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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
AMERICAN WEALTH ADVISORS, LLC
$96M
Top holdings
1
ISHARES TR
$86.4M
2
VANGUARD INDEX FDS
$3.73M
3
STATE STR SPDR DOW JONES IND
$1.88M
E6 PORTFOLIOS, LLC
$95.9M
Top holdings
1
DIMENSIONAL ETF TRUST
$56.8M
2
JANUS DETROIT STR TR
$7.26M
3
BLACKROCK ETF TRUST II
$6.98M
ORCHARD CAPITAL MANAGEMENT, LLC
$95.9M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$19.5M
2
BANCORP INC DEL
$6.49M
3
FTAI INFRASTRUCTURE INC
$4.03M
OREGON PACIFIC WEALTH MANAGEMENT, LLC
$95.8M
Top holdings
1
EA SERIES TRUST
$19.7M
2
ISHARES TR
$9.45M
3
SPDR INDEX SHS FDS
$6.94M
IFC & INSURANCE MARKETING, INC.
$95.8M
Top holdings
1
SCHWAB STRATEGIC TR
$17.1M
2
INVESCO EXCH TRADED FD TR II
$14.7M
3
FIRST TR EXCHANGE-TRADED FD
$7.65M
FORTRESS FINANCIAL SOLUTIONS, LLC
$95.7M
Top holdings
1
ISHARES TR
$26.4M
2
VANGUARD SCOTTSDALE FDS
$15M
3
INVESCO QQQ TR
$10.9M
RED REEF ADVISORS LLC
$95.5M
Top holdings
1
ISHARES TR
$16.9M
2
SCHWAB STRATEGIC TR
$11.4M
3
INNOVATOR ETFS TRUST
$9.68M
SFI ADVISORS, LLC
$95.2M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$17.8M
2
ISHARES TR
$17.3M
3
SPDR SERIES TRUST
$11.4M
PACIFIC EXCEL WEALTH ADVISORS, INC.
$95.1M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$17.8M
2
ISHARES TR
$10.9M
3
FIRST TR EXCHNG TRADED FD VI
$8.88M
HELIOS CAPITAL MANAGEMENT PTE. LTD
$95.1M
Top holdings
1
SPDR GOLD TR
$13.8M
2
ALPHABET INC
$10.1M
3
INVESCO EXCH TRADED FD TR II
$9.5M
PREMIER PRIVATE WEALTH MANAGEMENT LLC
$94.8M
Top holdings
1
SPDR SERIES TRUST
$16.1M
2
ISHARES TR
$12.6M
3
WISDOMTREE TR
$11.2M
SADDLEROCK CAPITAL MANAGEMENT LLC
$94.8M
Top holdings
1
JOHNSON CONTROLS INTERNATION
$9.25M
2
3M CO
$8.67M
3
COHERENT CORP
$8.52M
AFLAC INC
$94.8M
Top holdings
1
TRUPANION INC
$93.1M
2
PAGAYA TECHNOLOGIES LTD
$1.53M
3
ETHOS TECHNOLOGIES INC
$99.4k
ANKERSTAR WEALTH, LLC
$94.7M
Top holdings
1
WISDOMTREE TR
$8.89M
2
J P MORGAN EXCHANGE TRADED F
$6.34M
3
ALPHABET INC
$6.31M
GALAXY DIGITAL CAPITAL MANAGEMENT GP LLC
$94.5M
Top holdings
1
RIOT PLATFORMS INC
$9.81M
2
CLEANSPARK INC
$7.52M
3
CIPHER DIGITAL INC
$6.51M
JCSD CAPITAL, LLC
$94.5M
Top holdings
1
SELECT SECTOR SPDR TR
$24.7M
2
ISHARES TR
$19.9M
3
COASTAL FINL CORP WA
$10.7M
BOXWOOD VENTURES, INC.
$94.3M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$12.7M
2
APPLE INC
$9.58M
3
NVIDIA CORPORATION
$9.4M
BOYER FINANCIAL SERVICES, INC.
$94.3M
Top holdings
1
CAPITAL GRP FIXED INCM ETF T
$14.2M
2
CAPITAL GROUP DIVIDEND GROWE
$10.7M
3
CAPITAL GROUP CORE BALANCED
$10.1M
SHELTER ROCK MANAGEMENT, LLC
$94.3M
Top holdings
1
ALPHABET INC
$8.07M
2
TAIWAN SEMICONDUCTOR MANUFAC
$7.98M
3
OREILLY AUTOMOTIVE INC
$7.42M
BRIGGS WEALTH MANAGEMENT, INC
$94.3M
Top holdings
1
VANGUARD INDEX FDS
$54.5M
2
VANGUARD STAR FDS
$7.39M
3
VANGUARD BD INDEX FDS
$6.29M
