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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
PHILLIP JAMES CONSULTING CO.
$132M
Top holdings
1
VANGUARD BD INDEX FDS
$12.6M
2
SCHWAB SHORT-TERM US TREASURY ETF
$10.7M
3
SPDR SERIES TRUST
$8.42M
GUNPOWDER CAPITAL MANAGEMENT, LLC DBA OLIVER WEALTH MANAGEMENT
$132M
Top holdings
1
DIMENSIONAL ETF TRUST
$37.1M
2
SPDR GOLD TR
$13.7M
3
APPLE INC
$10.2M
TWIN CITY PRIVATE WEALTH, LLC
$132M
Top holdings
1
ALPHABET INC
$4.55M
2
PHILIP MORRIS INTL INC
$4.1M
3
JPMORGAN CHASE & CO
$3.87M
REICON WEALTH ADVISORS, LLC
$132M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$58M
2
INVESCO EXCHANGE TRADED FD T
$49.6M
3
ISHARES TR
$4.7M
RICHARD YOUNG ASSOCIATES, LTD.
$132M
Top holdings
1
DIMENSIONAL ETF TRUST
$119M
2
NVIDIA CORPORATION
$3.04M
3
APPLE INC
$1.94M
RIK SAYLOR FINANCIAL, INC.
$132M
Top holdings
1
ISHARES TR
$62.3M
2
SPDR SERIES TRUST
$13.1M
3
INVESCO QQQ TR
$7.72M
VISA FOUNDATION
$132M
Top holdings
1
VANGUARD WORLD FD
$132M
ATX FINANCIAL PLANNING, LLC
$132M
Top holdings
1
INNOVATOR ETFS TRUST
$39.2M
2
ISHARES TR
$15.7M
3
INVESCO EXCH TRADED FD TR II
$9.17M
GRAVER CAPITAL MANAGEMENT, LLC
$132M
Top holdings
1
DIMENSIONAL ETF TRUST
$95.4M
2
VANECK ETF TRUST
$18.5M
3
SCHWAB STRATEGIC TR
$6.54M
FAIRWAY FINANCIAL, LLC
$132M
Top holdings
1
SCHWAB STRATEGIC TR
$44.3M
2
VANGUARD INDEX FDS
$26.3M
3
FIRST TR EXCHANGE-TRADED FD
$19.9M
PLANVEST FINANCIAL, INC
$131M
Top holdings
1
ISHARES TR
$24.2M
2
INNOVATOR ETFS TRUST
$10.4M
3
INVESCO EXCH TRADED FD TR II
$9.05M
PALADIN ADVISORY GROUP, LLC
$131M
Top holdings
1
ISHARES TR
$31.2M
2
J P MORGAN EXCHANGE TRADED F
$14.3M
3
AMERICAN CENTY ETF TR
$12.7M
AXIOM INVESTMENT MANAGEMENT LLC
$131M
Top holdings
1
UNION PAC CORP
$9.15M
2
PROSHARES TR
$7.51M
3
APPLE INC
$7.42M
DELTA WEALTH ADVISORS LLC
$131M
Top holdings
1
ISHARES TR
$67.5M
2
SPDR INDEX SHS FDS
$17.2M
3
VANGUARD INDEX FDS
$11.8M
SIMA WEALTH PARTNERS, LLC
$131M
Top holdings
1
ISHARES TR
$54.1M
2
DIMENSIONAL ETF TRUST
$19.3M
3
SPDR SERIES TRUST
$17.5M
VESTED FINANCIAL PLANNING, LLC
$131M
Top holdings
1
DIMENSIONAL ETF TRUST
$83.5M
2
VANGUARD INDEX FDS
$22M
3
SPDR INDEX SHS FDS
$9.05M
ALCOSTA CAPITAL MANAGEMENT, INC.
$131M
Top holdings
1
NVIDIA CORPORATION
$20.1M
2
BROADCOM INC
$10.1M
3
ALPHABET INC
$9.79M
STANICH GROUP LLC
$131M
Top holdings
1
VANGUARD WORLD FD
$59.5M
2
ISHARES TR
$41.9M
3
ISHARES INC
$6.83M
AFBI LP
$131M
Top holdings
1
VANGUARD INDEX FDS
$131M
PARTNERSHIP WEALTH MANAGEMENT, LLC
$131M
Top holdings
1
ISHARES TR
$25.4M
2
INVESCO EXCHANGE TRADED FD T
$22.1M
3
ELI LILLY & CO
$19.5M
