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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
DAVIDSON TRUST CO
$232M
Top holdings
1
ISHARES TR
$36.8M
2
VANGUARD INDEX FDS
$16.9M
3
MICROSOFT CORP
$14.8M
DOGWOOD WEALTH MANAGEMENT LLC
$230M
Top holdings
1
ISHARES TR
$34.8M
2
AMERICAN CENTY ETF TR
$32.5M
3
VANGUARD INDEX FDS
$20.2M
DUDLEY CAPITAL MANAGEMENT, LLC
$227M
Top holdings
1
APPLE INC
$14.8M
2
ALPHABET INC
$13.6M
3
NVIDIA CORPORATION
$12.9M
DIXON FNANCIAL SERVICES, INC.
$223M
Top holdings
1
DIMENSIONAL ETF TRUST
$175M
2
ISHARES TR
$11M
3
AMERICAN CENTY ETF TR
$7.23M
DARROW COMPANY, INC.
$222M
Top holdings
1
ISHARES TR
$44.9M
2
VANGUARD BD INDEX FDS
$34.8M
3
INVESCO QQQ TR
$26.9M
DIESSLIN GROUP, INC.
$222M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$60.3M
2
JANUS DETROIT STR TR
$32.5M
3
INVESCO QQQ TR
$26.7M
DELPHI FINANCIAL GROUP, INC.
$222M
Top holdings
1
JANUS DETROIT STR TR
$32.6M
2
ENERGY TRANSFER L P
$27.4M
3
DBX ETF TR
$19.3M
DECKER RETIREMENT PLANNING INC.
$221M
Top holdings
1
ISHARES TR
$75.7M
2
INVESCO EXCH TRADED FD TR II
$11.2M
3
SELECT SECTOR SPDR TR
$10M
DCM ADVISORS, LLC
$220M
Top holdings
1
ALPHABET INC
$12.3M
2
MICROSOFT CORP
$12.3M
3
APPLE INC
$12.1M
DECATUR CAPITAL MANAGEMENT, INC.
$219M
Top holdings
1
NVIDIA CORPORATION
$30.3M
2
APPLE INC
$27.4M
3
MICROSOFT CORP
$18M
DBA TRADING, LLC
$201M
Top holdings
1
APPLIED DIGITAL CORP
$132M
2
BRC GROUP HOLDINGS INC
$23.6M
3
ALPHABET INC
$8.56M
DILATION CAPITAL MANAGEMENT LP
$199M
Top holdings
1
BOEING CO
$21.7M
2
NVIDIA CORPORATION
$15.3M
3
SHERWIN WILLIAMS CO
$15.3M
DISCIPLINED EQUITY MANAGEMENT, INC.
$199M
Top holdings
1
DIMENSIONAL ETF TRUST
$152M
2
DOW HLDGS INC
$3.45M
3
VERIZON COMMUNICATIONS INC
$2.67M
DARDEN WEALTH GROUP INC
$196M
Top holdings
1
NVIDIA CORPORATION
$30.5M
2
ISHARES TR
$22.8M
3
ALPHABET INC
$14.4M
DOWNSHIFT FINANCIAL, LLC
$193M
Top holdings
1
SCHWAB STRATEGIC TR
$91.9M
2
VANGUARD INDEX FDS
$39.2M
3
ISHARES TR
$12.7M
DESTINY CAPITAL CORP
$188M
Top holdings
1
SPDR SERIES TRUST
$77.1M
2
ISHARES TR
$53.2M
3
INVESCO QQQ TR
$18.3M
DAVIDSON KAHN CAPITAL MANAGEMENT, LLC
$188M
Top holdings
1
INVESCO EXCHANGE TRADED FD T
$18.9M
2
VANGUARD INDEX FDS
$18.8M
3
SCHWAB STRATEGIC TR
$16.7M
DARWINS RIVER CAPITAL, LP
$187M
Top holdings
1
AMAZON COM INC
$18.7M
2
WALMART INC
$12.2M
3
TRACTOR SUPPLY CO
$9.9M
DEFINE FINANCIAL, LLC
$184M
Top holdings
1
AMERICAN CENTY ETF TR
$64.9M
2
VANGUARD INDEX FDS
$44.5M
3
VANGUARD INTL EQUITY INDEX F
$32.8M
DEMPZE NANCY E
$182M
Top holdings
1
ALPHABET INC
$10.6M
2
NVIDIA CORPORATION
$9.96M
3
APPLE INC
$8.27M
