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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
FLYWHEEL PRIVATE WEALTH LLC
$176M
Top holdings
1
ISHARES TR
$37.9M
2
VANGUARD INDEX FDS
$22.2M
3
VANGUARD SPECIALIZED FUNDS
$21.7M
FORBES FINANCIAL PLANNING, INC.
$173M
Top holdings
1
VANGUARD INDEX FDS
$38.2M
2
ISHARES TR
$34.2M
3
FIDELITY MERRIMACK STR TR
$16.7M
FFG RETIREMENT ADVISORS LLC
$172M
Top holdings
1
ISHARES TR
$41M
2
WISDOMTREE TR
$29.5M
3
JOHN HANCOCK EXCHANGE TRADED
$17M
FINANCIAL HARVEST, LLC
$170M
Top holdings
1
DIMENSIONAL ETF TRUST
$144M
2
ISHARES TR
$4.71M
3
APPLE INC
$2.29M
FINANCIAL PLANNING HAWAII, INC.
$170M
Top holdings
1
VANGUARD INDEX FDS
$21.9M
2
APPLE INC
$15.9M
3
VANGUARD SPECIALIZED FUNDS
$9.67M
FORERUNNER VENTURES MANAGEMENT, LLC
$169M
Top holdings
1
CHIME FINL INC
$169M
FARRELL FINANCIAL LLC
$167M
Top holdings
1
VANGUARD INDEX FDS
$32.3M
2
VANGUARD WORLD FD
$20.9M
3
ISHARES TR
$16.8M
FEARLESS SOLUTIONS, LLC DBA BEST INVEST
$166M
Top holdings
1
PACER FDS TR
$27.4M
2
SELECT SECTOR SPDR TR
$11.9M
3
FIRST TR EXCHANGE-TRADED FD
$8.28M
FEE-ONLY FINANCIAL PLANNING, L.C.
$166M
Top holdings
1
VANGUARD INDEX FDS
$141M
2
VANGUARD INTL EQUITY INDEX F
$7.94M
3
VANGUARD WORLD FD
$2.72M
FORT HENRY CAPITAL, LLC
$165M
Top holdings
1
ISHARES TR
$101M
2
VANGUARD BD INDEX FDS
$21.1M
3
VANGUARD INDEX FDS
$20.6M
FORE CAPITAL, LLC
$162M
Top holdings
1
ISHARES TR
$65.3M
2
STATE STR SPDR S&P 500 ETF T
$45.5M
3
VANECK ETF TRUST
$12.8M
FIVE PINE WEALTH MANAGEMENT
$161M
Top holdings
1
VANGUARD INDEX FDS
$61.8M
2
VANGUARD BD INDEX FDS
$25.6M
3
VANGUARD INTL EQUITY INDEX F
$22.5M
FAIRBANKS CAPITAL MANAGEMENT, INC.
$160M
Top holdings
1
ORACLE CORP
$11.3M
2
TRANSDIGM GROUP INC
$11M
3
ALPHABET INC
$8.11M
FWG INVESTMENTS, LLC.
$157M
Top holdings
1
VANGUARD INDEX FDS
$32.4M
2
FIRST TR EXCHNG TRADED FD VI
$28.4M
3
ISHARES TR
$25.1M
FIRST NATIONAL BANK OF HUTCHINSON
$157M
Top holdings
1
ISHARES TR
$40.1M
2
APPLE INC
$9.49M
3
SELECT SECTOR SPDR TR
$9.27M
FUTURE FINANCIAL WEALTH MANAGMENT LLC
$155M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$20.9M
2
ISHARES TR
$19.3M
3
VANGUARD INDEX FDS
$17.6M
FORESIGHT GLOBAL INVESTORS, INC.
$154M
Top holdings
1
ASTRAZENECA PLC
$28.7M
2
NOVARTIS AG
$26.3M
3
HSBC HLDGS PLC
$17.4M
FIDATO WEALTH LLC
$154M
Top holdings
1
VANGUARD INDEX FDS
$117M
2
DIMENSIONAL ETF TRUST
$12.6M
3
VANGUARD BD INDEX FDS
$11.1M
FIDUCIARY WEALTH PARTNERS, LLC
$153M
Top holdings
1
VANGUARD INDEX FDS
$70.5M
2
VANGUARD TAX-MANAGED FDS
$35M
3
APPLE INC
$4.45M
FOREST HILL CAPITAL, LLC
$152M
Top holdings
1
SPROTT ASSET MANAGEMENT LP
$60.8M
2
VANECK ETF TRUST
$25.5M
3
NEWMONT CORP
$21.1M
