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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
BALEFIRE, LLC
$531M
Top holdings
1
SPDR SERIES TRUST
$68.5M
2
ISHARES TR
$67.4M
3
VANGUARD INDEX FDS
$19.3M
BAKER CHAD R
$530M
Top holdings
1
APPLE INC
$44.1M
2
ALPHABET INC
$35.8M
3
ANALOG DEVICES INC
$24.5M
BERNARDO WEALTH PLANNING LLC
$511M
Top holdings
1
ISHARES TR
$141M
2
VANGUARD WORLD FD
$69.1M
3
VANGUARD SCOTTSDALE FDS
$54M
BETTERWEALTH, LLC
$510M
Top holdings
1
DIMENSIONAL ETF TRUST
$204M
2
VANGUARD BD INDEX FDS
$59.6M
3
VANGUARD INSTL INDEX FD
$49.6M
BRICKTOWN CAPITAL, LLC
$508M
Top holdings
1
ISHARES TR
$397M
2
SPDR SERIES TRUST
$45.2M
3
VANGUARD INDEX FDS
$22.1M
BCM ADVISORS, LLC
$507M
Top holdings
1
VANGUARD BD INDEX FDS
$96.8M
2
SPDR GOLD TR
$80.1M
3
DIMENSIONAL ETF TRUST
$63.2M
BRIGHT ROCK CAPITAL MANAGEMENT, LLC
$506M
Top holdings
1
ALPHABET INC
$30.2M
2
MICROSOFT CORP
$23.7M
3
ISHARES TR
$19.4M
BEDELL FRAZIER INVESTMENT COUNSELLING, LLC
$495M
Top holdings
1
APPLE INC
$41.4M
2
ALPHABET INC
$28.8M
3
SPDR GOLD TR
$27.9M
BROAD PEAK INVESTMENT ADVISERS PTE LTD
$493M
Top holdings
1
UNITY SOFTWARE INC
$58M
2
BROADCOM INC
$57.3M
3
NVIDIA CORPORATION
$56.3M
BLUE ZONE WEALTH ADVISORS, LLC
$491M
Top holdings
1
ALPHABET INC
$35M
2
INVESCO QQQ TR
$33.8M
3
AMAZON COM INC
$32.2M
BCS WEALTH MANAGEMENT
$490M
Top holdings
1
SCHWAB STRATEGIC TR
$78.9M
2
VANGUARD INDEX FDS
$73.4M
3
INVESCO EXCH TRD SLF IDX FD
$69.5M
BERKSHIRE BANK
$488M
Top holdings
1
ISHARES TR
$71.1M
2
VANGUARD SCOTTSDALE FDS
$62.5M
3
STATE STR SPDR S&P 500 ETF T
$42.5M
BOCHK ASSET MANAGEMENT LTD
$483M
Top holdings
1
NVIDIA CORPORATION
$34.7M
2
MICROSOFT CORP
$33.4M
3
APPLE INC
$30.3M
BRIDGEWEALTH ADVISORY GROUP, LLC
$482M
Top holdings
1
VANGUARD INSTL INDEX FD
$60.4M
2
VANGUARD INDEX FDS
$48.8M
3
PIMCO ETF TR
$43.4M
BENEDICT FINANCIAL ADVISORS INC
$480M
Top holdings
1
APPLE INC
$21.4M
2
JOHNSON & JOHNSON
$15M
3
ALTRIA GROUP INC
$14.4M
BEACON HARBOR WEALTH ADVISORS, INC.
$477M
Top holdings
1
VANGUARD INDEX FDS
$54.4M
2
VANGUARD BD INDEX FDS
$33.2M
3
ISHARES TR
$21.2M
BROOKLYN FI, LLC
$476M
Top holdings
1
ISHARES TR
$115M
2
VANGUARD INDEX FDS
$113M
3
VANGUARD TAX-MANAGED FDS
$46.8M
BREGAL SAGEMOUNT IV GENERAL PARTNER JERSEY LTD
$472M
Top holdings
1
NEPTUNE INS HLDGS INC
$472M
BUILDER INVESTMENT GROUP INC
$461M
Top holdings
1
NVIDIA CORPORATION
$137M
2
DIMENSIONAL ETF TRUST
$69.3M
3
ELI LILLY & CO
$24M
B. RILEY FINANCIAL, INC.
$456M
Top holdings
1
BABCOCK & WILCOX ENTERPRISES
$403M
2
DOUBLEDOWN INTERACTIVE CO LT
$29.3M
3
SEQUANS COMMUNICATIONS S A
$4.45M
