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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
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
$210M
Top holdings
1
SCHWAB STRATEGIC TR
$21.1M
2
TESLA INC
$18.3M
3
SELECT SECTOR SPDR TR
$15.7M
BYRNE FINANCIAL FREEDOM, LLC
$209M
Top holdings
1
AMAZON COM INC
$18.7M
2
ALPHABET INC
$18.1M
3
ARK ETF TR
$13.2M
BERNZOTT CAPITAL ADVISORS
$209M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$14.5M
2
ARCHROCK INC
$8.68M
3
MP MATERIALS CORP
$8.43M
BEARTOWN CAPITAL MANAGEMENT, LLC
$209M
Top holdings
1
TERAWULF INC
$29.9M
2
CLEANSPARK INC
$27.7M
3
CORE SCIENTIFIC INC NEW
$21.7M
BLACKDIAMOND WEALTH MANAGEMENT, LLC
$208M
Top holdings
1
ISHARES TR
$19.7M
2
WISDOMTREE TR
$15M
3
SPDR SERIES TRUST
$11.6M
BDFS CAPITAL LLC
$208M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$67.2M
2
DIMENSIONAL ETF TRUST
$46.4M
3
ISHARES TR
$15.6M
BIRCHCREEK WEALTH MANAGEMENT, LLC
$208M
Top holdings
1
ISHARES TR
$78M
2
DIMENSIONAL ETF TRUST
$17.1M
3
SPDR SERIES TRUST
$15.9M
BRIGHTON SECURITIES CORP.
$208M
Top holdings
1
VANGUARD INDEX FDS
$105M
2
VANGUARD BD INDEX FDS
$38.2M
3
SPDR INDEX SHS FDS
$30.9M
BANK OF JACKSON HOLE TRUST
$207M
Top holdings
1
ISHARES TR
$52.2M
2
VANGUARD INDEX FDS
$9.45M
3
APPLE INC
$8.14M
BIRCHBROOK, INC.
$204M
Top holdings
1
ISHARES TR
$61.1M
2
VANGUARD SCOTTSDALE FDS
$37.1M
3
VANGUARD TAX-MANAGED FDS
$12.6M
BRENDEL FINANCIAL ADVISORS LLC
$202M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$14.1M
2
SHERWIN WILLIAMS CO
$10.7M
3
ISHARES TR
$8.68M
BULL STREET ADVISORS, LLC
$202M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$18.9M
2
JOHNSON & JOHNSON
$11.3M
3
APPLE INC
$9.34M
BROWN FINANCIAL ADVISORY
$202M
Top holdings
1
SPDR SERIES TRUST
$84.8M
2
VANGUARD INDEX FDS
$38.3M
3
DIMENSIONAL ETF TRUST
$27.7M
BELLEVUE ASSET MANAGEMENT, LLC
$200M
Top holdings
1
MICROSOFT CORP
$48.3M
2
FIRST TR EXCHANGE-TRADED FD
$17.7M
3
J P MORGAN EXCHANGE TRADED F
$14.4M
BEECH HILL ADVISORS, INC.
$200M
Top holdings
1
SELECT SECTOR SPDR TR
$13.9M
2
BLACKSTONE INC
$7.06M
3
APPLE INC
$6.02M
BROOKS, MOORE & ASSOCIATES, INC.
$199M
Top holdings
1
JPMORGAN CHASE & CO
$7.9M
2
JOHNSON & JOHNSON
$7.78M
3
VANGUARD INDEX FDS
$7.47M
BRUCKE FINANCIAL, INC.
$197M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$27M
2
VANGUARD TAX-MANAGED FDS
$23.5M
3
PGIM ROCK ETF TR
$18.9M
BARNES WEALTH MANAGEMENT GROUP, INC
$197M
Top holdings
1
ISHARES TR
$52.8M
2
BLACKROCK ETF TRUST
$17.2M
3
PIMCO ETF TR
$15.4M
BANKPLUS WEALTH MANAGEMENT LLC
$194M
Top holdings
1
ISHARES TR
$73.6M
2
J P MORGAN EXCHANGE TRADED F
$26M
3
VANGUARD BD INDEX FDS
$5.97M
BOSTONPREMIER WEALTH LLC
$194M
Top holdings
1
VANGUARD INDEX FDS
$56.2M
2
ISHARES TR
$34.7M
3
INVESCO QQQ TR
$27.7M
