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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
MERIDIAN WEALTH ADVISORS, LLC
$756M
Top holdings
1
ISHARES TR
$140M
2
EXXON MOBIL CORP
$54.7M
3
ISHARES GOLD TR
$51.6M
MCGLONE SUTTNER WEALTH MANAGEMENT, INC.
$755M
Top holdings
1
DIMENSIONAL ETF TRUST
$201M
2
ISHARES TR
$118M
3
AMERICAN CENTY ETF TR
$58.1M
MANCHESTER GLOBAL MANAGEMENT UK LTD
$749M
Top holdings
1
AMAZON COM INC
$106M
2
ANALOG DEVICES INC
$72M
3
ALPHABET INC
$58.5M
MERIDIAN WEALTH PARTNERS, LLC
$729M
Top holdings
1
ISHARES TR
$320M
2
DIMENSIONAL ETF TRUST
$177M
3
SCHWAB STRATEGIC TR
$135M
MECHANICS BANK TRUST DEPARTMENT
$722M
Top holdings
1
ISHARES TR
$91.7M
2
ALPHABET INC
$38.8M
3
STATE STR SPDR S&P 500 ETF T
$36.5M
MIRADOR CAPITAL PARTNERS LP
$706M
Top holdings
1
INVESCO EXCH TRD SLF IDX FD
$126M
2
ALPHABET INC
$50.9M
3
APPLE INC
$31.4M
MANCHESTER CAPITAL MANAGEMENT LLC
$694M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$107M
2
APPLE INC
$63M
3
VANGUARD INDEX FDS
$57M
MATAURO, LLC
$692M
Top holdings
1
ISHARES TR
$92.2M
2
SPROTT ASSET MANAGEMENT LP
$90M
3
ISHARES INC
$62M
MARIDEA WEALTH MANAGEMENT LLC
$688M
Top holdings
1
ABSOLUTE SHS TR
$58.9M
2
ISHARES TR
$47.4M
3
SPDR SERIES TRUST
$38.2M
MAK CAPITAL ONE LLC
$679M
Top holdings
1
CHAMPION HOMES INC
$170M
2
AGILYSYS INC
$84.9M
3
GRUPO FINANCIERO GALICIA S.A
$66.8M
MRAZ, AMERINE & ASSOCIATES, INC.
$678M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$81.1M
2
FAIRFAX FINL HLDGS LTD SUB VTG
$49.6M
3
WHITE MTNS INS GROUP LTD
$48.7M
MITCHELL MCLEOD PUGH & WILLIAMS INC
$678M
Top holdings
1
VANGUARD INDEX FDS
$192M
2
APPLE INC
$31M
3
VANGUARD BD INDEX FDS
$17.2M
MOUNTAIN CAPITAL INVESTMENT ADVISORS INC.
$674M
Top holdings
1
VANGUARD INDEX FDS
$300M
2
SCHWAB STRATEGIC TR
$199M
3
HARTFORD FDS EXCHANGE TRADED
$42M
MORTON CAPITAL MANAGEMENT LLC
$672M
Top holdings
1
DIMENSIONAL ETF TRUST
$159M
2
VANECK MERK GOLD ETF
$155M
3
WISDOMTREE TR
$86.2M
MARQUETTE ASSET MANAGEMENT, LLC
$669M
Top holdings
1
ISHARES TR
$175M
2
DIMENSIONAL ETF TRUST
$139M
3
SCHWAB STRATEGIC TR
$138M
MAINSTREET INVESTMENT ADVISORS LLC
$665M
Top holdings
1
ISHARES TR
$130M
2
VANGUARD SCOTTSDALE FDS
$43.6M
3
APPLE INC
$33.8M
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
$634M
Top holdings
1
DIMENSIONAL ETF TRUST
$365M
2
VANGUARD INDEX FDS
$61M
3
ISHARES TR
$55.9M
MADISON WEALTH PARTNERS, INC
$627M
Top holdings
1
ISHARES TR
$220M
2
FIDELITY COVINGTON TRUST
$49.3M
3
BLACKROCK ETF TRUST II
$44.8M
MARSHALL FINANCIAL GROUP, LLC
$625M
Top holdings
1
SPDR SERIES TRUST
$64.5M
2
SSGA ACTIVE TR
$39.7M
3
JANUS DETROIT STR TR
$26.8M
MCMORGAN & CO LLC
$618M
Top holdings
1
ISHARES TR
$174M
2
VANGUARD BD INDEX FDS
$147M
3
BLACKROCK ETF TRUST
$89.8M
