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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
LIBRA WEALTH LLC
$355M
Top holdings
1
VANGUARD INDEX FDS
$77.6M
2
VANGUARD SCOTTSDALE FDS
$64.7M
3
AMERICAN CENTY ETF TR
$49.5M
LEGACY WEALTH MANAGEMENT, LLC MS
$351M
Top holdings
1
NVIDIA CORPORATION
$63.9M
2
STATE STR SPDR S&P 500 ETF T
$57M
3
APPLE INC
$27.7M
LLOYD ADVISORY SERVICES, LLC.
$349M
Top holdings
1
ISHARES TR
$126M
2
CAPITOL SER TR
$57.6M
3
STERLING CAP FDS
$34.6M
LOM ASSET MANAGEMENT LTD
$348M
Top holdings
1
ISHARES TR
$28M
2
ALPHABET INC
$14.1M
3
VANGUARD INDEX FDS
$13.9M
LONG WALK MANAGEMENT LP
$344M
Top holdings
1
DOORDASH INC
$42.4M
2
NU HLDGS LTD
$42.2M
3
COUPANG INC
$40.8M
LAWSON KROEKER INVESTMENT MANAGEMENT INC
$343M
Top holdings
1
TEXAS PACIFIC LAND CORPORATI
$53.6M
2
BERKSHIRE HATHAWAY INC DEL
$27.7M
3
PHILLIPS 66
$15.8M
LEEWARD FINANCIAL PARTNERS, LLC
$336M
Top holdings
1
VANGUARD INDEX FDS
$67.8M
2
SCHWAB STRATEGIC TR
$31.5M
3
VANGUARD BD INDEX FDS
$29.3M
LIFEWEALTH INVESTMENTS, LLC
$335M
Top holdings
1
ISHARES TR
$107M
2
CAPITOL SER TR
$19.1M
3
FIRST TR EXCHNG TRADED FD VI
$19.1M
LFL ADVISERS, LLC
$332M
Top holdings
1
BANK NEW YORK MELLON CORP
$54.5M
2
TE CONNECTIVITY PLC
$48.9M
3
SUNBELT RENTALS HOLDINGS INC
$42.7M
LIFEGUIDE FINANCIAL ADVISORS, LLC
$313M
Top holdings
1
DIMENSIONAL ETF TRUST
$119M
2
SCHWAB STRATEGIC TR
$51.7M
3
ISHARES TR
$47.1M
LIFESTYLE ASSET MANAGEMENT, INC.
$306M
Top holdings
1
ISHARES TR
$62.8M
2
STATE STR SPDR S&P 500 ETF T
$40.7M
3
NORTHERN LTS FD TR III
$13.8M
L.K. BENSON & COMPANY, P.C.
$302M
Top holdings
1
PRICE T ROWE GROUP INC
$126M
2
VANGUARD INDEX FDS
$27.5M
3
EA SERIES TRUST
$26.7M
LYNCH ASSET MANAGEMENT, INC.
$298M
Top holdings
1
NVIDIA CORPORATION
$93.9M
2
ALPHABET INC
$20.6M
3
META PLATFORMS INC
$10.1M
LCNB CORP
$297M
Top holdings
1
ISHARES TR
$54.1M
2
SCHWAB STRATEGIC TR
$40M
3
ALPHABET INC
$12.4M
LCC FAMILY CORP.
$292M
Top holdings
1
THOMSON REUTERS CORP
$292M
LECLAIR WEALTH PARTNERS LLC
$289M
Top holdings
1
VICTORY PORTFOLIOS II
$39M
2
J P MORGAN EXCHANGE TRADED F
$34.8M
3
PGIM ETF TR
$33.9M
LUMBARD & KELLNER, LLC
$289M
Top holdings
1
SPDR SERIES TRUST
$27M
2
PETROLEO BRASILEIRO S A
$14.7M
3
ALPHABET INC
$14M
LAZARI CAPITAL MANAGEMENT, INC.
$287M
Top holdings
1
APPLE INC
$38.2M
2
META PLATFORMS INC
$18.4M
3
NVIDIA CORPORATION
$16.3M
LEISURE CAPITAL MANAGEMENT
$286M
Top holdings
1
APPLE INC
$36.4M
2
SCHWAB STRATEGIC TR
$28.3M
3
HARBOR ETF TRUST
$13.2M
LEE JOHNSON CAPITAL MANAGEMENT, LLC
$279M
Top holdings
1
INNOVATOR ETFS TRUST
$88.9M
2
ISHARES TR
$51.4M
3
INVESCO ACTIVELY MANAGED EXC
$12.2M
