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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
BNC WEALTH MANAGEMENT, LLC
$360M
Top holdings
1
NVIDIA CORPORATION
$19.5M
2
AMAZON COM INC
$17.9M
3
APPLE INC
$17.9M
BOND & DEVICK FINANCIAL NETWORK, INC.
$358M
Top holdings
1
ISHARES TR
$103M
2
SCHWAB STRATEGIC TR
$47.6M
3
INVESCO EXCHANGE TRADED FD T
$38.2M
BIGSUR WEALTH MANAGEMENT LLC
$356M
Top holdings
1
ISHARES TR
$43.6M
2
STATE STR SPDR S&P 500 ETF T
$25.5M
3
BERKSHIRE HATHAWAY INC DEL
$22.8M
BEIRNE WEALTH CONSULTING SERVICES, LLC
$354M
Top holdings
1
ISHARES TR
$184M
2
VANGUARD INDEX FDS
$43.7M
3
VANGUARD TAX-MANAGED FDS
$30.4M
BCWM, LLC
$353M
Top holdings
1
AMERICAN CENTY ETF TR
$21.1M
2
ISHARES GOLD TR
$20.9M
3
ISHARES TR
$19.9M
BRIDGEPORT FINANCIAL SOLUTIONS, LLC
$353M
Top holdings
1
ISHARES TR
$95M
2
J P MORGAN EXCHANGE TRADED F
$27.7M
3
VANGUARD INDEX FDS
$26.7M
BROWN MILLER WEALTH MANAGEMENT, LLC
$352M
Top holdings
1
NVIDIA CORPORATION
$46.2M
2
APPLE INC
$28M
3
MICROSOFT CORP
$15.8M
BRUCE & CO., INC.
$350M
Top holdings
1
NEXTERA ENERGY
$27.9M
2
ABBVIE INC
$26.6M
3
ALLSTATE CORP
$25.6M
BOUVEL INVESTMENT PARTNERS, LLC
$345M
Top holdings
1
PIMCO ETF TR
$25.8M
2
ISHARES TR
$24.2M
3
MORGAN STANLEY ETF TRUST
$13.2M
BALLAST ADVISORS LLC
$344M
Top holdings
1
SCHWAB STRATEGIC TR
$149M
2
ISHARES TR
$29.7M
3
APPLE INC
$19.3M
BELL ASSET MANAGEMENT LTD
$340M
Top holdings
1
NVIDIA CORPORATION
$32.1M
2
MICROSOFT CORP
$23.3M
3
ALPHABET INC
$21.9M
BRILLIANCE ASSET MANAGEMENT LTD
$339M
Top holdings
1
PDD HOLDINGS INC
$72M
2
KANZHUN LIMITED
$66.7M
3
FULL TRUCK ALLIANCE CO LTD
$54.1M
BRIGHTLINE CAPITAL MANAGEMENT, LLC
$338M
Top holdings
1
VIASAT INC
$96.2M
2
CONSTELLIUM SE
$45.4M
3
DANA INC
$38.7M
BARON WEALTH MANAGEMENT LLC
$334M
Top holdings
1
ISHARES TR
$83.2M
2
FRANKLIN TEMPLETON ETF TR
$29.4M
3
MFS ACTIVE EXCHANGE TRADED F
$29M
BAKER BOYER NATIONAL BANK
$333M
Top holdings
1
DIMENSIONAL ETF TRUST
$177M
2
VANGUARD MUN BD FDS
$58.5M
3
FIDELITY MERRIMACK STR TR
$18.7M
BEAR MOUNTAIN CAPITAL, INC.
$333M
Top holdings
1
VANGUARD INDEX FDS
$119M
2
ISHARES TR
$80.9M
3
VANGUARD SCOTTSDALE FDS
$46.4M
BLUESHIFT ASSET MANAGEMENT, LLC
$330M
Top holdings
1
ISHARES TR
$29.5M
2
STATE STR SPDR S&P 500 ETF T
$8.06M
3
ETSY INC
$4.52M
BCS PRIVATE WEALTH MANAGEMENT, INC.
$329M
Top holdings
1
ISHARES TR
$41.1M
2
2023 ETF SERIES TRUST
$40.5M
3
BERKSHIRE HATHAWAY INC DEL
$12.4M
B.O.S.S. RETIREMENT ADVISORS, LLC
$328M
Top holdings
1
SPDR SERIES TRUST
$70M
2
ISHARES TR
$42.5M
3
VANGUARD INDEX FDS
$22.1M
BASTION ASSET MANAGEMENT INC.
$328M
Top holdings
1
VIATRIS INC
$21M
2
GENUINE PARTS CO
$17M
3
ANGIODYNAMICS INC
$14.1M
