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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
MAGNOLIA PRIVATE WEALTH, LLC
$150M
Top holdings
1
AMERICAN CENTY ETF TR
$33.6M
2
ISHARES TR
$13.6M
3
SIMPLIFY EXCHANGE TRADED FUN
$10.7M
MAINSTREAM CAPITAL MANAGEMENT LLC
$149M
Top holdings
1
J P MORGAN EXCHANGE TRADED F
$21.9M
2
ISHARES TR
$16.9M
3
APPLE INC
$9.02M
MCALVANY WEALTH MANAGEMENT LLC
$148M
Top holdings
1
WORLD GOLD TR
$14.2M
2
ROYAL GOLD INC
$11.8M
3
ISHARES SILVER TR
$9.59M
MAGNOLIA CAPITAL MANAGEMENT LTD
$148M
Top holdings
1
INVESCO QQQ TR
$23.4M
2
STATE STR SPDR S&P 500 ETF T
$22.2M
3
ISHARES TR
$20.1M
MQS MANAGEMENT LLC
$148M
Top holdings
1
AUTOMATIC DATA PROCESSING IN
$1.2M
2
MARATHON PETE CORP
$1.17M
3
CONOCOPHILLIPS
$1.08M
MOULTON WEALTH MANAGEMENT, INC
$147M
Top holdings
1
ISHARES TR
$48M
2
WISDOMTREE TR
$25.3M
3
SPDR SERIES TRUST
$14.2M
MONTVUE CAPITAL MANAGEMENT, INC.
$147M
Top holdings
1
ISHARES TR
$49.2M
2
SELECT SECTOR SPDR TR
$27.9M
3
VANGUARD INDEX FDS
$27M
MIDATLANTIC CAPITAL MANAGEMENT, INC.
$145M
Top holdings
1
ISHARES TR
$45M
2
VANGUARD INDEX FDS
$22.6M
3
SPDR SERIES TRUST
$12.8M
MACROVIEW INVESTMENT MANAGEMENT LLC
$144M
Top holdings
1
ISHARES TR
$34.4M
2
INNOVATOR ETFS TRUST
$12.4M
3
SCHWAB STRATEGIC TR
$9.57M
MUSTICO FINANCIAL GROUP, INC.
$143M
Top holdings
1
ISHARES TR
$46.3M
2
INVESCO EXCHANGE TRADED FD T
$31.5M
3
VANGUARD INDEX FDS
$12.1M
MENARD FINANCIAL GROUP LLC
$143M
Top holdings
1
ZACKS TRUST
$26.7M
2
NVIDIA CORPORATION
$14.5M
3
CALAMOS ETF TR
$7.14M
MOUNT VERNON ASSOCIATES INC
$142M
Top holdings
1
APPLE INC
$14.8M
2
ALPHABET INC
$11.5M
3
COSTCO WHOLESALE CORPORATION
$9.68M
MAYTREE ASSET MANAGEMENT LTD
$141M
Top holdings
1
INTEL CORP
$22.3M
2
PDD HOLDINGS INC
$19.8M
3
SANDISK CORP
$19.4M
MERITECH CAPITAL ASSOCIATES V L.L.C.
$141M
Top holdings
1
DATADOG INC
$80.2M
2
ROBLOX CORP
$61M
MORK CAPITAL MANAGEMENT, LLC
$141M
Top holdings
1
ABERCROMBIE & FITCH CO
$4.11M
2
CORE NATURAL RESOURCES INC
$3.65M
3
FEDEX CORP
$3.56M
MOREY & QUINN WEALTH PARTNERS, LLC
$141M
Top holdings
1
FIRST TR EXCHANGE-TRADED FD
$21.6M
2
BERKSHIRE HATHAWAY INC DEL
$13.9M
3
FIRST TR EXCHANGE TRADED FD
$9.18M
MASCAGNI WEALTH MANAGEMENT, INC.
$140M
Top holdings
1
ISHARES TR
$21.9M
2
INVESCO EXCHANGE TRADED FD T
$10.4M
3
VANGUARD INDEX FDS
$7.18M
MARATHON STRATEGIC ADVISORS, LLC
$139M
Top holdings
1
SPDR SERIES TRUST
$34M
2
SPDR INDEX SHS FDS
$22.8M
3
VANGUARD INDEX FDS
$13.9M
MICHELS FAMILY FINANCIAL, LLC
$139M
Top holdings
1
ISHARES TR
$19M
2
VANGUARD INDEX FDS
$13.4M
3
SCHWAB STRATEGIC TR
$12.2M
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
$136M
Top holdings
1
ISHARES TR
$76.9M
2
SCHWAB STRATEGIC TR
$24.1M
3
WISDOMTREE TR
$6.16M
