT CORP
$138M
Top holdings
1
ISHARES TR
$111M
2
INVESCO EXCHANGE TRADED FD T
$26.8M
PROTA FINANCIAL, LLC
$138M
Top holdings
1
SCHWAB STRATEGIC TR
$17.4M
2
ISHARES TR
$16.4M
3
INVESCO EXCH TRADED FD TR II
$12.3M
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC
$138M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$70.7M
2
VANGUARD INDEX FDS
$45.5M
3
ISHARES TR
$17.8M
CAMELOT TECHNOLOGY ADVISORS, INC.
$138M
Top holdings
1
ISHARES TR
$59.2M
2
SELECT SECTOR SPDR TR
$21.7M
3
SPROTT ASSET MANAGEMENT LP
$12M
FACTORIAL PARTNERS, LLC
$138M
Top holdings
1
ISHARES TR
$9.72M
2
FEDERATED HERMES INC
$8.69M
3
TEVA PHARMACEUTICAL INDS LTD
$6.99M
TANNIN CAPITAL LLC
$138M
Top holdings
1
ISHARES TR
$8.31M
2
GLOBAL X FDS
$8.07M
3
VANGUARD INDEX FDS
$8.07M
PINE BROOK ROAD ADVISORS, L.P.
$138M
Top holdings
1
FIDELIS INSURANCE HOLDINGS L
$138M
