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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
4WEALTH ADVISORS, INC.
$117M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$8.8M
2
ISHARES TR
$8.5M
3
SPDR SERIES TRUST
$7.67M
JOSH ARNOLD INVESTMENT CONSULTANT, LLC
$117M
Top holdings
1
APPLE INC
$79M
2
AMAZON COM INC
$18.3M
3
THE ONCOLOGY INSTITUTE INC
$7.57M
LIBERTY ATLANTIC ADVISORS LLC
$117M
Top holdings
1
INNOVATOR ETFS TRUST
$69.2M
2
ISHARES TR
$21.7M
3
JANUS DETROIT STR TR
$4.8M
FAIRMAN GROUP, LLC
$117M
Top holdings
1
ISHARES TR
$36.2M
2
ACCENTURE PLC IRELAND
$17.3M
3
VANGUARD TAX-MANAGED FDS
$9.3M
ANDAR CAPITAL MANAGEMENT HK LTD
$117M
Top holdings
1
TOWER SEMICONDUCTOR LTD
$22.8M
2
ONTO INNOVATION INC
$16M
3
SEMTECH CORP
$15.1M
BARDEN CAPITAL MANAGEMENT, INC.
$117M
Top holdings
1
SCHWAB STRATEGIC TR
$30.8M
2
SPDR SERIES TRUST
$11.8M
3
SPDR INDEX SHS FDS
$5.82M
LEO H. EVART, INC.
$117M
Top holdings
1
SCHWAB STRATEGIC TR
$23M
2
ISHARES TR
$21.2M
3
VANGUARD INDEX FDS
$17.8M
ORVIETO PARTNERS, L.P.
$117M
Top holdings
1
PENN ENTERTAINMENT INC
$9.67M
2
BRIGHTSTAR LOTTERY PLC
$9.6M
3
CHURCHILL DOWNS INC
$8.6M
APS MANAGEMENT GROUP, INC.
$117M
Top holdings
1
GLOBAL X FDS
$24.6M
2
DIMENSIONAL ETF TRUST
$19.9M
3
FIRST TR EXCHANGE-TRADED FD
$16.4M
FREMEN CAPITAL MANAGEMENT LP
$117M
Top holdings
1
MICROSOFT CORP
$19.8M
2
AMAZON COM INC
$13.5M
3
ALPHABET INC
$13.1M
DB FITZPATRICK & CO, INC
$117M
Top holdings
1
ISHARES TR
$46.1M
2
VANGUARD SCOTTSDALE FDS
$5.62M
3
VANGUARD INDEX FDS
$4.68M
ULLAND INVESTMENT ADVISORS, LLC
$117M
Top holdings
1
ALPHABET INC
$12.7M
2
J P MORGAN EXCHANGE TRADED F
$11.6M
3
NVIDIA CORPORATION
$9.28M
ETHOS CAPITAL MANAGEMENT, INC.
$117M
Top holdings
1
ISHARES TR
$27.4M
2
VANGUARD BD INDEX FDS
$10.2M
3
BROADCOM INC
$4.08M
SMITH ASSET MANAGEMENT CO., LLC
$117M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$7.45M
2
NUVEEN PFD & INCOME OPPORTUN
$6.87M
3
VANGUARD WORLD FD
$6.5M
GODFREY FINANCIAL ASSOCIATES, INC.
$117M
Top holdings
1
ISHARES TR
$74.5M
2
SCHWAB STRATEGIC TR
$2.8M
3
NVIDIA CORPORATION
$1.76M
SEVERIN INVESTMENTS, LLC
$116M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$7M
2
ISHARES TR
$6.82M
3
VANGUARD SCOTTSDALE FDS
$4.08M
RUNNYMEDE CAPITAL ADVISORS, INC.
$116M
Top holdings
1
ISHARES TR
$15M
2
PROSHARES TR
$12M
3
ALPHABET INC
$8.31M
JOURNEY BEYOND WEALTH, LLC
$116M
Top holdings
1
VANGUARD INDEX FDS
$53.8M
2
VANGUARD INTL EQUITY INDEX F
$20.8M
3
ISHARES TR
$8.8M
MCKINNEY CAPITAL MANAGEMENT, LLC
$116M
Top holdings
1
FIRST TR EXCHNG TRADED FD VI
$43.1M
2
NORTHERN LTS FD TR III
$16.1M
3
APPLE INC
$8.62M
INVESTMENT MANAGEMENT CORP
$116M
Top holdings
1
INNOVATOR ETFS TRUST
$24.1M
2
LOWES COS INC
$22.9M
3
INVESCO EXCHANGE TRADED FD T
$14.5M
