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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
LINEWEAVER WEALTH ADVISORS, LLC
$742M
Top holdings
1
ISHARES TR
$211M
2
INNOVATOR ETFS TRUST
$50.4M
3
J P MORGAN EXCHANGE TRADED F
$47M
LIVE OAK PRIVATE WEALTH LLC
$717M
Top holdings
1
DIMENSIONAL ETF TRUST
$63.6M
2
BERKSHIRE HATHAWAY INC DEL
$33.5M
3
ALPHABET INC
$32.5M
LEGACY FINANCIAL ADVISORS, INC.
$715M
Top holdings
1
WISDOMTREE TR
$104M
2
ISHARES TR
$46.7M
3
FRANKLIN TEMPLETON ETF TR
$38.6M
LEELYN SMITH, LLC
$713M
Top holdings
1
VANGUARD WORLD FD
$59.2M
2
VANECK ETF TRUST
$49.8M
3
SCHWAB STRATEGIC TR
$48.7M
LASALLE ST. INVESTMENT ADVISORS, LLC
$710M
Top holdings
1
VANGUARD INDEX FDS
$140M
2
ISHARES TR
$109M
3
SPDR SERIES TRUST
$26.2M
LEE FINANCIAL CO
$709M
Top holdings
1
ISHARES TR
$361M
2
SCHWAB STRATEGIC TR
$99.3M
3
BERKSHIRE HATHAWAY INC DEL
$34.6M
LARCH CAPITAL PARTNERS LLC
$690M
Top holdings
1
NU HLDGS LTD
$514M
2
ISHARES TR
$70.7M
3
ISHARES INC
$12.2M
LEBENTHAL GLOBAL ADVISORS, LLC
$688M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$84.6M
2
ISHARES TR
$56.2M
3
STATE STR SPDR S&P 500 ETF T
$50M
LAFFER TENGLER INVESTMENTS, INC.
$677M
Top holdings
1
GOLDMAN SACHS GROUP INC
$24.8M
2
LAM RESEARCH CORP
$24.4M
3
BROADCOM INC
$24M
LONESTAR CAPITAL MANAGEMENT LLC
$671M
Top holdings
1
ISHARES TR
$248M
2
INVESCO QQQ TR
$115M
3
STATE STR SPDR S&P 500 ETF T
$104M
LS INVESTMENT ADVISORS, LLC
$668M
Top holdings
1
APPLE INC
$68.9M
2
ALPHABET INC
$52.7M
3
VANGUARD WHITEHALL FDS
$39.7M
LYNX1 CAPITAL MANAGEMENT LP
$633M
Top holdings
1
STOKE THERAPEUTICS INC
$155M
2
GH RESEARCH PLC
$151M
3
CULLINAN THERAPEUTICS INC
$127M
LJI WEALTH MANAGEMENT, LLC
$626M
Top holdings
1
ISHARES TR
$342M
2
FIDELITY COMWLTH TR
$32.5M
3
VANGUARD INDEX FDS
$32.5M
LAUREL OAK WEALTH MANAGEMENT, LLC
$595M
Top holdings
1
ISHARES TR
$74.1M
2
APPLE INC
$42.5M
3
VANGUARD INDEX FDS
$39.8M
LAND & BUILDINGS INVESTMENT MANAGEMENT, LLC
$591M
Top holdings
1
FIRST INDL RLTY TR INC
$50M
2
INVITATION HOMES INC
$48.9M
3
AMERICAN HEALTHCARE REIT INC
$47.7M
LEONARD RICKEY INVESTMENT ADVISORS P.L.L.C.
$578M
Top holdings
1
ISHARES TR
$169M
2
VANGUARD MALVERN FDS
$65.3M
3
DIMENSIONAL ETF TRUST
$57M
LAVACA CAPITAL LLC
$564M
Top holdings
1
COREWEAVE INC
$237M
2
STATE STR SPDR S&P 500 ETF T
$77M
3
CINEMARK HLDGS INC
$58.2M
LEGACY FINANCIAL STRATEGIES, LLC
$554M
Top holdings
1
SCHWAB STRATEGIC TR
$165M
2
ISHARES TR
$123M
3
AMERICAN CENTY ETF TR
$79.7M
LONGBOW FINANCE SA
$552M
Top holdings
1
NVIDIA CORPORATION
$41.6M
2
APPLE INC
$40.5M
3
EXXON MOBIL CORP
$30.9M
LMG WEALTH PARTNERS, LLC
$549M
Top holdings
1
ISHARES TR
$111M
2
VANGUARD INDEX FDS
$27.8M
3
WALMART INC
$19.8M
