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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
CORE WEALTH ADVISORS, LLC
$130M
Top holdings
1
ISHARES TR
$61.1M
2
BLACKROCK ETF TRUST
$19.7M
3
J P MORGAN EXCHANGE TRADED F
$16.1M
CLIFFORD GROUP, LLC
$130M
Top holdings
1
VANGUARD INDEX FDS
$46.5M
2
ISHARES TR
$15.7M
3
VANGUARD WORLD FD
$15.3M
CLEAR POINT ADVISORS INC.
$129M
Top holdings
1
SCHWAB STRATEGIC TR
$20.5M
2
INNOVATOR ETFS TRUST
$15M
3
STATE STR CORP
$11.2M
CLEAR RETIREMENT ADVICE LLC
$127M
Top holdings
1
SCHWAB STRATEGIC TR
$21.9M
2
ISHARES TR
$20.4M
3
VANGUARD INDEX FDS
$18.3M
CONCORDE FINANCIAL CORP
$127M
Top holdings
1
EXXON MOBIL CORP
$9.48M
2
OCCIDENTAL PETE CORP
$9.02M
3
JPMORGAN CHASE & CO
$8.66M
CHESAPEAKE ASSET MANAGEMENT LLC
$126M
Top holdings
1
SPDR SERIES TRUST
$12.8M
2
ELI LILLY & CO
$8.56M
3
APPLE INC
$6.64M
CAUBLE & HARRE WEALTH MANAGEMENT, INC.
$126M
Top holdings
1
AMERICAN CENTY ETF TR
$22M
2
CAPITAL GRP FIXED INCM ETF T
$19.1M
3
J P MORGAN EXCHANGE TRADED F
$13.5M
CHALLENGER WEALTH MANAGEMENT
$125M
Top holdings
1
CAPITAL GROUP DIVIDEND VALUE
$20.2M
2
CAPITAL GROUP GROWTH ETF
$17.9M
3
CAPITAL GROUP CORE EQUITY ET
$10.2M
CARBAHAL OLSEN FINANCIAL SERVICES GROUP, LLC
$125M
Top holdings
1
ISHARES TR
$88.2M
2
INVESCO QQQ TR
$16.1M
3
FIDELITY COVINGTON TRUST
$7.13M
CAMPBELL DEEGAN WEALTH MANAGEMENT, LLC
$125M
Top holdings
1
VANGUARD INDEX FDS
$28.7M
2
J P MORGAN EXCHANGE TRADED F
$23.2M
3
INVESCO EXCHANGE TRADED FD T
$21.8M
CANANDAIGUA NATIONAL TRUST CO OF FLORIDA
$125M
Top holdings
1
ISHARES TR
$18.4M
2
ELI LILLY & CO
$15.7M
3
SPDR SERIES TRUST
$13.2M
COQUINA PRIVATE WEALTH LLC
$124M
Top holdings
1
ISHARES TR
$35.7M
2
SCHWAB STRATEGIC TR
$9.26M
3
VANGUARD WORLD FD
$8.06M
COOK & BYNUM CAPITAL MANAGEMENT, LLC
$124M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$53M
2
ANHEUSER BUSCH INBEV SA NV
$28M
3
FOMENTO ECONOMICO MEXICANO S
$25.9M
CLARITY RETIREMENT & WEALTH, LLC
$124M
Top holdings
1
FIDELITY COVINGTON TRUST
$46.9M
2
FIDELITY MERRIMACK STR TR
$21M
3
CAPITAL GROUP DIVIDEND VALUE
$19.2M
CADIA PRIVATE CLIENT LLC
$123M
Top holdings
1
ISHARES TR
$44.2M
2
VANGUARD INDEX FDS
$17.1M
3
SCHWAB STRATEGIC TR
$16.3M
CANNON CAPITAL MANAGEMENT, INC.
$123M
Top holdings
1
SCHWAB STRATEGIC TR
$27.4M
2
INVESCO QQQ TR
$18.5M
3
VANGUARD INDEX FDS
$17.5M
CLARITY WEALTH DEVELOPMENT LLC
$123M
Top holdings
1
DIMENSIONAL ETF TRUST
$37.1M
2
VANGUARD INDEX FDS
$24.5M
3
VANGUARD TAX-MANAGED FDS
$14.1M
CFO CAPITAL MANAGEMENT LLC
$121M
Top holdings
1
APPLE INC
$10.3M
2
NVIDIA CORPORATION
$8.8M
3
ISHARES TR
$7.86M
CHAPMAN INVESTMENT MANAGEMENT, LLC
$121M
Top holdings
1
COSTCO WHOLESALE CORPORATION
$14.4M
2
MICROSOFT CORP
$11.1M
3
MASTERCARD INCORPORATED
$10.4M
CONNECTIVE CAPITAL MANAGEMENT, LLC
$121M
Top holdings
1
INVESCO QQQ TR
$20.7M
2
INTUITIVE SURGICAL INC
$10.8M
3
PROSHARES TR
$6.46M
