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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
FORTIS ADVISORS, LLC
$200M
Top holdings
1
VANGUARD BD INDEX FDS
$19.2M
2
PACER FDS TR
$16.1M
3
SCHWAB STRATEGIC TR
$14.2M
FAIRFIELD UNIVERSITY
$200M
Top holdings
1
VANGUARD INDEX FDS
$181M
2
VANGUARD SCOTTSDALE FDS
$10.6M
3
SPDR INDEX SHS FDS
$7.55M
FRIEDENTHAL FINANCIAL
$199M
Top holdings
1
ISHARES TR
$64.4M
2
INVESCO EXCHANGE TRADED FD T
$20.6M
3
SCHWAB STRATEGIC TR
$12.6M
FINER WEALTH MANAGEMENT, INC.
$199M
Top holdings
1
APPLE INC
$17.3M
2
NVIDIA CORPORATION
$14.4M
3
ELI LILLY & CO
$12.1M
FLOWER CITY CAPITAL
$199M
Top holdings
1
VANGUARD SCOTTSDALE FDS
$72M
2
VANGUARD INTL EQUITY INDEX F
$68.1M
3
VANGUARD INDEX FDS
$19.5M
FOUR TREE ISLAND ADVISORY LLC
$198M
Top holdings
1
LAM RESEARCH CORP
$48.8M
2
MUELLER INDS INC
$25.3M
3
JACKSON FINANCIAL INC
$24.5M
FORT VANCOUVER INVESTMENT MANAGEMENT, LLC
$197M
Top holdings
1
AMERICAN CENTY ETF TR
$53.6M
2
DIMENSIONAL ETF TRUST
$53.4M
3
VANGUARD INDEX FDS
$39.9M
FORTUNE FINANCIAL ADVISORS, LLC
$196M
Top holdings
1
ISHARES TR
$26.8M
2
GARMIN LTD
$15.2M
3
ALPHABET INC
$7.75M
FOURWORLD CAPITAL MANAGEMENT LLC
$196M
Top holdings
1
SABLE OFFSHORE CORP
$125M
2
MISTER CAR WASH INC
$8.36M
3
PRIORITY TECHNOLOGY HLDGS IN
$7.48M
FINANCIAL ARCHITECTS, LLC
$190M
Top holdings
1
SCHWAB STRATEGIC TR
$41.8M
2
DIMENSIONAL ETF TRUST
$30.3M
3
VANGUARD INDEX FDS
$25M
FORTITUDE FINANCIAL, LLC
$189M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$73.4M
2
SPDR SERIES TRUST
$38.3M
3
ISHARES TR
$19.1M
FIRST CITY CAPITAL MANAGEMENT, INC.
$189M
Top holdings
1
VANGUARD INDEX FDS
$8.43M
2
STATE STR SPDR S&P 500 ETF T
$8.39M
3
EXXON MOBIL CORP
$7.48M
FIRST COUNTY BANK
$187M
Top holdings
1
ISHARES TR
$20M
2
VANGUARD INDEX FDS
$17.1M
3
NVIDIA CORPORATION
$7.81M
FINANCIAL ALTERNATIVES, INC
$185M
Top holdings
1
DIMENSIONAL ETF TRUST
$83.4M
2
VANGUARD INDEX FDS
$20.6M
3
ISHARES TR
$17.5M
FINIVI INC.
$183M
Top holdings
1
SSGA ACTIVE ETF TR
$10.5M
2
VANGUARD SCOTTSDALE FDS
$10.2M
3
INVESCO QQQ TR
$9.08M
FRAZIER FINANCIAL ADVISORS, LLC
$181M
Top holdings
1
VANGUARD INDEX FDS
$65.3M
2
WISDOMTREE TR
$18.5M
3
CAPITAL GROUP GBL GROWTH EQT
$13.2M
FAIRFIELD, BUSH & CO.
$180M
Top holdings
1
ARCHER DANIELS MIDLAND CO
$9.74M
2
ALPHABET INC
$9.59M
3
MICROSOFT CORP
$8.83M
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.
$180M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$13.3M
2
J P MORGAN EXCHANGE TRADED F
$12.8M
3
INVESCO EXCH TRADED FD TR II
$7.19M
FINANCIAL DESIGNS CORP
$180M
Top holdings
1
ISHARES TR
$81.3M
2
INVESCO EXCH TRD SLF IDX FD
$13.9M
3
LISTED FDS TR
$13.5M
4
AMPLIFY ETF TR
$13.5M
FARROW FINANCIAL INC.
$176M
Top holdings
1
ISHARES TR
$63.8M
2
SCHWAB STRATEGIC TR
$16.2M
3
VANECK ETF TRUST
$10.1M
