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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
LEGAL ADVANTAGE INVESTMENTS, INC.
$194M
Top holdings
1
ELBIT SYS LTD
$12.5M
2
TRANSDIGM GROUP INC
$8.58M
3
VSE CORP
$8.46M
LM ASSET IM INC.
$192M
Top holdings
1
LUMEN TECHNOLOGIES INC
$60.9M
2
VERMILION ENERGY INC
$43.4M
3
GRAN TIERRA ENERGY INC
$36.3M
LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
$192M
Top holdings
1
ALPS ETF TR
$12.8M
2
FIRST TR EXCHANGE-TRADED FD
$9.32M
3
GOLDMAN SACHS ETF TR
$8.62M
LIPE & DALTON
$191M
Top holdings
1
APPLE INC
$16.6M
2
ALPHABET INC
$14.6M
3
GOLDMAN SACHS GROUP INC
$12.1M
LESLIE GLOBAL WEALTH, LLC
$190M
Top holdings
1
SPDR SERIES TRUST
$102M
2
SPDR INDEX SHS FDS
$16.4M
3
ISHARES TR
$11.8M
LAUREL WEALTH PLANNING LLC
$190M
Top holdings
1
ISHARES TR
$51.6M
2
SPDR SERIES TRUST
$18.5M
3
VANGUARD INDEX FDS
$16.6M
LYNWOOD PRICE CAPITAL MANAGEMENT LP
$186M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$23.7M
2
MCKESSON CORP
$20.2M
3
AMAZON COM INC
$18.2M
LOUDON INVESTMENT MANAGEMENT, LLC
$186M
Top holdings
1
SELECT SECTOR SPDR TR
$11.5M
2
MICROSOFT CORP
$10.2M
3
ENTERPRISE PRODS PARTNERS L
$8.25M
LONGVIEW FINANCIAL ADVISORS LLC
$184M
Top holdings
1
DIMENSIONAL ETF TRUST
$66.6M
2
VANGUARD SCOTTSDALE FDS
$55.8M
3
J P MORGAN EXCHANGE TRADED F
$41.4M
LAM GROUP, INC.
$182M
Top holdings
1
DIMENSIONAL ETF TRUST
$54.3M
2
AMERICAN CENTY ETF TR
$26.5M
3
VANGUARD INDEX FDS
$24.1M
LAKE HILLS WEALTH MANAGEMENT, LLC
$179M
Top holdings
1
ISHARES TR
$39.6M
2
VANGUARD INDEX FDS
$19.6M
3
SPDR GOLD TR
$17.2M
LEDGEWOOD WEALTH ADVISORS, LLC
$178M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$56.9M
2
DIMENSIONAL ETF TRUST
$41.7M
3
PROVIDENT FINL SVCS INC
$14.3M
LEXINGTON HILL PARTNERS, LLC
$177M
Top holdings
1
VANGUARD MUN BD FDS
$36M
2
VANGUARD INDEX FDS
$32.9M
3
ISHARES TR
$22.3M
LIFETIME WEALTH MANAGEMENT P.C.
$176M
Top holdings
1
ISHARES TR
$16.1M
2
SPDR SERIES TRUST
$15.5M
3
PETROLEO BRASILEIRO S A
$12.3M
LOWERY THOMAS, LLC
$175M
Top holdings
1
SCHWAB STRATEGIC TR
$51M
2
ISHARES TR
$24.3M
3
VANGUARD INDEX FDS
$18.9M
LIFEGOAL WEALTH ADVISORS
$175M
Top holdings
1
ISHARES TR
$39.6M
2
CAPITAL GROUP GBL GROWTH EQT
$16.1M
3
VANGUARD INDEX FDS
$14.2M
LEGACY CAPITAL WEALTH MANAGEMENT, LLC
$174M
Top holdings
1
INVESCO EXCH TRADED FD TR II
$19.2M
2
JANUS DETROIT STR TR
$9.93M
3
FIRST TR EXCHANGE-TRADED FD
$9.52M
LIVE OAK INVESTMENT PARTNERS
$169M
Top holdings
1
VANGUARD TAX-MANAGED FDS
$13.2M
2
MORGAN STANLEY ETF TRUST
$11.9M
3
INVESCO EXCHANGE TRADED FD T
$11M
LITTLE HARBOR ADVISORS, LLC
$168M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$140M
2
INVESCO QQQ TR
$19.4M
3
SPDR SERIES TRUST
$4.48M
LEE-KELLEHER WEALTH MANAGEMENT
$168M
Top holdings
1
ISHARES TR
$76.8M
2
WISDOMTREE TR
$51.8M
3
STATE STR SPDR S&P 500 ETF T
$11.9M
