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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
MBE WEALTH MANAGEMENT, LLC
$241M
Top holdings
1
ETF SER SOLUTIONS
$49.2M
2
INVESCO QQQ TR
$28.3M
3
SPDR SERIES TRUST
$27.5M
MAINSAIL FINANCIAL GROUP, LLC
$240M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$43.4M
2
ISHARES TR
$28.7M
3
J P MORGAN EXCHANGE TRADED F
$26.2M
MB, LEVIS & ASSOCIATES, LLC
$240M
Top holdings
1
ISHARES TR
$69.7M
2
WISDOMTREE TR
$32.6M
3
VANGUARD INDEX FDS
$21.8M
MENDEL MONEY MANAGEMENT
$239M
Top holdings
1
ALPHABET INC
$12M
2
ETF SER SOLUTIONS
$8.55M
3
MICROSOFT CORP
$8.26M
MYECFO, LLC
$239M
Top holdings
1
SCHWAB STRATEGIC TR
$113M
2
VANGUARD TAX-MANAGED FDS
$29.2M
3
ISHARES TR
$28.1M
MECHANICS FINANCIAL CORP
$239M
Top holdings
1
ISHARES TR
$56.6M
2
GORMAN RUPP CO
$18.2M
3
APPLE INC
$14.4M
MINE & ARAO WEALTH CREATION & MANAGEMENT, LLC.
$238M
Top holdings
1
INVESCO QQQ TR
$41.4M
2
STATE STR SPDR S&P 500 ETF T
$36.4M
3
STATE STR SPDR DOW JONES IND
$24.1M
MILLINGTON FINANCIAL ADVISORS, LLC
$237M
Top holdings
1
SPDR SERIES TRUST
$46.9M
2
SPDR INDEX SHS FDS
$25.8M
3
INNOVATOR ETFS TRUST
$16.4M
MID-AMERICAN WEALTH ADVISORY GROUP, INC.
$237M
Top holdings
1
PIMCO ETF TR
$69.1M
2
SIMPLIFY EXCHANGE TRADED FUN
$44.8M
3
ISHARES TR
$30.4M
MIDWEST FINANCIAL GROUP LLC
$234M
Top holdings
1
ISHARES TR
$35.1M
2
SCHWAB STRATEGIC TR
$24.7M
3
AMERICAN CENTY ETF TR
$19.1M
MATISSE CAPITAL
$234M
Top holdings
1
ISHARES TR
$13M
2
APPLE INC
$9.14M
3
PIMCO CALIF MUN INCOME FD
$7.43M
MASSACHUSETTS WEALTH MANAGEMENT
$231M
Top holdings
1
SELECT SECTOR SPDR TR
$30.4M
2
J P MORGAN EXCHANGE TRADED F
$12.8M
3
EXXON MOBIL CORP
$7.57M
MEROS INVESTMENT MANAGEMENT, LP
$231M
Top holdings
1
DUCOMMUN INC DEL
$15.6M
2
SELECT WATER SOLUTIONS INC
$14M
3
ENVIRI CORP
$12.3M
MCCARTER PRIVATE WEALTH SERVICES LLC
$230M
Top holdings
1
ISHARES TR
$19.6M
2
BROADCOM INC
$12.7M
3
ALPHABET INC
$10.2M
MONEYWISE, INC.
$229M
Top holdings
1
ISHARES TR
$85.8M
2
SCHWAB STRATEGIC TR
$35M
3
VANGUARD INDEX FDS
$19.9M
MY PERSONAL CFO, LLC
$228M
Top holdings
1
VANGUARD INDEX FDS
$47.6M
2
INNOVATOR ETFS TRUST
$29.8M
3
DIMENSIONAL ETF TRUST
$20.5M
MARIPAU WEALTH MANAGEMENT LLC
$227M
Top holdings
1
ETF SER SOLUTIONS
$29.5M
2
SPDR SERIES TRUST
$19.8M
3
ISHARES TR
$19.6M
MOKAN WEALTH MANAGEMENT INC.
$226M
Top holdings
1
SPDR SERIES TRUST
$27.8M
2
VANGUARD SCOTTSDALE FDS
$14.6M
3
BERKSHIRE HATHAWAY INC DEL
$9.04M
MKA CHARITABLE FUND
$224M
Top holdings
1
AIRBNB INC
$224M
MAINSAIL ASSET MANAGEMENT, LLC
$223M
Top holdings
1
VANGUARD INDEX FDS
$100M
2
ISHARES TR
$17.9M
3
CINTAS CORP
$17.7M
