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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
DELANEY DENNIS R
$282M
Top holdings
1
ALPHABET INC
$19M
2
NVIDIA CORPORATION
$18.1M
3
APPLE INC
$16.3M
DEFENDER CAPITAL, LLC.
$282M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$47.7M
2
PALANTIR TECHNOLOGIES INC
$41.7M
3
DANAHER CORP DEL
$29.9M
DAVID KENNON INC
$279M
Top holdings
1
VANGUARD INDEX FDS
$130M
2
VANGUARD BD INDEX FDS
$21.3M
3
FIDELITY COMWLTH TR
$19.9M
DISCIPLINED INVESTMENTS, LLC
$279M
Top holdings
1
DIMENSIONAL ETF TRUST
$94.7M
2
ISHARES TR
$45.9M
3
VANGUARD SCOTTSDALE FDS
$24.1M
DELAP WEALTH ADVISORY, LLC
$266M
Top holdings
1
DIMENSIONAL ETF TRUST
$66.6M
2
ISHARES TR
$60.8M
3
AMERICAN CENTY ETF TR
$18.4M
DOUBLELINE ETF ADVISER LP
$263M
Top holdings
1
AMAZON COM INC
$14.8M
2
TESLA INC
$12.3M
3
ALPHABET INC
$12.2M
DC INVESTMENTS MANAGEMENT, LLC
$261M
Top holdings
1
VANGUARD INTL EQUITY INDEX F
$122M
2
STATE STR SPDR S&P MIDCAP 40
$18.9M
3
ASML HLDG NV
$11.6M
DAYAH CAPITAL LLC
$261M
Top holdings
1
RAMACO RES INC
$78.1M
2
HALLADOR ENERGY COMPANY
$26.8M
3
SIGMA LITHIUM CORPORATION
$25.5M
DLK INVESTMENT MANAGEMENT, LLC
$253M
Top holdings
1
APPLE INC
$15.9M
2
MICROSOFT CORP
$13M
3
ALPHABET INC
$12.5M
DUCERE WEALTH MANAGEMENT LLC
$251M
Top holdings
1
ISHARES TR
$43.7M
2
ALPHABET INC
$17.7M
3
GOLDMAN SACHS ETF TR
$17.2M
DOPKINS WEALTH MANAGEMENT, LLC
$249M
Top holdings
1
DIMENSIONAL ETF TRUST
$138M
2
AMERICAN CENTY ETF TR
$24.3M
3
VANGUARD INDEX FDS
$16.2M
DEANE RETIREMENT STRATEGIES, INC.
$249M
Top holdings
1
ISHARES TR
$54.1M
2
PROSHARES TR
$22.5M
3
VANGUARD MALVERN FDS
$19.1M
DUPREE FINANCIAL GROUP, LLC
$248M
Top holdings
1
VERIZON COMMUNICATIONS INC
$14.6M
2
BP PLC
$14M
3
AGNC INVT CORP
$14M
DRAVO BAY LLC
$246M
Top holdings
1
SCHWAB STRATEGIC TR
$79.1M
2
DIMENSIONAL ETF TRUST
$71.8M
3
VANGUARD TAX-MANAGED FDS
$23.2M
DOVER ADVISORS, LLC
$242M
Top holdings
1
ISHARES TR
$20.6M
2
APPLE INC
$14.5M
3
BERKSHIRE HATHAWAY INC DEL
$14.4M
DENKAPPARAT OPERATIONS GMBH
$242M
Top holdings
1
ASML HLDG NV
$2.66M
2
TELEFONAKTIEBOLAGET LM ERICS
$2.51M
3
LOGITECH INTL S A
$2.44M
DEAN CAPITAL MANAGEMENT
$241M
Top holdings
1
LITTELFUSE INC
$4.51M
2
HELMERICH & PAYNE INC
$4.36M
3
SANFILIPPO JOHN B & SON INC
$4.29M
DAILY JOURNAL CORP
$241M
Top holdings
1
WELLS FARGO & CO
$112M
2
BANK AMERICA CORP
$97.5M
3
ALIBABA GROUP HLDG LTD
$24.5M
DMKC ADVISORY SERVICES, LLC
$240M
Top holdings
1
VANGUARD INDEX FDS
$20.2M
2
VANGUARD WORLD FD
$15.8M
3
SCHWAB STRATEGIC TR
$10.9M
DOW CHEMICAL CO
$239M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$207M
2
VANGUARD SCOTTSDALE FDS
$25.1M
3
ISHARES TR
$3.83M
