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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
BARRETT & COMPANY, INC.
$291M
Top holdings
1
ISHARES TR
$78.4M
2
VANGUARD INDEX FDS
$47.9M
3
FIRST TR EXCHANGE-TRADED FD
$16.5M
BLUE WATER ASSET MANAGEMENT
$289M
Top holdings
1
VICTORY PORTFOLIOS II
$39M
2
J P MORGAN EXCHANGE TRADED F
$34.8M
3
PGIM ETF TR
$33.9M
BENNETT SELBY INVESTMENTS LP
$285M
Top holdings
1
ALPHABET INC
$41.9M
2
APPLE INC
$38.1M
3
META PLATFORMS INC
$20.3M
BEACON WEALTHCARE LLC
$284M
Top holdings
1
VANGUARD INDEX FDS
$147M
2
SCHWAB STRATEGIC TR
$50.5M
3
ISHARES TR
$48.9M
BANK OZK
$283M
Top holdings
1
APPLE INC
$15M
2
ELI LILLY & CO
$11M
3
NVIDIA CORPORATION
$10.7M
BLUESPHERE ADVISORS, LLC
$281M
Top holdings
1
ISHARES TR
$175M
2
SPDR SERIES TRUST
$7.26M
3
ALPHABET INC
$6.56M
BILTMORE WEALTH MANAGEMENT, LLC
$281M
Top holdings
1
SELECT SECTOR SPDR TR
$173M
2
PIMCO ETF TR
$40.3M
3
ISHARES TR
$15.6M
BORER DENTON & ASSOCIATES, INC.
$280M
Top holdings
1
MICROSOFT CORP
$23.2M
2
COSTCO WHOLESALE CORPORATION
$22.1M
3
BERKSHIRE HATHAWAY INC DEL
$22M
BALANCED WEALTH GROUP LLC
$279M
Top holdings
1
SPDR SERIES TRUST
$122M
2
INVESCO QQQ TR
$25.7M
3
SCHWAB STRATEGIC TR
$16.3M
BERKSHIRE CAPITAL HOLDINGS INC
$277M
Top holdings
1
NVIDIA CORPORATION
$27.6M
2
TAIWAN SEMICONDUCTOR MANUFAC
$25M
3
LUMENTUM HLDGS INC
$22.5M
BKM WEALTH MANAGEMENT, LLC
$274M
Top holdings
1
ISHARES TR
$51.1M
2
VANGUARD INDEX FDS
$23.6M
3
VANGUARD TAX-MANAGED FDS
$13M
BONNESS ENTERPRISES INC
$273M
Top holdings
1
PROGRESSIVE CORP
$102M
2
STRYKER CORPORATION
$21M
3
MICROSOFT CORP
$14.2M
BURNS MATTESON CAPITAL MANAGEMENT, LLC
$273M
Top holdings
1
CORNING INC
$43.4M
2
ISHARES TR
$39.2M
3
INVESCO EXCHANGE TRADED FD T
$24.4M
BLACKHAWK CAPITAL PARTNERS LLC.
$273M
Top holdings
1
SCHWAB STRATEGIC TR
$36.3M
2
VANGUARD SCOTTSDALE FDS
$14.5M
3
APPLE INC
$10.3M
BOURNE LENT ASSET MANAGEMENT INC
$272M
Top holdings
1
ALPHABET INC
$57.4M
2
APPLE INC
$32.5M
3
MICROSOFT CORP
$26.6M
BRYANT WOODS INVESTMENT ADVISORS, LLC
$272M
Top holdings
1
ISHARES TR
$128M
2
VANGUARD INDEX FDS
$28.4M
3
DIMENSIONAL ETF TRUST
$17.5M
BREAKWATER INVESTMENT MANAGEMENT
$269M
Top holdings
1
SCHWAB STRATEGIC TR
$53.3M
2
VANGUARD INDEX FDS
$43.5M
3
VANGUARD INTL EQUITY INDEX F
$21.4M
BCU WEALTH ADVISORS, LLC
$268M
Top holdings
1
DIMENSIONAL ETF TRUST
$207M
2
ISHARES TR
$36M
3
BLACKROCK ETF TRUST
$8.49M
BUCKHEAD CAPITAL MANAGEMENT LLC
$265M
Top holdings
1
APPLE INC
$12.7M
2
ALPHABET INC
$12.6M
3
MICROSOFT CORP
$11.4M
BEACON INVESTMENT ADVISORS LLC
$265M
Top holdings
1
APPLIED MATLS INC
$13.3M
2
BERKSHIRE HATHAWAY INC DEL
$12.7M
3
MICROSOFT CORP
$10.6M
