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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
DAUNTLESS INVESTMENT GROUP, LLC
$151M
Top holdings
1
ISHARES TR
$89M
2
KRANESHARES TRUST
$10.7M
3
SELECT SECTOR SPDR TR
$8.5M
DUTCH ASSET CORP
$149M
Top holdings
1
BONDBLOXX ETF TRUST
$20.6M
2
ALPHABET INC
$16.3M
3
ADVANCED MICRO DEVICES INC
$10M
DMC GROUP, LLC
$148M
Top holdings
1
ISHARES TR
$31.3M
2
APPLE INC
$14.7M
3
SPDR SERIES TRUST
$5.25M
DAVIS CAPITAL MANAGEMENT
$148M
Top holdings
1
SCHWAB STRATEGIC TR
$47.6M
2
ALPHABET INC
$5.33M
3
VANGUARD INDEX FDS
$4.4M
DKM WEALTH MANAGEMENT, INC.
$139M
Top holdings
1
ISHARES TR
$21.4M
2
THORNBURG INCM BUILDER OPP T
$20.4M
3
T ROWE PRICE ETF INC
$14.9M
DURANTE & WATERS, LLC
$138M
Top holdings
1
ISHARES TR
$96M
2
FIDELITY COVINGTON TRUST
$14M
3
BERKSHIRE HATHAWAY INC DEL
$6.5M
DEMMING FINANCIAL SERVICES CORP
$138M
Top holdings
1
DIMENSIONAL ETF TRUST
$122M
2
INVESTMENT MANAGERS SER TR I
$3.77M
3
STONE RIDGE TR
$1.22M
DIPAOLO FINANCIAL GROUP, INC.
$137M
Top holdings
1
VANGUARD INDEX FDS
$43.4M
2
VANGUARD TAX-MANAGED FDS
$21.1M
3
VANGUARD BD INDEX FDS
$19.4M
DIAMANT ASSET MANAGEMENT, INC.
$137M
Top holdings
1
APPLE INC
$26.6M
2
ALPHABET INC
$9.29M
3
VISA INC
$7.33M
DORATO CAPITAL MANAGEMENT
$135M
Top holdings
1
SCHWAB STRATEGIC TR
$32.3M
2
AFLAC INC
$21.2M
3
ISHARES TR
$3.38M
DALE Q RICE INVESTMENT MANAGEMENT LTD
$132M
Top holdings
1
PROSHARES TR
$39.3M
2
APPLE INC
$26.8M
3
ISHARES TR
$8.55M
DELTA WEALTH ADVISORS LLC
$131M
Top holdings
1
ISHARES TR
$67.5M
2
SPDR INDEX SHS FDS
$17.2M
3
VANGUARD INDEX FDS
$11.8M
DAYTONA STREET CAPITAL LLC
$130M
Top holdings
1
ALPHABET INC
$5.14M
2
NETFLIX INC.
$4.73M
3
AMAZON COM INC
$4.48M
DAG VENTURES, LLC
$129M
Top holdings
1
WEALTHFRONT CORP
$128M
2
BLOCK INC
$868k
3
OPORTUN FINL CORP
$177k
DRH INVESTMENTS, INC.
$123M
Top holdings
1
CATERPILLAR INC
$21.5M
2
ALPHABET INC
$16.6M
3
CSX CORP
$12.4M
DYNAMIC FINANCIAL GROUP
$122M
Top holdings
1
ISHARES TR
$63.2M
2
JANUS DETROIT STR TR
$20.5M
3
DEERE & CO
$5.02M
DAVIS WEALTH ADVISORS, LLC
$120M
Top holdings
1
ISHARES TR
$69.4M
2
BLACKROCK ETF TRUST
$15.4M
3
ISHARES INC
$8.52M
DONALIES FINANCIAL PLANNING, LLC
$117M
Top holdings
1
DIMENSIONAL ETF TRUST
$50.9M
2
VANGUARD INDEX FDS
$26.2M
3
VANGUARD BD INDEX FDS
$5.47M
DB FITZPATRICK & CO, INC
$117M
Top holdings
1
ISHARES TR
$46.1M
2
VANGUARD SCOTTSDALE FDS
$5.62M
3
VANGUARD INDEX FDS
$4.68M
DWR WEALTH MANAGEMENT, LLC
$115M
Top holdings
1
DIMENSIONAL ETF TRUST
$52.1M
2
ISHARES TR
$22.3M
3
VANGUARD TAX-MANAGED FDS
$8.75M
