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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
LAKESHORE FINANCIAL PLANNING, INC.
$276M
Top holdings
1
ISHARES TR
$66.3M
2
DIMENSIONAL ETF TRUST
$46.8M
3
PGIM ETF TR
$40.2M
LOUNTZIS ASSET MANAGEMENT, LLC
$273M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$65.1M
2
APPLIED MATLS INC
$40.7M
3
WELLS FARGO & CO
$19.5M
LINCOLN CAPITAL CORP
$272M
Top holdings
1
ISHARES TR
$44.6M
2
SPDR SERIES TRUST
$17.3M
3
MICROSOFT CORP
$15.8M
LECAP ASSET MANAGEMENT LTD
$266M
Top holdings
1
INTERACTIVE BROKERS GROUP IN
$2.73M
2
TOLL BROTHERS INC
$2.72M
3
SYSCO CORP
$2.69M
LANDMARK WEALTH MANAGEMENT, INC.
$265M
Top holdings
1
VANGUARD INDEX FDS
$56.7M
2
SPDR INDEX SHS FDS
$53.7M
3
ISHARES TR
$51.1M
LAURORE LTD
$263M
Top holdings
1
ISHARES BITCOIN TRUST ETF
$263M
LEGACY CAPITAL GROUP CALIFORNIA, INC.
$263M
Top holdings
1
APPLE INC
$29.5M
2
SPDR SERIES TRUST
$21M
3
ISHARES TR
$11.8M
LEGACY BRIDGE, LLC
$262M
Top holdings
1
ISHARES TR
$20.4M
2
NVIDIA CORPORATION
$11.4M
3
GE VERNOVA INC
$10.2M
LUKEN INVESTMENT ANALYTICS, LLC
$261M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$64M
2
SPDR SERIES TRUST
$31.2M
3
ISHARES TR
$30.1M
LUNT CAPITAL MANAGEMENT, INC.
$260M
Top holdings
1
WISDOMTREE TR
$43.7M
2
PACER FDS TR
$39.3M
3
SPDR SERIES TRUST
$22.1M
LETSON INVESTMENT MANAGEMENT, INC.
$260M
Top holdings
1
ABBVIE INC
$24.2M
2
JOHNSON & JOHNSON
$19.3M
3
VISA INC
$16.3M
LONG ROAD INVESTMENT COUNSEL, LLC
$255M
Top holdings
1
OREILLY AUTOMOTIVE INC
$28M
2
ALPHABET INC
$27.3M
3
STRYKER CORPORATION
$14.1M
LEFT BRAIN WEALTH MANAGEMENT, LLC
$255M
Top holdings
1
NVIDIA CORPORATION
$25.6M
2
TAIWAN SEMICONDUCTOR MANUFAC
$15.6M
3
META PLATFORMS INC
$11.5M
LIFEPLAN INVESTMENT ADVISORS, INC.
$254M
Top holdings
1
ISHARES TR
$73.7M
2
VANGUARD INDEX FDS
$44.9M
3
SCHWAB STRATEGIC TR
$26.5M
LHM, INC.
$254M
Top holdings
1
VANGUARD INDEX FDS
$108M
2
PIMCO ETF TR
$11.5M
3
BLACKROCK ETF TRUST II
$11.4M
LODESTONE WEALTH MANAGEMENT LLC
$252M
Top holdings
1
CAPITAL GRP FIXED INCM ETF T
$20.6M
2
DIMENSIONAL ETF TRUST
$17.1M
3
VANGUARD INDEX FDS
$12.4M
LLOYD HARBOR CAPITAL MANAGEMENT, LLC
$245M
Top holdings
1
EXXON MOBIL CORP
$65.7M
2
PETROLEO BRASILEIRO S A
$25.7M
3
VANECK ETF TRUST
$24.6M
LEWIS ASSET MANAGEMENT, LLC
$245M
Top holdings
1
NVIDIA CORPORATION
$14.9M
2
ISHARES TR
$14.4M
3
APPLE INC
$14M
LONGITUDE CAYMAN LTD.
$244M
Top holdings
1
SOFI TECHNOLOGIES INC
$28.3M
2
STRATEGY INC
$15.7M
3
ADVANCED MICRO DEVICES INC
$15.7M
LGL PARTNERS, LLC
$243M
Top holdings
1
ISHARES TR
$128M
2
STATE STR SPDR S&P 500 ETF T
$64.1M
3
INVESCO QQQ TR
$12M
