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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
STRATEGIC VALUE PARTNERS, LLC
$133M
Top holdings
1
GRUPO AEROMEXICO SAB DE CV
$133M
PHILLIPS WEALTH PLANNERS LLC
$133M
Top holdings
1
ISHARES TR
$8.46M
2
SELECT SECTOR SPDR TR
$7.62M
3
VANGUARD INDEX FDS
$6.76M
BONFIRE FINANCIAL
$133M
Top holdings
1
SELECT SECTOR SPDR TR
$37.3M
2
WISDOMTREE TR
$18.9M
3
VANGUARD WORLD FD
$17.8M
HARBOUR WEALTH MANAGEMENT GROUP, INC.
$133M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$13.7M
2
ISHARES GOLD TR
$13.2M
3
ISHARES U S ETF TR
$9.64M
CENTERPOINT ADVISORY GROUP
$133M
Top holdings
1
ISHARES TR
$13.8M
2
FIRST TR EXCHANGE-TRADED FD
$10.7M
3
INVESCO EXCH TRADED FD TR II
$9.75M
FORTY-THREE EIGHTEEN ADVISORS, LLC
$133M
Top holdings
1
INNOVATOR ETFS TRUST
$17M
2
WALMART INC
$14.5M
3
AIM ETF PRODUCTS TRUST
$9.01M
WHI TRUST CO LLC
$133M
Top holdings
1
ISHARES TR
$125M
2
MICROSOFT CORP
$902k
3
TRAVELERS COMPANIES INC
$648k
MADRID WEALTH MANAGEMENT, LLC
$133M
Top holdings
1
AMERICAN CENTY ETF TR
$29M
2
MORGAN STANLEY ETF TRUST
$12.6M
3
J P MORGAN EXCHANGE TRADED F
$10.7M
SIGNAL TREE FINANCIAL PARTNERS LLC
$132M
Top holdings
1
VANGUARD INDEX FDS
$40.6M
2
VANGUARD TAX-MANAGED FDS
$21.8M
3
SCHWAB STRATEGIC TR
$16.6M
9823 CAPITAL, L.P.
$132M
Top holdings
1
APPLE INC
$77.6M
2
AMAZON COM INC
$14.8M
3
INVESCO QQQ TR
$8.79M
GLOBAL TRUST WEALTH MANAGEMENT LLC
$132M
Top holdings
1
ISHARES TR
$33.8M
2
STATE STR SPDR S&P 500 ETF T
$16.8M
3
VANGUARD INDEX FDS
$14.1M
AXOS INVEST INC.
$132M
Top holdings
1
VANGUARD INDEX FDS
$60M
2
VANGUARD TAX-MANAGED FDS
$33.5M
3
VANGUARD SCOTTSDALE FDS
$10.2M
BLONG FINANCIAL, LLC
$132M
Top holdings
1
NVIDIA CORPORATION
$28.9M
2
APPLE INC
$23.6M
3
TIDAL TRUST I
$14.1M
ALAPOCAS INVESTMENT PARTNERS, INC.
$132M
Top holdings
1
ALPHABET INC
$22.3M
2
AMAZON COM INC
$15.6M
3
APPLE INC
$13.5M
MACCO FINANCIAL GROUP, INC.
$132M
Top holdings
1
SPDR SERIES TRUST
$48.1M
2
ISHARES TR
$19.6M
3
SPDR INDEX SHS FDS
$14.6M
PENBROOK MANAGEMENT LLC
$132M
Top holdings
1
ALPHABET INC
$13.1M
2
NOVO-NORDISK A S
$11.6M
3
AMAZON COM INC
$10.8M
BOYCE & ASSOCIATES WEALTH CONSULTING, INC.
$132M
Top holdings
1
WISDOMTREE TR
$17.8M
2
FIRST TR EXCHNG TRADED FD VI
$13.9M
3
SCHWAB STRATEGIC TR
$10.6M
ALTERNA WEALTH MANAGEMENT, INC
$132M
Top holdings
1
ISHARES TR
$80.7M
2
ISHARES INC
$5.61M
3
SELECT SECTOR SPDR TR
$4.76M
DALE Q RICE INVESTMENT MANAGEMENT LTD
$132M
Top holdings
1
PROSHARES TR
$39.3M
2
APPLE INC
$26.8M
3
ISHARES TR
$8.55M
SINCERUS ADVISORY, LLC
$132M
Top holdings
1
ISHARES TR
$51.2M
2
STATE STR SPDR S&P 500 ETF T
$20M
3
VANGUARD INDEX FDS
$5.22M
