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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
MERITAS WEALTH MANAGEMENT, LLC
$221M
Top holdings
1
DIMENSIONAL ETF TRUST
$126M
2
AMERICAN CENTY ETF TR
$44.3M
3
APPLE INC
$9.74M
MOSLEY WEALTH MANAGEMENT
$221M
Top holdings
1
ISHARES TR
$76.9M
2
J P MORGAN EXCHANGE TRADED F
$15.9M
3
SSGA ACTIVE TR
$11.9M
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
$220M
Top holdings
1
EXXON MOBIL CORP
$10.2M
2
CITIGROUP INC
$9.17M
3
AT&T INC
$8.28M
MOR WEALTH MANAGEMENT, LLC
$218M
Top holdings
1
ISHARES TR
$34.1M
2
SCHWAB STRATEGIC TR
$29.9M
3
WISDOMTREE TR
$19.7M
M1 CAPITAL MANAGEMENT LLC
$217M
Top holdings
1
ISHARES TR
$67.7M
2
APPLE INC
$20.2M
3
BLACKROCK ETF TRUST
$18.1M
MITCHELL SINKLER & STARR
$217M
Top holdings
1
VANGUARD INDEX FDS
$19.8M
2
SCHWAB STRATEGIC TR
$13M
3
APPLE INC
$11.7M
MADER & SHANNON WEALTH MANAGEMENT, INC.
$216M
Top holdings
1
ISHARES TR
$73.1M
2
ISHARES GOLD TR
$29.4M
3
SPDR GOLD TR
$29.3M
MURPHY, MIDDLETON, HINKLE & PARKER, INC.
$216M
Top holdings
1
ISHARES TR
$39.2M
2
SCHWAB STRATEGIC TR
$26.9M
3
WALMART INC
$6.34M
MIDWEST CAPITAL ADVISORS, LLC
$214M
Top holdings
1
BLACKROCK ETF TRUST
$59.3M
2
ISHARES TR
$44.6M
3
SCHWAB STRATEGIC TR
$41.7M
MOTIVE WEALTH ADVISORS
$213M
Top holdings
1
ISHARES TR
$89M
2
VANGUARD TAX-MANAGED FDS
$22.2M
3
SCHWAB STRATEGIC TR
$16.3M
MTC WEALTH MANAGEMENT LLC
$211M
Top holdings
1
ISHARES TR
$132M
2
STATE STR SPDR S&P 500 ETF T
$33.2M
3
VANGUARD INDEX FDS
$21.6M
MARSHALL INVESTMENT MANAGEMENT, LLC
$208M
Top holdings
1
SPDR GOLD TR
$20.2M
2
FIRST TR EXCHANGE-TRADED FD
$19.8M
3
FIRST TR EXCHANGE TRADED FD
$17.8M
MILLER CAPITAL PARTNERS, INC.
$208M
Top holdings
1
LAM RESEARCH CORP
$22M
2
VANGUARD SCOTTSDALE FDS
$10.9M
3
ASML HLDG NV
$9.71M
MA INVESTMENT PARTNERSHIP, LP
$208M
Top holdings
1
SANDISK CORP
$63.5M
2
NVIDIA CORPORATION
$34.9M
3
VERTIV HOLDINGS CO
$25.1M
MATRIX PRIVATE CAPITAL GROUP LLC
$207M
Top holdings
1
ISHARES TR
$59.7M
2
VANGUARD INDEX FDS
$42.4M
3
EATON VANCE TAX-MANAGED DIVE
$11.1M
MELIA WEALTH LLC
$207M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$24.3M
2
TRINITY CAP INC
$19.1M
3
ETFIS SER TR I
$15.8M
MAY BARNHARD INVESTMENTS LLC
$206M
Top holdings
1
VANGUARD INDEX FDS
$62.5M
2
ISHARES TR
$54.2M
3
SCHWAB STRATEGIC TR
$41.7M
MN WEALTH ADVISORS, LLC
$206M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$81.5M
2
AMERICAN CENTY ETF TR
$16.5M
3
RBB FUND TRUST
$12.3M
MARMO FINANCIAL GROUP, LLC
$202M
Top holdings
1
VANGUARD INDEX FDS
$47.4M
2
VANGUARD WORLD FD
$34.3M
3
STATE STR SPDR S&P 500 ETF T
$32.4M
MOUNTAINEER PARTNERS MANAGEMENT, LLC
$201M
Top holdings
1
CENTURY ALUM CO
$34.3M
2
CONSTELLIUM SE
$16.2M
3
ALCOA CORP
$15.5M
