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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
PEAK PLANNING GROUP, LLC
$361M
Top holdings
1
ISHARES TR
$51.7M
2
INVESCO QQQ TR
$38.8M
3
PGIM ETF TR
$29.2M
PYA WALTMAN CAPITAL, LLC
$361M
Top holdings
1
BERKSHIRE HATHAWAY INC DEL
$38.1M
2
POST HLDGS INC
$32.5M
3
T ROWE PRICE ETF INC
$29.6M
PROATHLETE WEALTH MANAGEMENT LLC
$361M
Top holdings
1
ISHARES TR
$242M
2
AMERICAN CENTY ETF TR
$19.7M
3
INVESCO QQQ TR
$18.1M
PIONEER WEALTH MANAGEMENT GROUP
$357M
Top holdings
1
DIMENSIONAL ETF TRUST
$203M
2
SCHWAB STRATEGIC TR
$71.3M
3
VANGUARD SCOTTSDALE FDS
$31M
PRIVATE WEALTH ADVISORS, LLC
$356M
Top holdings
1
SELECT SECTOR SPDR TR
$71.8M
2
SPDR GOLD TR
$56.1M
3
ISHARES TR
$47.1M
PATHWAY FINANCIAL ADVISERS, LLC
$354M
Top holdings
1
BROADCOM INC
$11.5M
2
ENTERPRISE PRODS PARTNERS L
$11.1M
3
FIDELITY COVINGTON TRUST
$10.8M
PCJ INVESTMENT COUNSEL LTD.
$352M
Top holdings
1
BROOKFIELD BUSINESS CORP
$31M
2
CAE INC
$20.4M
3
ENERFLEX LTD
$13.8M
PHILOSMITH CAPITAL CORP
$351M
Top holdings
1
REINSURANCE GROUP AMER INC
$33.8M
2
RENAISSANCERE HLDGS LTD
$32.3M
3
PRIMERICA INC
$29.6M
PING CAPITAL MANAGEMENT, INC.
$350M
Top holdings
1
YPF SOCIEDAD ANONIMA
$63.7M
2
INVESCO QQQ TR
$34.1M
3
PAMPA ENERGIA SA
$29.2M
PENNSYLVANIA CAPITAL MANAGEMENT INC
$349M
Top holdings
1
ISHARES TR
$54.7M
2
SCHWAB STRATEGIC TR
$40.2M
3
APPLE INC
$37.8M
PRAIRIEWOOD CAPITAL, LLC
$346M
Top holdings
1
SCHWAB STRATEGIC TR
$210M
2
SPDR INDEX SHS FDS
$18.8M
3
AMERICAN CENTY ETF TR
$13.6M
PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC
$346M
Top holdings
1
GOLDMAN SACHS GROUP INC
$33.4M
2
AXIS CAP HLDGS LTD
$15M
3
TARGET HOSPITALITY CORP
$15M
PRESIDIO CAPITAL MANAGEMENT, LLC
$344M
Top holdings
1
INVESCO QQQ TR
$64.6M
2
ISHARES TR
$59.5M
3
BLACKROCK ETF TRUST
$42.7M
PUZO MICHAEL J
$343M
Top holdings
1
ALPHABET INC
$21.9M
2
NVIDIA CORPORATION
$18.7M
3
APPLE INC
$18.5M
PINNACLE BANCORP, INC.
$339M
Top holdings
1
ISHARES TR
$54.2M
2
VANGUARD INDEX FDS
$32.2M
3
BERKSHIRE HATHAWAY INC DEL
$29.7M
PENOBSCOT WEALTH MANAGEMENT
$338M
Top holdings
1
SPDR SERIES TRUST
$68.8M
2
DIMENSIONAL ETF TRUST
$63.9M
3
ISHARES TR
$49.5M
PASSIVE CAPITAL MANAGEMENT, LLC.
$335M
Top holdings
1
DIMENSIONAL ETF TRUST
$107M
2
SCHWAB STRATEGIC TR
$61.5M
3
AMERICAN CENTY ETF TR
$57.2M
PRIVATE CLIENT SERVICES, LLC
$334M
Top holdings
1
ISHARES TR
$104M
2
VANGUARD INDEX FDS
$19.7M
3
VANGUARD INTL EQUITY INDEX F
$10.6M
PARUS FINANCE UK LTD
$334M
Top holdings
1
ALPHABET INC
$41M
2
NVIDIA CORPORATION
$39.2M
3
META PLATFORMS INC
$29.4M
PINE HARBOR WEALTH MANAGEMENT, LLC
$334M
Top holdings
1
DIMENSIONAL ETF TRUST
$98.5M
2
PGIM ETF TR
$71.8M
3
AMERICAN CENTY ETF TR
$29.5M
