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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
BERNARD WEALTH MANAGEMENT CORP.
$234M
Top holdings
1
SCHWAB STRATEGIC TR
$51.7M
2
NVIDIA CORPORATION
$36.7M
3
ISHARES TR
$22.7M
BURK HOLDINGS LLC
$233M
Top holdings
1
DIMENSIONAL ETF TRUST
$147M
2
AMERICAN CENTY ETF TR
$39.8M
3
SCHWAB STRATEGIC TR
$5.4M
BANYAN CAPITAL MANAGEMENT, INC.
$232M
Top holdings
1
MARKEL GROUP INC
$21.2M
2
BERKSHIRE HATHAWAY INC DEL
$19.4M
3
PHINIA INC
$17.5M
BAUGH & ASSOCIATES, LLC
$232M
Top holdings
1
APPLE INC
$15.7M
2
MICROSOFT CORP
$14.7M
3
WALMART INC
$11.2M
BRENTVIEW INVESTMENT MANAGEMENT LLC
$231M
Top holdings
1
MICROSOFT CORP
$13.3M
2
CME GROUP INC
$12.6M
3
APPLE INC
$11.8M
BARNES PETTEY FINANCIAL ADVISORS, LLC
$229M
Top holdings
1
CAPITAL GROUP GROWTH ETF
$33.2M
2
FIRST TR EXCHANGE TRADED FD
$14.6M
3
VANGUARD INDEX FDS
$12.4M
BLUECHIP WEALTH ADVISORS LLC
$228M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$26.9M
2
ISHARES TR
$25.5M
3
VANGUARD BD INDEX FDS
$14.7M
BROGAN FINANCIAL, INC.
$227M
Top holdings
1
ETF SER SOLUTIONS
$142M
2
INVESCO EXCHANGE TRADED FD T
$26.3M
3
DIMENSIONAL ETF TRUST
$25.1M
BANCFIRST TRUST & INVESTMENT MANAGEMENT
$226M
Top holdings
1
BANCFIRST CORP
$94.1M
2
EXXON MOBIL CORP
$56.4M
3
VANGUARD INDEX FDS
$28.7M
BOIT C F DAVID
$225M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$15.2M
2
EXXON MOBIL CORP
$14.3M
3
MICROSOFT CORP
$12.1M
BALLAST ASSET MANAGEMENT, LP
$225M
Top holdings
1
NATURAL RESOURCE PARTNERS LP
$9.18M
2
ECOVYST INC
$7.13M
3
AZZ INC
$7.01M
BEATON MANAGEMENT CO. INC.
$225M
Top holdings
1
NVIDIA CORPORATION
$10.3M
2
APPLE INC
$7.57M
3
EXXON MOBIL CORP
$7.11M
BEAUMONT ASSET MANAGEMENT, L.L.C.
$222M
Top holdings
1
ISHARES TR
$89.2M
2
VANECK ETF TRUST
$18.6M
3
VANGUARD INDEX FDS
$11.7M
BRAVERA WEALTH
$222M
Top holdings
1
VANGUARD INDEX FDS
$64M
2
SCHWAB STRATEGIC TR
$23.6M
3
FIDELITY COVINGTON TRUST
$14.3M
BONTEMPO OHLY CAPITAL MGMT LLC
$222M
Top holdings
1
ISHARES TR
$109M
2
VERIZON COMMUNICATIONS INC
$5.89M
3
TARGET CORP
$5.44M
BANDERA PARTNERS LLC
$221M
Top holdings
1
JOINT CORP
$34.8M
2
STAR GROUP LP
$33.7M
3
AMKOR TECHNOLOGY INC
$31.2M
BURRUS FINANCIAL SERVICES, INC.
$218M
Top holdings
1
VANGUARD BD INDEX FDS
$79.5M
2
VANGUARD INDEX FDS
$51M
3
VANGUARD STAR FDS
$31.8M
BRIGHT FINANCIAL ADVISORS, INC.
$218M
Top holdings
1
ISHARES TR
$76.2M
2
SPDR GOLD TR
$23.8M
3
INVESCO EXCHANGE TRADED FD T
$20.9M
BLUEDOOR PRIVATE WEALTH, LLC
$216M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$29.6M
2
ISHARES TR
$25M
3
VANGUARD INDEX FDS
$13.7M
BLUE SQUARE ASSET MANAGEMENT, LLC
$211M
Top holdings
1
ISHARES TR
$34.9M
2
SCHWAB STRATEGIC TR
$17.9M
3
GOLDMAN SACHS ETF TR
$14.8M
