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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
AGH WEALTH ADVISORS, LLC
$136M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$13.9M
2
AMERICAN CENTY ETF TR
$12.5M
3
J P MORGAN EXCHANGE TRADED F
$9.52M
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C.
$136M
Top holdings
1
CONSUMER PORTFOLIO SVCS INC
$39.6M
2
KVH INDS INC
$31.4M
3
VERIZON COMMUNICATIONS INC
$31.3M
LIONSHEAD WEALTH MANAGEMENT, LLC
$136M
Top holdings
1
DIMENSIONAL ETF TRUST
$17.9M
2
JANUS DETROIT STR TR
$12.3M
3
VANGUARD INDEX FDS
$7.2M
WPG ADVISERS, LLC
$136M
Top holdings
1
ISHARES TR
$18.6M
2
SCHWAB STRATEGIC TR
$12.9M
3
FIRST TR EXCHANGE TRADED FD
$10.9M
NEW VERNON CAPITAL HOLDINGS II LLC
$136M
Top holdings
1
ISHARES INC
$52.3M
2
TAIWAN SEMICONDUCTOR MANUFAC
$17.3M
3
VANGUARD INTL EQUITY INDEX F
$15.4M
GADDIS PREMIER WEALTH ADVISORS LLC
$136M
Top holdings
1
WISDOMTREE TR
$26.9M
2
FIRST TR EXCHANGE TRADED FD
$20.3M
3
CAPITAL GROUP DIVIDEND VALUE
$11.4M
TRV GP VI, LLC
$136M
Top holdings
1
SEPTERNA INC
$101M
2
RAPPORT THERAPEUTICS INC
$30.3M
3
TANGO THERAPEUTICS INC
$4.06M
WISHBONE MANAGEMENT, LP
$136M
Top holdings
1
COPA HOLDINGS SA
$53.7M
2
AVNET INC
$40.4M
3
ROPER TECHNOLOGIES INC
$31.8M
FIRST COMMUNITY TRUST NA
$136M
Top holdings
1
APPLE INC
$11.7M
2
APPLIED MATLS INC
$9.86M
3
ALPHABET INC
$8.95M
DORATO CAPITAL MANAGEMENT
$135M
Top holdings
1
SCHWAB STRATEGIC TR
$32.3M
2
AFLAC INC
$21.2M
3
ISHARES TR
$3.38M
TOTAL WEALTH PLANNING & MANAGEMENT, INC.
$135M
Top holdings
1
CHENIERE ENERGY INC
$4.34M
2
APPLE INC
$3.82M
3
ISHARES TR
$3.43M
FOSSE CAPITAL PARTNERS LLP
$135M
Top holdings
1
LIBERTY MEDIA CORP DEL
$72.9M
2
TRANE TECHNOLOGIES PLC
$62.5M
LIFEPLAN FINANCIAL, LLC
$135M
Top holdings
1
SELECT SECTOR SPDR TR
$19.4M
2
ISHARES TR
$19.2M
3
ISHARES GOLD TR
$11.9M
AQUAMARINE ZURICH AG
$135M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$68.3M
2
MASTERCARD INCORPORATED
$20M
3
AMERICAN EXPRESS CO
$19.7M
CAMELOT PORTFOLIOS, LLC
$135M
Top holdings
1
ISHARES TR
$5.85M
2
VANGUARD INDEX FDS
$5.06M
3
PIMCO ETF TR
$4.71M
SPARTAN PLANNING & WEALTH MANAGEMENT
$135M
Top holdings
1
SPDR SERIES TRUST
$24.8M
2
ISHARES TR
$17.1M
3
TIDAL TRUST II
$11.6M
GRAND CENTRAL INVESTMENT GROUP
$135M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$14.9M
2
AMPLIFY ETF TR
$11.9M
3
VANECK ETF TRUST
$10.5M
FORTRESS FINANCIAL GROUP, LLC
$135M
Top holdings
1
ISHARES TR
$61.7M
2
FIDELITY COVINGTON TRUST
$11.8M
3
INVESCO EXCHANGE TRADED FD T
$9.53M
TERRA NOVA ASSET MANAGEMENT LLC
$135M
Top holdings
1
SELECT SECTOR SPDR TR
$9.71M
2
ALPHABET INC
$8.43M
3
ETFS GOLD TR
$5.84M
MURPHY & MULLICK CAPITAL MANAGEMENT CORP
$135M
Top holdings
1
SCHWAB STRATEGIC TR
$19.4M
2
NVIDIA CORPORATION
$5.33M
3
VANGUARD INDEX FDS
$4.51M
