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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
MUIRFIELD WEALTH ADVISORS LLC
$136M
Top holdings
1
ISHARES TR
$29M
2
INVESCO EXCHANGE TRADED FD T
$14.6M
3
VANGUARD INDEX FDS
$11.3M
MURPHY & MULLICK CAPITAL MANAGEMENT CORP
$135M
Top holdings
1
SCHWAB STRATEGIC TR
$19.4M
2
NVIDIA CORPORATION
$5.33M
3
VANGUARD INDEX FDS
$4.51M
MENDOTA FINANCIAL GROUP, LLC
$135M
Top holdings
1
DIMENSIONAL ETF TRUST
$44.4M
2
ISHARES TR
$32.5M
3
AMERICAN CENTY ETF TR
$21.1M
MADRID WEALTH MANAGEMENT, LLC
$133M
Top holdings
1
AMERICAN CENTY ETF TR
$29M
2
MORGAN STANLEY ETF TRUST
$12.6M
3
J P MORGAN EXCHANGE TRADED F
$10.7M
MACCO FINANCIAL GROUP, INC.
$132M
Top holdings
1
SPDR SERIES TRUST
$48.1M
2
ISHARES TR
$19.6M
3
SPDR INDEX SHS FDS
$14.6M
M3 WEALTH MANAGEMENT, LLC
$130M
Top holdings
1
VANGUARD SPECIALIZED FUNDS
$11M
2
SPDR SERIES TRUST
$10.9M
3
INVESCO EXCHANGE TRADED FD T
$10.9M
MONETTA FINANCIAL SERVICES INC
$129M
Top holdings
1
STATE STR SPDR S&P 500 ETF T
$11.7M
2
ALPHABET INC
$9.75M
3
AMAZON COM INC
$9.68M
MADISON PARK CAPITAL ADVISORS, LLC
$127M
Top holdings
1
SELECT SECTOR SPDR TR
$21.9M
2
VANGUARD STAR FDS
$14M
3
VANGUARD INDEX FDS
$12M
MIDWESTERN FINANCIAL, LLC
$127M
Top holdings
1
ISHARES TR
$27.3M
2
AMERICAN CENTY ETF TR
$24.1M
3
VANGUARD INDEX FDS
$14.5M
MALLINI COMPLETE FINANCIAL PLANNING LLC
$126M
Top holdings
1
VANGUARD INDEX FDS
$44.4M
2
VANGUARD BD INDEX FDS
$25.4M
3
VANGUARD STAR FDS
$15.5M
MUELLER WEALTH, LLC
$125M
Top holdings
1
SPDR SERIES TRUST
$59.2M
2
ISHARES TR
$28.5M
3
WISDOMTREE TR
$14.3M
MARCHO PARTNERS LLP
$124M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$37M
2
MERCADOLIBRE INC
$35.9M
3
ISHARES BITCOIN TRUST ETF
$20.6M
MISHPACHA HOLDINGS CORP
$123M
Top holdings
1
NVIDIA CORPORATION
$62.7M
2
MICRON TECHNOLOGY INC
$45.7M
3
ISHARES INC
$14.7M
MONEDA S.A. ADMINISTRADORA GENERAL DE FONDOS
$123M
Top holdings
1
MERCADOLIBRE INC
$41.9M
2
ISHARES TR
$16.1M
3
VALE S A
$11.6M
MIRAMAR FIDUCIARY CORP
$122M
Top holdings
1
DIMENSIONAL ETF TRUST
$115M
2
SCRIPPS E W CO OHIO
$3.97M
3
STATE STR SPDR S&P 500 ETF T
$2.65M
MIRABAUD ASSET MANAGEMENT LTD
$121M
Top holdings
1
TAIWAN SEMICONDUCTOR MANUFAC
$11M
2
NVIDIA CORPORATION
$10.5M
3
CME GROUP INC
$8.42M
MERITED WEALTH, LLC
$121M
Top holdings
1
ISHARES TR
$24M
2
J P MORGAN EXCHANGE TRADED F
$18.4M
3
DIMENSIONAL ETF TRUST
$9.68M
MFG WEALTH MANAGEMENT, INC.
$121M
Top holdings
1
SCHWAB STRATEGIC TR
$17.1M
2
PROSHARES TR
$5.62M
3
SPDR SERIES TRUST
$4.52M
MADSON WEALTH ADVISORS INC
$120M
Top holdings
1
ISHARES TR
$59.1M
2
VANGUARD WHITEHALL FDS
$8.54M
3
VANGUARD SPECIALIZED FUNDS
$8.44M
MARRICK WEALTH, LLC
$119M
Top holdings
1
DIMENSIONAL ETF TRUST
$79.7M
2
AMERICAN CENTY ETF TR
$26.9M
3
ISHARES TR
$1.91M
