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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
MARRICK WEALTH, LLC
$119M
Top holdings
1
DIMENSIONAL ETF TRUST
$79.7M
2
AMERICAN CENTY ETF TR
$26.9M
3
ISHARES TR
$1.91M
HARBOR ASSET PLANNING, INC.
$119M
Top holdings
1
ISHARES TR
$20.7M
2
VANGUARD INDEX FDS
$15.6M
3
SCHWAB STRATEGIC TR
$12M
TAO CAPITAL MANAGEMENT LP
$119M
Top holdings
1
TWIST BIOSCIENCE CORP
$39.4M
2
TESLA INC
$32.1M
3
OUSTER INC
$15.5M
SCHAEFFER FINANCIAL LLC
$119M
Top holdings
1
SCHWAB STRATEGIC TR
$55.7M
2
ISHARES TR
$34.7M
3
SPDR INDEX SHS FDS
$19M
M WEALTH MANAGEMENT, LLC
$119M
Top holdings
1
DIMENSIONAL ETF TRUST
$39.4M
2
PGIM ETF TR
$14M
3
SSGA ACTIVE ETF TR
$11.1M
MCCARTNEY WEALTH MANAGEMENT LLC
$119M
Top holdings
1
DIMENSIONAL ETF TRUST
$47.9M
2
AMERICAN CENTY ETF TR
$41M
3
ISHARES TR
$12M
HUDSON PORTFOLIO MANAGEMENT LLC
$119M
Top holdings
1
ISHARES TR
$19.7M
2
ALPHABET INC
$7.04M
3
ISHARES INC
$5.98M
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC
$119M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$21.4M
2
NVIDIA CORPORATION
$7.83M
3
ALPHABET INC
$7.8M
STONEBRIDGE FINANCIAL GROUP, LLC MO
$119M
Top holdings
1
ISHARES TR
$13.9M
2
NVIDIA CORPORATION
$5.45M
3
APPLE INC
$5.03M
KANE CO WEALTH MANAGEMENT, INC.
$119M
Top holdings
1
DIMENSIONAL ETF TRUST
$95.8M
2
AMERICAN CENTY ETF TR
$12.9M
3
WISDOMTREE TR
$3.73M
KEENAN, LLC
$119M
Top holdings
1
ISHARES TR
$60.2M
2
FIDELITY COVINGTON TRUST
$25.6M
3
CAPITAL GROUP DIVIDEND VALUE
$10.8M
CLIENTFIRST WEALTH MANAGEMENT, LLC
$118M
Top holdings
1
DILLARDS INC
$61.8M
2
ISHARES TR
$24.5M
3
STATE STR SPDR S&P 500 ETF T
$5.17M
WORLDLY PARTNERS MANAGEMENT, LLC
$118M
Top holdings
1
FLOOR & DECOR HLDGS INC
$67.5M
2
COSTCO WHOLESALE CORPORATION
$49.7M
3
CARDLYTICS INC
$1.22M
WASHINGTON CAPITAL MANAGEMENT, INC
$118M
Top holdings
1
VANGUARD INDEX FDS
$28.6M
2
STATE STR SPDR DOW JONES IND
$9.96M
3
STATE STR SPDR S&P 500 ETF T
$8.89M
ELM3 FINANCIAL GROUP, LLC
$118M
Top holdings
1
AMAZON COM INC
$7.65M
2
FIDELITY COVINGTON TRUST
$7.45M
3
NVIDIA CORPORATION
$7.21M
TOPOR & CO. KOREA
$118M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$43.5M
2
ISHARES TR
$27.8M
3
VANGUARD INDEX FDS
$25M
C2C WEALTH MANAGEMENT, LLC
$118M
Top holdings
1
ISHARES TR
$26.6M
2
APPLE INC
$9.94M
3
SELECT SECTOR SPDR TR
$9.85M
AVENTUS INVESTMENT ADVISORS, INC.
$118M
Top holdings
1
ISHARES TR
$56.6M
2
SELECT SECTOR SPDR TR
$15.4M
3
INVESCO EXCHANGE TRADED FD T
$9.36M
NORTH CAPITAL, INC.
$118M
Top holdings
1
SPDR SERIES TRUST
$33.9M
2
DIMENSIONAL ETF TRUST
$26.2M
3
APPLE INC
$4.26M
PARAGON CAPITAL MANAGEMENT INC
$118M
Top holdings
1
ISHARES TR
$28.4M
2
SPDR SERIES TRUST
$7.77M
3
JANUS DETROIT STR TR
$5.87M
