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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
DELTA CAPITAL MANAGEMENT LLC
$182M
Top holdings
1
EXXON MOBIL CORP
$9.58M
2
MICRON TECHNOLOGY INC
$8.83M
3
APPLE INC
$8.05M
DAVID J YVARS GROUP
$179M
Top holdings
1
ISHARES TR
$72.3M
2
INVESCO QQQ TR
$18.1M
3
NVIDIA CORPORATION
$15.6M
DRAPER ASSET MANAGEMENT, LLC
$176M
Top holdings
1
ALPHABET INC
$32.6M
2
APPLE INC
$31.5M
3
NVIDIA CORPORATION
$26.6M
DELOS WEALTH ADVISORS, LLC
$175M
Top holdings
1
ISHARES TR
$25.3M
2
FIRST TR EXCHANGE-TRADED FD
$15.1M
3
SPDR SERIES TRUST
$12.6M
DYNAMIC WEALTH STRATEGIES, LLC
$173M
Top holdings
1
ISHARES TR
$46.9M
2
VANGUARD SCOTTSDALE FDS
$19.8M
3
VANGUARD BD INDEX FDS
$16.6M
DEFINED WEALTH MANAGEMENT, LLC
$171M
Top holdings
1
ISHARES TR
$40.7M
2
VANGUARD INDEX FDS
$27M
3
ISHARES INC
$6.1M
DANER WEALTH MANAGEMENT, LLC
$170M
Top holdings
1
DIMENSIONAL ETF TRUST
$66.6M
2
VANGUARD INDEX FDS
$26.8M
3
ISHARES TR
$22.3M
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC.
$170M
Top holdings
1
WISDOMTREE TR
$20.9M
2
SCHWAB STRATEGIC TR
$11.1M
3
FIDELITY MERRIMACK STR TR
$11M
DAVIMAN FINANCIAL, LLC
$169M
Top holdings
1
ISHARES TR
$62.2M
2
BLACKROCK ETF TRUST
$26.1M
3
SPDR SERIES TRUST
$16M
DISCIPLINED INVESTORS, L.L.C.
$168M
Top holdings
1
VANGUARD INDEX FDS
$17.1M
2
ISHARES TR
$15.1M
3
DIMENSIONAL ETF TRUST
$14.1M
DEL-SETTE CAPITAL MANAGEMENT, LLC
$167M
Top holdings
1
ALPS ETF TR
$51.6M
2
FIRST TR EXCHANGE-TRADED FD
$14.8M
3
ISHARES TR
$12.8M
DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
$165M
Top holdings
1
ISHARES TR
$30.2M
2
VANGUARD INDEX FDS
$26.3M
3
APPLE INC
$18.4M
DEAN, JACOBSON FINANCIAL SERVICES, LLC
$163M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$53.7M
2
SPDR SERIES TRUST
$31.9M
3
ISHARES TR
$29.5M
DAHRING - CUSMANO LLC
$163M
Top holdings
1
FIDELITY COVINGTON TRUST
$51.3M
2
SCHWAB STRATEGIC TR
$25.7M
3
PIMCO ETF TR
$20M
DEEPWATER ASSET MANAGEMENT, LLC
$158M
Top holdings
1
REDDIT INC
$8.85M
2
STERLING INFRASTRUCTURE INC
$8.43M
3
NU HLDGS LTD
$7.57M
DOUGHERTY WEALTH ADVISERS LLC
$158M
Top holdings
1
VANGUARD INDEX FDS
$89.1M
2
VANGUARD ADMIRAL FDS INC
$11.9M
3
VANGUARD INTL EQUITY INDEX F
$9.35M
DIVERSIFIED INVESTMENT STRATEGIES, LLC
$157M
Top holdings
1
EXXON MOBIL CORP
$34M
2
ST JOE CO
$17.1M
3
DICKS SPORTING GOODS INC
$8.12M
DELARME WEALTH MANAGEMENT, INC.
$155M
Top holdings
1
DIMENSIONAL ETF TRUST
$45.9M
2
VANGUARD INDEX FDS
$28.8M
3
ISHARES TR
$23.9M
DECISIONMAP WEALTH MANAGEMENT, LLC
$155M
Top holdings
1
ISHARES TR
$48.6M
2
SPDR SERIES TRUST
$15.3M
3
VANGUARD INDEX FDS
$7.76M
DOHENY ASSET MANAGEMENT
$153M
Top holdings
1
APPLE INC
$15.8M
2
NVIDIA CORPORATION
$15M
3
ALPHABET INC
$14.4M
