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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
REDSTONE WEALTH MANAGEMENT, LLC
$125M
Top holdings
1
ISHARES TR
$31.9M
2
VANGUARD WORLD FD
$24.4M
3
INVESCO EXCH TRADED FD TR II
$14M
GOLDEN BELL FINANCIAL PLANNING LLC
$125M
Top holdings
1
AMERICAN CENTY ETF TR
$30.6M
2
VANGUARD BD INDEX FDS
$23M
3
DIMENSIONAL ETF TRUST
$17.6M
VANWEELDEN WEALTH MANAGEMENT, LLC
$125M
Top holdings
1
INNOVATOR ETFS TRUST
$51.7M
2
ISHARES TR
$23.5M
3
CALAMOS ETF TR
$14.4M
MUELLER WEALTH, LLC
$125M
Top holdings
1
SPDR SERIES TRUST
$59.2M
2
ISHARES TR
$28.5M
3
WISDOMTREE TR
$14.3M
ASL FINANCIAL, LLC
$125M
Top holdings
1
ISHARES TR
$54.9M
2
VANGUARD INDEX FDS
$10.5M
3
STATE STR SPDR S&P 500 ETF T
$9.99M
CHALLENGER WEALTH MANAGEMENT
$125M
Top holdings
1
CAPITAL GROUP DIVIDEND VALUE
$20.2M
2
CAPITAL GROUP GROWTH ETF
$17.9M
3
CAPITAL GROUP CORE EQUITY ET
$10.2M
CARBAHAL OLSEN FINANCIAL SERVICES GROUP, LLC
$125M
Top holdings
1
ISHARES TR
$88.2M
2
INVESCO QQQ TR
$16.1M
3
FIDELITY COVINGTON TRUST
$7.13M
FINWARD BANCORP
$125M
Top holdings
1
VANGUARD INDEX FDS
$16.8M
2
FLEXSHARES TR
$8.05M
3
VANGUARD WORLD FD
$6.82M
PCG ASSET MANAGEMENT, LLC
$125M
Top holdings
1
SELECT SECTOR SPDR TR
$22.1M
2
STATE STR SPDR S&P 500 ETF T
$20M
3
VANGUARD BD INDEX FDS
$15.3M
FREESTATE ADVISORS LLC
$125M
Top holdings
1
ISHARES TR
$38.1M
2
SPDR SERIES TRUST
$27.8M
3
SCHWAB STRATEGIC TR
$18M
WHITEBARK INVESTORS LP
$125M
Top holdings
1
COUPANG INC
$20.2M
2
MICROSOFT CORP
$18.8M
3
GLOBAL E ONLINE LTD
$18.4M
SENTINEL WEALTH MANAGEMENT, INC.
$125M
Top holdings
1
DIMENSIONAL ETF TRUST
$43.7M
2
ISHARES TR
$42M
3
AMERICAN CENTY ETF TR
$17.6M
BROUSSARD FINANCIAL GROUP LLC
$125M
Top holdings
1
INNOVATOR ETFS TRUST
$39.7M
2
WISDOMTREE TR
$26.8M
3
ISHARES GOLD TR
$13.9M
CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC
$125M
Top holdings
1
VANGUARD INDEX FDS
$28.7M
2
J P MORGAN EXCHANGE TRADED F
$23.2M
3
INVESCO EXCHANGE TRADED FD T
$21.8M
APPALACHIAN CAPITAL MANAGEMENT LTD
$125M
Top holdings
1
SCHWAB STRATEGIC TR
$49.9M
2
SPDR SERIES TRUST
$19.6M
3
HARRIS OAKMARK ETF TRUST
$16.3M
SANDRO WEALTH MANAGEMENT LLC
$125M
Top holdings
1
ALPHABET INC
$8.13M
2
NVIDIA CORPORATION
$6.52M
3
APPLE INC
$6.1M
ROBERT WOOD JOHNSON FOUNDATION
$125M
Top holdings
1
KARMAN HLDGS INC
$78.2M
2
BLUE OWL CAPITAL CORPORATION
$46.7M
PROSPERITY BANCSHARES INC
$125M
Top holdings
1
DIMENSIONAL ETF TRUST
$11.5M
2
ISHARES TR
$7.81M
3
LAZARD ACTIVE ETF TR
$7.54M
BLUE WATER LIFE SCIENCE ADVISORS, LP
$125M
Top holdings
1
10X GENOMICS INC
$23.1M
2
GUARDANT HEALTH INC
$22.4M
3
CAREDX INC
$16.2M
ALLIUM FINANCIAL ADVISORS, LLC
$125M
Top holdings
1
ISHARES TR
$36.6M
2
BERKSHIRE HATHAWAY INC DEL
$21.2M
3
DIMENSIONAL ETF TRUST
$5.79M
