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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
TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
$123M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$44.2M
2
BROOKFIELD CORP
$9.54M
3
ICICI BANK LIMITED
$8.5M
BLAKE SCHUTTER THEIL WEALTH ADVISORS, LLC
$123M
Top holdings
1
ISHARES TR
$31.7M
2
FIDELITY COVINGTON TRUST
$17.2M
3
SCHWAB STRATEGIC TR
$16.3M
ARBOR CAPITAL MANAGEMENT INC
$123M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$8.13M
2
ABBVIE INC
$5.63M
3
ARK ETF TR
$3.65M
MONEDA S.A. ADMINISTRADORA GENERAL DE FONDOS
$123M
Top holdings
1
MERCADOLIBRE INC
$41.9M
2
ISHARES TR
$16.1M
3
VALE S A
$11.6M
OSBON CAPITAL MANAGEMENT LLC
$123M
Top holdings
1
VANGUARD INDEX FDS
$18.3M
2
VANGUARD WORLD FD
$13.7M
3
ISHARES TR
$12.5M
FOX FINANCIAL, INC
$123M
Top holdings
1
ISHARES TR
$37M
2
WISDOMTREE TR
$28.5M
3
SPDR SERIES TRUST
$24.6M
CLARITY WEALTH DEVELOPMENT LLC
$123M
Top holdings
1
DIMENSIONAL ETF TRUST
$37.1M
2
VANGUARD INDEX FDS
$24.5M
3
VANGUARD TAX-MANAGED FDS
$14.1M
VIRTUS FIXED INCOME ADVISERS, LLC
$123M
Top holdings
1
VIRTUS ETF TR II
$99.3M
2
CABLE ONE INC
$10.1M
3
SPDR SERIES TRUST
$5.86M
LAKESHORE CAPITAL GROUP, INC.
$123M
Top holdings
1
ISHARES TR
$38.7M
2
INVESCO QQQ TR
$10M
3
FIDELITY MERRIMACK STR TR
$5.07M
ARBORFI ADVISORS, LLC
$122M
Top holdings
1
DIMENSIONAL ETF TRUST
$31.5M
2
ISHARES TR
$25.1M
3
SPDR SERIES TRUST
$21.4M
SANKALA GROUP LLC
$122M
Top holdings
1
ISHARES TR
$25.5M
2
WISDOMTREE TR
$7.7M
3
SPDR SERIES TRUST
$5.85M
FIRST FINANCIAL GROUP CORP
$122M
Top holdings
1
DIMENSIONAL ETF TRUST
$61.5M
2
JANUS DETROIT STR TR
$6.89M
3
MICROSOFT CORP
$6.43M
A4 WEALTH ADVISORS LLC
$122M
Top holdings
1
ISHARES TR
$29.1M
2
BLACKROCK ETF TRUST
$26M
3
VANGUARD INDEX FDS
$6.83M
SEMITAM BONAM LLC
$122M
Top holdings
1
ISHARES TR
$43.8M
2
DIMENSIONAL ETF TRUST
$20.8M
3
VANGUARD INDEX FDS
$17.1M
REYES FINANCIAL ARCHITECTURE, INC.
$122M
Top holdings
1
WISDOMTREE TR
$23.6M
2
SPDR SERIES TRUST
$14.6M
3
SELECT SECTOR SPDR TR
$14.5M
DYNAMIC FINANCIAL GROUP
$122M
Top holdings
1
ISHARES TR
$63.2M
2
JANUS DETROIT STR TR
$20.5M
3
DEERE & CO
$5.02M
ROGER WITTLIN INVESTMENT ADVISORY, LLC
$122M
Top holdings
1
ISHARES TR
$37.1M
2
VANGUARD INDEX FDS
$30.2M
3
SCHWAB STRATEGIC TR
$8.89M
ATHENA WEALTH MANAGEMENT, LLC
$122M
Top holdings
1
FIDELITY MERRIMACK STR TR
$37M
2
ISHARES TR
$4.55M
3
PUTNAM ETF TRUST
$3.5M
GARTON & ASSOCIATES FINANCIAL ADVISORS LLC
$122M
Top holdings
1
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
$8.2M
2
FIDELITY BLUE CHIP GROWTH
$5.23M
3
APPLE INC
$5.09M
KARANI ASSET MANAGEMENT LLC
$122M
Top holdings
1
NVIDIA CORPORATION
$10.9M
2
APPLE INC
$10.5M
3
ALPHABET INC
$8.68M
