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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
MICHELSON MEDICAL RESEARCH FOUNDATION, INC.
$98.5M
Top holdings
1
ISHARES TR
$22.5M
2
ISHARES INC
$12.4M
3
VAIL RESORTS INC
$11M
WESTERN PACIFIC WEALTH MANAGEMENT, LP
$98.4M
Top holdings
1
VANGUARD SPECIALIZED FUNDS
$11.5M
2
VANGUARD WHITEHALL FDS
$11M
3
ALPHABET INC
$9.88M
CLOSED-END FUND ADVISORS, INC.
$98.3M
Top holdings
1
KAYNE ANDERSON ENERGY INFRST
$4.32M
2
BLUEROCK PVT REAL ESTATE FD
$2.96M
3
TORTOISE ENERGY INFRSTRCTR C
$2.35M
INKWELL CAPITAL LLC
$98.2M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$6.68M
2
ALPHABET INC
$6.19M
3
MARKEL GROUP INC
$4.92M
OAKMONT ADVISORY GROUP, LLC
$98.2M
Top holdings
1
VANGUARD INDEX FDS
$15.8M
2
ISHARES TR
$8.44M
3
DIMENSIONAL ETF TRUST
$8.09M
SULZBERGER CAPITAL ADVISORS, INC.
$98M
Top holdings
1
ISHARES TR
$24.6M
2
J P MORGAN EXCHANGE TRADED F
$9.74M
3
VANGUARD INDEX FDS
$8.32M
THAYER FINANCIAL, L.L.C.
$98M
Top holdings
1
VANGUARD INDEX FDS
$34.7M
2
DIMENSIONAL ETF TRUST
$25M
3
CAPITAL GRP FIXED INCM ETF T
$18.1M
WALSKY INVESTMENT MANAGEMENT, INC.
$98M
Top holdings
1
MICROSOFT CORP
$5.46M
2
ELI LILLY & CO
$5.18M
3
VISA INC
$5.08M
ADVISORY ADVOCATES, LLC
$97.9M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$7M
2
ISHARES TR
$3.94M
3
VANGUARD INDEX FDS
$3.89M
EBERT CAPITAL MANAGEMENT INC.
$97.9M
Top holdings
1
SPDR SERIES TRUST
$20.3M
2
NVIDIA CORPORATION
$18.6M
3
INVESCO QQQ TR
$14.3M
UNIFIED INVESTMENT MANAGEMENT
$97.9M
Top holdings
1
ISHARES TR
$9.66M
2
GENUINE PARTS CO
$5.97M
3
PACER FDS TR
$4.38M
WULFF, HANSEN & CO.
$97.9M
Top holdings
1
AMAZON COM INC
$4.11M
2
RTX CORPORATION
$4.09M
3
APPLE INC
$3.8M
WHITFORD MANAGEMENT LLC
$97.9M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$39.3M
2
ISHARES TR
$9.74M
3
INVESCO EXCHANGE TRADED FD T
$5.09M
FINANCIAL NETWORK WEALTH ADVISORS LLC
$97.7M
Top holdings
1
SPDR SERIES TRUST
$16.2M
2
FIRST TR EXCHNG TRADED FD VI
$15.7M
3
INNOVATOR ETFS TRUST
$9.03M
GLP HOLDINGS LLLP
$97.7M
Top holdings
1
APPLE INC
$93.3M
2
BANK AMERICA CORP
$3.11M
3
DISNEY WALT CO
$742k
URBAN WEALTH MANAGEMENT, LLC
$97.7M
Top holdings
1
ISHARES TR
$13.9M
2
APPLE INC
$13.8M
3
NVIDIA CORPORATION
$8.27M
CSP FINANCIAL GROUP, LLC
$97.7M
Top holdings
1
DIMENSIONAL ETF TRUST
$96.3M
2
VANGUARD INDEX FDS
$1.34M
BLUEBIRD WEALTH MANAGEMENT LLC
$97.7M
Top holdings
1
APPLE INC
$4.38M
2
NVIDIA CORPORATION
$4.27M
3
MICROSOFT CORP
$3.04M
VILLANOVA INVESTMENT MANAGEMENT CO LLC
$97.6M
Top holdings
1
NCR ATLEOS CORPORATION
$4.59M
2
BANK OZK LITTLE ROCK ARK
$4.23M
3
EURONET WORLDWIDE INC
$3.29M
BROADHURST JEFFREY B
$97.6M
Top holdings
1
DIMENSIONAL ETF TRUST
$91.1M
2
GLOBUS MED INC
$1.99M
3
BITWISE BITCOIN ETF TR
$868k
